Hopwood Financial Services, Inc.
Hopwood Financial Services, Inc. reported 92 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Hopwood Financial Services, Inc. reported 92 holdings worth US$173M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Exxon Mobil Corporation | 35,794 | US$4.89M | 2.8% |
| Alphabet Inc (google) Class C | 7,302 | US$2.61M | 1.5% |
| Microsoft Corp. | 6,366 | US$2.37M | 1.4% |
| Apple Inc | 7,229 | US$2.09M | 1.2% |
| Johnson & Johnson | 4,980 | US$1.26M | 0.73% |
| Rtx Corporation | 5,547 | US$1.05M | 0.61% |
| Illinois Tool Works Inc. | 3,772 | US$1.02M | 0.59% |
| Jp Morgan Chase & Co. | 3,103 | US$1.02M | 0.59% |
| Lowe's Companies, Inc. | 4,349 | US$959K | 0.56% |
| Procter & Gamble Company (the) | 4,794 | US$703K | 0.41% |
| Amazon.com, Inc. | 2,811 | US$670K | 0.39% |
| Pepsico, Inc. | 4,801 | US$650K | 0.38% |
| Amgen Inc. | 1,729 | US$626K | 0.36% |
| Atlantic Union Bankshares Corporation | 11,231 | US$475K | 0.28% |
| Cisco Systems, Inc. | 3,733 | US$439K | 0.25% |
| Charles Schwab Corporation (the) | 4,717 | US$435K | 0.25% |
| Abbvie Inc. | 1,661 | US$418K | 0.24% |
| Costco Wholesale Corporation | 445 | US$416K | 0.24% |
| Emerson Electric Company | 2,714 | US$389K | 0.23% |
| Novartis Ag | 2,395 | US$375K | 0.22% |
| Walmart Inc. | 3,036 | US$344K | 0.20% |
| Caterpillar, Inc. | 315 | US$335K | 0.19% |
| International Business Machines Corporation | 1,182 | US$332K | 0.19% |
| Chevron Corporation | 1,978 | US$328K | 0.19% |
| Starbucks Corporation | 3,017 | US$308K | 0.18% |
| Colgate-palmolive Company | 3,270 | US$300K | 0.17% |
| Lam Research Corporation | 690 | US$299K | 0.17% |
| T. Rowe Price Group, Inc. | 2,629 | US$299K | 0.17% |
| American Express Company | 852 | US$288K | 0.17% |
| Unitedhealth Group Incorporated | 639 | US$266K | 0.15% |
| Netflix, Inc. | 3,700 | US$264K | 0.15% |
| Mastercard Incorporated | 512 | US$263K | 0.15% |
| Qualcomm Incorporated | 1,400 | US$259K | 0.15% |
| Abbott Laboratories | 2,819 | US$256K | 0.15% |
| Booking Holdings Inc. Common Stock | 1,351 | US$241K | 0.14% |
| Nvidia Corporation | 1,186 | US$237K | 0.14% |
| Lockheed Martin Corporation | 448 | US$228K | 0.13% |
| Blackstone Inc. | 1,890 | US$222K | 0.13% |
| Home Depot, Inc. (the) | 583 | US$206K | 0.12% |
| Intel Corporation | 1,460 | US$204K | 0.12% |
| Broadcom Inc. | 532 | US$201K | 0.12% |
Source
View original at SEC
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