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HOWARD FINANCIAL SERVICES, LTD. - Portfolio Stock Holdings

HOWARD FINANCIAL SERVICES, LTD. disclosed 277 stock positions in a recent SEC 13F filing. $1,000,170,802 of stock holdings were filed, with the largest holdings including QUAL, SCHD, and VIG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,401,802,140 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

277

Est. Stock Holding Value:

$1,000,170,802

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HOWARD FINANCIAL SERVICES, LTD.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - HOWARD FINANCIAL SERVICES, LTD.

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.