Long-term investor
Howard Financial Services, Ltd. @howardfinancialservicesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768130).
Record
- Tracked since 2025-12-31 (257 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QUAL · 11.3% · long · since 2025-12-31
- SCHD · 6.2% · long · since 2025-12-31
- VIG · 4.7% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- SPGP · 4.0% · long · since 2025-12-31
- RSP · 4.0% · long · since 2025-12-31
- DGRW · 3.8% · long · since 2025-12-31
- GTO · 3.7% · long · since 2025-12-31
- HTRB · 3.4% · long · since 2025-12-31
- PTRB · 3.2% · long · since 2025-12-31
- SCHG · 2.8% · long · since 2025-12-31
- IQLT · 2.6% · long · since 2025-12-31