Long-term investor
Houlihan Financial Resource Group, Ltd. @houlihanfinancialresourc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802879).
Record
- Tracked since 2025-06-30 (463 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days -2.0% · 6 months +7.7% · 1 year +12.1% · all +12.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 10.7% · long · since 2025-06-30
- 464287804 · 5.2% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- 46641Q837 · 4.2% · long · since 2025-06-30
- 922908629 · 3.9% · long · since 2025-06-30
- 46434V621 · 3.0% · long · since 2025-06-30
- 464287200 · 2.8% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- 921937827 · 2.4% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- 46641Q670 · 2.1% · long · since 2025-06-30
- 78464A763 · 2.1% · long · since 2025-06-30