Hopwood Financial Services
Hopwood Financial Services reported 90 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CGXU (12.9%), SPY (9.9%) and IJH (8.8%). Compared with Q2 2026, the fund opened new positions in XOM, MAR and NSC, added to CGXU, IJH and BSV, trimmed SPY, ACWX and MDY and sold out of XOM, LRCX and AON.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGXU Capital Group Intrtnl | $22.4M | 12.9% | 654K | +32K (+5%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $17.3M | 9.9% | 23K | −105 (−0%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $15.3M | 8.8% | 212K | +3,856 (+2%) | 8 of 8 | |
| 4 |  BSV Vanguard Short-Term Bond ETF | $11.4M | 6.5% | 149K | +4,681 (+3%) | 7 of 8 | |
| 5 |  ACWX Ishares TR | $10.4M | 6.0% | 137K | −1,651 (−1%) | 3 of 8 | |
| 6 |  IJR Ishares TR | $7.9M | 4.5% | 58K | +306 (+1%) | 8 of 8 | |
| 7 |  MDY Spdr S&P Midcap 400 ETF TR | $6.6M | 3.8% | 9,992 | −40 (−0%) | 8 of 8 | |
| 8 |  XOM Exxon Mobil Corp | $5.6M | 3.2% | 34K | New position | 1 of 8 | |
| 9 |  TCHP T. Rowe Price Blue Chip Growth ETF | $5.4M | 3.1% | 105K | +594 (+1%) | 8 of 8 | |
| 10 |  TSPA T Rowe Price ETF Inc | $5M | 2.9% | 103K | +5,283 (+5%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $4.9M | 36K |
 LRCX Lam Research Corp | $299K | 690 |
 AON Aon PLC | $247K | 745 |
 HD Home Depot Inc | $206K | 583 |
 INTC Intel Corp | $204K | 1,460 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hopwood Financial Services 13F FAQ
What does Hopwood Financial Services own?
Hopwood Financial Services reported 90 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CGXU (12.9%), SPY (9.9%) and IJH (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Hopwood Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 22 added to, 28 trimmed and 6 sold out. New positions include XOM, MAR and NSC. It sold all of XOM, LRCX and AON.
When will Hopwood Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hopwood Financial Services's portfolio worth?
The Q3 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.