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Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727
13F Portfolio $127M AUM 57 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 25 Added 15 Reduced 5 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRO ISHARES TR 8,148.0 $572K 0.45% +1K +15.1% $70.18 +5.7%
22 VUG VANGUARD INDEX FDS 1,257.0 $549K 0.43% +135.0 +12.0% $436.86 -80.0%
23 HYBB ISHARES TR 9,829.0 $457K 0.36% +3K +35.1% $46.49 +0.2%
24 SPHY SPDR SERIES TRUST 13,413.0 $313K 0.25% +153.0 +1.1% $23.32 +0.3%
25 PFF ISHARES TR 6,619.0 $201K 0.16% +33.0 +0.5% $30.32 +2.7%
Page 2 of 2  ·  25 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 74.1%
Technology 19.3%
Consumer Cyclical 4.8%
Energy 1.7%