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Portfolio (Quarterly) Guide ↗

HC Advisors, LLC

· CIK 0001803295
13F Portfolio $149M AUM 60 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 22 Added 19 Reduced 2 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHA SCHWAB STRATEGIC TR 48,864.0 $1.4M 0.95% +2K +4.0% $29.08 +14.6%
22 AAPL APPLE INC Technology 5,557.0 $1.4M 0.94% $253.82 +21.7%
23 NVDA NVIDIA CORPORATION Technology 6,024.0 $1.1M 0.70% -1K -14.9% $174.40 +23.5%
24 RTX RTX CORPORATION Industrials 4,623.0 $892K 0.60% -285.0 -5.8% $192.90 -8.2%
25 SPPP SPROTT PHYSICAL PLAT PALLAD Financial Services 53,521.0 $831K 0.56% +8K +18.1% $15.53 -4.2%
26 JPM JPMORGAN CHASE & CO. Financial Services 2,616.0 $770K 0.52% -61.0 -2.3% $294.20 +4.1%
27 HQY HEALTHEQUITY INC Healthcare 8,690.0 $726K 0.49% -190.0 -2.1% $83.57 +5.4%
28 FCX FREEPORT MCMORAN INC Basic Materials 11,579.0 $681K 0.46% NEW $58.78 +5.4%
29 CVX CHEVRON CORP NEW Energy 3,103.0 $642K 0.43% -359.0 -10.4% $206.92 -7.5%
30 SPY SPDR S&P 500 ETF TR Financial Services 896.0 $583K 0.39% +96.0 +12.0% $650.34 +14.7%
31 SCHO SCHWAB STRATEGIC TR 22,506.0 $546K 0.37% +3K +14.5% $24.27 -0.6%
32 XOM EXXON MOBIL CORP Energy 3,195.0 $542K 0.36% -514.0 -13.9% $169.67 -8.7%
33 KO Coca Cola Company Consumer Defensive 6,129.0 $466K 0.31% $76.05 +7.1%
34 BAC BK OF AMERICA CORP Financial Services 8,317.0 $405K 0.27% +345.0 +4.3% $48.75 +6.3%
35 AON PLC 1,199.0 $387K 0.26% $322.78
36 DAL DELTA AIR LINES INC DEL Industrials 5,758.0 $383K 0.26% $66.49 +14.5%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 1,405.0 $341K 0.23% +155.0 +12.4% $242.39 +4.7%
38 HD HOME DEPOT INC Consumer Cyclical 998.0 $328K 0.22% +57.0 +6.1% $328.89 -4.8%
39 BOXX EA SERIES TRUST 2,809.0 $327K 0.22% NEW $116.29 +0.5%
40 GE GE AEROSPACE Industrials 1,125.0 $319K 0.21% -500.0 -30.8% $283.79 +6.7%
Page 2 of 3  ·  60 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
Financial Services 38.5%
Technology 29.5%
Industrials 10.0%
Energy 6.4%
Consumer Cyclical 4.1%
Healthcare 3.3%
Utilities 3.2%
Basic Materials 2.9%
Consumer Defensive 2.0%