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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
Page 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLT ETFIS SER TR I 14,923.0 $344K 0.12% +957.0 +6.8% $23.04 -0.7%
142 SLYG SPDR SERIES TRUST 3,634.0 $342K 0.12% +498.0 +15.9% $94.20 +11.7%
143 PGF INVESCO EXCHANGE TRADED FD T 23,981.0 $339K 0.12% +2K +8.1% $14.14 -2.6%
144 SPLB SPDR SERIES TRUST 14,961.0 $338K 0.12% +639.0 +4.5% $22.58 -3.7%
145 FISV FISERV INC Technology 4,492.0 $302K 0.10% -889.0 -16.5% $67.17 -16.0%
146 FBT FIRST TR EXCHANGE-TRADED FD 1,437.0 $297K 0.10% +62.0 +4.5% $206.52 -1.2%
147 D DOMINION ENERGY INC Utilities 5,029.0 $295K 0.10% -100.0 -1.9% $58.59 +14.7%
148 COST COSTCO WHSL CORP NEW Consumer Defensive 339.0 $293K 0.10% $863.03 +25.1%
149 VEU VANGUARD INTL EQUITY INDEX F 3,929.0 $289K 0.10% +420.0 +12.0% $73.56 +9.6%
150 BIV VANGUARD BD INDEX FDS 3,455.0 $269K 0.09% +579.0 +20.1% $77.88 -2.7%
151 PANW PALO ALTO NETWORKS INC Technology 1,441.0 $265K 0.09% +12.0 +0.8% $184.20 +32.2%
152 SOXX ISHARES TR 875.0 $263K 0.09% -31.0 -3.4% $301.09 +65.2%
153 MMM 3M CO Industrials 1,592.0 $255K 0.09% -206.0 -11.5% $160.08 -6.6%
154 XAR SPDR SERIES TRUST 993.0 $240K 0.08% -98.0 -9.0% $241.21 +7.5%
155 PSK SPDR SERIES TRUST 7,493.0 $237K 0.08% +304.0 +4.2% $31.69 -2.5%
156 AGGY WISDOMTREE TR 5,348.0 $236K 0.08% +63.0 +1.2% $44.05 -2.5%
157 PFF ISHARES TR 7,458.0 $231K 0.08% +215.0 +3.0% $30.96 +0.2%
158 ICSH ISHARES TR 4,564.0 $231K 0.08% +147.0 +3.3% $50.57 -0.1%
159 KHC KRAFT HEINZ CO Consumer Defensive 9,420.0 $228K 0.08% NEW $24.25 -4.9%
160 HD HOME DEPOT INC Consumer Cyclical 647.0 $223K 0.08% +8.0 +1.2% $344.29 -14.4%
Page 8 of 9  ·  168 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%