HOWARD FINANCIAL SERVICES, LTD.
Top Portfolio Positions
143 positions ·
$207,458,261 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
137,531 | $34,903,992 | 16.82% |
| SPY |
Spdr S&P 500 ETF Trust
|
23,719 | $15,425,414 | 7.44% |
| NVDA |
Nvidia Corp
Technology
|
83,351 | $14,536,414 | 7.01% |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,471 | $10,083,911 | 4.86% |
| MSFT |
Microsoft Corp
Technology
|
25,725 | $9,522,623 | 4.59% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,796 | $6,830,422 | 3.29% |
| SBR |
Sabine Royalty Trust
Energy
|
68,082 | $5,129,297 | 2.47% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
133,768 | $5,061,781 | 2.44% |
| AVGO |
Broadcom Inc.
Technology
|
16,161 | $5,001,991 | 2.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,800 | $4,255,888 | 2.05% |
Portfolio Trend
Holdings in PRT
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,845 | 28,741 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $80,187 | 28,741 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $114,389 | 28,741 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $120,424 | 28,741 | Shares | Sole | 2025-07-02 | |
| No quarters match your search. | ||||||