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Portfolio (Quarterly) Guide ↗

Hopwood Financial Services, Inc.

· CIK 0002023166
13F Portfolio $173M AUM 92 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 30 Added 44 Reduced 3 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 3,653.0 $428K 0.25% +66.0 +1.8% $117.27 -0.0%
22 XLP SELECT SECTOR SPDR TR 4,482.0 $372K 0.22% +115.0 +2.6% $83.07 +2.9%
23 TCAF T ROWE PRICE EXCHANGE-TRADED 9,045.0 $372K 0.21% +50.0 +0.6% $41.10 +4.2%
24 VYM VANGUARD WHITEHALL FDS 1,954.0 $309K 0.18% +40.0 +2.1% $158.03 +3.9%
25 XLU SELECT SECTOR SPDR TR 6,309.0 $286K 0.17% +79.0 +1.3% $45.34 -5.8%
26 MA MASTERCARD INCORPORATED Financial Services 512.0 $263K 0.15% +111.0 +27.7% $513.16 +16.0%
27 AON AON PLC Financial Services 745.0 $247K 0.14% +85.0 +12.9% $331.69 +7.1%
28 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,351.0 $241K 0.14% +1K +2356.4% $178.29 +15.3%
29 NVDA NVIDIA CORPORATION Technology 1,186.0 $237K 0.14% +105.0 +9.7% $200.09 +8.7%
30 IWF ISHARES TR 1,768.0 $220K 0.13% +1K +300.0% $124.17 -1.1%
Page 2 of 2  ·  30 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 52.8%
Technology 12.2%
Energy 9.9%
Healthcare 6.1%
Industrials 5.7%
Consumer Defensive 4.6%
Consumer Cyclical 4.5%
Communication Services 4.1%