Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Houlihan Financial Resource Group, Ltd. (CIK 1802879) reported $256.6M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($26.3M, 10.26%), IJR ($12.6M, 4.91%), JPST ($11.3M, 4.41%), GOOGL ($11.0M, 4.30%), VO ($9.5M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $26.3M | 10.26% | 40,500 | Trimmed |
| 2 | IJR | ISHARES TR | $12.6M | 4.91% | 101,288 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $11.3M | 4.41% | 223,357 | Added |
| 4 | GOOGL | ALPHABET INC | $11.0M | 4.30% | 38,376 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $9.5M | 3.71% | 33,131 | Added |
| 6 | DGRO | ISHARES TR | $7.6M | 2.94% | 107,616 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $6.9M | 2.68% | 87,604 | Trimmed |
| 8 | IVV | ISHARES TR | $6.7M | 2.63% | 10,326 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.2M | 2.43% | 16,842 | Added |
| 10 | AMZN | AMAZON COM INC | $5.9M | 2.30% | 28,390 | Added |
| 11 | SDY | SPDR SERIES TRUST | $5.7M | 2.22% | 39,092 | Trimmed |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.21% | 120,514 | Added |
| 13 | IBDT | ISHARES TR | $5.7M | 2.21% | 223,865 | Added |
| 14 | IBDS | ISHARES TR | $5.7M | 2.20% | 233,185 | Added |
| 15 | IBDR | ISHARES TR | $5.4M | 2.12% | 224,656 | Trimmed |
| 16 | IBDU | ISHARES TR | $5.2M | 2.02% | 223,165 | Added |
| 17 | HDV | ISHARES TR | $5.1M | 2.00% | 37,776 | Added |
| 18 | IBDV | ISHARES TR | $4.5M | 1.74% | 204,550 | Added |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.0M | 1.57% | 6,533 | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $4.0M | 1.55% | 9,083 | Trimmed |
| 21 | VOE | VANGUARD INDEX FDS | $3.8M | 1.49% | 20,690 | Hold |
| 22 | MA | MASTERCARD INCORPORATED | $3.7M | 1.45% | 7,425 | Hold |
| 23 | USMV | ISHARES TR | $3.6M | 1.41% | 38,935 | Added |
| 24 | AAPL | APPLE INC | $3.5M | 1.37% | 13,806 | Added |
| 25 | IBDW | ISHARES TR | $3.5M | 1.36% | 166,946 | Added |
Source: SEC Form 13F filings · as of 2026-03-31