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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 1 of 3  ·  44 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 22,788.0 $17.0M 9.86% -332.0 -1.4% $746.78 +3.0%
2 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 10,032.0 $7.1M 4.09% -369.0 -3.5% $703.34 -1.8%
3 XOM EXXON MOBIL CORP Energy 35,794.0 $4.9M 2.83% -10K -21.3% $136.72 +14.6%
4 AAPL APPLE INC Technology 7,229.0 $2.1M 1.21% -58.0 -0.8% $289.35 +10.5%
5 GSLC GOLDMAN SACHS ETF TR 13,609.0 $1.9M 1.12% -4K -22.7% $141.89 +3.5%
6 GOOGL ALPHABET INC Communication Services 5,313.0 $1.9M 1.10% -170.0 -3.1% $357.37 -3.0%
7 VTV VANGUARD INDEX FDS 7,762.0 $1.7M 0.98% -294.0 -3.6% $217.93 +3.4%
8 JNJ JOHNSON & JOHNSON Healthcare 4,980.0 $1.3M 0.73% -380.0 -7.1% $253.99 +5.5%
9 RTX RTX CORPORATION Industrials 5,547.0 $1.1M 0.61% -371.0 -6.3% $189.72 +11.6%
10 ITW ILLINOIS TOOL WKS INC Industrials 3,772.0 $1.0M 0.59% -55.0 -1.4% $270.47 +3.6%
11 JPM JPMORGAN CHASE & CO Financial Services 3,103.0 $1.0M 0.59% -850.0 -21.5% $327.33 +9.3%
12 LOW LOWES COS INC Consumer Cyclical 4,349.0 $959K 0.56% -23.0 -0.5% $220.48 -5.6%
13 GOOG ALPHABET INC 2,012.0 $711K 0.41% -271.0 -11.9% $353.35
14 PG PROCTER & GAMBLE CO Consumer Defensive 4,794.0 $703K 0.41% -1K -18.5% $146.65 -2.0%
15 PEP PEPSICO INC Consumer Defensive 4,801.0 $650K 0.38% -281.0 -5.5% $135.40 +4.2%
16 AMGN AMGEN INC Healthcare 1,729.0 $626K 0.36% -25.0 -1.4% $362.15 +19.4%
17 VIG VANGUARD SPECIALIZED FUNDS 2,577.0 $610K 0.35% -100.0 -3.7% $236.61 +2.7%
18 BND VANGUARD BD INDEX FDS 7,635.0 $560K 0.33% -319.0 -4.0% $73.41 -1.5%
19 QQQ INVESCO QQQ TR Financial Services 657.0 $484K 0.28% -208.0 -24.1% $736.15 -2.7%
20 CSCO CISCO SYS INC Technology 3,733.0 $439K 0.25% -298.0 -7.4% $117.47 -6.4%
Page 1 of 3  ·  44 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%