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CIK: 0002091827
Total reported value
$364.5M
$364.5M
121 檔
22.2%
During the Q1 2026 filing period, Hopwood Nicholas Hunter (CIK: 0002091827) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $364.5M across 121 reported positions.
In Q1 2026, Hopwood Nicholas Hunter displayed an active expansion posture, initiating 10 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.25% | -0.21% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.04% | +0.16% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.83% | -0.10% | — | |
| 4 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.54% | +0.27% | — | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.11% | -0.06% | — | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.32% | +0.04% | — | |
| 7 | CGBL | Cap Group Core Balanced | ETF-Other | 3.06% | -0.05% | — | |
| 8 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 2.87% | -0.10% | — | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | +2.22% | — | |
| 10 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 2.27% | -0.18% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.22% | -0.10% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | -0.05% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.36% | — | |
| 14 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.85% | -0.04% | — | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.81% | -0.13% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.68% | -0.15% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.61% | -0.15% | — | |
| 18 | CGGO | Cap Group Global Growth | ETF-Other | 1.57% | +0.28% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.46% | +0.16% | — | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.42% | -0.24% | — | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | -0.94% | — | |
| 22 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.40% | -0.02% | — | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.40% | +0.07% | — | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.37% | -1.37% | EXIT | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | +0.03% | — | |
| 26 | CGGE | Cap Group Global Eq | ETF-Other | 1.24% | +0.04% | — | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.22% | -1.22% | EXIT | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.03% | +0.01% | — | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 1.03% | +0.14% | — | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.95% | +0.06% | — | |
| 31 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.92% | +0.17% | — | |
| 32 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.90% | -0.23% | — | |
| 33 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.83% | -0.08% | — | |
| 34 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.81% | -0.13% | — | |
| 35 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.78% | -0.21% | — | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.78% | -0.08% | — | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.77% | -0.07% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.77% | -0.77% | EXIT | |
| 39 | CGXU | Cap Group Intl Focus | ETF-Other | 0.76% | +0.10% | — | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.75% | -0.02% | — | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.75% | -0.06% | — | |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.74% | — | — | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | +0.39% | — | |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.73% | +0.13% | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.72% | -0.06% | — | |
| 46 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.71% | -0.30% | — | |
| 47 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.71% | -0.22% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.03% | — | |
| 49 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.67% | — | — | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | -0.18% | — |
According to official SEC Form 13F filings, Hopwood Nicholas Hunter reported a total U.S. public equity portfolio value of $364.5M across 121 disclosed positions in Q1 2026.
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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 VEA, VUG, VTV) accounted for 22.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
JBND
市值: $2.9M
Top Position Liquidated / Trimmed
GJAN
前期市值: $1.1M
During Q1 2026, Hopwood Nicholas Hunter's top holdings by market value included VEA (6.3%)、VUG (6.0%)、VTV (4.8%). The largest single position, VEA, represented 6.3% of total portfolio value.
In Q1 2026, Hopwood Nicholas Hunter made 127 total portfolio adjustments, initiating 10 new buys, adding to 78 positions, trimming 28 holdings, and fully liquidating 11 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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