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Hc Advisors, LLC Top Holdings and 13F Report (2026)

About Hc Advisors, LLC

Investment Activity

  • Hc Advisors, LLC has $173.25 million in total holdings as of September 30, 2026.
  • Hc Advisors, LLC owns shares of 58 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 19.39% of the portfolio was purchased this quarter.
  • About 15.38% of the portfolio was sold this quarter.
  • This quarter, Hc Advisors, LLC has purchased 62 new stocks and bought additional shares in 28 stocks.
  • Hc Advisors, LLC sold shares of 14 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

42806J700 - Hertz Global
$18,370 Holding

Largest Purchases this Quarter

Schwab Short-Term U.S. Treasury ETF
1,300,979 shares (about $31.04M)
Schwab U.S. Large-Cap Growth ETF
16,334 shares (about $586.88K)
iShares U.S. Healthcare ETF
6,243 shares (about $446.75K)
Schwab Emerging Markets Equity ETF
11,156 shares (about $406.64K)
Home Depot
495 shares (about $140.84K)

Largest Sales this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
669,743 shares (about $15.87M)
iShares U.S. Technology ETF
10,594 shares (about $2.81M)
WisdomTree U.S. SmallCap Dividend Fund
15,100 shares (about $572.29K)
SPROTT PHYSICAL PLAT PALLAD
21,947 shares (about $294.75K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHc Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$31,607,103$31,041,359 ▲5,486.8%1,324,69018.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$20,253,989$2,806,351 ▼-12.2%76,45911.7%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$14,653,294$154,205 ▼-1.0%298,3778.5%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$12,373,827$406,636 ▲3.4%339,4747.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,346,299$586,881 ▲5.5%315,7896.5%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$7,247,882$572,290 ▼-7.3%191,2374.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,750,660$32,855 ▲0.5%207,5213.9%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$5,442,705$15,872,909 ▼-74.5%229,6503.1%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$5,425,894$446,749 ▲9.0%75,8233.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$5,344,618$45,824 ▲0.9%24,4933.1%ETF
Grindr Inc. stock logo
GRND
Grindr
$4,976,315$99,076 ▲2.0%322,5092.9%Communication Services
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$4,672,793$8,294 ▲0.2%37,1862.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,244,456$4,117 ▲0.1%11,3412.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$3,935,115$35,925 ▲0.9%115,6702.3%ETF
Sprott Gold Miners ETF stock logo
SGDM
Sprott Gold Miners ETF
$3,283,144$83,490 ▲2.6%44,3181.9%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$3,178,388$10,053 ▼-0.3%26,8741.8%ETF
SPROTT PHYSICAL GOLD TRUST
$2,645,411$91,715 ▲3.6%84,5991.5%UNIT
SPROTT PHYSICAL SILVER TR
$2,598,110$54,004 ▲2.1%134,1301.5%TR UNIT
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,497,517$95,403 ▲4.0%90,9181.4%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$2,287,936$59,495 ▲2.7%44,1091.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,684,847$35,302 ▲2.1%5,0591.0%Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,658,928$38,308 ▼-2.3%50,8401.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,364,295$1,599 ▼-0.1%5,9730.8%Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$958,770$7,280 ▼-0.8%13,6960.6%Materials
RTX Corporation stock logo
RTX
RTX
$858,2630.0%4,6230.5%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$844,970$26,137 ▼-3.0%2,5540.5%Finance
HealthEquity, Inc. stock logo
HQY
HealthEquity
$768,7170.0%8,6900.4%Healthcare
Chevron Corporation stock logo
CVX
Chevron
$671,386$38,808 ▲6.1%3,2870.4%Energy
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$589,003$27,831 ▲5.0%3,6190.3%Energy
SPROTT PHYSICAL PLAT PALLAD
$554,566$294,749 ▼-34.7%41,2930.3%UNIT
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$553,855$1,808 ▲0.3%6,4340.3%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$546,812$48,046 ▼-8.1%7170.3%ETF
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$491,572$62,271 ▲14.5%5,8890.3%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$427,652$140,843 ▲49.1%1,5030.2%Consumer Discretionary
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$405,0240.0%9,6000.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$391,733$47,082 ▼-10.7%7,1970.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$390,376$81,374 ▲26.3%1,7750.2%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$383,928$28,171 ▲7.9%1,5400.2%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$351,3470.0%1,1250.2%Industrials
AON PLC
$331,8470.0%1,1990.2%SHS CL A
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$321,5430.0%1,1480.2%Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$314,124$3,441 ▲1.1%2,9210.2%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$311,768$26,708 ▲9.4%6070.2%Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$299,7710.0%3,8280.2%ETF
American Express Company stock logo
AXP
American Express
$288,439$609 ▲0.2%9480.2%Finance
GE VERNOVA INC
$285,1470.0%3000.2%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$271,143$33,439 ▲14.1%1,8650.2%Healthcare
The Boeing Company stock logo
BA
Boeing
$265,1210.0%1,4250.2%Industrials
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$261,3270.0%8,3040.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$252,638$27,617 ▼-9.9%3,1560.1%Finance
3M Company stock logo
MMM
3M
$244,978$164 ▲0.1%1,4920.1%Industrials
Southern Company (The) stock logo
SO
Southern
$243,5310.0%2,9380.1%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$226,7590.0%1,1120.1%Industrials
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$209,597$29,977 ▼-12.5%8,5930.1%Energy
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$207,1800.0%1,0000.1%ETF
Plug Power, Inc. stock logo
PLUG
Plug Power
$203,7000.0%105,0000.1%Industrials
ALX Oncology Holdings Inc. stock logo
ALXO
ALX Oncology
$31,8310.0%22,9000.0%Healthcare
Hertz Global Holdings, Inc. stock logo
HTZ
Hertz Global
$18,370$18,370 ▲New Holding11,0000.0%Industrials
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$0$5,801,120 ▼-100.0%00.0%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$0$329,053 ▼-100.0%00.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$0$295,044 ▼-100.0%00.0%ETF
iShares Asia/Pacific Dividend ETF stock logo
DVYA
iShares Asia/Pacific Dividend ETF
$0$280,587 ▼-100.0%00.0%ETF
GDEV Inc. stock logo
GDEVW
GDEV
$0$56 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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