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Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727
13F Portfolio $145M AUM 66 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 29 Added 14 Reduced 1 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRO ISHARES TR 9,452.0 $716K 0.49% +1K +16.0% $75.79 +4.7%
22 VUG VANGUARD INDEX FDS 7,544.0 $650K 0.45% +6K +500.2% $86.13 +2.8%
23 MSFT MICROSOFT CORP Technology 1,714.0 $639K 0.44% +20.0 +1.2% $373.02 +37.7%
24 HYBB ISHARES TR 10,909.0 $510K 0.35% +1K +11.0% $46.77 -0.4%
25 VCIT VANGUARD SCOTTSDALE FDS 5,506.0 $455K 0.31% +1K +32.3% $82.65 -1.8%
26 XLE SELECT SECTOR SPDR TR 8,415.0 $447K 0.31% +245.0 +3.0% $53.11 +18.0%
27 VPU VANGUARD WORLD FD 2,168.0 $424K 0.29% +228.0 +11.8% $195.72 -5.6%
28 SPHY SPDR SERIES TRUST 13,648.0 $320K 0.22% +235.0 +1.8% $23.44 -0.5%
29 PFF ISHARES TR 6,709.0 $205K 0.14% +90.0 +1.4% $30.49 +0.2%
Page 2 of 2  ·  29 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 75.4%
Technology 19.8%
Consumer Cyclical 3.1%
Communication Services 1.7%