Houlihan Financial Resource Group, Ltd.: 13F holdings
CIK 18028792026Q2
| Positions | 113 |
|---|
| Reported value | $280.6m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 113 (+4 vs prior quarter) |
|---|
| Reported value | $280.6m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 40,133 | $30.0m | 10.7% |
| IJR ISHARES TR | 99,184 | $14.7m | 5.2% |
| GOOGL ALPHABET INC | 38,278 | $13.7m | 4.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 231,209 | $11.7m | 4.2% |
| VO VANGUARD INDEX FDS | 135,089 | $10.9m | 3.9% |
| DGRO ISHARES TR | 110,498 | $8.4m | 3.0% |
| IVV ISHARES TR | 10,326 | $7.7m | 2.8% |
| AMZN AMAZON COM INC | 28,485 | $6.8m | 2.4% |
| BSV VANGUARD BD INDEX FDS | 86,654 | $6.8m | 2.4% |
| MSFT MICROSOFT CORP | 16,843 | $6.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802879")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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