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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVS NOVARTIS AG Healthcare 2,425.0 $334K 0.23% $137.87 +10.1%
62 TROW PRICE T ROWE GROUP INC Financial Services 3,084.0 $316K 0.22% -75.0 -2.4% $102.37 -0.5%
63 BX BLACKSTONE INC Financial Services 2,030.0 $313K 0.22% $154.15 -23.1%
64 CSCO CISCO SYS INC Technology 4,031.0 $310K 0.22% +392.0 +10.8% $77.02 +53.5%
65 VV VANGUARD INDEX FDS 955.0 $301K 0.21% $314.79 +8.5%
66 XLB SELECT SECTOR SPDR TR 6,566.0 $298K 0.21% +3K +96.8% $45.35 +10.3%
67 BKNG BOOKING HOLDINGS INC Consumer Cyclical 55.0 $295K 0.21% $5363.09 -97.0%
68 LMT LOCKHEED MARTIN CORP Industrials 596.0 $288K 0.20% -184.0 -23.6% $483.97 +8.0%
69 V VISA INC Financial Services 817.0 $286K 0.20% +191.0 +30.5% $350.61 -5.7%
70 VYM VANGUARD WHITEHALL FDS 1,914.0 $275K 0.19% $143.52 +9.6%
71 ORCL ORACLE CORP Technology 1,390.0 $271K 0.19% -100.0 -6.7% $194.91 -2.6%
72 XLU SELECT SECTOR SPDR TR 6,230.0 $266K 0.19% +3K +100.1% $42.69 +5.4%
73 CL COLGATE PALMOLIVE CO Consumer Defensive 3,270.0 $258K 0.18% $79.02 +14.5%
74 VNQ VANGUARD INDEX FDS 2,895.0 $256K 0.18% $88.49 +9.2%
75 SBUX STARBUCKS CORP Consumer Cyclical 3,027.0 $255K 0.18% $84.21 +26.5%
76 VCR VANGUARD WORLD FD 647.0 $255K 0.18% -4.0 -0.6% $393.92 -0.3%
77 VUSB VANGUARD BD INDEX FDS 5,000.0 $249K 0.17% $49.84 -0.2%
78 XLK SELECT SECTOR SPDR TR 1,726.0 $248K 0.17% +708.0 +69.5% $143.97 +24.1%
79 IUSV ISHARES TR 2,410.0 $247K 0.17% $102.53 +6.7%
80 KBE SPDR SERIES TRUST 4,000.0 $243K 0.17% $60.69 +4.6%
Page 4 of 5  ·  90 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%