StockDriftsStockDriftsTop 50 Howard Financial Services LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 11.25% | 513.6K | $112.7M | +2.13%(+10.69K) | $132.66(+69.63%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.19% | 1.95M | $61.9M | +0.43%(+8.31K) | $21.37(+60.82%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.74% | 200.6K | $47.5M | -0.02%(-40) | $140.63(+74.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.01% | 138.7K | $40.1M | +0.84%(+1.16K) | $133.37(+128.97%) | 2026-06-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 4% | 327.9K | $40.1M | -3.79%(-12.91K) | $94.50(+35.86%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.98% | 187.4K | $39.9M | -2.55%(-4.91K) | $116.18(+90.88%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 3.81% | 398.6K | $38.1M | +6.19%(+23.24K) | $75.60(+31.77%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.74% | 799.6K | $37.5M | +4.04%(+31.08K) | $46.64(-0.92%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 3.42% | 1.02M | $34.3M | +2.86%(+28.21K) | $33.97(-2.00%) | 2026-06-30 | |
| PTRB | PGIM ETF TR | 3.24% | 781.7K | $32.4M | +0.25%(+1.95K) | $41.49(-1.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.93% | +5.31% | +29.53% |
| Top 20 Holdings Unweighted | +10.65% | +35.46% | +4.83% | +26.60% |
Howard Financial Services LTD reports $1.00B in US-listed equity holdings across 268 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (11.3%), SCHD (6.2%) and VIG (4.7%). The top 20 holdings account for 69.58% of reported assets. Its disclosed equity book has returned +34.93% 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 Howard Financial Services LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768130). View Howard Financial Services LTD’s 13F filings on SEC