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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $257M AUM 109 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 15 Reduced 1 Exited
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TIP ISHARES TR 3,846.0 $424K 0.17% $110.36 -0.8%
82 VPU VANGUARD WORLD FD 2,131.0 $422K 0.17% $198.10 +0.0%
83 Q QNITY ELECTRONICS INC Technology 3,506.0 $405K 0.16% $115.38 +45.2%
84 AXP AMERICAN EXPRESS CO Financial Services 1,335.0 $404K 0.16% $302.48 +13.2%
85 IJH ISHARES TR 5,755.0 $389K 0.15% $67.53 +13.2%
86 TSLA TESLA INC Consumer Cyclical 1,015.0 $377K 0.15% -25.0 -2.4% $371.75 +0.9%
87 SPGI S&P GLOBAL INC Financial Services 879.0 $374K 0.15% $425.34 -7.1%
88 DOW DOW HLDGS INC Basic Materials 8,850.0 $369K 0.14% NEW $41.65 -29.6%
89 CSCO CISCO SYS INC Technology 4,472.0 $347K 0.14% -200.0 -4.3% $77.59 +53.3%
90 EMR EMERSON ELEC CO Industrials 2,610.0 $342K 0.13% $131.02 +10.9%
91 OMC OMNICOM GROUP INC Communication Services 4,500.0 $339K 0.13% $75.31 -2.5%
92 DD DUPONT DE NEMOURS INC Basic Materials 7,015.0 $321K 0.12% $45.80 +200.9%
93 QQQ INVESCO QQQ TR Financial Services 554.0 $320K 0.12% $577.14 +24.1%
94 HD HOME DEPOT INC Consumer Cyclical 921.0 $303K 0.12% $328.89 +4.9%
95 ARKK ARK ETF TR 4,376.0 $296K 0.12% $67.59 +13.3%
96 UNP UNION PAC CORP Industrials 1,202.0 $292K 0.11% $242.62 +10.3%
97 DIS DISNEY WALT CO Communication Services 2,984.0 $288K 0.11% $96.40 +1.7%
98 NFLX NETFLIX INC. Communication Services 2,950.0 $284K 0.11% $96.15 -26.3%
99 VXF VANGUARD INDEX FDS 1,370.0 $282K 0.11% $205.80 +16.8%
100 GE GE AEROSPACE Industrials 964.0 $274K 0.11% $283.77 +30.9%
Page 5 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Technology 16.5%
Communication Services 14.0%
Consumer Cyclical 8.3%
Healthcare 4.3%
Energy 3.9%
Consumer Defensive 3.3%
Industrials 2.4%
Basic Materials 1.5%
Utilities 0.8%