Howard Financial Services’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Howard Financial Services’s Portfolio STHO Stock Details STHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Hold	26,629	–	–	0.02%	221
2026 Q1	$202K	Hold	26,629	–	–	0.02%	218
2025 Q4	$219K	Hold	26,629	–	–	0.03%	189
2025 Q3	$219K	Buy	26,629 +2,500	+10%	+$20.3K	0.03%	174
2025 Q2	$188K	Sell	24,129 -5,371	-18%	-$37.1K	0.02%	175
2025 Q1	$251K	Buy	29,500 +19,500	+195%	+$170K	0.03%	155
2024 Q4	$97.3K	Sell	10,000 -9,000	-47%	-$105K	0.01%	186
2024 Q3	$263K	Buy	19,000 +3,000	+19%	+$38.9K	0.04%	139
2024 Q2	$193K	Sell	16,000 -3,000	-16%	-$37.6K	0.03%	149
2024 Q1	$245K	Buy	+19,000	New	+$238K	0.04%	136

Other funds holding STHO

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return