§ 13F · FUND PROFILE
Houlihan Financial Resource Group, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113.9T (13F)Positions · 72Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 41K | $27.9T | 10.6% | +102% |
| 2 | IJR | ISHARES TR | 102K | $12.6T | 4.8% | +101% |
| 3 | GOOGL | ALPHABET INC | 38K | $12.5T | 4.7% | +100% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 216K | $10.9T | 4.2% | +156% |
| 5 | VO | VANGUARD INDEX FDS | 33K | $9.7T | 3.7% | +120% |
| 6 | MSFT | MICROSOFT CORP | 17K | $7.8T | 3.0% | +197% |
| 7 | DGRO | ISHARES TR | 107K | $7.5T | 2.9% | +112% |
| 8 | IVV | ISHARES TR | 10K | $7.1T | 2.7% | +92% |
| 9 | BSV | VANGUARD BD INDEX FDS | 88K | $6.9T | 2.6% | +101% |
| 10 | AMZN | AMAZON COM INC | 28K | $6.6T | 2.5% | +101% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOULIHAN SIGNAL
AC read
Houlihan Financial Resource Group, Ltd. is a Other fund managing $113851.2 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed