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Portfolio (Quarterly) Guide ↗

HOURGLASS CAPITAL, LLC

· CIK 0001442573
13F Portfolio $508M AUM 127 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 29 Added 35 Reduced 7 Exited
Page 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIA STATE STREET SPDR DOW Financial Services 1,000.0 $522K 0.10% NEW $522.39 +2.5%
102 TRP TC ENERGY CORP F Energy 7,760.0 $514K 0.10% $66.29 -6.7%
103 SPMO INVESCO S&P 500 MOMENTUM 3,000.0 $485K 0.10% $161.54 -8.8%
104 CAT CATERPILLAR INC Industrials 437.0 $465K 0.09% $1064.90 -23.8%
105 CEG CONSTELLATION ENERGY COR Utilities 1,750.0 $435K 0.09% $248.37 +12.1%
106 XLC STATE STREET 4,000.0 $429K 0.08% $107.13 +5.6%
107 NEXT NEXTDECADE CORP Energy 55,814.0 $421K 0.08% $7.54 -0.9%
108 ENB ENBRIDGE INC F Energy 7,204.0 $391K 0.08% $54.21 -8.2%
109 OEF ISHARES S&P 100 ETF 1,042.0 $381K 0.07% +102.0 +10.8% $365.79 +3.4%
110 SHIONOGI & CO LTD F 43,900.0 $375K 0.07% -7K -13.8% $8.54
111 ABT ABBOTT LABS Healthcare 4,000.0 $363K 0.07% -1K -20.0% $90.74 +28.0%
112 PAGP PLAINS GP HLDGS L P Energy 12,255.0 $297K 0.06% $24.27 +11.9%
113 BLK BLACKROCK INC NEW Financial Services 300.0 $288K 0.06% $961.56 +22.4%
114 GOOG ALPHABET INC 798.0 $282K 0.06% $353.33
115 XLF STATE STREET FINANCIAL 4,937.0 $265K 0.05% $53.61 +8.8%
116 DVN DEVON ENERGY CORP NEW Energy 6,315.0 $261K 0.05% NEW $41.32 +13.5%
117 OKE ONEOK INC NEW Energy 2,961.0 $257K 0.05% $86.94 +5.5%
118 CL COLGATE PALMOLIVE CO Consumer Defensive 2,800.0 $257K 0.05% $91.68 -0.4%
119 GLW CORNING INC Technology 1,000.0 $255K 0.05% NEW $255.43 -42.4%
120 IWD ISHARES RUSSELL 1000 1,039.0 $252K 0.05% $242.48 +6.5%
Page 6 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.6%
Financial Services 18.6%
Energy 15.1%
Healthcare 8.5%
Basic Materials 8.1%
Consumer Defensive 7.6%
Communication Services 6.4%
Industrials 6.2%
Real Estate 4.6%
Consumer Cyclical 3.2%