HC Advisors, LLC

CIK

1803295

Location

SANDY SPRINGS, GA

Portfolio Value

Micro $24,470,250

Diversification

Diversified

Filing Date

Global Rank

#7,637 / 8,517 ▲ 410

Top Industry

Asset Management 24.0%

3Y Alpha vs SPY

+17.6%

Period ended 48 days ago

Filed Aug 7, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+165.7%

SPY

+77.9%

Annualised alpha

+17.3%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

18.6%

+2.1 pts

Top 5

49.5%

−2.5 pts

Top 10

66.6%

−2.3 pts

HHI

718

Diversified−31

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$8,116,232	6
Financial Services	31.3%	$7,660,161	7
Industrials	13.1%	$3,213,986	8
Energy	5.0%	$1,211,852	3
Healthcare	4.3%	$1,042,380	3
Consumer Cyclical	4.0%	$972,898	3
Basic Materials	3.5%	$867,882	1
Unclassified	2.4%	$582,480	1
Consumer Defensive	2.1%	$521,184	1
Utilities	1.1%	$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

14 positions

Ticker	Company	Δ Shares	Shares	Value
SPPP	Sprott Physical Platinum & Palladium Trust	+9,719	63,240	$787,338
PHYS	Sprott Physical Gold Trust	+6,137	81,666	$2,463,863
PSLV	Sprott Physical Silver Trust	+5,093	131,342	$2,478,423
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
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
AXP	American Express Co	+1	946	$319,984
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
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
SPY	Spdr S&P 500 ETF Trust	−116	780	$582,480
WFC	Wells Fargo & Company/Mn	−110	3,501	$289,322
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

35 tracked positions · $24,470,250 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
GRND	Grindr Inc. Technology	Added	316,088	+800	$4,542,184	+19.2%	18.56%
PSLV	Sprott Physical Silver Trust Financial Services	Added	131,342	+5,093	$2,478,423	−19.5%	10.13%
PHYS	Sprott Physical Gold Trust Financial Services	Added	81,666	+6,137	$2,463,863	−8.0%	10.07%
AAPL	Apple Inc. Technology	Reduced	4,953	-604	$1,433,200	+1.6%	5.86%
NVDA	Nvidia Corp Technology	Reduced	5,980	-44	$1,196,538	+13.9%	4.89%
RTX	RTX Corp Industrials	Held	4,623	0	$877,121	−1.6%	3.58%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	13,800	+2,221	$867,882	+27.5%	3.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,633	+17	$861,859	+12.0%	3.52%
SPPP	Sprott Physical Platinum & Palladium Trust Financial Services	Added	63,240	+9,719	$787,338	−5.3%	3.22%
HQY	Healthequity, Inc. Healthcare	Held	8,690	0	$784,880	+8.1%	3.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	780	-116	$582,480	−0.0%	2.38%
KO	Coca Cola Co Consumer Defensive	Added	6,413	+284	$521,184	+11.8%	2.13%
CVX	Chevron Corp Energy	Reduced	3,097	-6	$513,358	−20.0%	2.10%
DAL	Delta Air Lines, Inc. Industrials	Reduced	5,143	-615	$481,693	+25.8%	1.97%
XOM	ExxonMobil Holdings Corp Energy	Added	3,448	+253	$471,410	−13.0%	1.93%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,062	-255	$459,372	+13.3%	1.88%
GE	General Electric Co Industrials	Held	1,125	0	$420,446	+31.7%	1.72%
IBM	International Business Machines Corp Technology	Held	1,405	0	$395,100	+16.0%	1.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,008	+10	$355,501	+8.3%	1.45%
GEV	GE Vernova Inc. Industrials	Held	300	0	$352,458	+34.6%	1.44%
TXN	Texas Instruments Inc Technology	NEW	1,148	NEW	$342,184	NEW	1.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,427	+8	$340,111	+15.1%	1.39%
AXP	American Express Co Financial Services	Added	946	+1	$319,984	+11.9%	1.31%
BA	Boeing Co Industrials	NEW	1,425	NEW	$308,469	NEW	1.26%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,501	-110	$289,322	+0.6%	1.18%
PLUG	Plug Power Inc Industrials	Held	105,000	0	$284,550	+19.9%	1.16%
SO	Southern Co Utilities	Held	2,938	0	$281,195	−0.8%	1.15%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	2,889	+348	$277,286	−13.0%	1.13%
WM	Waste Management Inc Industrials	Held	1,112	0	$247,842	−3.0%	1.01%
MMM	3M Co Industrials	Added	1,491	+5	$241,407	+11.9%	0.99%
BTU	Peabody Energy Corp Energy	Added	9,822	+774	$227,084	−23.8%	0.93%
MRK	Merck & Co., Inc. Healthcare	NEW	1,635	NEW	$210,097	NEW	0.86%
MSFT	Microsoft Corp Technology	Reduced	555	-13	$207,026	−1.5%	0.85%
ALXO	Alx Oncology Holdings Inc Healthcare	Held	22,900	0	$47,403	+3.2%	0.19%
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.