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Portfolio (Quarterly) Guide ↗

Heck Capital Advisors, LLC

· CIK 0002046227
13F Portfolio $1.3B AUM 211 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 4 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 11,715.0 $3.7M 0.27% NEW $313.00 +24.7%
62 PG PROCTER AND GAMBLE CO Consumer Defensive 24,972.0 $3.6M 0.27% NEW $143.31 +1.7%
63 TAFL AB ACTIVE ETFS INC 136,077.0 $3.4M 0.25% NEW $25.04 +0.1%
64 FIDELITY COVINGTON TRUST 45,687.0 $3.4M 0.25% NEW $74.28
65 VBIL VANGUARD INSTL INDEX FD 39,700.0 $3.0M 0.22% NEW $75.43 +0.3%
66 IJJ ISHARES TR 21,901.0 $2.9M 0.21% NEW $131.59 +8.2%
67 IWM ISHARES TR 11,155.0 $2.7M 0.20% NEW $246.16 +18.6%
68 MSFT MICROSOFT CORP Technology 5,661.0 $2.7M 0.20% NEW $483.62 -12.1%
69 TFLO ISHARES TR 51,898.0 $2.6M 0.20% NEW $50.46 +0.3%
70 AVGO BROADCOM INC Technology 7,538.0 $2.6M 0.19% NEW $346.09 +22.4%
71 STIP ISHARES TR 25,168.0 $2.6M 0.19% NEW $102.39 +1.2%
72 TLH ISHARES TR 25,066.0 $2.5M 0.19% NEW $101.67 -1.9%
73 LQD ISHARES TR 22,637.0 $2.5M 0.19% NEW $110.19 -0.9%
74 IDEV ISHARES TR 29,037.0 $2.4M 0.18% NEW $82.48 +9.4%
75 NOBL PROSHARES TR 22,649.0 $2.4M 0.18% NEW $104.07 -48.1%
76 EMGF ISHARES INC 35,990.0 $2.1M 0.15% NEW $57.85 +27.1%
77 IWY ISHARES TR 7,496.0 $2.1M 0.15% NEW $276.94 +7.3%
78 AAPL APPLE INC Technology 7,324.0 $2.0M 0.15% NEW $271.87 +14.5%
79 IGRO ISHARES TR 23,848.0 $2.0M 0.15% NEW $82.77 +6.8%
80 RTX RTX CORPORATION Industrials 10,426.0 $1.9M 0.14% NEW $183.40 -1.7%
Page 4 of 11  ·  211 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 74.7%
Technology 7.3%
Industrials 4.8%
Communication Services 3.5%
Consumer Defensive 3.5%
Healthcare 2.2%
Energy 2.1%
Consumer Cyclical 1.0%
Utilities 0.7%
Basic Materials 0.3%