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Portfolio (Quarterly) Guide ↗

HF Advisory Group, LLC

· CIK 0001963169
13F Portfolio $287M AUM 168 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 104 Added 53 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 31,235.0 $2.0M 0.71% NEW $65.40
2 DOC HEALTHPEAK PROPERTIES INC Real Estate 93,743.0 $1.5M 0.53% NEW $16.08 +20.2%
3 KHC KRAFT HEINZ CO Consumer Defensive 9,420.0 $228K 0.08% NEW $24.25 -4.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 16.9%
Technology 15.3%
Communication Services 13.8%
Healthcare 11.1%
Consumer Defensive 10.6%
Energy 10.2%
Consumer Cyclical 9.2%
Industrials 5.2%
Utilities 3.3%
Real Estate 3.1%