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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLB SELECT SECTOR SPDR TR 6,416.0 $326K 0.19% -150.0 -2.3% $50.83 +4.6%
62 XLK SELECT SECTOR SPDR TR 1,666.0 $317K 0.18% -60.0 -3.5% $190.52 -2.5%
63 ICSH ISHARES TR 6,240.0 $316K 0.18% -400.0 -6.0% $50.58 -0.1%
64 VYM VANGUARD WHITEHALL FDS 1,954.0 $309K 0.18% +40.0 +2.1% $158.03 +3.9%
65 SBUX STARBUCKS CORP Consumer Cyclical 3,017.0 $308K 0.18% $102.20 +5.5%
66 CL COLGATE PALMOLIVE CO Consumer Defensive 3,270.0 $300K 0.17% $91.68 -1.0%
67 LRCX LAM RESEARCH CORP Technology 690.0 $299K 0.17% NEW $433.33 -30.3%
68 TROW PRICE T ROWE GROUP INC Financial Services 2,629.0 $299K 0.17% -455.0 -14.8% $113.67 -2.1%
69 AXP AMERICAN EXPRESS CO Financial Services 852.0 $288K 0.17% -62.0 -6.8% $338.25 -1.5%
70 XLU SELECT SECTOR SPDR TR 6,309.0 $286K 0.17% +79.0 +1.3% $45.34 -5.8%
71 VNQ VANGUARD INDEX FDS 2,895.0 $279K 0.16% $96.43 +0.8%
72 VV VANGUARD INDEX FDS 805.0 $277K 0.16% -150.0 -15.7% $343.90 +3.1%
73 KBE SPDR SERIES TRUST 4,000.0 $273K 0.16% $68.22 +0.4%
74 UNH UNITEDHEALTH GROUP INC Healthcare 639.0 $266K 0.15% -10.0 -1.5% $415.65 -5.5%
75 IUSV ISHARES TR 2,410.0 $265K 0.15% $110.13 +4.3%
76 NFLX NETFLIX INC. Communication Services 3,700.0 $264K 0.15% -20.0 -0.5% $71.40 +14.5%
77 MA MASTERCARD INCORPORATED Financial Services 512.0 $263K 0.15% +111.0 +27.7% $513.16 +16.0%
78 QCOM QUALCOMM INC Technology 1,400.0 $259K 0.15% $184.79 -11.1%
79 ABT ABBOTT LABORATORIES Healthcare 2,819.0 $256K 0.15% -351.0 -11.1% $90.74 +23.9%
80 VCR VANGUARD WORLD FD 642.0 $255K 0.15% -5.0 -0.8% $396.61 -0.7%
Page 4 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%