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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $281M AUM 113 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 18 Added 28 Reduced 2 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 1,335.0 $452K 0.16% $338.25 -3.6%
82 IJH ISHARES TR 5,755.0 $444K 0.16% $77.11 -1.6%
83 TSLA TESLA INC Consumer Cyclical 1,015.0 $427K 0.15% $420.60 -15.8%
84 TIP ISHARES TR 3,846.0 $421K 0.15% $109.43 -2.2%
85 VPU VANGUARD WORLD FD 2,134.0 $418K 0.15% $195.68 -4.8%
86 QQQ INVESCO QQQ TR Financial Services 554.0 $408K 0.14% $736.35 -2.4%
87 IHI ISHARES TR 8,220.0 $406K 0.14% $49.41 +8.5%
88 PEP PEPSICO INC Consumer Defensive 2,916.0 $395K 0.14% -175.0 -5.7% $135.40 +1.6%
89 UPS UNITED PARCEL SVCS INC Industrials 3,513.0 $378K 0.14% -2K -29.9% $107.50 -4.8%
90 EMR EMERSON ELEC CO Industrials 2,610.0 $374K 0.13% $143.15 +6.8%
91 GE GE AEROSPACE Industrials 960.0 $359K 0.13% $373.73 -9.8%
92 SPGI S&P GLOBAL INC Financial Services 879.0 $358K 0.13% $407.26 +8.9%
93 MU MICRON TECHNOLOGY INC Technology 310.0 $358K 0.13% NEW $1154.29 -11.9%
94 ARKK ARK ETF TR 4,376.0 $354K 0.13% $80.82 +6.7%
95 VXF VANGUARD INDEX FDS 1,370.0 $337K 0.12% $246.21 -1.4%
96 OMC OMNICOM GROUP INC Communication Services 4,500.0 $328K 0.12% $72.83 +13.4%
97 UNP UNION PAC CORP Industrials 1,202.0 $327K 0.12% $272.00 +6.5%
98 HD HOME DEPOT INC Consumer Cyclical 921.0 $325K 0.12% $352.68 -9.0%
99 DUPONT DE NEMOURS INC 2,337.0 $317K 0.11% NEW $135.64
100 DIS DISNEY WALT CO Communication Services 2,984.0 $287K 0.10% $96.27 +9.4%
Page 5 of 6  ·  113 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 46.0%
Technology 16.6%
Communication Services 14.2%
Consumer Cyclical 8.7%
Healthcare 4.4%
Energy 2.9%
Consumer Defensive 2.9%
Industrials 2.5%
Basic Materials 1.0%
Utilities 0.8%