IE
Insider Edges

HOPWOOD FINANCIAL SERVICES, INC. 13F portfolio summary

HOPWOOD FINANCIAL SERVICES, INC. of HOPWOOD FINANCIAL SERVICES, INC. has 83 current stock holdings with a reported portfolio value of $148.4M. The portfolio 1 year return is +14.14%. Top holdings include SPY (0.00%), BSV (0.00%), QQQ (0.00%), CGXU (13.92%), IJH (11.26%).

Back to investors

HOPWOOD FINANCIAL SERVICES, INC.

HOPWOOD FINANCIAL SERVICES, INC.
Latest filing: 2026-03-31

HOPWOOD FINANCIAL SERVICES, INC. runs HOPWOOD FINANCIAL SERVICES, INC. and currently holds 83 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.41M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOPWOOD FINANCIAL SERVICES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOPWOOD FINANCIAL SERVICES, INC.'s portfolio at HOPWOOD FINANCIAL SERVICES, INC. has delivered returns of +14.14%. Their 3-year annualized return is +10.63%. Looking at the 5-year horizon, HOPWOOD FINANCIAL SERVICES, INC. has achieved +10.63% annualized returns at HOPWOOD FINANCIAL SERVICES, INC..

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.14%
#0/1000
3 Year
+10.63%
#0/1000
5 Year
+10.63%
#0/1000

Portfolio Value

$148.41M

Alpha Score

10.2

#0 of 1000

Holdings

83

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change