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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 3 of 4  ·  66 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 $616K 0.42% $327.33 +9.3%
42 DIA STATE STR SPDR DOW JONES IND Financial Services 1,011.0 $528K 0.36% $522.35 +2.4%
43 HYBB ISHARES TR 10,909.0 $510K 0.35% +1K +11.0% $46.77 -0.4%
44 IVV ISHARES TR 647.0 $485K 0.33% $748.87 +3.2%
45 VCIT VANGUARD SCOTTSDALE FDS 5,506.0 $455K 0.31% +1K +32.3% $82.65 -1.8%
46 XLE SELECT SECTOR SPDR TR 8,415.0 $447K 0.31% +245.0 +3.0% $53.11 +18.0%
47 AMZN AMAZON COM INC Consumer Cyclical 1,847.0 $440K 0.30% -1K -40.1% $238.34 +11.8%
48 VPU VANGUARD WORLD FD 2,168.0 $424K 0.29% +228.0 +11.8% $195.72 -5.6%
49 PWV INVESCO EXCHANGE TRADED FD T 5,448.0 $413K 0.28% NEW $75.77 +7.8%
50 SPYV SPDR SERIES TRUST 5,382.0 $327K 0.23% $60.79 +4.5%
51 SPHY SPDR SERIES TRUST 13,648.0 $320K 0.22% +235.0 +1.8% $23.44 -0.5%
52 NVDA NVIDIA CORPORATION Technology 1,590.0 $318K 0.22% $200.04 +8.8%
53 BERKSHIRE HATHAWAY INC DEL 628.0 $314K 0.22% $500.39
54 IWB ISHARES TR 749.0 $307K 0.21% $409.50 +2.8%
55 TIP ISHARES TR 2,761.0 $302K 0.21% -178.0 -6.1% $109.42 -2.3%
56 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 419.0 $295K 0.20% NEW $703.34 -1.8%
57 GOOGL ALPHABET INC Communication Services 680.0 $243K 0.17% NEW $357.37 -3.0%
58 PTNQ PACER FDS TR 2,732.0 $242K 0.17% NEW $88.65 -2.6%
59 VSS VANGUARD INTL EQUITY INDEX F 1,477.0 $228K 0.16% NEW $154.25 +4.2%
60 EEM ISHARES TR 3,200.0 $219K 0.15% -1K -28.7% $68.41 -1.9%
Page 3 of 4  ·  66 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%