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Portfolio (Quarterly) Guide ↗

Hardworking Capital Advisors, LLC

· CIK 0002098583
13F Portfolio $122M AUM 84 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 33 Added 37 Reduced 1 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 11,332.0 $921K 0.75% -131.0 -1.1% $81.27 +9.6%
22 FAST FASTENAL CO Industrials 19,124.0 $919K 0.75% -254.0 -1.3% $48.03 +6.5%
23 ORCL ORACLE CORP Technology 6,060.0 $888K 0.73% -65.0 -1.1% $146.55 +3.7%
24 ITW ILLINOIS TOOL WKS INC Industrials 3,221.0 $871K 0.71% -30.0 -0.9% $270.45 +4.1%
25 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,479.0 $719K 0.59% -287.0 -3.7% $96.12 -51.4%
26 MSCI MSCI INC Financial Services 1,205.0 $675K 0.55% -15.0 -1.2% $560.12 +1.6%
27 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,351.0 $675K 0.55% -6K -22.0% $31.61 +9.8%
28 MMM 3M CO Industrials 4,058.0 $657K 0.54% -26.0 -0.6% $161.92 +10.4%
29 NVO NOVO-NORDISK A S Healthcare 13,570.0 $651K 0.53% -158.0 -1.1% $47.94 -3.5%
30 MKC MCCORMICK & CO INC Consumer Defensive 10,065.0 $507K 0.41% -5K -33.8% $50.42 +8.2%
31 GL GLOBE LIFE INC Financial Services 2,840.0 $507K 0.41% -75.0 -2.6% $178.68 -1.6%
32 QQQ INVESCO QQQ TR Financial Services 420.0 $309K 0.25% -6.0 -1.4% $736.40 -2.1%
33 INTU INTUIT Technology 1,111.0 $290K 0.24% -65.0 -5.5% $261.03 +33.3%
34 JKHY HENRY JACK & ASSOC INC Technology 2,095.0 $289K 0.24% -1K -34.9% $137.75 +23.1%
35 CMCSA COMCAST CORP NEW Communication Services 11,694.0 $287K 0.23% -6K -35.0% $24.55 +7.6%
36 DCI DONALDSON INC Industrials 2,544.0 $228K 0.19% -2K -44.8% $89.77 +2.9%
37 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,600.0 $210K 0.17% -162.0 -9.2% $131.43 +1.4%
Page 2 of 2  ·  37 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 30.1%
Technology 16.0%
Consumer Cyclical 15.1%
Consumer Defensive 14.3%
Healthcare 8.5%
Communication Services 6.6%
Industrials 6.6%
Real Estate 2.7%