BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMH VANECK ETF TRUST 1,274.0 $459K 0.16% -113.0 -8.2% $360.17 +51.0%
42 GSK GSK PLC Healthcare 8,646.0 $424K 0.15% -912.0 -9.5% $49.04 +2.5%
43 GOOGL ALPHABET INC Communication Services 1,263.0 $395K 0.14% -32.0 -2.5% $313.02 +26.8%
44 F FORD MTR CO Consumer Cyclical 28,293.0 $371K 0.13% -5K -16.2% $13.12 -0.7%
45 CVS CVS HEALTH CORP Healthcare 4,646.0 $369K 0.13% -573.0 -11.0% $79.37 +20.9%
46 CAT CATERPILLAR INC Industrials 625.0 $358K 0.12% -93.0 -12.9% $573.18 +50.1%
47 FISV FISERV INC Technology 4,492.0 $302K 0.10% -889.0 -16.5% $67.17 -15.6%
48 D DOMINION ENERGY INC Utilities 5,029.0 $295K 0.10% -100.0 -1.9% $58.59 +15.3%
49 SOXX ISHARES TR 875.0 $263K 0.09% -31.0 -3.4% $301.09 +65.0%
50 MMM 3M CO Industrials 1,592.0 $255K 0.09% -206.0 -11.5% $160.08 -4.7%
51 XAR SPDR SERIES TRUST 993.0 $240K 0.08% -98.0 -9.0% $241.21 +7.6%
52 VTI VANGUARD INDEX FDS 600.0 $201K 0.07% -14.0 -2.3% $335.03 +7.5%
53 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 13,912.0 $134K 0.05% -2K -15.1% $9.65 +33.1%
Page 3 of 3  ·  53 positions

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%