HA
HYA Advisors, Inc Historical SEC 13F Holdings & Archive (Q2 2022)
HYA Advisors, IncCIK: 0001810676
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$255.1M
Reporting period: 2022-06-30 · Number of holdings: 143
HYA Advisors, Inc disclosed 143 holdings in its latest 13F filing for the period ending 2022-06-30, with total reported value of $255.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 10.65
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 64.07
- Diversification
- 100
- Sizing Uniformity
- 83.19
HYA Advisors, Inc's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 38 equally-sized positions, well below its 143 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.68), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 6.78% | — | +0.70% | |
| 2 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 6.62% | — | +0.00% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.17% | — | -2.83% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.68% | — | +74.15% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.65% | — | -9.29% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.61% | — | +2.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | — | +4.63% | |
| 8 | FHN | First Horizon CORP | Stock-Financials | 2.44% | — | +0.64% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | — | -0.22% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.36% | — | +9.73% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.23% | — | -3.37% | |
| 12 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 2.14% | — | +31.02% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.10% | — | +3.16% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.05% | — | -27.98% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.04% | — | -1.66% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.03% | — | +6.47% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.94% | — | +6.02% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.86% | — | -6.46% | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.81% | — | — | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.65% | — | +211.67% | |
| 21 | SMBC | Southern Missouri Bancorp | Stock-Other | 1.60% | — | +0.42% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | — | +5.80% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.44% | — | -8.14% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.31% | — | +0.11% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.30% | — | -10.93% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.22% | — | +1.12% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | — | +286.36% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.12% | — | -11.68% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.00% | — | -5.54% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.99% | — | -38.47% | |
| 31 | UMBF | Umb Financial CORP | Stock-Financials | 0.88% | — | — | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.84% | — | -8.07% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.74% | — | +9.59% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.72% | — | +7.90% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.70% | — | -6.34% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | — | -4.61% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | — | -19.76% | |
| 38 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.66% | — | +1.51% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.65% | — | -4.63% | |
| 40 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.60% | — | -1.76% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | — | -0.06% | |
| 42 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.57% | — | -61.95% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | — | +13.95% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.51% | — | -0.70% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | +1963.39% | |
| 46 | IFRA | Ishares US Infrastructure | ETF-Other | 0.43% | — | — | |
| 47 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.43% | — | — | |
| 48 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.38% | — | +0.05% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.38% | — | +2.42% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | — | -4.31% |
1–50 of 143
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is HYA Advisors, Inc and what type of investor is it?
HYA Advisors, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-06-30), the firm manages a tracked equity portfolio valued at approximately $255.1M, spread across 143 disclosed positions.
What are HYA Advisors, Inc's largest equity positions?
Based on the latest 13F filing, HYA Advisors, Inc's top holdings by market value are:
1. O'reilly Automotive Inc (ORLY) — $17.3M (6.8%)
2. Jack Henry & Associates Inc (JKHY) — $16.9M (6.6%)
3. Ishares Core S&p Total U.s. (ITOT) — $15.7M (6.2%)
4. Avantis U.s. Equity ETF (AVUS) — $11.9M (4.7%)
5. Ishares Msci Eafe Value ETF (EFV) — $9.3M (3.6%)
What changes did HYA Advisors, Inc make in its most recent portfolio filing?
No notable portfolio changes were recorded for HYA Advisors, Inc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does HYA Advisors, Inc focus on?
HYA Advisors, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.1%
• Consumer Staples: 13.6%
• Financials: 12.6%
• Energy: 10.6%
• Communication Services: 7.7%
• Health Care: 6.3%
Investment Profile
HYA Advisors, Inc's portfolio is broadly diversified and long-term-holding, with 39.1% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 94 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its AVUS position over the past two quarters (+$10.2M, now $11.9M), while trimming EFG over the same stretch (-$5.5M, still holding $5.2M).
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