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Portfolio (Quarterly) Guide ↗

HOWARD FINANCIAL SERVICES, LTD.

· CIK 0001768130
13F Portfolio $855M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 205 New
Page 9 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EOG EOG RES INC Energy 2,787.0 $293K 0.03% NEW $105.00 +28.7%
162 OKLO OKLO INC Utilities 4,042.0 $290K 0.03% NEW $71.76 -6.6%
163 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 11,850.0 $289K 0.03% NEW $24.37 -31.6%
164 IWF ISHARES TR 603.0 $285K 0.03% NEW $473.38 -73.4%
165 COF CAPITAL ONE FINL CORP Financial Services 1,173.0 $284K 0.03% NEW $242.36 -21.0%
166 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,310.0 $269K 0.03% NEW $62.46 -2.4%
167 PFE PFIZER INC Healthcare 10,788.0 $269K 0.03% NEW $24.90 +6.0%
168 ABT ABBOTT LABS Healthcare 2,141.0 $268K 0.03% NEW $125.26 -31.4%
169 EQT EQT CORP Energy 5,000.0 $268K 0.03% NEW $53.60 +3.5%
170 RSPG INVESCO EXCHANGE TRADED FD T 3,351.0 $267K 0.03% NEW $79.59 +29.7%
171 PPA INVESCO EXCHANGE TRADED FD T 1,686.0 $264K 0.03% NEW $156.67 +10.5%
172 RTX RTX CORPORATION Industrials 1,438.0 $264K 0.03% NEW $183.40 -4.0%
173 BA BOEING CO Industrials 1,179.0 $256K 0.03% NEW $217.12 +2.3%
174 UNP UNION PAC CORP Industrials 1,106.0 $256K 0.03% NEW $231.38 +18.8%
175 UNH UNITEDHEALTH GROUP INC Healthcare 772.0 $255K 0.03% NEW $330.29 +15.5%
176 EMXC ISHARES INC 3,481.0 $253K 0.03% NEW $72.68 +37.9%
177 NEM NEWMONT CORP Basic Materials 2,528.0 $252K 0.03% NEW $99.86 +8.3%
178 ADP AUTOMATIC DATA PROCESSING IN Industrials 916.0 $236K 0.03% NEW $257.32 -14.5%
179 MCD MCDONALDS CORP Consumer Cyclical 758.0 $232K 0.03% NEW $305.57 -7.5%
180 PG PROCTER AND GAMBLE CO Consumer Defensive 1,608.0 $230K 0.03% NEW $143.32 +3.2%
Page 9 of 11  ·  205 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 41.0%
Financial Services 21.0%
Energy 12.8%
Consumer Cyclical 8.6%
Communication Services 4.5%
Consumer Defensive 3.9%
Healthcare 3.3%
Industrials 3.2%
Utilities 1.0%
Real Estate 0.5%