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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 1,883.0 $554K 0.44% $294.16 +3.0%
42 VUG VANGUARD INDEX FDS 1,257.0 $549K 0.43% +135.0 +12.0% $436.86 -80.0%
43 XLE SELECT SECTOR SPDR TR 8,170.0 $500K 0.40% -158.0 -1.9% $61.26 -3.5%
44 DIA STATE STR SPDR DOW JONES IND Financial Services 1,008.0 $467K 0.37% -10.0 -1.0% $463.17 +8.6%
45 HYBB ISHARES TR 9,829.0 $457K 0.36% +3K +35.1% $46.49 +0.2%
46 IVV ISHARES TR 647.0 $423K 0.33% $653.19 +14.2%
47 VPU VANGUARD WORLD FD 1,940.0 $384K 0.30% -172.0 -8.1% $198.16 -1.6%
48 VCIT VANGUARD SCOTTSDALE FDS 4,163.0 $345K 0.27% -103.0 -2.4% $82.76 -0.7%
49 TIP ISHARES TR 2,939.0 $324K 0.26% $110.36 +0.0%
50 SPHY SPDR SERIES TRUST 13,413.0 $313K 0.25% +153.0 +1.1% $23.32 +0.3%
51 SPYV SPDR SERIES TRUST 5,369.0 $304K 0.24% $56.58 +7.1%
52 BERKSHIRE HATHAWAY INC DEL 628.0 $301K 0.24% NEW $479.20
53 NVDA NVIDIA CORPORATION Technology 1,588.0 $277K 0.22% $174.44 +25.8%
54 IWB ISHARES TR 749.0 $267K 0.21% $356.56 +13.6%
55 EEM ISHARES TR 4,489.0 $255K 0.20% $56.78 +16.3%
56 XOM EXXON MOBIL CORP Energy 1,325.0 $225K 0.18% NEW $169.66 -7.9%
57 PFF ISHARES TR 6,619.0 $201K 0.16% +33.0 +0.5% $30.32 +2.7%
Page 3 of 3  ·  57 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%