Howard Financial Services, Ltd. Portfolio Holdings
Howard Financial Services, Ltd.
- $830 Million
- Q4 2025
Howard Financial Services, Ltd. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $830 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $98.7M, Schwab Strategic Tr Us Dividen with a value of $53.3M, Invesco Exchange Traded Fd Tr with a value of $37.1M, Invesco S&P 500 Equal Weight E with a value of $35.9M, and Vanguard Dividend Appreciation with a value of $35.7M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $801M to 830M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 205
- Current Value $830 Million
- Prior Value $801 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 21 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 45 stocks