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Portfolio (Quarterly) Guide ↗

Hopwood Financial Services, Inc.

· CIK 0002023166
13F Portfolio $142M AUM 90 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 Added 24 Reduced 220 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 10,401.0 $6.3M 4.42% -65.0 -0.6% $603.31 +10.3%
2 XOM EXXON MOBIL CORP Energy 45,457.0 $5.5M 3.85% -1K -2.5% $120.34 +29.9%
3 VGT VANGUARD WORLD FD 4,349.0 $3.3M 2.31% -71.0 -1.6% $753.80 -84.8%
4 MSFT MICROSOFT CORP Technology 6,213.0 $3.0M 2.12% -118.0 -1.9% $483.64 -13.3%
5 AAPL APPLE INC Technology 7,287.0 $2.0M 1.40% -244.0 -3.2% $271.88 +12.2%
6 JPM JPMORGAN CHASE & CO. Financial Services 3,953.0 $1.3M 0.90% -72.0 -1.8% $322.21 -6.0%
7 LOW LOWES COS INC Consumer Cyclical 4,372.0 $1.1M 0.74% -31.0 -0.7% $241.16 -9.9%
8 ITW ILLINOIS TOOL WKS INC Industrials 3,827.0 $943K 0.66% -47.0 -1.2% $246.30 +1.5%
9 DFAC DIMENSIONAL ETF TRUST 21,326.0 $844K 0.59% -1K -4.7% $39.59 +9.5%
10 GOOG ALPHABET INC Communication Services 2,283.0 $716K 0.50% -294.0 -11.4% $313.76 +22.2%
11 AMZN AMAZON COM INC Consumer Cyclical 2,712.0 $626K 0.44% -95.0 -3.4% $230.82 +16.3%
12 VIG VANGUARD SPECIALIZED FUNDS 2,677.0 $588K 0.41% -80.0 -2.9% $219.77 +5.1%
13 SCHW SCHWAB CHARLES CORP Financial Services 4,582.0 $458K 0.32% -324.0 -6.6% $99.91 -9.8%
14 COST COSTCO WHSL CORP NEW Consumer Defensive 467.0 $403K 0.28% -63.0 -11.9% $862.34 +21.8%
15 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11,231.0 $396K 0.28% -876.0 -7.2% $35.30 +6.7%
16 ABBV ABBVIE INC Healthcare 1,721.0 $393K 0.28% -95.0 -5.2% $228.49 -6.1%
17 WMT WALMART INC Consumer Defensive 3,396.0 $378K 0.27% -109.0 -3.1% $111.41 +17.4%
18 AXP AMERICAN EXPRESS CO Financial Services 914.0 $338K 0.24% -48.0 -5.0% $369.95 -16.3%
19 TROW PRICE T ROWE GROUP INC Financial Services 3,084.0 $316K 0.22% -75.0 -2.4% $102.37 -0.5%
20 LMT LOCKHEED MARTIN CORP Industrials 596.0 $288K 0.20% -184.0 -23.6% $483.97 +8.0%
Page 1 of 2  ·  24 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 50.4%
Technology 12.7%
Energy 11.1%
Healthcare 5.8%
Industrials 5.5%
Communication Services 5.3%
Consumer Defensive 5.0%
Consumer Cyclical 4.3%