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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NVS NOVARTIS AG Healthcare 1,700.0 $260K 0.10% $152.75 +1.6%
102 FDX FEDEX CORP Industrials 725.0 $258K 0.10% $356.18 -7.5%
103 SYY SYSCO CORP Consumer Defensive 3,377.0 $241K 0.09% $71.33 +13.4%
104 MMM 3M CO Industrials 1,625.0 $236K 0.09% $145.19 +15.7%
105 DVY ISHARES TR 1,524.0 $231K 0.09% $151.41 +3.7%
106 TFC TRUIST FINL CORP Financial Services 4,871.0 $224K 0.09% $45.97 +10.2%
107 WFC WELLS FARGO & CO Financial Services 2,808.0 $224K 0.09% $79.61 +6.5%
108 GEV GE VERNOVA INC Utilities 245.0 $214K 0.08% NEW $872.89 +24.4%
109 COP CONOCOPHILLIPS Energy 1,520.0 $201K 0.08% NEW $132.04 -19.4%
Page 6 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%