HC Advisors, LLC

CIK

1803295

Location

SANDY SPRINGS, GA

Portfolio Value

Small $164,328,501

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,093 / 8,794 ▼ 260 · as of Jun 2026

Top Industry

Asset Management 24.0%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

40.3%

−3.5 pts

Top 5

75.8%

−0.2 pts

Top 10

89.0%

−0.6 pts

HHI

2,019

Moderately concentrated−253

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.5%	$140,440,731	11
Technology	4.9%	$8,116,232	6
Financial Services	4.7%	$7,660,161	7
Industrials	2.0%	$3,213,986	8
Energy	0.7%	$1,211,852	3
Healthcare	0.6%	$1,042,380	3
Consumer Cyclical	0.6%	$972,898	3
Basic Materials	0.5%	$867,882	1
Consumer Defensive	0.3%	$521,184	1
Utilities	0.2%	$281,195	1
Communication Services	0.0%	$0	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+89,097	2,280,758	$66,219,970
SPPP	Sprott Physical Platinum & Palladium Trust	+9,719	63,240	$787,338
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+8,813	301,517	$14,671,817
PHYS	Sprott Physical Gold Trust	+6,137	81,666	$2,463,863
PSLV	Sprott Physical Silver Trust	+5,093	131,342	$2,478,423
ACES	ALPS Clean Energy ETF	+3,853	86,153	$4,942,997
FCX	Freeport-Mcmoran Inc	+2,221	13,800	$867,882
GRND	Grindr Inc.	+800	316,088	$4,542,184
BTU	Peabody Energy Corp	+774	9,822	$227,084
EDV	Vanguard World Funds Extended Duration ETF	+608	24,283	$5,475,573
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+576	144,259	$13,078,197
BABA	Alibaba Group Holding Ltd	+348	2,889	$277,286
KO	Coca Cola Co	+284	6,413	$521,184
XOM	ExxonMobil Holdings Corp	+253	3,448	$471,410
JPM	Jpmorgan Chase & Co	+17	2,633	$861,859
HD	Home Depot, Inc.	+10	1,008	$355,501
AMZN	Amazon Com Inc	+8	1,427	$340,111
MMM	3M Co	+5	1,491	$241,407
AAAA	Amplius Aggressive Asset Allocation ETF	+1	2,810	$329,022
AXP	American Express Co	+1	946	$319,984
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BKF	iShares MSCI BIC ETF	−1,975	92,986	$22,237,949
DAL	Delta Air Lines, Inc.	−615	5,143	$481,693
AAPL	Apple Inc.	−604	4,953	$1,433,200
BAC	Bank Of America Corp /De/	−255	8,062	$459,372
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−197	206,337	$8,393,789
SPY	Spdr S&P 500 ETF Trust	−116	780	$582,480
WFC	Wells Fargo & Company/Mn	−110	3,501	$289,322
VB	Vanguard Morningstar Small-Cap ETF	−96	11,330	$4,192,553
NVDA	Nvidia Corp	−44	5,980	$1,196,538
MSFT	Microsoft Corp	−13	555	$207,026
CVX	Chevron Corp	−6	3,097	$513,358
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	1,148	$342,184
BA	Boeing Co	1,425	$308,469
MRK	Merck & Co., Inc.	1,635	$210,097
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CEG	Constellation Energy Corp	722	$201,618
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $164,328,501 total · filing declares 62 positions · $164,728,215 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	2,280,758	+89,097	$66,219,970	+10.6%	40.30%
BKF	iShares MSCI BIC ETF	Reduced	92,986	-1,975	$22,237,949	+35.3%	13.53%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	301,517	+8,813	$14,671,817	−1.3%	8.93%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	144,259	+576	$13,078,197	—	7.96%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	206,337	-197	$8,393,789	+13.1%	5.11%
EDV	Vanguard World Funds Extended Duration ETF	Added	24,283	+608	$5,475,573	+3.0%	3.33%
ACES	ALPS Clean Energy ETF	Added	86,153	+3,853	$4,942,997	−6.4%	3.01%
GRND	Grindr Inc. Technology	Added	316,088	+800	$4,542,184	+19.2%	2.76%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	11,330	-96	$4,192,553	+14.4%	2.55%
PSLV	Sprott Physical Silver Trust Financial Services	Added	131,342	+5,093	$2,478,423	−19.5%	1.51%
PHYS	Sprott Physical Gold Trust Financial Services	Added	81,666	+6,137	$2,463,863	−8.0%	1.50%
AAPL	Apple Inc. Technology	Reduced	4,953	-604	$1,433,200	+1.6%	0.87%
NVDA	Nvidia Corp Technology	Reduced	5,980	-44	$1,196,538	+13.9%	0.73%
RTX	RTX Corp Industrials	Held	4,623	0	$877,121	−1.6%	0.53%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	13,800	+2,221	$867,882	+27.5%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,633	+17	$861,859	+12.0%	0.52%
SPPP	Sprott Physical Platinum & Palladium Trust Financial Services	Added	63,240	+9,719	$787,338	−5.3%	0.48%
HQY	Healthequity, Inc. Healthcare	Held	8,690	0	$784,880	+8.1%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	780	-116	$582,480	−0.0%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	6,413	+284	$521,184	+11.8%	0.32%
CVX	Chevron Corp Energy	Reduced	3,097	-6	$513,358	−20.0%	0.31%
DAL	Delta Air Lines, Inc. Industrials	Reduced	5,143	-615	$481,693	+25.8%	0.29%
XOM	ExxonMobil Holdings Corp Energy	Added	3,448	+253	$471,410	−13.0%	0.29%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,062	-255	$459,372	+13.3%	0.28%
GE	General Electric Co Industrials	Held	1,125	0	$420,446	+31.7%	0.26%
IBM	International Business Machines Corp Technology	Held	1,405	0	$395,100	+16.0%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,008	+10	$355,501	+8.3%	0.22%
GEV	GE Vernova Inc. Industrials	Held	300	0	$352,458	+34.6%	0.21%
TXN	Texas Instruments Inc Technology	NEW	1,148	NEW	$342,184	NEW	0.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,427	+8	$340,111	+15.1%	0.21%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	2,810	+1	$329,022	+0.7%	0.20%
AXP	American Express Co Financial Services	Added	946	+1	$319,984	+11.9%	0.19%
BNDW	Vanguard Total World Bond ETF	Held	3,828	0	$316,384	−0.1%	0.19%
BA	Boeing Co Industrials	NEW	1,425	NEW	$308,469	NEW	0.19%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,501	-110	$289,322	+0.6%	0.18%
PLUG	Plug Power Inc Industrials	Held	105,000	0	$284,550	+19.9%	0.17%
SO	Southern Co Utilities	Held	2,938	0	$281,195	−0.8%	0.17%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	2,889	+348	$277,286	−13.0%	0.17%
WM	Waste Management Inc Industrials	Held	1,112	0	$247,842	−3.0%	0.15%
MMM	3M Co Industrials	Added	1,491	+5	$241,407	+11.9%	0.15%
BTU	Peabody Energy Corp Energy	Added	9,822	+774	$227,084	−23.8%	0.14%
MRK	Merck & Co., Inc. Healthcare	NEW	1,635	NEW	$210,097	NEW	0.13%
MSFT	Microsoft Corp Technology	Reduced	555	-13	$207,026	−1.5%	0.13%
ALXO	Alx Oncology Holdings Inc Healthcare	Held	22,900	0	$47,403	+3.2%	0.03%
GDEV	GDEV Inc. Communication Services	Held	13,600	0	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.