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CIK: 0001475597
Total reported value
$54.8B
$54.8B
3727 檔
15.0%
In Q1 2026, Hrt Financial LP's U.S. equity holdings reached a combined market value of $54.8B, distributed across 3727 disclosed stock positions.
In Q1 2026, Hrt Financial LP displayed an active expansion posture, initiating 57 new positions and adding to 75 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, IWM) accounted for 15.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 3727 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.21% | -1.05% | -3.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.69% | +1.17% | +66.38% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.43% | -0.03% | -4.73% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.64% | -1.19% | +1894.14% | |
| 5 | MSFT | Microsoft Corporation | Stock-Tech | 1.54% | -1.54% | EXIT | |
| 6 | SNDK | Sandisk CORP | Stock-Tech | 1.42% | -0.93% | +1250.55% | |
| 7 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.95% | — | |
| 8 | NVDA | NVIDIA Corporation | Stock-Tech | 1.00% | -0.26% | +16.69% | |
| 9 | AAPL | Apple Inc. | Stock-Tech | 0.93% | -0.51% | +27.94% | |
| 10 | ✓ | Amazon Com Inc | Stock-Other | 0.89% | -0.89% | EXIT | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.75% | -22.71% | |
| 12 | ✓ | Ishares Tr | Stock-Other | 0.83% | -0.45% | +1368.81% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.77% | -0.60% | +30922.77% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.75% | EXIT | |
| 15 | META | Meta Platforms, Inc. | Stock-Comm Services | 0.72% | -0.47% | -20.70% | |
| 16 | MRVL | Marvell Technology Inc | Stock-Tech | 0.67% | -0.67% | EXIT | |
| 17 | AMD | Advanced Micro Devices, Inc. | Stock-Tech | 0.62% | +0.45% | +78.45% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.61% | +0.39% | +296.69% | |
| 19 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.54% | — | |
| 20 | ✓ | Ishares Tr | Stock-Other | 0.56% | -0.15% | — | |
| 21 | AMZN | Amazon.com, Inc. | Stock-Consumer Disc | 0.53% | +0.13% | +9.04% | |
| 22 | AMD | Advanced Micro Devices, Inc. | Stock-Tech | 0.52% | -0.04% | +288.70% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.18% | — | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | -0.20% | +169.66% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | -0.30% | +54.74% | |
| 26 | CVNA | Carvana Co. | Stock-Consumer Disc | 0.45% | -0.22% | +335.74% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.45% | -0.35% | — | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 0.43% | -0.29% | +94.92% | |
| 29 | ✓ | Palantir Technologies Inc | Stock-Other | 0.42% | -0.42% | EXIT | |
| 30 | ✓ | Ishares Tr | Stock-Other | 0.42% | +0.55% | +1012.02% | |
| 31 | MCHX | Marchex, Inc. | Stock-Other | 0.40% | -0.15% | -71.81% | |
| 32 | ✓ | Palantir Technologies Inc | Stock-Other | 0.40% | +0.08% | +146.36% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.39% | EXIT | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.39% | -0.25% | +66.88% | |
| 35 | MSFT | Microsoft Corporation | Stock-Tech | 0.37% | -0.37% | EXIT | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.15% | +79.42% | |
| 37 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.36% | -0.36% | EXIT | |
| 38 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 0.35% | -0.35% | EXIT | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.34% | -0.12% | +263.74% | |
| 40 | ORCL | Oracle Corporation | Stock-Tech | 0.34% | -0.18% | +169.15% | |
| 41 | AVGO | Broadcom Inc. | Stock-Tech | 0.34% | +0.29% | -17.37% | |
| 42 | MU | Micron Technology, Inc. | Stock-Tech | 0.33% | +0.70% | — | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.33% | -0.22% | +343.09% | |
| 44 | ✓ | United Therapeutics CORP Del | Stock-Other | 0.32% | -0.22% | — | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.31% | -0.23% | +942.66% | |
