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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 202 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 59 Added 84 Reduced 33 Exited
Page 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INNOVATOR ETFS TRUST 10,350.0 $291K 0.02% NEW $28.09
182 XJR ISHARES TR 6,624.0 $288K 0.02% -183.0 -2.7% $43.54 +13.3%
183 GLD SPDR GOLD TR Financial Services 670.0 $288K 0.02% NEW $430.29 -5.1%
184 SCHF SCHWAB STRATEGIC TR 11,361.0 $281K 0.02% $24.75 +11.7%
185 JAAA JANUS DETROIT STR TR 5,357.0 $270K 0.02% -393.0 -6.8% $50.39 +0.6%
186 KO COCA COLA CO Consumer Defensive 3,540.0 $270K 0.02% -3K -49.1% $76.24 +7.1%
187 BA BOEING CO Industrials 1,288.0 $256K 0.02% -17.0 -1.3% $199.03 +12.7%
188 WDC WESTERN DIGITAL CORP Technology 903.0 $244K 0.02% NEW $270.49 +94.0%
189 DFSI DIMENSIONAL ETF TRUST 5,686.0 $241K 0.02% -210.0 -3.6% $42.40 +7.7%
190 EOSE EOS ENERGY ENTERPRISES INC Industrials 47,585.0 $236K 0.02% NEW $4.96 +73.6%
191 AVUV AMERICAN CENTY ETF TR 2,127.0 $235K 0.02% $110.50 +9.5%
192 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,944.0 $233K 0.02% -241K -98.4% $59.03 +10.5%
193 SCZ ISHARES TR 2,960.0 $232K 0.02% NEW $78.41 +9.8%
194 UUUU ENERGY FUELS INC Energy 12,435.0 $227K 0.02% NEW $18.25 +0.2%
195 APLD APPLIED DIGITAL CORP Technology 9,274.0 $220K 0.02% NEW $23.74 +106.3%
196 ACWI ISHARES TR 1,554.0 $215K 0.02% NEW $138.37 +13.9%
197 MEC MAYVILLE ENGR CO INC Industrials 11,494.0 $206K 0.01% NEW $17.95 +51.1%
198 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,148.0 $202K 0.01% NEW $93.87 +135.7%
199 NEWSMAX INC 27,635.0 $144K 0.01% $5.22
200 DNN DENISON MINES CORP Energy 38,759.0 $137K 0.01% +20K +101.9% $3.53 -4.0%
Page 10 of 11  ·  202 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 74.5%
Technology 10.1%
Communication Services 4.4%
Industrials 2.8%
Consumer Defensive 2.5%
Consumer Cyclical 2.3%
Energy 2.1%
Healthcare 0.9%
Utilities 0.2%
Basic Materials 0.2%