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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INNOVATOR ETFS TRUST 10,350.0 $322K 0.02% $31.07
182 SCHF SCHWAB STRATEGIC TR 11,429.0 $317K 0.02% +68.0 +0.6% $27.70 +2.7%
183 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,400.0 $316K 0.02% +13.0 +0.5% $131.60 +2.9%
184 KO COCA COLA CO Consumer Defensive 3,857.0 $314K 0.02% +317.0 +8.9% $81.48 +11.8%
185 DFAI DIMENSIONAL ETF TRUST 7,607.0 $314K 0.02% NEW $41.25 +5.1%
186 FENY FIDELITY COVINGTON TRUST 10,587.0 $313K 0.02% -14K -56.8% $29.56 +19.5%
187 IWX ISHARES TR 2,903.0 $305K 0.02% -12K -80.8% $105.16 +6.8%
188 FMAT FIDELITY COVINGTON TRUST 5,108.0 $299K 0.02% -3K -39.1% $58.51 +4.7%
189 APLD APPLIED DIGITAL CORP Technology 7,845.0 $293K 0.02% -1K -15.4% $37.30 -27.1%
190 VLO VALERO ENERGY CORP Energy 1,100.0 $286K 0.02% NEW $260.44 +34.0%
191 PEP PEPSICO INC Consumer Defensive 2,102.0 $285K 0.02% +161.0 +8.3% $135.39 +6.0%
192 IBM INTERNATIONAL BUSINESS MACHS Technology 993.0 $279K 0.02% NEW $281.21 -16.2%
193 EOSE EOS ENERGY ENTERPRISES INC Industrials 46,300.0 $272K 0.02% -1K -2.7% $5.88 -35.2%
194 VNQ VANGUARD INDEX FDS 2,778.0 $268K 0.02% -3K -47.4% $96.41 +2.2%
195 JAAA JANUS DETROIT STR TR 5,285.0 $267K 0.02% -72.0 -1.3% $50.52 +0.3%
196 BA BOEING CO Industrials 1,143.0 $247K 0.01% -145.0 -11.3% $216.47 -1.0%
197 GLD SPDR GOLD TR Financial Services 670.0 $247K 0.01% $368.38 +14.9%
198 SCZ ISHARES TR 2,960.0 $244K 0.01% $82.27 +5.3%
199 AMKR AMKOR TECHNOLOGY INC Technology 2,803.0 $242K 0.01% NEW $86.23 -41.7%
200 ARQQ ARQIT QUANTUM INC Technology 7,882.0 $234K 0.01% NEW $29.72 -28.9%
Page 10 of 11  ·  214 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%