Institutions / HC Advisors, LLC / Activity
Activity — HC Advisors, LLC
56 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | American Express Co Common stock | $-677 | -2 -0.21% | 946 0.19% of portfolio | low |
| Q2 2026 as of | Add | 3M Co Common stock | $1.5K | +9 +0.61% | 1,491 0.15% of portfolio | low |
| Q2 2026 as of | Trim | ALX Oncology Holdings Inc. Common stock | $-2.1K | -1K -4.18% | 22,900 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-3.8K | -16 -1.11% | 1,427 0.21% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $5.1K | +90 +1.13% | 8,062 0.28% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-14.4K | -44 -1.64% | 2,633 0.52% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-14.9K | -20 -2.50% | 780 0.35% of portfolio | low |
| Q2 2026 as of | Trim | Healthequity, Inc. Common stock | $-17.2K | -190 -2.14% | 8,690 0.48% of portfolio | low |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $17.9K | +216 +6.58% | 3,501 0.18% of portfolio | low |
| Q2 2026 as of | Add | 336917109 Common stock | $19.9K | +408 +0.14% | 301,517 8.91% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $21.9K | +269 +4.38% | 6,413 0.32% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $23.6K | +67 +7.12% | 1,008 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-31.8K | -86 -0.75% | 11,330 2.55% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-32.1K | -86 -13.42% | 555 0.13% of portfolio | low |
| Q2 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $33.4K | +348 +13.70% | 2,889 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-35.7K | -261 -7.04% | 3,448 0.29% of portfolio | low |
| Q2 2026 as of | Add | Peabody Energy Corp Common stock | $36.8K | +2K +19.36% | 9,822 0.14% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $43.6K | +155 +12.40% | 1,405 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 464286293 Common stock | $-48.9K | -1K -14.85% | 5,933 0.17% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-54.1K | -285 -5.81% | 4,623 0.53% of portfolio | low |
| Q2 2026 as of | Trim | Delta Air Lines, Inc. Common stock | $-56.5K | -603 -10.49% | 5,143 0.29% of portfolio | low |
| Q2 2026 as of | Add | 97717W604 Common stock | $56.9K | +1K +0.68% | 206,337 5.10% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-60.5K | -365 -10.54% | 3,097 0.31% of portfolio | low |
| Q2 2026 as of | Add | 464288448 Common stock | $71.7K | +2K +21.98% | 9,600 0.24% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-88.1K | -75 -20.00% | 300 0.21% of portfolio | low |
| Q2 2026 as of | Add | 808524862 Common stock | $97.8K | +4K +20.60% | 23,711 0.35% of portfolio | low |
| Q2 2026 as of | Add | 00162Q452 Common stock | $135.0K | +3K +6.45% | 42,962 1.35% of portfolio | low |
| Q2 2026 as of | Add | 464287788 Common stock | $136.7K | +1K +2.97% | 37,120 2.87% of portfolio | low |
| Q2 2026 as of | Add | 85210B102 Common stock | $137.8K | +2K +5.34% | 43,191 1.65% of portfolio | low |
| Q2 2026 as of | Add | 464287275 Common stock | $148.3K | +1K +5.12% | 26,959 1.85% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $166.3K | +5K +1.42% | 328,318 7.23% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-173.6K | -600 -10.80% | 4,953 0.87% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $181.2K | +5K +10.67% | 52,014 1.14% of portfolio | low |
| Q2 2026 as of | Exit | 644535106 Common stock | $-181.2K | -21K -100.00% | 0 | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-186.9K | -500 -30.77% | 1,125 0.26% of portfolio | low |
| Q2 2026 as of | New | Merck & Co., Inc. Common stock | $210.2K | +2K | 1,635 0.13% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-220.5K | -1K -15.56% | 5,980 0.73% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $220.9K | +8K +10.03% | 87,445 1.47% of portfolio | low |
| Q2 2026 as of | Add | 85207Q104 Common stock | $223.4K | +18K +39.61% | 63,240 0.48% of portfolio | low |
| Q2 2026 as of | Exit | 06829D503 Common stock | $-226.6K | -9K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Constellation Energy Corp Common stock | $-255.2K | -722 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 85207K107 Common stock | $-256.6K | -14K -9.38% | 131,342 1.50% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-265.6K | -4K -5.39% | 69,580 2.83% of portfolio | low |
| Q2 2026 as of | Add | 808524508 Common stock | $275.4K | +7K +6.97% | 114,614 2.57% of portfolio | low |
| Q2 2026 as of | Add | 85207H104 Common stock | $306.6K | +10K +14.21% | 81,666 1.50% of portfolio | low |
| Q2 2026 as of | New | The Boeing Company Common stock | $308.5K | +1K | 1,425 0.19% of portfolio | low |
| Q2 2026 as of | New | 02072L565 Common stock | $329.1K | +3K | 2,810 0.20% 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 | Add | GRND Grindr Inc. Common Stock | $584.1K | +41K +14.76% | 316,088 2.76% of portfolio | low |
| Q2 2026 as of | New | Freeport-McMoran Inc Common stock | $867.9K | +14K | 13,800 0.53% of portfolio | low |