| 46 | GOOG | Alphabet Inc. | Stock-Comm Services | 0.31% | -0.19% | +187.63% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.30% | -0.20% | +93.03% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.29% | +106.34% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.85% | -52.45% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.28% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | +1.5% | +1894.14% | Add |
| 2 | SNDK | Sandisk CORP | +1.4% | +1250.55% | Add |
| 3 | MSFT | Microsoft Corporation | +1.3% | +911.01% | Add |
| 4 | ✓ | Ishares Tr | +0.8% | +1368.81% | Add |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +30922.77% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +66.38% | Add |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | +0.4% | +296.69% | Add |
| 8 | ✓ | Ishares Tr | +0.4% | +1012.02% | Add |
| 9 | ✓ | Amazon Com Inc | +0.4% | +131.81% | Add |
| 10 | AMD | Advanced Micro Devices, Inc. | +0.3% | +288.70% | Add |
| 11 | TSLA | Tesla, Inc. | +0.3% | +1035.44% | Add |
| 12 | ✓ | Palantir Technologies Inc | +0.3% | +384.57% | Add |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +88.58% | Add |
| 14 | LITE | Lumentum Holdings Inc | +0.3% | +187.33% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.3% | +942.66% | Add |
| 16 | CVNA | Carvana Co. | +0.3% | +335.74% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.3% | +169.66% | Add |
| 18 | LNG | Cheniere Energy Inc | +0.2% | +94.92% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.2% | +142.16% | Add |
| 20 | HAL | Halliburton Co | +0.2% | +615.04% | Add |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +263.74% | Add |
| 22 | GEV | GE Vernova Inc. | +0.2% | +3003.13% | Add |
| 23 | UNH | UnitedHealth Group Incorporated | +0.2% | +2266.39% | Add |
| 24 | COP | Conocophillips | +0.2% | +468.34% | Add |
| 25 | CVX | Chevron CORP | +0.2% | +79.42% | Add |
| 26 | SOFI | Sofi Technologies Inc | +0.2% | +343.09% | Add |
| 27 | ETN | Eaton Corporation plc | +0.2% | +3865.38% | Add |
| 28 | AMD | Advanced Micro Devices, Inc. | +0.2% | +78.45% | Add |
| 29 | LRCX | Lam Research CORP | +0.2% | +54.74% | Add |
| 30 | GOOG | Alphabet Inc. | +0.2% | +187.63% | Add |
| 31 | ✓ | Palantir Technologies Inc | +0.2% | +146.36% | Add |
| 32 | VZ | Verizon Communications Inc | +0.2% | +106.34% | Add |
| 33 | COIN | Coinbase Global, Inc. | +0.2% | +328.68% | Add |
| 34 | SPGI | S&p Global Inc | +0.2% | +620.14% | Add |
| 35 | WFC | Wells Fargo & Co | +0.2% | +892.83% | Add |
| 36 | CF | Cf Industries Holdings Inc | +0.2% | +312.62% | Add |
| 37 | PAAS | Pan American Silver CORP | +0.2% | +432.15% | Add |
| 38 | GLW | Corning Inc | +0.1% | +199.78% | Add |
| 39 | ORCL | Oracle Corporation | +0.1% | +169.15% | Add |
| 40 | COST | Costco Wholesale CORP | +0.1% | +167.94% | Add |
| 41 | SNDK | Sandisk Corporation | +0.1% | +4326.32% | Add |
| 42 | KMB | Kimberly-Clark Corporation | +0.1% | +14210.34% | Add |
| 43 | ADI | Analog Devices Inc | +0.1% | +984.30% | Add |
| 44 | GD | General Dynamics CORP | +0.1% | +13823.00% | Add |
| 45 | PCG | P G & E CORP | +0.1% | +210.60% | Add |
| 46 | CRCL | Circle Internet Group Inc | +0.1% | +158.33% | Add |
| 47 | APO | Apollo Global Management, Inc. | +0.1% | +2633.91% | Add |
| 48 | CVX | Chevron Corporation | +0.1% | +270.89% | Add |
| 49 | COIN | Coinbase Global, Inc. | +0.1% | +259.11% | Add |
| 50 | INTU | Intuit Inc. | +0.1% | +410.89% | Add |
According to official SEC Form 13F filings, Hrt Financial LP reported a total U.S. public equity portfolio value of $54.8B across 3727 disclosed positions in Q1 2026.
During Q1 2026, Hrt Financial LP's top holdings by market value included SPY (11.2%)、QQQ (3.7%)、IWM (2.4%). The largest single position, SPY, represented 11.2% 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.
Top New Position Initiated
VOO
市值: $427.8M
Top Position Liquidated / Trimmed
NVDA
前期市值: $475.4M
In Q1 2026, Hrt Financial LP made 200 total portfolio adjustments, initiating 57 new buys, adding to 75 positions, trimming 36 holdings, and fully liquidating 32 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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