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Portfolio (Quarterly) Guide ↗

Hodges Capital Management Inc.

· CIK 0001337263
13F Portfolio $1.2B AUM 204 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 72 Added 68 Reduced 25 Exited
Page 2 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Expand Energy Corporation 134,062.0 $14.7M 1.22% +19K +16.5% $109.78
22 AAPL Apple Inc Technology 55,719.0 $14.1M 1.17% +985.0 +1.8% $253.79 +22.5%
23 YOU Clear Secure Inc Cl A Technology 286,660.0 $13.9M 1.15% +81K +39.4% $48.41 +16.8%
24 TSLA Tesla Inc Consumer Cyclical 36,184.0 $13.5M 1.11% -537.0 -1.5% $371.75 +18.5%
25 TCBI Texas Cap Bancshares Inc Financial Services 138,660.0 $13.2M 1.09% +17K +14.0% $94.88 +3.4%
26 GIL Gildan Activewear Inc Consumer Cyclical 236,306.0 $13.2M 1.09% +31K +15.2% $55.65 +9.1%
27 CRS Carpenter Technology Corp Industrials 33,174.0 $13.1M 1.08% +2K +6.2% $394.15 +17.0%
28 TSM Taiwan Semiconductor Mfg Ltd S Technology 38,677.0 $13.1M 1.08% -9K -18.8% $337.95 +25.1%
29 NVGS Navigator Holdings Ltd Energy 661,790.0 $12.8M 1.06% +108K +19.6% $19.33 +16.1%
30 WMT Wal-Mart Inc Consumer Defensive 102,557.0 $12.7M 1.05% -2K -1.6% $124.28 -4.6%
31 TMHC Taylor Morrison Home Corp Consumer Cyclical 212,208.0 $12.4M 1.02% +18K +9.2% $58.24 +1.9%
32 PLTR Palantir Technologies Inc Cl A Technology 83,451.0 $12.2M 1.01% -22K -20.6% $146.28 -9.4%
33 ONON On Holding Ag Namen Akt A Consumer Cyclical 354,671.0 $12.1M 1.00% -15K -4.0% $34.02 +16.5%
34 OZK Bank Ozk Little Rock Ark Financial Services 251,576.0 $11.5M 0.95% -84K -25.1% $45.89 +4.9%
35 TSEM Tower Semiconductor Ltd New Technology 65,544.0 $11.5M 0.95% +750.0 +1.2% $175.48 +58.2%
36 FDX Fedex Corp Industrials 30,937.0 $11.0M 0.91% +20K +183.2% $356.18 +15.6%
37 BA Boeing Co Industrials 55,030.0 $11.0M 0.91% +16K +40.7% $199.03 +12.8%
38 OKE Oneok Inc Energy 120,346.0 $10.9M 0.90% -36K -23.1% $90.39 -2.4%
39 HD Home Depot Inc Consumer Cyclical 32,997.0 $10.9M 0.90% +2K +7.5% $328.89 -3.3%
40 MSFT Microsoft Corp Technology 28,392.0 $10.5M 0.87% -24K -46.1% $370.17 +11.5%
Page 2 of 11  ·  204 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 21.7%
Consumer Cyclical 20.5%
Financial Services 14.2%
Industrials 14.1%
Energy 11.6%
Basic Materials 7.8%
Healthcare 3.4%
Communication Services 2.9%
Consumer Defensive 2.1%
Real Estate 1.3%