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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMKR AMKOR TECHNOLOGY INC Technology 2,803.0 $242K 0.01% NEW $86.23 -41.7%
22 ARQQ ARQIT QUANTUM INC Technology 7,882.0 $234K 0.01% NEW $29.72 -28.9%
23 MO ALTRIA GROUP INC Consumer Defensive 2,767.0 $201K 0.01% NEW $72.74 -9.1%
24 DUOT DUOS TECHNOLOGIES GROUP INC Technology 13,630.0 $164K 0.01% NEW $12.00 -14.0%
25 UEC URANIUM ENERGY CORP Energy 14,523.0 $155K 0.01% NEW $10.66 +19.7%
26 BTG B2GOLD CORP Basic Materials 39,419.0 $147K 0.01% NEW $3.74 +47.6%
27 ENERGY FOCUS INC 35,297.0 $116K 0.01% NEW $3.30
28 EQX EQUINOX GOLD CORP Basic Materials 10,316.0 $100K 0.01% NEW $9.72 +39.2%
29 ONDS ONDAS INC Technology 10,913.0 $90K 0.01% NEW $8.24 +5.7%
30 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 18,328.0 $67K 0.00% NEW $3.64 -16.8%
Page 2 of 2  ·  30 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%