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Portfolio (Quarterly) Guide ↗

HF Advisory Group, LLC

· CIK 0001963169
13F Portfolio $323M AUM 168 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 102 Added 49 Reduced 12 Exited
Page 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLT ETFIS SER TR I 17,461.0 $401K 0.12% +3K +17.0% $22.95 -1.1%
142 KCE SPDR SERIES TRUST 2,721.0 $401K 0.12% -171.0 -5.9% $147.22 +13.4%
143 GSK GSK PLC Healthcare 7,578.0 $397K 0.12% -1K -12.3% $52.42 -3.3%
144 GCOW PACER FDS TR 9,134.0 $396K 0.12% +228.0 +2.6% $43.30 +9.5%
145 SLYG SPDR SERIES TRUST 3,024.0 $360K 0.11% -610.0 -16.8% $119.15 -6.1%
146 D DOMINION ENERGY INC Utilities 5,127.0 $350K 0.11% +98.0 +1.9% $68.30 -2.8%
147 PGF INVESCO EXCHANGE TRADED FD T 25,438.0 $349K 0.11% +1K +6.1% $13.71 -2.8%
148 SPLB SPDR SERIES TRUST 15,418.0 $345K 0.11% +457.0 +3.0% $22.40 -5.2%
149 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 338.0 $316K 0.10% $935.97 +0.4%
150 FBT FIRST TR EXCHANGE-TRADED FD 1,270.0 $315K 0.10% -167.0 -11.6% $247.89 +8.1%
151 MMM 3M CO Industrials 1,846.0 $299K 0.09% +254.0 +15.9% $161.85 +5.2%
152 VEU VANGUARD INTL EQUITY INDEX F 3,541.0 $297K 0.09% -388.0 -9.9% $83.75 +1.1%
153 XAR SPDR SERIES TRUST 1,015.0 $288K 0.09% +22.0 +2.2% $283.93 -11.2%
154 KHC KRAFT HEINZ CO Consumer Defensive 12,189.0 $288K 0.09% +3K +29.4% $23.62 +9.5%
155 UBER UBER TECHNOLOGIES INC Technology 3,928.0 $283K 0.09% NEW $72.16 +4.3%
156 HD HOME DEPOT INC Consumer Cyclical 727.0 $256K 0.08% +80.0 +12.4% $352.70 -9.3%
157 AGGY WISDOMTREE TR 5,844.0 $254K 0.08% +496.0 +9.3% $43.48 -2.4%
158 CLX CLOROX CO DEL Consumer Defensive 2,642.0 $252K 0.08% NEW $95.44 -0.5%
159 BIV VANGUARD BD INDEX FDS 3,286.0 $252K 0.08% -169.0 -4.9% $76.69 -2.4%
160 PFF ISHARES TR 8,157.0 $249K 0.08% +699.0 +9.4% $30.49 -1.3%
Page 8 of 9  ·  168 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 16.9%
Technology 16.6%
Healthcare 11.9%
Consumer Defensive 11.4%
Energy 10.8%
Communication Services 9.5%
Consumer Cyclical 7.6%
Industrials 5.9%
Utilities 4.1%
Real Estate 3.9%