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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 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKE ONEOK INC NEW Energy 4,235.0 $383K 0.03% -263.0 -5.8% $90.39 -2.8%
162 J P MORGAN EXCHANGE TRADED F 7,418.0 $375K 0.03% -475.0 -6.0% $50.61
163 FANG DIAMONDBACK ENERGY INC Energy 1,884.0 $373K 0.03% NEW $197.79 -2.4%
164 NUEM NUSHARES ETF TR 10,021.0 $368K 0.03% -319.0 -3.1% $36.74 +15.0%
165 EEMV ISHARES INC 5,547.0 $359K 0.03% -80.0 -1.4% $64.73 +16.3%
166 ITDI ISHARES TR 9,525.0 $353K 0.03% +1K +17.0% $37.02 +13.9%
167 SCHD SCHWAB STRATEGIC TR 11,195.0 $343K 0.03% $30.68 +6.3%
168 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 344.0 $343K 0.03% -2.0 -0.6% $996.43 +0.1%
169 UNH UNITEDHEALTH GROUP INC Healthcare 1,234.0 $334K 0.03% -355.0 -22.3% $270.52 +41.2%
170 FUTY FIDELITY COVINGTON TRUST 5,635.0 $333K 0.03% -22K -79.8% $59.07 -1.8%
171 PANW PALO ALTO NETWORKS INC Technology 2,063.0 $331K 0.03% $160.32 +61.5%
172 FLTR VANECK ETF TRUST 12,979.0 $331K 0.03% $25.48 +0.4%
173 INNOVATOR ETFS TRUST 12,050.0 $330K 0.02% NEW $27.39
174 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,387.0 $325K 0.02% $136.09 -9.2%
175 VOO VANGUARD INDEX FDS 507.0 $303K 0.02% $597.46 +16.1%
176 CDX SIMPLIFY EXCHANGE TRADED FUN 14,175.0 $302K 0.02% +1K +9.2% $21.34 -0.9%
177 BONDBLOXX ETF TRUST 6,150.0 $302K 0.02% +238.0 +4.0% $49.17
178 PEP PEPSICO INC Consumer Defensive 1,941.0 $301K 0.02% -2K -51.1% $155.33 -6.1%
179 NIC NICOLET BANKSHARES INC Financial Services 2,000.0 $297K 0.02% $148.62 -5.9%
180 HON HONEYWELL INTL INC Industrials 1,315.0 $297K 0.02% $225.95 +3.1%
Page 9 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%