DOSSIER · 13F-HR · Q1 2026
HOWARD FINANCIAL SERVICES, LTD.
HOWARD FINANCIAL SERVICES's hedge fund based in Chicago, IL — $888M in tracked AUM across 223 positions as of Q1 2026.
HF
HOWARD FINANCIAL SERVICES·Chicago, IL·Hedge Fund
CIK 0001768130 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Howard Financial Services’ 13F (report date 2025-12-31) shows a $855.15 million equity/ETF portfolio across 205 reported holdings, up 62.4% from $526.68M at 2025-09-30. The portfolio is ETF-dominant: $560.75M (65.6% of the portfolio) is classified as “ETF.” An additional $100.10M (11.7%) is listed as “Unknown” (likely multi-asset funds or instruments not mapped to a single sector). Direct equity exposure (technology and other single-stock categories) is modest in reported li...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…