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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	817	$286K	0.20%	SOLD
2	ORCL	ORACLE CORP	Technology	1,390	$271K	0.19%	SOLD
3	VUG	VANGUARD INDEX FDS	—	436	$213K	0.15%	SOLD

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%