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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 211 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWV ISHARES TR 1,147.0 $444K 0.03% NEW $386.85 +9.9%
162 BAC BANK AMERICA CORP Financial Services 8,063.0 $443K 0.03% NEW $55.00 -7.0%
163 ABBV ABBVIE INC Healthcare 1,880.0 $429K 0.03% NEW $228.45 -5.2%
164 J P MORGAN EXCHANGE TRADED F 7,893.0 $400K 0.03% NEW $50.71
165 USFR WISDOMTREE TR 7,941.0 $400K 0.03% NEW $50.32 +0.0%
166 IGLB ISHARES TR 7,903.0 $399K 0.03% NEW $50.45 -1.2%
167 TT TRANE TECHNOLOGIES PLC Industrials 1,000.0 $389K 0.03% NEW $389.20 +14.9%
168 PANW PALO ALTO NETWORKS INC Technology 2,060.0 $379K 0.03% NEW $184.20 +37.7%
169 ADBE ADOBE INC Technology 1,079.0 $378K 0.03% NEW $349.99 -30.4%
170 CINF CINCINNATI FINL CORP Financial Services 2,300.0 $378K 0.03% NEW $164.19 -1.3%
171 NUEM NUSHARES ETF TR 10,340.0 $368K 0.03% NEW $35.58 +17.8%
172 CVX CHEVRON CORP NEW Energy 2,375.0 $362K 0.03% NEW $152.41 +20.7%
173 EEMV ISHARES INC 5,627.0 $360K 0.03% NEW $64.04 +16.3%
174 ASB ASSOCIATED BANC CORP Financial Services 13,853.0 $357K 0.03% NEW $25.76 +7.7%
175 GE GE AEROSPACE Industrials 1,136.0 $350K 0.03% NEW $308.13 +2.2%
176 MPC MARATHON PETE CORP Energy 2,079.0 $338K 0.03% NEW $162.63 +54.5%
177 T AT&T INC Communication Services 13,511.0 $336K 0.03% NEW $24.84 +1.0%
178 FLTR VANECK ETF TRUST 12,979.0 $331K 0.03% NEW $25.48 +0.3%
179 OKE ONEOK INC NEW Energy 4,498.0 $331K 0.03% NEW $73.50 +21.1%
180 IGIB ISHARES TR 6,026.0 $325K 0.02% NEW $53.88 -1.4%
Page 9 of 11  ·  211 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 74.7%
Technology 7.3%
Industrials 4.8%
Communication Services 3.5%
Consumer Defensive 3.5%
Healthcare 2.2%
Energy 2.1%
Consumer Cyclical 1.0%
Utilities 0.7%
Basic Materials 0.3%