Houlihan Financial Resource Group, Ltd. Portfolio Holdings

Houlihan Financial Resource Group, Ltd.

  • $114 Million
  • Q3 2025

Houlihan Financial Resource Group, Ltd. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.4M, Ishares Core S&P Sm Cap ETF with a value of $6.01M, Alphabet Inc. with a value of $4.66M, Vanguard Mid Cap ETF with a value of $4.39M, and Jp Morgan ETF Tr Ultra Short I with a value of $4.27M.

Examining the 13F form we can see an decrease of $127M in the current position value, from $241M to 114M.

Houlihan Financial Resource Group, Ltd. is based out at Ashburn, VA

Below you can find more details about Houlihan Financial Resource Group, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
ETFs: $83.3 Million
Technology: $8.65 Million
Financial Services: $5.8 Million
Communication Services: $5.73 Million
Consumer Cyclical: $4.25 Million
Energy: $1.51 Million
Healthcare: $1.34 Million
Consumer Defensive: $703,000
Other: $266,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $114 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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