Howard Financial Services, Ltd. has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Jason Post, lists 234 distinct equity securities held by the firm.
The portfolio is heavily weighted toward large-cap technology and energy companies. The largest position is Apple Inc., with 96,581 shares. Other major holdings include Microsoft Corporation (25,016 shares), NVIDIA Corporation (61,374 shares), and Broadcom Inc. (17,708 shares). In the energy sector, Enterprise Products Partners L.P. is the largest holding with 141,181 shares, followed by ExxonMobil Holdings Corp. (21,281 shares) and MPLX LP (49,258 shares).
The filing also lists significant positions in consumer staples and financials. Procter & Gamble Co. is held at 3,805 shares, while JPMorgan Chase & Co. is held at 7,298 shares. Additionally, the firm holds stakes in various exchange-traded funds, including the iShares Core MSCI USA ETF (730,707 shares) and the Schwab Strategic Trust US Large Cap Growth ETF (889,957 shares).
