Portfolio (Quarterly) Guide ↗

Hegarty Advisors, LLC

· CIK 0002107727

13F Portfolio $127M AUM 57 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 25 Added 15 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ELM	SERIES PORTFOLIOS TR	—	12,735	$347K	0.30%	SOLD
2	VNQ	VANGUARD INDEX FDS	—	2,445	$216K	0.19%	SOLD
3	PTNQ	PACER FDS TR	—	2,732	$215K	0.19%	SOLD
4	GOOGL	ALPHABET INC	Communication Services	680	$213K	0.18%	SOLD
5	META	META PLATFORMS INC	Communication Services	318	$210K	0.18%	SOLD

Sector Allocation

Financial Services 74.1%

Technology 19.3%

Consumer Cyclical 4.8%

Energy 1.7%