Institutions / Houlihan Financial Resource Group, Ltd.
Houlihan Financial Resource Group, Ltd.
CIK 1802879 · Institution · as of Dec 31, 2025
Portfolio value
$262.99M
Positions
107
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $27.85M | 10.6% |
| iShares Tr | $12.57M | 4.8% |
| Alphabet Inc. | $12.49M | 4.7% |
| J P Morgan Exchange Traded F | $10.93M | 4.2% |
| Vanguard Index Fds | $9.65M | 3.7% |
| Microsoft Corp | $7.84M | 3.0% |
| iShares Tr | $7.55M | 2.9% |
| iShares Tr | $7.12M | 2.7% |
| Vanguard Bd Index Fds | $6.94M | 2.6% |
| Amazon.com Inc | $6.62M | 2.5% |
| SPDR Series Trust | $5.64M | 2.1% |
| iShares Tr | $5.61M | 2.1% |
| iShares Tr | $5.59M | 2.1% |
| iShares Tr | $5.58M | 2.1% |
| J P Morgan Exchange Traded F | $5.46M | 2.1% |
| iShares Tr | $5.14M | 2.0% |
| iShares Tr | $4.76M | 1.8% |
| Vanguard Index Fds | $4.42M | 1.7% |
| iShares Tr | $4.36M | 1.7% |
| Mastercard Inc | $4.14M | 1.6% |
| SPDR S&P Midcap 400 ETF Tr | $4.08M | 1.6% |
| Visa Inc | $3.77M | 1.4% |
| Vanguard Index Fds | $3.75M | 1.4% |
| Vanguard World Fd | $3.73M | 1.4% |
| iShares MSCI UAE ETF | $3.66M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.