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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.7B AUM 214 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 76 Added 70 Reduced 18 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOBL PROSHARES TR 45,415.0 $2.6M 0.15% +23K +98.5% $56.16 +5.2%
42 FMB FIRST TR EXCH TRADED FD III 42,983.0 $2.2M 0.13% +320.0 +0.8% $51.37 -2.2%
43 RTX RTX CORPORATION Industrials 11,492.0 $2.2M 0.13% +1K +11.8% $189.73 +10.3%
44 OBIL RBB FD INC 39,273.0 $2.0M 0.12% +9K +31.6% $49.98 +0.3%
45 VO VANGUARD INDEX FDS 22,160.0 $1.8M 0.11% +18K +408.4% $80.57 +2.8%
46 COP CONOCOPHILLIPS Energy 16,989.0 $1.8M 0.10% +86.0 +0.5% $103.96 +28.3%
47 GSST GOLDMAN SACHS ETF TR 33,843.0 $1.7M 0.10% +12K +52.0% $50.58 -0.0%
48 ACWX ISHARES TR 19,585.0 $1.5M 0.09% +2K +13.2% $76.11 +1.8%
49 RBIL RBB FD INC 29,043.0 $1.4M 0.09% +14K +98.5% $49.89 +0.1%
50 VEA VANGUARD TAX-MANAGED FDS 19,345.0 $1.4M 0.08% +1K +5.7% $71.25 +2.5%
51 ICSH ISHARES TR 26,689.0 $1.3M 0.08% +10K +58.7% $50.58 -0.1%
52 CSHI NEOS ETF TRUST 24,728.0 $1.2M 0.07% +1K +5.9% $49.81 -0.2%
53 FDIS FIDELITY COVINGTON TRUST 11,932.0 $1.2M 0.07% +4K +53.1% $102.84 +0.4%
54 VB VANGUARD INDEX FDS 3,686.0 $1.1M 0.07% +1K +54.2% $303.11 -0.1%
55 AGZ ISHARES TR 9,797.0 $1.1M 0.06% +4K +77.3% $109.28 -0.5%
56 PSX PHILLIPS 66 Energy 6,141.0 $1.0M 0.06% +44.0 +0.7% $169.05 +43.1%
57 IDEV ISHARES TR 11,395.0 $1.0M 0.06% +1K +13.6% $89.01 +4.6%
58 TMUS T-MOBILE US INC Communication Services 4,338.0 $728K 0.04% +1K +47.0% $167.74 +8.9%
59 V VISA INC Financial Services 1,901.0 $652K 0.04% +12.0 +0.6% $343.09 +11.5%
60 EFAV ISHARES TR 7,321.0 $642K 0.04% +75.0 +1.0% $87.72 +7.8%
Page 3 of 4  ·  76 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 39.1%
Financial Services 37.6%
Consumer Cyclical 8.5%
Communication Services 5.9%
Industrials 3.0%
Consumer Defensive 2.5%
Energy 1.8%
Healthcare 0.9%
Utilities 0.4%
Basic Materials 0.3%