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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 8,459.0 $545K 0.45% +99.0 +1.2% $64.45 -0.8%
62 VXF VANGUARD INDEX FDS 2,130.0 $524K 0.43% +15.0 +0.7% $246.21 -0.2%
63 CENCORA INC 1,824.0 $516K 0.42% +97.0 +5.6% $283.02
64 MKC MCCORMICK & CO INC Consumer Defensive 10,065.0 $507K 0.41% -5K -33.8% $50.42 +8.2%
65 GL GLOBE LIFE INC Financial Services 2,840.0 $507K 0.41% -75.0 -2.6% $178.68 -1.6%
66 BND VANGUARD BD INDEX FDS 6,905.0 $507K 0.41% $73.41 -1.2%
67 BSV VANGUARD BD INDEX FDS 5,835.0 $455K 0.37% +535.0 +10.1% $77.91 -0.3%
68 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,517.0 $438K 0.36% +41.0 +0.9% $96.88 +5.7%
69 CASY CASEYS GEN STORES INC Consumer Cyclical 510.0 $405K 0.33% +7.0 +1.4% $794.80 -4.0%
70 HSY HERSHEY CO Consumer Defensive 2,225.0 $390K 0.32% $175.42 +3.4%
71 VEA VANGUARD TAX-MANAGED FDS 5,111.0 $364K 0.30% +500.0 +10.8% $71.25 +3.0%
72 NFLX NETFLIX INC. Communication Services 5,000.0 $357K 0.29% $71.40 +11.8%
73 QQQ INVESCO QQQ TR Financial Services 420.0 $309K 0.25% -6.0 -1.4% $736.40 -2.1%
74 BSX BOSTON SCIENTIFIC CORP Healthcare 6,975.0 $298K 0.24% +986.0 +16.5% $42.68 +9.3%
75 INTU INTUIT Technology 1,111.0 $290K 0.24% -65.0 -5.5% $261.03 +33.3%
76 JKHY HENRY JACK & ASSOC INC Technology 2,095.0 $289K 0.24% -1K -34.9% $137.75 +23.1%
77 CMCSA COMCAST CORP NEW Communication Services 11,694.0 $287K 0.23% -6K -35.0% $24.55 +7.6%
78 MTD METTLER TOLEDO INTERNATIONAL Healthcare 215.0 $275K 0.22% +7.0 +3.4% $1277.51 +10.2%
79 VMBS VANGUARD SCOTTSDALE FDS 5,627.0 $263K 0.21% $46.81 -0.9%
80 GOOG ALPHABET INC 686.0 $242K 0.20% NEW $353.14
Page 4 of 5  ·  84 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%