§ 13F · FUND PROFILE
HOWARD FINANCIAL SERVICES, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $817M (13F)Positions · 199Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 503K | $96M | 10.9% | −1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.95M | $60M | 6.7% | −1% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 201K | $43M | 4.9% | +2% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 192K | $37M | 4.2% | ±0% |
| 5 | SPGP | INVESCO EXCHANGE TRADED FD T | 341K | $37M | 4.1% | +2% |
| 6 | GTO | INVESCO ACTIVELY MANAGED EXC | 769K | $36M | 4.1% | +4% |
| 7 | AAPL | APPLE INC | 138K | $35M | 3.9% | +6% |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | 988K | $33M | 3.8% | +7% |
| 9 | DGRW | WISDOMTREE TR | 375K | $33M | 3.7% | +7% |
| 10 | PTRB | PGIM ETF TR | 780K | $32M | 3.6% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWARD SIGNAL
AC read
HOWARD FINANCIAL SERVICES, LTD. is a Other fund managing $817 million in assets. The fund runs a portfolio of 199 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed