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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 9 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NUEM NUSHARES ETF TR 9,769.0 $415K 0.03% -252.0 -2.5% $42.44 -1.2%
162 VST VISTRA CORP Utilities 2,609.0 $414K 0.03% NEW $158.63 -14.2%
163 HEQT SIMPLIFY EXCHANGE TRADED FUN 12,300.0 $413K 0.03% $33.54 +2.2%
164 BLK BLACKROCK INC Financial Services 421.0 $405K 0.02% $962.48 +21.5%
165 USFR WISDOMTREE TR 7,941.0 $400K 0.02% $50.35 +0.3%
166 UMC UNITED MICROELECTRONICS CORP Technology 14,657.0 $399K 0.02% NEW $27.21 -30.2%
167 BONDBLOXX ETF TRUST 7,743.0 $386K 0.02% +2K +25.9% $49.88
168 NFLX NETFLIX INC. Communication Services 5,328.0 $380K 0.02% -49.0 -0.9% $71.40 +12.2%
169 CDX SIMPLIFY EXCHANGE TRADED FUN 17,900.0 $378K 0.02% +4K +26.3% $21.12 -1.9%
170 MEC MAYVILLE ENGR CO INC Industrials 10,072.0 $377K 0.02% -1K -12.4% $37.46 -43.4%
171 IWY ISHARES TR 1,285.0 $373K 0.02% -6K -81.2% $290.62 -2.4%
172 OKE ONEOK INC NEW Energy 4,271.0 $371K 0.02% +36.0 +0.8% $86.94 +6.3%
173 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,190.0 $370K 0.02% NEW $45.12 -19.6%
174 INNOVATOR ETFS TRUST 12,050.0 $366K 0.02% $30.34
175 XJR ISHARES TR 6,462.0 $341K 0.02% -162.0 -2.5% $52.75 -1.6%
176 SCHD SCHWAB STRATEGIC TR 10,695.0 $339K 0.02% -500.0 -4.5% $31.71 +10.9%
177 FLTR VANECK ETF TRUST 12,979.0 $332K 0.02% $25.61 -0.1%
178 NIC NICOLET BANKSHARES INC Financial Services 2,000.0 $331K 0.02% $165.39 +5.1%
179 FUTY FIDELITY COVINGTON TRUST 5,559.0 $325K 0.02% -76.0 -1.4% $58.42 -5.3%
180 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 344.0 $322K 0.02% $935.47 +3.4%
Page 9 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%