HOWARD FINANCIAL SERVICES, LTD.
Top Portfolio Positions
144 positions ·
$214,137,058 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
137,531 | $34,903,992 | 16.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,719 | $15,425,414 | 7.20% | |
| NVDA |
Nvidia Corp
Technology
|
83,351 | $14,536,414 | 6.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,471 | $10,083,911 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
25,725 | $9,522,623 | 4.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,267 | $7,315,946 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,796 | $6,830,422 | 3.19% | |
| SBR |
Sabine Royalty Trust
Energy
|
68,082 | $5,129,297 | 2.40% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
133,768 | $5,061,781 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
16,161 | $5,001,991 | 2.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,394,562 | 92,233 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,223,530 | 92,064 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,209,918 | 92,079 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,201,816 | 91,882 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,399,678 | 91,662 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,335,389 | 91,465 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,382,329 | 91,545 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,432,802 | 91,436 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,459,613 | 91,340 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,551,583 | 97,217 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,675,841 | 97,263 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,549,606 | 97,154 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,466,120 | 93,443 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,574,426 | 93,327 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,427,217 | 91,196 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,136,009 | 82,981 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,088,550 | 80,873 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $816,348 | 79,027 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $932,212 | 77,362 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $815,634 | 75,873 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $650,276 | 74,573 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $489,223 | 73,237 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $440,894 | 71,807 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $456,228 | 70,189 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $322,891 | 68,994 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||