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William Howard & Co Financial Advisors Inc

13F filer · CIK 0002023493
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 9, 202616 positions
ICFICF International, Inc.$10.9M8.46%Not reported+0.1%Q1 2024
APHAmphenol Corp$2.33M1.81%0.00%Not reportedQ1 2024
AAPLApple Inc.$1.83M1.42%0.00%-1.6%Q1 2024
SYKStryker Corp$1.73M1.34%0.00%Not reportedQ1 2024
QQQInvesco QQQ Trust, Series 1$1.22M0.95%Not reportedNot reportedQ1 2024
FRDMFreedom Environmental Services, Inc.$1.16M0.90%Not reported+0.2%Q1 2024
CTBICommunity Trust Bancorp Inc$1.13M0.88%0.09%Not reportedQ1 2024
SCZNXG NextGen Infrastructure Income Fund$695K0.54%Not reported-3.7%Q1 2024
CRWDCrowdStrike Holdings, Inc.$519K0.40%0.00%Not reportedQ2 2024
FNDFSchwab Strategic Trust$415K0.32%Not reported+0.6%Q1 2024
VVisa Inc.$371K0.29%0.00%Not reportedQ1 2024
AMZNAmazon Com Inc$355K0.28%0.00%+0.8%Q1 2024
NVDANvidia Corp$330K0.26%0.00%Not reportedQ4 2024
MRVLMarvell Technology, Inc.$286K0.22%0.00%NewQ2 2026
IBMInternational Business Machines Corp$239K0.19%0.00%Not reportedQ1 2025
MCOMoodys Corp$215K0.17%0.00%Not reportedQ2 2024
Q1 2026Reported Apr 30, 202615 positions
ICFICF International, Inc.$9.95M8.60%Not reported+0.4%Q1 2024
SYKStryker Corp$1.8M1.56%0.00%Not reportedQ1 2024
APHAmphenol Corp$1.67M1.44%0.00%Not reportedQ1 2024
AAPLApple Inc.$1.63M1.40%0.00%-4.8%Q1 2024
QQQInvesco QQQ Trust, Series 1$960K0.83%Not reportedNot reportedQ1 2024
CTBICommunity Trust Bancorp Inc$945K0.82%0.09%Not reportedQ1 2024
FRDMFreedom Environmental Services, Inc.$867K0.75%Not reportedNot reportedQ1 2024
SCZNXG NextGen Infrastructure Income Fund$688K0.59%Not reported-0.3%Q1 2024
FNDFSchwab Strategic Trust$383K0.33%Not reportedNot reportedQ1 2024
VVisa Inc.$327K0.28%0.00%Not reportedQ1 2024
AMZNAmazon Com Inc$308K0.27%0.00%+28.9%Q1 2024
NVDANvidia Corp$288K0.25%0.00%Not reportedQ4 2024
CRWDCrowdStrike Holdings, Inc.$265K0.23%0.00%Not reportedQ2 2024
MCOMoodys Corp$207K0.18%0.00%Not reportedQ2 2024
IBMInternational Business Machines Corp$206K0.18%0.00%-4.2%Q1 2025
Q4 2025Reported Jan 21, 202618 positions
ICFICF International, Inc.$9.56M8.06%Not reported+0.3%Q1 2024
SYKStryker Corp$1.93M1.63%0.00%Not reportedQ1 2024
AAPLApple Inc.$1.83M1.54%0.00%Not reportedQ1 2024
APHAmphenol Corp$1.78M1.50%0.00%-5.2%Q1 2024
QQQInvesco QQQ Trust, Series 1$1.02M0.86%Not reported-1.8%Q1 2024
CTBICommunity Trust Bancorp Inc$879K0.74%0.09%Not reportedQ1 2024
FRDMFreedom Environmental Services, Inc.$813K0.69%Not reported+0.3%Q1 2024
SCZNXG NextGen Infrastructure Income Fund$682K0.58%Not reported+3.8%Q1 2024
VVisa Inc.$379K0.32%0.00%Not reportedQ1 2024
FNDFSchwab Strategic Trust$354K0.30%Not reported+3.0%Q1 2024
CRWDCrowdStrike Holdings, Inc.$319K0.27%0.00%Not reportedQ2 2024
NVDANvidia Corp$308K0.26%0.00%Not reportedQ4 2024
AMZNAmazon Com Inc$265K0.22%0.00%Not reportedQ1 2024
IBMInternational Business Machines Corp$263K0.22%0.00%Not reportedQ1 2025
MSFTMicrosoft Corp$244K0.21%0.00%Not reportedQ1 2025
MCOMoodys Corp$243K0.20%0.00%Not reportedQ2 2024
BRK.BBerkshire Hathaway Inc$215K0.18%Not reportedNot reportedQ1 2024
IBITiShares Bitcoin Trust ETF$202K0.17%0.00%+12.0%Q3 2025
Q3 2025Reported Oct 21, 202518 positions
ICFICF International, Inc.$9.84M8.38%Not reported-0.3%Q1 2024
SYKStryker Corp$2.03M1.73%0.00%Not reportedQ1 2024
APHAmphenol Corp$1.72M1.47%0.00%Not reportedQ1 2024
AAPLApple Inc.$1.71M1.46%0.00%-13.9%Q1 2024
QQQInvesco QQQ Trust, Series 1$1.02M0.86%Not reported+0.1%Q1 2024
CTBICommunity Trust Bancorp Inc$870K0.74%0.09%-0.2%Q1 2024
FRDMFreedom Environmental Services, Inc.$701K0.60%Not reported-2.0%Q1 2024
SCZNXG NextGen Infrastructure Income Fund$650K0.55%Not reported-10.6%Q1 2024
VVisa Inc.$369K0.31%0.00%Not reportedQ1 2024
CRWDCrowdStrike Holdings, Inc.$333K0.28%0.00%Not reportedQ2 2024
FNDFSchwab Strategic Trust$326K0.28%Not reportedNot reportedQ1 2024
NVDANvidia Corp$308K0.26%0.00%-36.1%Q4 2024
MSFTMicrosoft Corp$262K0.22%0.00%-18.0%Q1 2025
AMZNAmazon Com Inc$252K0.21%0.00%-36.7%Q1 2024
IBMInternational Business Machines Corp$250K0.21%0.00%Not reportedQ1 2025
IBITiShares Bitcoin Trust ETF$236K0.20%0.00%NewQ3 2025
MCOMoodys Corp$226K0.19%0.00%Not reportedQ2 2024
BRK.BBerkshire Hathaway Inc$215K0.18%Not reported-29.1%Q1 2024
Premium opens every quarter this fund has filed

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