Houlihan Financial Resource Group
Houlihan Financial Resource Group reported 113 stocks worth $281M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPY (10.7%), IJR (5.2%) and GOOGL (4.9%). Compared with Q1 2026, the fund opened new positions in INTC, MU and DD, added to JPST, VO and DGRO, trimmed SPY, IJR and GOOGL and sold out of DD and COP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $30M | 10.7% | 40K | −367 (−1%) | 8 of 8 | |
| 2 |  IJR Ishares TR | $14.7M | 5.2% | 99K | −2,104 (−2%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $13.7M | 4.9% | 38K | −98 (−0%) | 8 of 8 | |
| 4 |  JPST J P Morgan Exchange Traded F | $11.7M | 4.2% | 231K | +7,852 (+4%) | 8 of 8 | |
| 5 |  VO Vanguard Index Fds | $10.9M | 3.9% | 135K | +102K (+308%) | 8 of 8 | |
| 6 |  DGRO Ishares TR | $8.4M | 3.0% | 110K | +2,882 (+3%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $7.7M | 2.8% | 10K | No change | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $6.8M | 2.4% | 28K | +95 (+0%) | 8 of 8 | |
| 9 |  BSV Vanguard Short-Term Bond ETF | $6.8M | 2.4% | 87K | −950 (−1%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $6.3M | 2.2% | 17K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Houlihan Financial Resource Group 13F FAQ
What does Houlihan Financial Resource Group own?
Houlihan Financial Resource Group reported 113 stocks worth $281M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPY (10.7%), IJR (5.2%) and GOOGL (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Houlihan Financial Resource Group buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 21 added to, 32 trimmed and 2 sold out. New positions include INTC, MU and DD. It sold all of DD and COP.
When will Houlihan Financial Resource Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Houlihan Financial Resource Group's portfolio worth?
The Q2 2026 filing reports $281M 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.