WH
William Howard & Co Financial Advisors Inc
13F filer · CIK 0002023493Reported Jul 9, 2026
Net buyer this quarter
13F portfolio value$129MU.S. long equity reported on 13F
Positions161 new · 0 closed
Net flow last quarter+$244KBuys minus sells
Top 10 positions weight17.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 9, 202616 positions | |||||
| $10.9M | 8.46% | Not reported | +0.1% | Q1 2024 | |
| $2.33M | 1.81% | 0.00% | Not reported | Q1 2024 | |
| $1.83M | 1.42% | 0.00% | -1.6% | Q1 2024 | |
| $1.73M | 1.34% | 0.00% | Not reported | Q1 2024 | |
| $1.22M | 0.95% | Not reported | Not reported | Q1 2024 | |
| $1.16M | 0.90% | Not reported | +0.2% | Q1 2024 | |
| $1.13M | 0.88% | 0.09% | Not reported | Q1 2024 | |
| $695K | 0.54% | Not reported | -3.7% | Q1 2024 | |
| $519K | 0.40% | 0.00% | Not reported | Q2 2024 | |
| $415K | 0.32% | Not reported | +0.6% | Q1 2024 | |
| $371K | 0.29% | 0.00% | Not reported | Q1 2024 | |
| $355K | 0.28% | 0.00% | +0.8% | Q1 2024 | |
| $330K | 0.26% | 0.00% | Not reported | Q4 2024 | |
| $286K | 0.22% | 0.00% | New | Q2 2026 | |
| $239K | 0.19% | 0.00% | Not reported | Q1 2025 | |
| $215K | 0.17% | 0.00% | Not reported | Q2 2024 | |
| Q1 2026Reported Apr 30, 202615 positions | |||||
| $9.95M | 8.60% | Not reported | +0.4% | Q1 2024 | |
| $1.8M | 1.56% | 0.00% | Not reported | Q1 2024 | |
| $1.67M | 1.44% | 0.00% | Not reported | Q1 2024 | |
| $1.63M | 1.40% | 0.00% | -4.8% | Q1 2024 | |
| $960K | 0.83% | Not reported | Not reported | Q1 2024 | |
| $945K | 0.82% | 0.09% | Not reported | Q1 2024 | |
| $867K | 0.75% | Not reported | Not reported | Q1 2024 | |
| $688K | 0.59% | Not reported | -0.3% | Q1 2024 | |
| $383K | 0.33% | Not reported | Not reported | Q1 2024 | |
| $327K | 0.28% | 0.00% | Not reported | Q1 2024 | |
| $308K | 0.27% | 0.00% | +28.9% | Q1 2024 | |
| $288K | 0.25% | 0.00% | Not reported | Q4 2024 | |
| $265K | 0.23% | 0.00% | Not reported | Q2 2024 | |
| $207K | 0.18% | 0.00% | Not reported | Q2 2024 | |
| $206K | 0.18% | 0.00% | -4.2% | Q1 2025 | |
| Q4 2025Reported Jan 21, 202618 positions | |||||
| $9.56M | 8.06% | Not reported | +0.3% | Q1 2024 | |
| $1.93M | 1.63% | 0.00% | Not reported | Q1 2024 | |
| $1.83M | 1.54% | 0.00% | Not reported | Q1 2024 | |
| $1.78M | 1.50% | 0.00% | -5.2% | Q1 2024 | |
| $1.02M | 0.86% | Not reported | -1.8% | Q1 2024 | |
| $879K | 0.74% | 0.09% | Not reported | Q1 2024 | |
| $813K | 0.69% | Not reported | +0.3% | Q1 2024 | |
| $682K | 0.58% | Not reported | +3.8% | Q1 2024 | |
| $379K | 0.32% | 0.00% | Not reported | Q1 2024 | |
| $354K | 0.30% | Not reported | +3.0% | Q1 2024 | |
| $319K | 0.27% | 0.00% | Not reported | Q2 2024 | |
| $308K | 0.26% | 0.00% | Not reported | Q4 2024 | |
| $265K | 0.22% | 0.00% | Not reported | Q1 2024 | |
| $263K | 0.22% | 0.00% | Not reported | Q1 2025 | |
| $244K | 0.21% | 0.00% | Not reported | Q1 2025 | |
| $243K | 0.20% | 0.00% | Not reported | Q2 2024 | |
| $215K | 0.18% | Not reported | Not reported | Q1 2024 | |
| $202K | 0.17% | 0.00% | +12.0% | Q3 2025 | |
| Q3 2025Reported Oct 21, 202518 positions | |||||
| $9.84M | 8.38% | Not reported | -0.3% | Q1 2024 | |
| $2.03M | 1.73% | 0.00% | Not reported | Q1 2024 | |
| $1.72M | 1.47% | 0.00% | Not reported | Q1 2024 | |
| $1.71M | 1.46% | 0.00% | -13.9% | Q1 2024 | |
| $1.02M | 0.86% | Not reported | +0.1% | Q1 2024 | |
| $870K | 0.74% | 0.09% | -0.2% | Q1 2024 | |
| $701K | 0.60% | Not reported | -2.0% | Q1 2024 | |
| $650K | 0.55% | Not reported | -10.6% | Q1 2024 | |
| $369K | 0.31% | 0.00% | Not reported | Q1 2024 | |
| $333K | 0.28% | 0.00% | Not reported | Q2 2024 | |
| $326K | 0.28% | Not reported | Not reported | Q1 2024 | |
| $308K | 0.26% | 0.00% | -36.1% | Q4 2024 | |
| $262K | 0.22% | 0.00% | -18.0% | Q1 2025 | |
| $252K | 0.21% | 0.00% | -36.7% | Q1 2024 | |
| $250K | 0.21% | 0.00% | Not reported | Q1 2025 | |
| $236K | 0.20% | 0.00% | New | Q3 2025 | |
| $226K | 0.19% | 0.00% | Not reported | Q2 2024 | |
| $215K | 0.18% | Not reported | -29.1% | Q1 2024 | |
Premium opens every quarter this fund has filed