AiSiWhale

AI & tech investing

HOWARD FINANCIAL SERVICES, LTD.

CIK 1768130

13F filing for Q2 2026・No. 1,682

Holdings
US$1.93B
Quarter change
+US$1.04B
Entries
507
Net bought (estimate)
+US$34.59M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 55
  • Sold out 9
  • Cut 52
  • Added 135
  • Corporate actions 0
  • Unchanged 26

Largest holdings

268 stocks worth US$1B, options and bonds left out.

StockThis quarterValueWeight
ISHARES TRMSCI USA QLT FCTAddedUS$112.69M11.25%
SCHWAB STRATEGIC TRUS DIVIDEND EQAddedUS$61.95M6.19%
VANGUARD SPECIALIZED FUNDSDIV APP ETFCutUS$47.46M4.74%
AAPLAppleCOMAddedUS$40.13M4.01%
INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETFCutUS$40.1M4.00%
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTCutUS$39.87M3.98%
WISDOMTREE TRUS QTLY DIV GRTAddedUS$38.11M3.81%
INVESCO ACTIVELY MANAGED EXCTOTAL RETURNAddedUS$37.48M3.74%
HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETFAddedUS$34.28M3.42%
PGIM ETF TRTOTAL RETURN BONAddedUS$32.41M3.24%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.