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Portfolio (Quarterly) Guide ↗

Hopwood Financial Services, Inc.

· CIK 0002023166
13F Portfolio $142M AUM 90 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 Added 24 Reduced 220 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABS Healthcare 3,170.0 $397K 0.28% +204.0 +6.9% $125.29 -29.9%
22 XLE SELECT SECTOR SPDR TR 7,999.0 $358K 0.25% +4K +107.2% $44.71 +32.2%
23 NFLX NETFLIX INC Communication Services 3,720.0 $349K 0.25% +3K +900.0% $93.76 -4.8%
24 TCAF T ROWE PRICE ETF INC 8,995.0 $344K 0.24% +1K +16.5% $38.22 +5.6%
25 XLP SELECT SECTOR SPDR TR 4,367.0 $339K 0.24% +505.0 +13.1% $77.68 +9.0%
26 CSCO CISCO SYS INC Technology 4,031.0 $310K 0.22% +392.0 +10.8% $77.02 +53.5%
27 XLB SELECT SECTOR SPDR TR 6,566.0 $298K 0.21% +3K +96.8% $45.35 +10.3%
28 V VISA INC Financial Services 817.0 $286K 0.20% +191.0 +30.5% $350.61 -5.7%
29 XLU SELECT SECTOR SPDR TR 6,230.0 $266K 0.19% +3K +100.1% $42.69 +5.4%
30 XLK SELECT SECTOR SPDR TR 1,726.0 $248K 0.17% +708.0 +69.5% $143.97 +24.1%
31 MA MASTERCARD INCORPORATED Financial Services 401.0 $229K 0.16% +9.0 +2.3% $570.25 -12.4%
32 VUG VANGUARD INDEX FDS 436.0 $213K 0.15% +212.0 +94.6% $487.86 -82.1%
33 AVGO BROADCOM INC Technology 593.0 $205K 0.14% +195.0 +49.0% $346.10 +19.8%
Page 2 of 2  ·  33 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 50.4%
Technology 12.7%
Energy 11.1%
Healthcare 5.8%
Industrials 5.5%
Communication Services 5.3%
Consumer Defensive 5.0%
Consumer Cyclical 4.3%