StockDriftsStockDriftsTop 50 Houlihan Financial Resource Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.68% | 40.1K | $30.0M | -0.91%(-367) | $550.17(+40.93%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.24% | 99.2K | $14.7M | -2.08%(-2.10K) | $104.93(+42.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.88% | 38.3K | $13.7M | -0.26%(-98) | $194.25(+77.46%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.17% | 231.2K | $11.7M | +3.52%(+7.85K) | $50.50(+0.02%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.88% | 135.1K | $10.9M | +1.94%(+2.56K) | $62.20(+35.58%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.98% | 110.5K | $8.4M | +2.68%(+2.88K) | $51.55(+54.40%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.76% | 10.3K | $7.7M | +0.00%(+0) | $516.41(+50.84%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.42% | 28.5K | $6.8M | +0.33%(+95) | $170.44(+54.03%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.41% | 86.7K | $6.8M | -1.08%(-950) | $77.34(+0.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.24% | 16.8K | $6.3M | +0.01%(+1) | $416.23(+16.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.73% | +39.50% | — | — | +34.25% |
| Top 20 Holdings Unweighted | +10.67% | +35.54% | — | — | +31.23% |
Houlihan Financial Resource Group, Ltd. reports $280.58M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.7%), IJR (5.2%) and GOOGL (4.9%). The top 20 holdings account for 60.7% of reported assets. Its disclosed equity book has returned +39.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Houlihan Financial Resource Group, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802879). View Houlihan Financial Resource Group, Ltd.’s 13F filings on SEC