Houlihan Financial Resource Group, Ltd. - Portfolio overview

Houlihan Financial Resource Group, Ltd. has 110 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 10.17%
2. IJR - ISHARES TR, 4.86%
3. JPST - J P MORGAN EXCHANGE TRADED F, 4.36%

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

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