Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HOWARD FINANCIAL SERVICES, LTD.

Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001768130-26-000001

Total Value
$855.1M
Positions
205
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (205)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339507,751$100.8M11.79%
2SCHWAB STRATEGIC TR8085247971,955,537$53.6M6.27%
3VANGUARD SPECIALIZED FUNDS921908844195,818$43.0M5.03%
4INVESCO EXCHANGE TRADED FD TIVZ335,500$38.2M4.47%
5INVESCO EXCHANGE TRADED FD TIVZ191,639$36.7M4.29%
6APPLE INCAAPL130,295$35.4M4.14%
7INVESCO ACTIVELY MANAGED EXCIVZ741,142$35.1M4.11%
8HARTFORD FDS EXCHANGE TRADED41653L305926,744$31.6M3.70%
9WISDOMTREE TRWT349,177$31.2M3.65%
10PGIM ETF TR69344A800732,998$30.8M3.60%
11SPDR SERIES TRUST78468R408839,936$21.3M2.49%
12SSGA ACTIVE ETF TR78467V848526,120$21.2M2.48%
13SCHWAB STRATEGIC TR808524300648,561$21.2M2.47%
14ISHARES TR46434V456447,563$20.3M2.38%
15VANECK ETF TRUST92189F437615,543$18.1M2.11%
16SCHWAB STRATEGIC TR808524755391,467$17.7M2.07%
17FIRST TR EXCHANGE TRADED FD33738R506243,410$16.9M1.98%
18SPDR S&P 500 ETF TRSPY24,546$16.7M1.96%
19VANGUARD WHITEHALL FDS921946810174,488$16.0M1.87%
20NVIDIA CORPORATIONNVDA78,296$14.6M1.71%
21WISDOMTREE TRWT306,566$12.0M1.40%
22MICROSOFT CORPMSFT22,905$11.1M1.30%
23INVESCO QQQ TRIVZ17,413$10.7M1.25%
24PACER FDS TR69374H857210,377$9.3M1.09%
25J P MORGAN EXCHANGE TRADED F46641Q837174,653$8.8M1.03%
26VANECK ETF TRUST92189F64384,591$8.8M1.02%
27BERKSHIRE HATHAWAY INC DELBRK-A14,677$7.4M0.86%
28AMAZON COM INCAMZN29,460$6.8M0.80%
29FIRST TR EXCH TRADED FD III33739E108360,571$6.6M0.77%
30BROADCOM INCAVGO15,274$5.3M0.62%
31SABINE RTY TR78568810268,012$4.7M0.55%
32ISHARES TR4642872006,585$4.5M0.53%
33VANGUARD INDEX FDS92290876911,949$4.0M0.47%
34SPDR SERIES TRUST78468R66342,092$3.8M0.45%
35ENTERPRISE PRODS PARTNERS L293792107119,376$3.8M0.45%
36LATTICE STRATEGIES TR51841610293,710$3.5M0.41%
37CHIPOTLE MEXICAN GRILL INCCMG93,320$3.5M0.40%
38ALPHABET INCGOOG10,843$3.4M0.40%
39ENERGY TRANSFER L PET-PI188,175$3.1M0.36%
40VANGUARD MALVERN FDS92202075537,210$2.9M0.34%
41VANGUARD BD INDEX FDS92193782735,779$2.8M0.33%
42TESLA INCTSLA6,202$2.8M0.33%
43FIRST TR EXCHNG TRADED FD VI33740F80562,065$2.8M0.32%
44SCHWAB STRATEGIC TR80852470681,886$2.7M0.31%
45SCHWAB STRATEGIC TR808524805101,712$2.4M0.29%
46EXXON MOBIL CORPXOM20,303$2.4M0.29%
47PALANTIR TECHNOLOGIES INCPLTR13,665$2.4M0.28%
48MPLX LPMPLXP44,734$2.4M0.28%
49PEPSICO INCPEP15,648$2.2M0.26%
50JPMORGAN CHASE & CO.VYLD6,241$2.0M0.24%
51ISHARES TR46428864636,524$1.9M0.23%
52SCHWAB CHARLES CORPSCHW-PJ17,434$1.7M0.20%
53ISHARES TR46432F84219,379$1.7M0.20%
54ALPHABET INCGOOG5,334$1.7M0.20%
55TAIWAN SEMICONDUCTOR MFG LTD8740391005,193$1.6M0.18%
56SOUTHSTATE BK CORP84472E10216,149$1.5M0.18%
57MASTERCARD INCORPORATEDMA2,639$1.5M0.18%
58INTERNATIONAL BUSINESS MACHSINTR4,590$1.4M0.16%
59GE AEROSPACE3696043014,323$1.3M0.16%
60WALMART INCWMT11,125$1.2M0.14%
61BLACK STONE MINERALS L PBSMLP92,064$1.2M0.14%
62VIPER ENERGY INCVNOM31,666$1.2M0.14%
63TEXAS PACIFIC LAND CORPORATITPL4,053$1.2M0.14%
64SCHWAB STRATEGIC TR80852476336,912$1.2M0.14%
