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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC Utilities 244.0 $287K 0.10% $1174.86 -19.8%
102 SYY SYSCO CORP Consumer Defensive 3,377.0 $282K 0.10% $83.58 -4.2%
103 NVS NOVARTIS AG Healthcare 1,700.0 $266K 0.10% $156.72 +2.1%
104 MMM 3M CO Industrials 1,625.0 $263K 0.09% $161.91 +4.1%
105 TFC TRUIST FINL CORP Financial Services 4,871.0 $243K 0.09% $49.82 +3.7%
106 DOW DOW HLDGS INC Basic Materials 8,850.0 $242K 0.09% $27.36 +7.6%
107 DVY ISHARES TR 1,524.0 $238K 0.09% $156.30 +5.1%
108 WFC WELLS FARGO & CO Financial Services 2,808.0 $232K 0.08% $82.64 +8.9%
109 FDX FEDEX CORP Industrials 725.0 $227K 0.08% $313.13 +3.0%
110 SCHB SCHWAB STRATEGIC TR 7,592.0 $220K 0.08% NEW $28.96 +2.7%
111 ICVT ISHARES TR 1,775.0 $216K 0.08% NEW $121.74 -5.7%
112 NFLX NETFLIX INC. Communication Services 2,950.0 $211K 0.07% $71.40 +9.6%
113 UNH UNITEDHEALTH GROUP INC Healthcare 497.0 $207K 0.07% NEW $415.63 -4.4%
Page 6 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%