HC Advisors, LLC

CIK

1803295

Location

SANDY SPRINGS, GA

Portfolio Value

Micro $23,134,806

Diversification

Diversified

Filing Date

Global Rank

#7,637 / 8,605 ▲ 84 · as of Mar 2026

Top Industry

Asset Management 29.2%

3Y Alpha vs SPY

+5.5%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+98.6%

SPY

+76.5%

Annualised alpha

+4.8%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.5%

+0.4 pts

Top 5

52.0%

−1.1 pts

Top 10

68.8%

−1.0 pts

HHI

749

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.0%	$8,335,430	7
Technology	29.5%	$6,823,540	5
Industrials	11.1%	$2,564,315	7
Energy	6.4%	$1,482,204	3
Consumer Cyclical	4.1%	$942,560	3
Healthcare	3.3%	$772,137	2
Basic Materials	2.9%	$680,613	1
Unclassified	2.5%	$582,704	1
Utilities	2.1%	$485,193	2
Consumer Defensive	2.0%	$466,110	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GRND	Grindr Inc.	+39,849	315,288	$3,811,831
SPPP	Sprott Physical Platinum & Palladium Trust	+8,222	53,521	$831,181
PHYS	Sprott Physical Gold Trust	+4,026	75,529	$2,676,747
BTU	Peabody Energy Corp	+819	9,048	$298,131
BAC	Bank Of America Corp /De/	+345	8,317	$405,453
WFC	Wells Fargo & Company/Mn	+326	3,611	$287,471
IBM	International Business Machines Corp	+155	1,405	$340,557
SPY	Spdr S&P 500 ETF Trust	+96	896	$582,704
HD	Home Depot, Inc.	+57	998	$328,232
DAL	Delta Air Lines, Inc.	+12	5,758	$382,791
AAPL	Apple Inc.	+4	5,557	$1,410,311
MMM	3M Co	+4	1,486	$215,811
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−18,693	126,249	$3,079,213
NVDA	Nvidia Corp	−1,058	6,024	$1,050,585
ALXO	Alx Oncology Holdings Inc	−1,000	22,900	$45,914
XOM	Exxon Mobil Corp	−514	3,195	$542,063
GE	General Electric Co	−500	1,125	$319,241
CVX	Chevron Corp	−359	3,103	$642,010
RTX	RTX Corp	−285	4,623	$891,776
HQY	Healthequity, Inc.	−190	8,690	$726,223
GEV	GE Vernova Inc.	−75	300	$261,870
MSFT	Microsoft Corp	−73	568	$210,256
JPM	Jpmorgan Chase & Co	−61	2,616	$769,522
AMZN	Amazon Com Inc	−24	1,419	$295,535
KO	Coca Cola Co	−15	6,129	$466,110
AXP	American Express Co	−3	945	$285,843
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FCX	Freeport-Mcmoran Inc	11,579	$680,613
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NGD	New Gold Inc. /FI	20,800	$181,168
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $23,134,806 total · as of Mar 31, 2026

All sectors Basic Materials 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	315,288	+39,849	$3,811,831	+2.2%	16.48%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	126,249	-18,693	$3,079,213	−10.2%	13.31%
PHYS	Sprott Physical Gold Trust Financial Services	Added	75,529	+4,026	$2,676,747	+13.4%	11.57%
AAPL	Apple Inc. Technology	Added	5,557	+4	$1,410,311	−6.6%	6.10%
NVDA	Nvidia Corp Technology	Reduced	6,024	-1,058	$1,050,585	−20.5%	4.54%
RTX	RTX Corp Industrials	Reduced	4,623	-285	$891,776	−0.9%	3.85%
SPPP	Sprott Physical Platinum & Palladium Trust Financial Services	Added	53,521	+8,222	$831,181	+9.0%	3.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,616	-61	$769,522	−10.8%	3.33%
HQY	Healthequity, Inc. Healthcare	Reduced	8,690	-190	$726,223	−10.7%	3.14%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	11,579	NEW	$680,613	NEW	2.94%
CVX	Chevron Corp Energy	Reduced	3,103	-359	$642,010	+21.7%	2.78%
SPY	Spdr S&P 500 ETF Trust	Added	896	+96	$582,704	+6.8%	2.52%
XOM	Exxon Mobil Corp Energy	Reduced	3,195	-514	$542,063	+21.4%	2.34%
KO	Coca Cola Co Consumer Defensive	Reduced	6,129	-15	$466,110	+8.5%	2.01%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,317	+345	$405,453	−7.5%	1.75%
DAL	Delta Air Lines, Inc. Industrials	Added	5,758	+12	$382,791	−4.0%	1.65%
IBM	International Business Machines Corp Technology	Added	1,405	+155	$340,557	−8.0%	1.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	998	+57	$328,232	+1.4%	1.42%
GE	General Electric Co Industrials	Reduced	1,125	-500	$319,241	−36.2%	1.38%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	2,541	0	$318,793	−14.4%	1.38%
BTU	Peabody Energy Corp Energy	Added	9,048	+819	$298,131	+22.0%	1.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,419	-24	$295,535	−11.3%	1.28%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,611	+326	$287,471	−6.1%	1.24%
AXP	American Express Co Financial Services	Reduced	945	-3	$285,843	−18.5%	1.24%
SO	Southern Co Utilities	Held	2,938	0	$283,575	+10.7%	1.23%
GEV	GE Vernova Inc. Industrials	Reduced	300	-75	$261,870	+6.8%	1.13%
WM	Waste Management Inc Industrials	Held	1,112	0	$255,526	+4.6%	1.10%
PLUG	Plug Power Inc Industrials	Held	105,000	0	$237,300	+14.7%	1.03%
MMM	3M Co Industrials	Added	1,486	+4	$215,811	−9.0%	0.93%
MSFT	Microsoft Corp Technology	Reduced	568	-73	$210,256	−32.2%	0.91%
CEG	Constellation Energy Corp Utilities	Held	722	0	$201,618	−21.0%	0.87%
ALXO	Alx Oncology Holdings Inc Healthcare	Reduced	22,900	-1,000	$45,914	+70.0%	0.20%