HOWARD FINANCIAL SERVICES, LTD. - Portfolio overview

HOWARD FINANCIAL SERVICES, LTD. has 242 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. QUAL - ISHARES TR, 10.79%
2. SCHD - SCHWAB STRATEGIC TR, 6.67%
3. VIG - VANGUARD SPECIALIZED FUNDS, 4.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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