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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 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 40,133.0 $30.0M 10.68% -367.0 -0.9% $746.75 +3.1%
2 IJR ISHARES TR 99,184.0 $14.7M 5.24% -2K -2.1% $148.31 -2.1%
3 GOOGL ALPHABET INC Communication Services 38,278.0 $13.7M 4.88% $357.37 -5.5%
4 J P MORGAN EXCHANGE TRADED F 231,209.0 $11.7M 4.17% +8K +3.5% $50.57
5 VO VANGUARD INDEX FDS 135,089.0 $10.9M 3.88% +102K +307.7% $80.57 +2.2%
6 DGRO ISHARES TR 110,498.0 $8.4M 2.98% +3K +2.7% $75.79 +4.5%
7 IVV ISHARES TR 10,326.0 $7.7M 2.76% $748.94 +3.3%
8 AMZN AMAZON COM INC Consumer Cyclical 28,485.0 $6.8M 2.42% $238.34 +8.0%
9 BSV VANGUARD BD INDEX FDS 86,654.0 $6.8M 2.41% -950.0 -1.1% $77.91 -0.9%
10 MSFT MICROSOFT CORP Technology 16,843.0 $6.3M 2.24% $373.03 +34.1%
11 JCPB J P MORGAN EXCHANGE TRADED F 125,465.0 $5.9M 2.10% +5K +4.1% $46.94 -2.1%
12 SDY SPDR SERIES TRUST 38,635.0 $5.9M 2.10% -457.0 -1.2% $152.18 +2.6%
13 IBDT ISHARES TR 230,329.0 $5.8M 2.07% +6K +2.9% $25.25 -0.6%
14 IBDS ISHARES TR 238,729.0 $5.8M 2.06% +6K +2.4% $24.22 -0.4%
15 IBDU ISHARES TR 232,703.0 $5.4M 1.92% +10K +4.3% $23.16 -0.9%
16 IBDR ISHARES TR 222,124.0 $5.4M 1.92% -3K -1.1% $24.23 -0.2%
17 HDV ISHARES TR 188,448.0 $5.2M 1.84% +151K +398.9% $27.41 +7.5%
18 VGT VANGUARD WORLD FD 39,746.0 $4.8M 1.69% +35K +700.0% $119.52 +1.3%
19 IBDV ISHARES TR 216,089.0 $4.7M 1.68% +12K +5.6% $21.80 -1.5%
20 VUG VANGUARD INDEX FDS 54,227.0 $4.7M 1.67% +45K +497.0% $86.14 +2.5%
Page 1 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%