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CIK: 0001803295
Total reported value
$164.7M
$164.7M
60 檔
43.8%
During the Q1 2026 filing period, HC Advisors, LLC (CIK: 0001803295) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $164.7M across 60 reported positions.
HC Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 15.00% | -1.54% | +4.87% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 10.81% | +2.52% | +7.27% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 9.95% | -1.04% | -2.79% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.92% | +0.31% | -3.03% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.60% | +0.55% | +13.13% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 4.97% | +0.13% | +0.78% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.89% | +0.09% | +6.01% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.56% | -0.24% | +16.80% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.54% | -0.02% | +16.34% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.98% | -0.15% | -1.65% | |
| 11 | IYF | Ishares US Financials ETF | ETF-Other | 2.88% | -0.01% | +1.37% | |
| 12 | GRND | Grindr Inc | Stock-Other | 2.55% | +0.21% | +14.47% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.45% | +0.10% | +0.09% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.20% | +0.37% | -0.78% | |
| 15 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 2.10% | -0.45% | +1.47% | |
| 16 | IXP | Ishares Global Comm Services | ETF-Other | 2.07% | -0.22% | +5.14% | |
| 17 | PSLV | Sprott Physical Silver Trust | Stock-Other | 2.06% | -0.56% | -12.90% | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.79% | -0.29% | +5.63% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.43% | -0.08% | +0.84% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.29% | +0.18% | -2.05% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.95% | +0.19% | +3.97% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.07% | +0.07% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.03% | -14.94% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.07% | -5.81% | |
| 25 | SPPP | Sprott Physical Platinum And | Stock-Other | 0.56% | -0.08% | +18.15% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | -2.28% | |
| 27 | HQY | Healthequity Inc | Stock-Healthcare | 0.49% | -0.01% | -2.14% | |
| 28 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.46% | +0.07% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.12% | -10.37% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.04% | +12.00% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.37% | -0.02% | +14.47% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.07% | -13.86% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.01% | -0.24% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | +0.01% | +4.33% | |
| 35 | AON | Aon plc | Stock-Financials | 0.26% | -0.02% | — | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.26% | +0.03% | +0.21% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | +0.01% | +12.40% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | +6.06% | |
| 39 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.22% | -0.02% | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.21% | +0.05% | -30.77% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.21% | -0.04% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.21% | -0.02% | — | |
| 43 | BTU | Peabody Energy CORP | Stock-Energy | 0.20% | -0.06% | +9.95% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | -1.66% | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.20% | +0.04% | -12.96% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.19% | -0.01% | +9.92% | |
| 47 | DVYA | Ishares Asia/pacific Dividen | ETF-Other | 0.19% | -0.02% | -14.85% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.19% | — | -0.32% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.19% | -0.02% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.18% | +0.03% | -20.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDL | First Trust Morn Dvd Lead In | +0.7% | -2.79% | Trim |
| 2 | VDC | Vanguard Consumer Staple ETF | +0.6% | +16.80% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +6.01% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +16.34% | Add |
| 5 | DES | Wisdomtree US Smallcap Divid | +0.2% | +0.78% | Add |
| 6 | PHYS | Sprott Physical Gold Trust | +0.2% | +5.63% | Add |
| 7 | SCHR | Schwab Intermediate-term US | +0.1% | +4.87% | Add |
| 8 | SGDM | Sprott Gold Miners ETF | +0.1% | +1.47% | Add |
| 9 | AMLP | Alerian Mlp ETF | +0.1% | +0.84% | Add |
| 10 | CVX | Chevron CORP | +0.1% | -10.37% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -13.86% | Trim |
| 12 | SCHO | Schwab Short-term US Treas | 0% | +14.47% | Add |
| 13 | SPPP | Sprott Physical Platinum And | 0% | +18.15% | Add |
| 14 | BTU | Peabody Energy CORP | 0% | +9.95% | Add |
| 15 | SCHA | Schwab US Small-cap ETF | 0% | +3.97% | Add |
| 16 | PLUG | Plug Power Inc | 0% | — | Unchanged |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +12.00% | Add |
| 18 | KO | Coca-cola Co/the | 0% | -0.24% | Trim |
| 19 | SO | Southern Co/the | 0% | — | Unchanged |
| 20 | ALXO | Alx Oncology Holdings Inc | 0% | -4.18% | Trim |
| 21 | GEV | GE Vernova Inc | 0% | -20.00% | Trim |
| 22 | WM | Waste Management Inc | — | — | Unchanged |
| 23 | HD | Home Depot Inc | — | +6.06% | Add |
| 24 | ITA | Ishares U.s. Aerospace & Def | — | — | Unchanged |
| 25 | ✓ | Gdev Inc | — | — | Unchanged |
| 26 | IDV | Ishares International Select | 0% | -12.96% | Trim |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | — | Unchanged |
| 29 | VCIT | Vanguard Int-term Corporate | 0% | — | Unchanged |
| 30 | DVYA | Ishares Asia/pacific Dividen | 0% | -14.85% | Trim |
| 31 | MMM | 3m Co | 0% | +0.27% | Add |
| 32 | WFC | Wells Fargo & Co | 0% | +9.92% | Add |
| 33 | DAL | Delta Air Lines Inc | 0% | +0.21% | Add |
| 34 | RTX | Rtx CORP | 0% | -5.81% | Trim |
| 35 | GRND | Grindr Inc | 0% | +14.47% | Add |
| 36 | SCHM | Schwab US Mid Cap ETF | 0% | -0.78% | Trim |
| 37 | AMZN | Amazon.com Inc | 0% | -1.66% | Trim |
| 38 | AON | Aon plc | 0% | — | Unchanged |
| 39 | BAC | Bank Of America CORP | 0% | +4.33% | Add |
| 40 | IBM | Intl Business Machines CORP | 0% | +12.40% | Add |
| 41 | SCHF | Schwab Intl Equity ETF | 0% | -2.05% | Trim |
| 42 | CEG | Constellation Energy | 0% | — | Unchanged |
| 43 | AXP | American Express Co | -0.1% | -0.32% | Trim |
| 44 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 45 | MSFT | Microsoft CORP | -0.1% | -11.39% | Trim |
| 46 | HQY | Healthequity Inc | -0.1% | -2.14% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | -0.1% | -2.28% | Trim |
| 48 | IXP | Ishares Global Comm Services | -0.1% | +5.14% | Add |
| 49 | AAPL | Apple Inc | -0.1% | +0.07% | Add |
| 50 | SCHG | Schwab US Large-cap Growth | -0.1% | +13.13% | Add |
According to official SEC Form 13F filings, HC Advisors, LLC reported a total U.S. public equity portfolio value of $164.7M across 60 disclosed positions in Q1 2026.
During Q1 2026, HC Advisors, LLC's top holdings by market value included SCHR (15.0%)、IYW (10.8%)、FDL (9.9%). The largest single position, SCHR, represented 15.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, IYW, FDL) accounted for 43.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
FCX
市值: $680.6K
Top Position Liquidated / Trimmed
BCTK
前期市值: $226.6K
In Q1 2026, HC Advisors, LLC made 51 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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