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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BND VANGUARD BD INDEX FDS 7,635.0 $560K 0.33% -319.0 -4.0% $73.41 -1.5%
42 XLI SELECT SECTOR SPDR TR 2,777.0 $514K 0.30% +16.0 +0.6% $185.21 -4.4%
43 QQQ INVESCO QQQ TR Financial Services 657.0 $484K 0.28% -208.0 -24.1% $736.15 -2.7%
44 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11,231.0 $475K 0.28% $42.31 -3.9%
45 IYW ISHARES TR 1,860.0 $469K 0.27% $252.23 -0.4%
46 CSCO CISCO SYS INC Technology 3,733.0 $439K 0.25% -298.0 -7.4% $117.47 -6.4%
47 SCHW SCHWAB CHARLES CORP Financial Services 4,717.0 $435K 0.25% +135.0 +3.0% $92.27 +19.4%
48 XLE SELECT SECTOR SPDR TR 8,076.0 $429K 0.25% +77.0 +1.0% $53.11 +18.0%
49 XLY SELECT SECTOR SPDR TR 3,653.0 $428K 0.25% +66.0 +1.8% $117.27 -0.0%
50 ABBV ABBVIE INC Healthcare 1,661.0 $418K 0.24% -60.0 -3.5% $251.64 +1.5%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 445.0 $416K 0.24% -22.0 -4.7% $935.47 +1.1%
52 SPSM SPDR SERIES TRUST 6,778.0 $391K 0.23% -436.0 -6.0% $57.67 -1.9%
53 EMR EMERSON ELEC CO Industrials 2,714.0 $389K 0.23% -61.0 -2.2% $143.17 +8.4%
54 NVS NOVARTIS AG Healthcare 2,395.0 $375K 0.22% -30.0 -1.2% $156.72 -1.9%
55 XLP SELECT SECTOR SPDR TR 4,482.0 $372K 0.22% +115.0 +2.6% $83.07 +2.9%
56 TCAF T ROWE PRICE EXCHANGE-TRADED 9,045.0 $372K 0.21% +50.0 +0.6% $41.10 +4.2%
57 WMT WALMART INC Consumer Defensive 3,036.0 $344K 0.20% -360.0 -10.6% $113.26 -9.0%
58 CAT CATERPILLAR INC Industrials 315.0 $335K 0.19% -65.0 -17.1% $1064.57 -24.8%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 1,182.0 $332K 0.19% -348.0 -22.8% $281.21 -16.2%
60 CVX CHEVRON CORPORATION Energy 1,978.0 $328K 0.19% -347.0 -14.9% $165.79 +21.8%
Page 3 of 5  ·  92 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%