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Portfolio (Quarterly) Guide ↗

HOWARD BAILEY SECURITIES, LLC

· CIK 0002043986
13F Portfolio $267M AUM 121 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 121 New
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMLC VANECK ETF TRUST 7,873.0 $201K 0.07% NEW $25.56 +0.3%
Page 7 of 7  ·  121 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
Technology 48.2%
Financial Services 13.9%
Healthcare 9.1%
Consumer Cyclical 8.0%
Industrials 7.7%
Communication Services 6.2%
Basic Materials 4.8%
Consumer Defensive 2.2%