Houlihan Financial Resource Group, Ltd.
Houlihan Financial Resource Group, Ltd. reported 113 positions worth $280.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPY (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $30.0M | 10.68% | 40,133 | — | — | |
| ▸ 2 | IJR | SH | $14.7M | 5.24% | 99,184 | — | — | |
| ▸ 3 | GOOGL | SH | $13.7M | 4.88% | 38,278 | — | — | |
| ▸ 4 | JPST | SH | $11.7M | 4.17% | 231,209 | — | — | |
| ▸ 5 | VO | SH | $10.9M | 3.88% | 135,089 | — | — | |
| ▸ 6 | DGRO | SH | $8.4M | 2.98% | 110,498 | — | — | |
| ▸ 7 | IVV | SH | $7.7M | 2.76% | 10,326 | — | — | |
| ▸ 8 | AMZN | SH | $6.8M | 2.42% | 28,485 | — | — | |
| ▸ 9 | BSV | SH | $6.8M | 2.41% | 86,654 | — | — | |
| ▸ 10 | MSFT | SH | $6.3M | 2.24% | 16,843 | — | — |
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Frequently Asked Questions
What stocks does Houlihan Financial Resource Group, Ltd. hold as of Q2 2026?
Houlihan Financial Resource Group, Ltd. reported 113 positions worth $280.6M in its Q2 2026 13F filing. Largest positions: SPY (10.7%), IJR (5.2%), GOOGL (4.9%), JPST (4.2%) and VO (3.9%).
What did Houlihan Financial Resource Group, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Houlihan Financial Resource Group, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.