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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 1,661.0 $418K 0.24% -60.0 -3.5% $251.64 +1.5%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 445.0 $416K 0.24% -22.0 -4.7% $935.47 +1.1%
23 SPSM SPDR SERIES TRUST 6,778.0 $391K 0.23% -436.0 -6.0% $57.67 -1.9%
24 EMR EMERSON ELEC CO Industrials 2,714.0 $389K 0.23% -61.0 -2.2% $143.17 +8.4%
25 NVS NOVARTIS AG Healthcare 2,395.0 $375K 0.22% -30.0 -1.2% $156.72 -1.9%
26 WMT WALMART INC Consumer Defensive 3,036.0 $344K 0.20% -360.0 -10.6% $113.26 -9.0%
27 CAT CATERPILLAR INC Industrials 315.0 $335K 0.19% -65.0 -17.1% $1064.57 -24.8%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 1,182.0 $332K 0.19% -348.0 -22.8% $281.21 -16.2%
29 CVX CHEVRON CORPORATION Energy 1,978.0 $328K 0.19% -347.0 -14.9% $165.79 +21.8%
30 XLB SELECT SECTOR SPDR TR 6,416.0 $326K 0.19% -150.0 -2.3% $50.83 +4.6%
31 XLK SELECT SECTOR SPDR TR 1,666.0 $317K 0.18% -60.0 -3.5% $190.52 -2.5%
32 ICSH ISHARES TR 6,240.0 $316K 0.18% -400.0 -6.0% $50.58 -0.1%
33 TROW PRICE T ROWE GROUP INC Financial Services 2,629.0 $299K 0.17% -455.0 -14.8% $113.67 -2.1%
34 AXP AMERICAN EXPRESS CO Financial Services 852.0 $288K 0.17% -62.0 -6.8% $338.25 -1.5%
35 VV VANGUARD INDEX FDS 805.0 $277K 0.16% -150.0 -15.7% $343.90 +3.1%
36 UNH UNITEDHEALTH GROUP INC Healthcare 639.0 $266K 0.15% -10.0 -1.5% $415.65 -5.5%
37 NFLX NETFLIX INC. Communication Services 3,700.0 $264K 0.15% -20.0 -0.5% $71.40 +14.5%
38 ABT ABBOTT LABORATORIES Healthcare 2,819.0 $256K 0.15% -351.0 -11.1% $90.74 +23.9%
39 VCR VANGUARD WORLD FD 642.0 $255K 0.15% -5.0 -0.8% $396.61 -0.7%
40 VUSB VANGUARD BD INDEX FDS 4,600.0 $229K 0.13% -400.0 -8.0% $49.78 -0.1%
Page 2 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%