65META PLATFORMS INCMETA1,747$1.2M0.13%
66DORCHESTER MINERALS LPDMLP50,961$1.1M0.13%
67CADENCE BANK12740C10325,638$1.1M0.13%
68PROSHARES TR74347X83120,250$1.1M0.12%
69GE VERNOVA INCGEV1,570$1.0M0.12%
70SPDR INDEX SHS FDS78463X88922,431$996,1470.12%
71NETFLIX INCNFLX10,580$991,9810.12%
72ELI LILLY & COLLY915$983,3200.11%
73GOLDMAN SACHS ETF TRNVGLF18,550$979,4400.11%
74SOUTHWEST AIRLS CO84474110822,726$939,2830.11%
75ANNALY CAPITAL MANAGEMENT INNLY-PJ41,957$938,1540.11%
76JOHNSON & JOHNSONJNJ4,515$934,3600.11%
77GRAHAM HLDGS COGHM841$923,5360.11%
78ONEOK INC NEWOKE12,555$922,7930.11%
79SPDR GOLD TRGLD2,287$906,3610.11%
80CROWDSTRIKE HLDGS INCCRWD1,884$883,1440.10%
81MERCK & CO INCMRK7,807$821,7520.10%
82CISCO SYS INCCSCO10,661$821,2030.10%
83NUVEEN MUN VALUE FD INCNU90,060$815,9440.10%
84COSTCO WHSL CORP NEW22160K105930$802,3050.09%
85PHILIP MORRIS INTL INC7181721094,998$801,7430.09%
86ISHARES INC46434G10311,705$786,8210.09%
87AGNC INVT CORP00123Q10472,721$779,5720.09%
88BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.09%
89BOOKING HOLDINGS INCBKNG140$749,7460.09%
90ABBVIE INCABBV3,245$741,5140.09%
91J P MORGAN EXCHANGE TRADED F46654Q20312,393$720,3040.08%
92ISHARES TR46435G4254,765$709,8720.08%
93JANUS INTERNATIONAL GROUP INJBI104,926$686,2160.08%
94CHEVRON CORP NEWCVX4,380$667,6010.08%
95NORTHROP GRUMMAN CORPNOC1,143$651,4720.08%
96VISA INCV1,851$649,0880.08%
97MORGAN STANLEYMS-PQ3,579$635,4610.07%
98AMGEN INCAMGN1,936$633,6000.07%
99HOME DEPOT INCHD1,831$630,1570.07%
100VANGUARD INDEX FDS922908363984$617,0070.07%
101MICRON TECHNOLOGY INCMU2,119$604,9260.07%
102ISHARES TR4642875078,974$592,3130.07%
103ISHARES TR4642873094,733$583,3610.07%
104COCA COLA COKO8,329$582,2810.07%
105INTUITIVE SURGICAL INCISRG973$551,0680.06%
106AMERICAN EXPRESS COAXP1,456$538,5870.06%
107COREWEAVE INCCRWV7,517$538,2920.06%
108INVESCO EXCH TRADED FD TR IIIVZ2,122$536,6220.06%
109NORFOLK SOUTHN CORP6558441081,825$526,9140.06%
110UBER TECHNOLOGIES INCUBER6,363$519,9210.06%
111BANK AMERICA CORP0605051049,385$516,1930.06%
112ISHARES GOLD TRIAU6,352$515,5920.06%
113KIMBELL RTY PARTNERS LP49435R10243,815$515,2640.06%
114MARVELL TECHNOLOGY INCMRVL6,012$510,8810.06%
115SELECT SECTOR SPDR TR81369Y8033,507$504,8400.06%
116ALTRIA GROUP INCMO8,700$501,6550.06%
117SIREN ETF TR8296583016,397$487,6130.06%
118SPDR SERIES TRUST78468R78811,194$484,1260.06%
119SPDR SERIES TRUST78464A3005,112$465,0530.05%
120INTEL CORPINTC12,377$456,7030.05%
121ISHARES TR4642872264,418$441,2250.05%
122WESTERN MIDSTREAM PARTNERS LWES10,947$432,4190.05%
123SALESFORCE INCCRM1,621$429,4190.05%
124TEXAS INSTRS INC8825081042,439$423,0590.05%
125YUM BRANDS INCYUM2,762$417,8350.05%
126USA TODAY CO INCTDAY80,000$412,0000.05%
127PALO ALTO NETWORKS INCPANW2,211$407,2660.05%
128DIREXION SHS ETF TR25459W7308,000$406,0800.05%
129ISHARES TR4642874574,873$403,5750.05%
130NXP SEMICONDUCTORS N VNXPI1,833$397,8710.05%
131AT&T INCT-PC16,003$397,5220.05%
132BLACKSTONE INCBX2,569$396,0240.05%
133ASTRAZENECA PLCAZN4,240$389,7950.05%
134SPDR SERIES TRUST78468R8538,306$389,2370.05%
135VANGUARD INDEX FDS9229086521,858$388,4550.05%
