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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AON AON PLC Financial Services 745.0 $247K 0.14% +85.0 +12.9% $331.69 +7.1%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,351.0 $241K 0.14% +1K +2356.4% $178.29 +15.3%
83 NVDA NVIDIA CORPORATION Technology 1,186.0 $237K 0.14% +105.0 +9.7% $200.09 +8.7%
84 VUSB VANGUARD BD INDEX FDS 4,600.0 $229K 0.13% -400.0 -8.0% $49.78 -0.1%
85 LMT LOCKHEED MARTIN CORP Industrials 448.0 $228K 0.13% -148.0 -24.8% $509.94 +10.6%
86 BX BLACKSTONE INC Financial Services 1,890.0 $222K 0.13% -140.0 -6.9% $117.67 +21.0%
87 IWF ISHARES TR 1,768.0 $220K 0.13% +1K +300.0% $124.17 -1.1%
88 SDY SPDR SERIES TRUST 1,440.0 $219K 0.13% NEW $152.18 +3.5%
89 HD HOME DEPOT INC Consumer Cyclical 583.0 $206K 0.12% NEW $352.68 -6.4%
90 INTC INTEL CORP Technology 1,460.0 $204K 0.12% NEW $139.63 -35.9%
91 SPYV SPDR SERIES TRUST 3,351.0 $204K 0.12% -670.0 -16.7% $60.79 +4.5%
92 AVGO BROADCOM INC Technology 532.0 $201K 0.12% -61.0 -10.3% $377.75 -2.4%
Page 5 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%