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Portfolio (Quarterly) Guide ↗

HC Advisors, LLC

· CIK 0001803295
13F Portfolio $149M AUM 60 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 22 Added 19 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BCTK BARON ETF TR 9,023 $227K 0.16% SOLD
2 NEW GOLD INC CDA 20,800 $181K 0.12% SOLD
Sector Allocation
Financial Services 38.5%
Technology 29.5%
Industrials 10.0%
Energy 6.4%
Consumer Cyclical 4.1%
Healthcare 3.3%
Utilities 3.2%
Basic Materials 2.9%
Consumer Defensive 2.0%