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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIG VANGUARD SPECIALIZED FUNDS 2,546.0 $560K 0.04% NEW $219.78 +6.0%
142 USRT ISHARES TR 9,570.0 $545K 0.04% NEW $56.96 +15.3%
143 UNP UNION PAC CORP Industrials 2,345.0 $542K 0.04% NEW $231.32 +20.8%
144 FIS FIDELITY NATL INFORMATION SV Technology 8,100.0 $538K 0.04% NEW $66.46 -36.8%
145 COWZ PACER FDS TR 8,939.0 $538K 0.04% NEW $60.19 +6.6%
146 IBM INTERNATIONAL BUSINESS MACHS Technology 1,793.0 $531K 0.04% NEW $296.21 -13.8%
147 AMAT APPLIED MATLS INC Technology 2,064.0 $530K 0.04% NEW $256.97 +74.4%
148 DFSU DIMENSIONAL ETF TRUST 12,148.0 $528K 0.04% NEW $43.43 +6.8%
149 UNH UNITEDHEALTH GROUP INC Healthcare 1,589.0 $525K 0.04% NEW $330.15 +16.3%
150 XOM EXXON MOBIL CORP Energy 4,293.0 $517K 0.04% NEW $120.34 +24.5%
151 NFLX NETFLIX INC Communication Services 5,427.0 $509K 0.04% NEW $93.76 -6.8%
152 KO COCA COLA CO Consumer Defensive 6,958.0 $486K 0.04% NEW $69.91 +16.8%
153 NVS NOVARTIS AG Healthcare 3,436.0 $474K 0.04% NEW $137.87 +9.6%
154 VNQ VANGUARD INDEX FDS 5,258.0 $465K 0.04% NEW $88.49 +9.5%
155 BLK BLACKROCK INC Financial Services 429.0 $459K 0.03% NEW $1070.34 -0.0%
156 DFSE DIMENSIONAL ETF TRUST 10,996.0 $456K 0.03% NEW $41.48 +19.6%
157 DSI ISHARES TR 3,532.0 $455K 0.03% NEW $128.83 +10.1%
158 DE DEERE & CO Industrials 968.0 $451K 0.03% NEW $466.17 +13.6%
159 WFC WELLS FARGO CO NEW Financial Services 4,839.0 $451K 0.03% NEW $93.20 -16.8%
160 VMC VULCAN MATLS CO Basic Materials 1,561.0 $445K 0.03% NEW $285.22 -3.4%
Page 8 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%