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Portfolio (Quarterly) Guide ↗

Houlihan Financial Resource Group, Ltd.

· CIK 0001802879
13F Portfolio $257M AUM 109 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 15 Reduced 1 Exited
Page 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 40,500.0 $26.3M 10.26% $650.31 +16.0%
2 IJR ISHARES TR 101,288.0 $12.6M 4.91% -584.0 -0.6% $124.31 +12.4%
3 J P MORGAN EXCHANGE TRADED F 223,357.0 $11.3M 4.41% +8K +3.6% $50.61
4 GOOGL ALPHABET INC Communication Services 38,376.0 $11.0M 4.30% $287.57 +35.7%
5 VO VANGUARD INDEX FDS 33,131.0 $9.5M 3.71% +174.0 +0.5% $287.19 -72.6%
6 DGRO ISHARES TR 107,616.0 $7.6M 2.94% +627.0 +0.6% $70.18 +6.4%
7 BSV VANGUARD BD INDEX FDS 87,604.0 $6.9M 2.68% $78.41 -0.4%
8 IVV ISHARES TR 10,326.0 $6.7M 2.63% $653.25 +16.1%
9 MSFT MICROSOFT CORP Technology 16,842.0 $6.2M 2.43% $370.17 +15.4%
10 AMZN AMAZON COM INC Consumer Cyclical 28,390.0 $5.9M 2.30% +182.0 +0.7% $208.27 +31.6%
11 SDY SPDR SERIES TRUST 39,092.0 $5.7M 2.22% -281.0 -0.7% $145.94 +2.7%
12 JCPB J P MORGAN EXCHANGE TRADED F 120,514.0 $5.7M 2.21% +5K +4.7% $47.08 -0.4%
13 IBDT ISHARES TR 223,865.0 $5.7M 2.21% +5K +2.1% $25.33 -0.2%
14 IBDS ISHARES TR 233,185.0 $5.7M 2.20% +2K +1.0% $24.24 -0.0%
15 IBDR ISHARES TR 224,656.0 $5.4M 2.12% -5K -2.3% $24.24 +0.0%
16 IBDU ISHARES TR 223,165.0 $5.2M 2.02% +4K +1.9% $23.26 -0.3%
17 HDV ISHARES TR 37,776.0 $5.1M 2.00% $135.72 -79.8%
18 IBDV ISHARES TR 204,550.0 $4.5M 1.75% +7K +3.6% $21.89 -0.3%
19 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,533.0 $4.0M 1.57% -114.0 -1.7% $616.80 +10.1%
20 VUG VANGUARD INDEX FDS 9,083.0 $4.0M 1.55% $436.79 -79.6%
Page 1 of 6  ·  109 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 45.0%
Technology 16.5%
Communication Services 14.0%
Consumer Cyclical 8.3%
Healthcare 4.3%
Energy 3.9%
Consumer Defensive 3.3%
Industrials 2.4%
Basic Materials 1.5%
Utilities 0.8%