Institutions / HC Advisors, LLC
HC Advisors, LLC
CIK 1803295 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$164.73M
Positions
62
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$164.73M+14.0%Positions
62+3.3%Top holdings
Jun 30, 2026View all 62 โ
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $22.18M | 13.5% |
| iShares Tr | $21.96M | 13.3% |
| First Tr Morningstar Div Lea | $14.67M | 8.9% |
| Schwab Strategic Tr | $11.90M | 7.2% |
| Schwab Strategic Tr | $10.13M | 6.2% |
| WisdomTree Tr | $8.39M | 5.1% |
| Schwab Strategic Tr | $6.55M | 4.0% |
| Schwab US Agg Bond ETF | $5.80M | 3.5% |
| Vanguard Consumer Staples | $5.48M | 3.3% |
| iShares Tr | $4.73M | 2.9% |
| iShares MSCI UAE ETF | $4.66M | 2.8% |
| Grindr Inc.GRND | $4.54M | 2.8% |
| Schwab Strategic Tr | $4.23M | 2.6% |
| Vanguard Index Fds | $4.19M | 2.5% |
| iShares Tr | $3.04M | 1.8% |
| Sprott ETF Trust | $2.72M | 1.6% |
| Sprott Physical Silver Tr | $2.48M | 1.5% |
| Sprott Physical Gold Trust | $2.46M | 1.5% |
| Schwab Int'l Equity ETF | $2.42M | 1.5% |
| Alps ETF Tr | $2.23M | 1.4% |
| Schwab Strategic Tr | $1.88M | 1.1% |
| Apple Inc. | $1.43M | 0.9% |
| NVIDIA Corp | $1.20M | 0.7% |
| RTX Corp | $877.1K | 0.5% |
| Freeport-McMoran Inc | $867.9K | 0.5% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 808524300 Common stock | $1.54M | +46K +17.98% | 299,455 6.15% of portfolio | low |
| Q2 2026 as of | Add | 808524839 Common stock | $1.28M | +55K +28.17% | 250,805 3.52% of portfolio | low |
| Q2 2026 as of | Add | 808524854 Common stock | $1.03M | +42K +4.86% | 899,393 13.46% of portfolio | low |
| Q2 2026 as of | Add | 464287721 Common stock | $1.02M | +4K +4.89% | 87,053 13.33% of portfolio | low |
| Q2 2026 as of | Add | 92204A207 Common stock | $904.9K | +4K +19.80% | 24,283 3.32% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $881.4K | +28K +15.55% | 206,511 3.98% of portfolio | low |
| Q2 2026 as of | New | Freeport-McMoran Inc Common stock | $867.9K | +14K | 13,800 0.53% of portfolio | low |
| Q2 2026 as of | Add | GRND Grindr Inc. Common Stock | $584.1K | +41K +14.76% | 316,088 2.76% of portfolio | low |
| Q2 2026 as of | New | Texas Instruments Inc Common stock | $342.2K | +1K | 1,148 0.21% of portfolio | low |
| Q2 2026 as of | New | 02072L565 Common stock | $329.1K | +3K | 2,810 0.20% of portfolio | low |