Houlihan Financial Resource Group, Ltd. Portfolio Holdings

Houlihan Financial Resource Group, Ltd.

  • $241 Million
  • Q2 2025

Houlihan Financial Resource Group, Ltd. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $241 Million distributed in 107 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 $26M, Ishares Core S&P Sm Cap ETF with a value of $11.8M, Jp Morgan ETF Tr Ultra Short I with a value of $10.2M, Vanguard Mid Cap ETF with a value of $9.16M, and Microsoft Corp with a value of $8.61M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $223M to 241M.

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 $241 Million
ETFs: $174 Million
Technology: $18.7 Million
Financial Services: $12.7 Million
Communication Services: $9.64 Million
Consumer Cyclical: $8.69 Million
Consumer Defensive: $3.21 Million
Healthcare: $3.07 Million
Energy: $2.83 Million
Other: $4.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $241 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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