HC Advisors, LLC
CIK 1803295 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $164.7M
- Posisi
- 62
- Per tanggal
- 30 Juni 2026
#7.089 dari 9.443 berdasarkan nilai 13F · top 75.1%
Nilai portofolio QoQ: +10.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,87%
- Bobot 25 kepemilikan teratas
- 91,68%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 15,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,82% Perkiraan pembelian $5.236.272 · penjualan $1.287.359
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 75,6% masih dipegang
- Posisi baru
- 3
- Meningkat
- 29
- Menurun
- 14
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Communication Services
2,8%
Technology
2,2%
Industrials
2,0%
Financials
1,0%
Energy
0,7%
Healthcare
0,6%
Retail
0,6%
Materials
0,5%
Consumer Staples
0,3%
Financial Services
0,2%
Utilities
0,2%
Lainnya/Tidak terpetakan
89,0%
Portofolio lengkap 62 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHR | $22.179.031 | 13,46% | 899.393 | $-226.792 | Turun ×1 | ||
| IYW | $21.957.378 | 13,33% | 87.053 | $5.805.918 | Turun ×1 | ||
| FDL | $14.671.817 | 8,91% | 301.517 | $-197.546 | Naik ×1 | ||
| SCHE | $11.904.811 | 7,23% | 328.318 | $1.560.883 | Naik ×1 | ||
| SCHG | $10.133.557 | 6,15% | 299.455 | $1.769.140 | Naik ×4 | ||
| DES | $8.393.789 | 5,10% | 206.337 | $970.957 | Turun ×1 | ||
| SCHD | $6.548.464 | 3,98% | 206.511 | $735.954 | Naik ×3 | ||
| SCHZ | $5.801.120 | 3,52% | 250.805 | $515.110 | Naik ×3 | ||
| VDC | $5.475.574 | 3,32% | 24.283 | $158.406 | Naik ×2 | ||
| IYF | $4.733.171 | 2,87% | 37.120 | $433.639 | Naik ×3 | ||
| IYH | $4.662.556 | 2,83% | 69.580 | $204.196 | Turun ×3 | ||
| GRND Grindr Inc. Common Stock | $4.542.185 | 2,76% | 316.088 | $730.353 | Naik ×4 | ||
| SCHM | $4.225.818 | 2,57% | 114.614 | $934.337 | Naik ×1 | ||
| VTI | $4.192.626 | 2,55% | 11.330 | $527.036 | Turun ×1 | ||
| IXP | $3.042.240 | 1,85% | 26.959 | $-54.615 | Turun ×1 | ||
| SGDM | $2.715.475 | 1,65% | 43.191 | $-425.203 | Naik ×2 | ||
| PSLV | $2.478.424 | 1,50% | 131.342 | $-600.789 | Naik ×1 | ||
| PHYS | $2.463.863 | 1,50% | 81.666 | $-212.885 | Naik ×3 | ||
| SCHF | $2.422.227 | 1,47% | 87.445 | $495.687 | Naik ×1 | ||
| AMLP | $2.227.609 | 1,35% | 42.962 | $85.297 | Naik ×2 | ||
| SCHA | $1.879.266 | 1,14% | 52.014 | $458.301 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.433.476 | 0,87% | 4.953 | $22.987 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.196.697 | 0,73% | 5.980 | $146.091 | Turun ×3 | ||
| RTX RTX Corporation Common Stock | $877.122 | 0,53% | 4.623 | $-14.655 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $867.902 | 0,53% | 13.800 | $187.254 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $862.012 | 0,52% | 2.633 | $92.377 | Naik ×1 | ||
| SPPP | $787.338 | 0,48% | 63.240 | $-43.843 | Naik ×6 | ||
| HQY HealthEquity, Inc. - Common Stock | $784.881 | 0,48% | 8.690 | $58.658 | |||
| SPY SPY | $582.681 | 0,35% | 780 | $-24 | Turun ×1 | ||
| SCHO | $572.384 | 0,35% | 23.711 | $26.163 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $521.247 | 0,32% | 6.413 | $55.125 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $513.379 | 0,31% | 3.097 | $-128.705 | Turun ×2 | ||
| DAL Delta Air Lines, Inc. Common Stock | $481.726 | 0,29% | 5.143 | $98.904 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $471.533 | 0,29% | 3.448 | $-70.573 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $459.373 | 0,28% | 8.062 | $53.919 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $420.471 | 0,26% | 1.125 | $101.211 | |||
| IDV | $397.728 | 0,24% | 9.600 | $106.192 | Naik ×1 | ||
| AONXXXX | $397.696 | 0,24% | 1.199 | $10.683 | |||