136DIREXION SHS ETF TR25459Y2073,771$385,7910.05%
137UNITED PARCEL SERVICE INCUPS3,859$382,7330.04%
138VANGUARD INDEX FDS9229085534,271$377,9290.04%
139NEXTERA ENERGY INCNEE-PW4,579$367,6330.04%
140ALIBABA GROUP HLDG LTDBBAAY2,446$358,5350.04%
141JOHNSON OUTDOORS INCJOUT8,424$357,6030.04%
142CAVA GROUP INCCAVA6,085$357,1290.04%
143ISHARES SILVER TRSLV5,531$356,3070.04%
144VANGUARD WORLD FD92204A702469$353,4530.04%
145RBB FD INC74933W6014,773$342,5650.04%
146ORACLE CORPORCL-PD1,705$332,3570.04%
147TORTOISE CAPITAL SERIES TRUS8909303089,415$332,2870.04%
148VERIZON COMMUNICATIONS INCVZ8,131$331,1860.04%
149WELLS FARGO CO NEW9497461013,488$325,0930.04%
150GOLDMAN SACHS GROUP INCGSCE368$323,4660.04%
151VANECK ETF TRUST92189F676894$321,8300.04%
152CATERPILLAR INCCAT558$319,9110.04%
153VANECK ETF TRUST92189F1063,723$319,2890.04%
154THERMO FISHER SCIENTIFIC INCTMO550$318,9510.04%
155FIRST TR EXCHANGE-TRADED FD33738D1018,300$314,3200.04%
156ADVANCED MICRO DEVICES INCAMD1,454$311,3890.04%
157CONOCOPHILLIPSCOP3,317$310,4640.04%
158DELL TECHNOLOGIES INCDELL2,443$307,4870.04%
159SELECT SECTOR SPDR TR81369Y5066,803$304,1820.04%
160PRUDENTIAL FINL INCPUKPF2,648$298,8550.03%
161EOG RES INCEOG2,787$292,6350.03%
162OKLO INCOKLO4,042$290,0540.03%
163GRAYSCALE ETHEREUM TRUST ETF38963810711,850$288,7850.03%
164ISHARES TR464287614603$285,4460.03%
165CAPITAL ONE FINL CORP14040H1051,173$284,2880.03%
166GILDAN ACTIVEWEAR INCGIL4,310$269,2030.03%
167PFIZER INCPFE10,788$268,6200.03%
168ABBOTT LABSABLZF2,141$268,1890.03%
169EQT CORPEQT5,000$268,0000.03%
170INVESCO EXCHANGE TRADED FD TIVZ3,351$266,7160.03%
171INVESCO EXCHANGE TRADED FD TIVZ1,686$264,1520.03%
172RTX CORPORATIONRTX1,438$263,7360.03%
173BOEING COBA-PA1,179$255,9840.03%
174UNION PAC CORPUNP1,106$255,9090.03%
175UNITEDHEALTH GROUP INCUNH772$254,9860.03%
176ISHARES INC46434G7643,481$253,0120.03%
177NEWMONT CORPNEMCL2,528$252,4370.03%
178AUTOMATIC DATA PROCESSING INADP916$235,7060.03%
179MCDONALDS CORPMCD758$231,6210.03%
180PROCTER AND GAMBLE CO7427181091,608$230,4660.03%
181AGNICO EAGLE MINES LTDAEM1,355$229,7130.03%
182CIRCLE INTERNET GROUP INCCRCL2,883$228,6220.03%
183DISNEY WALT CO2546871061,980$225,2890.03%
184SELECT SECTOR SPDR TR81369Y6054,099$224,5020.03%
185CME GROUP INCCME821$224,2130.03%
186LOCKHEED MARTIN CORPLMT459$221,9330.03%
187CHEWY INCCHWY6,712$221,8320.03%
188GRAIL INCGRAL2,570$219,9660.03%
189STAR HLDGSSTHO26,629$219,1570.03%
190TRAVELERS COMPANIES INCTRV748$216,9650.03%
191ELEVANCE HEALTH INC FORMERLYELV617$216,3740.03%
192ISHARES TR4642888103,479$216,2350.03%
193ISHARES TR4642875152,028$214,3450.03%
194ADOBE INCADBE611$213,8440.03%
195ISHARES TR46435G5162,226$211,6770.02%
196SPROTT ASSET MANAGEMENT LPSII6,369$210,3040.02%
197ISHARES TR46434V464907$209,0910.02%
198KIMBERLY-CLARK CORPKMB2,056$207,4300.02%
199DOMINION ENERGY INCD3,532$206,9420.02%
200ADVISORSHARES TR00768Y28930,000$134,4000.02%
201DIREXION SHS ETF TR25460G11233,000$103,2900.01%
202PERMROCK ROYALTY TRUSTPRT28,741$80,4750.01%
203ELEDON PHARMACEUTICALS INCELDN30,000$45,3000.01%
204ZJK INDL CO. LTD.G98Y9E10212,500$25,0000.00%
205CONDUENT INCCNDT10,000$19,2000.00%