| IBM International Business Machines Corporation Common Stock | $395.100 | 0,24% | 1.405 | $54.542 | |||
| HD Home Depot, Inc. (The) Common Stock | $355.501 | 0,22% | 1.008 | $27.269 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $352.458 | 0,21% | 300 | $90.588 | |||
| TXN Texas Instruments Incorporated - Common Stock | $342.184 | 0,21% | 1.148 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $340.125 | 0,21% | 1.427 | $44.577 | Naik ×1 | ||
| BOXX | $329.053 | 0,20% | 2.810 | $2.394 | Naik ×1 | ||
| AXP American Express Company Common Stock | $320.283 | 0,19% | 946 | $34.393 | Naik ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $316.384 | 0,19% | 3.828 | $-383 | |||
| BA Boeing Company (The) Common Stock | $308.470 | 0,19% | 1.425 | Naik ×1 | |||
| SCHB | $295.044 | 0,18% | 10.188 | $39.325 | |||
| WFC Wells Fargo & Company Common Stock | $289.323 | 0,18% | 3.501 | $1.813 | Turun ×1 | ||
| PLUG Plug Power, Inc. - Common Stock | $284.550 | 0,17% | 105.000 | $47.250 | |||
| SO Southern Company (The) Common Stock | $281.196 | 0,17% | 2.938 | $-2.380 | |||
| DVYA | $280.587 | 0,17% | 5.933 | $-5.763 | |||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $277.286 | 0,17% | 2.889 | $-41.508 | Naik ×1 | ||
| FNDX | $258.254 | 0,16% | 8.304 | $26.988 | |||
| WM Waste Management, Inc. Common Stock | $247.843 | 0,15% | 1.112 | $-7.683 | |||
| ITA ITA | $242.420 | 0,15% | 1.000 | $23.670 | |||
| MMM 3M Company Common Stock | $241.479 | 0,15% | 1.491 | $25.531 | Naik ×5 | ||
| BTU Peabody Energy Corporation Common Stock | $227.107 | 0,14% | 9.822 | $-71.037 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $210.205 | 0,13% | 1.635 | ||||
| MSFT Microsoft Corporation - Common Stock | $207.257 | 0,13% | 555 | $-3.043 | Turun ×3 | ||
| ALXO ALX Oncology Holdings Inc. - Common Stock | $47.403 | 0,03% | 22.900 | $1.488 | |||
| GDEVW GDEV Inc. - Warrant | $56 | 0,00% | 13.600 | $-1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IYW | Dipangkas | -2K | +$5.8M |
| SCHG | Beli lebih banyak | +12K | +$1.8M |
| SCHE | Beli lebih banyak | +14K | +$1.6M |
| DES | Dipangkas | -197 | +$971K |
| SCHM | Beli lebih banyak | +8K | +$934K |
| SCHD | Beli lebih banyak | +17K | +$736K |
| GRND | Beli lebih banyak | +800 | +$730K |
| PSLV | Beli lebih banyak | +5K | -$601K |
| VTI | Dipangkas | -96 | +$527K |
| SCHZ | Beli lebih banyak | +23K | +$515K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VDE | 30 Sep. 2025 | 24.887 | $2.964.539 | Tidak lagi dilacak |
| VYM | 30 Juni 2025 | 2.587 | $333.620 | Tidak lagi dilacak |
| DVYA | 31 Maret 2025 | 8.825 | $315.984 | Tidak lagi dilacak |
| IDV | 31 Maret 2025 | 10.505 | $287.627 | Tidak lagi dilacak |
| ECL | 30 Juni 2025 | 1.049 | $265.942 | 5,6% |
| CRSP | 31 Des. 2025 | 3.913 | $253.602 | 8,4% |
| BRKB | 30 Juni 2025 | 472 | $251.389 | Tidak lagi dilacak |
| UPRO | 30 Sep. 2025 | 2.681 | $245.151 | Tidak lagi dilacak |
| HDV | 30 Juni 2025 | 2.000 | $242.240 | Tidak lagi dilacak |
| AFL | 30 Juni 2025 | 2.165 | $240.726 | 13,6% |
| BDX | 30 Juni 2025 | 1.000 | $229.060 | 37,2% |
| BCTK | 31 Maret 2026 | 9.023 | $226.645 | |
| CARR | 30 Juni 2025 | 3.502 | $222.027 | -15,9% |
| JNJ | 30 Juni 2025 | 1.335 | $221.402 | 80,4% |
| DVY | 30 Juni 2025 | 1.548 | $207.911 | |
| QCOM | 30 Juni 2025 | 1.325 | $203.533 | 1,6% |
| CEG | 30 Juni 2026 | 722 | $201.852 | 8,2% |
| AEM | 31 Des. 2025 | 1.190 | $200.586 | 19,1% |
| MRK | 31 Maret 2025 | 2.010 | $200.008 | 68,6% |
| GPC | 30 Juni 2025 | 1.665 | $198.368 | 11,0% |
| NGD | 31 Maret 2026 | 20.800 | $181.168 | Tidak lagi dilacak |
| MTTR | 31 Maret 2025 | 30.000 | $142.200 | Tidak lagi dilacak |