HYA Advisors, Inc

CIK

1810676

Location

SPRINGFIELD, MO

Portfolio Value

Micro $77,982,788

Diversification

Diversified

Filing Date

Global Rank

#4,646 / 6,723 ▲ 21

Top Industry

Information Technology Services 25.1%

3Y Alpha vs SPY

-4.1%

Period ended 3 years ago

Filed Jul 13, 2022 · 3y

10 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+60.3%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−16.6%

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

68 positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022

Top Position

21.7%

+2.0 pts

Top 5

54.0%

+1.9 pts

Top 10

67.6%

+1.4 pts

HHI

818

Diversified+71

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2022

Sector	% Portfolio	Value	Positions
Technology	37.6%	$29,296,421	12
Financial Services	24.9%	$19,389,438	15
Unclassified	13.5%	$10,566,206	4
Energy	8.4%	$6,529,575	8
Consumer Cyclical	3.5%	$2,735,185	4
Industrials	3.1%	$2,411,763	6
Healthcare	3.0%	$2,306,191	7
Consumer Defensive	2.7%	$2,097,049	4
Communication Services	2.2%	$1,686,747	4
Basic Materials	1.2%	$964,213	4

Last Quarter's Activity

Export CSV

Jun 30, 2022 vs Mar 31, 2022

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+10,190	10,709	$1,137,402
FHN	First Horizon Corp	+1,806	284,868	$6,227,214
KMI	Kinder Morgan, Inc.	+1,493	100,585	$1,685,804
QQQ	Invesco Qqq Trust, Series 1	+781	32,826	$9,200,471
BP	Bp PLC	+699	18,757	$531,760
SMBC	Southern Missouri Bancorp, Inc.	+376	90,241	$4,084,307
RIO	Rio Tinto PLC	+337	6,143	$374,723
ORLY	O Reilly Automotive Inc	+190	27,369	$1,152,708
META	Meta Platforms, Inc.	+170	2,647	$426,828
PSX	Phillips 66	+89	11,082	$908,613
CC	Chemours Co	+69	10,699	$342,581
GILD	Gilead Sciences, Inc.	+67	5,791	$357,941
GSBC	Great Southern Bancorp, Inc.	+57	10,302	$603,285
KHC	Kraft Heinz Co	+54	5,941	$226,589
T	At&T Inc.	+48	18,242	$382,352
WFC	Wells Fargo & Company/Mn	+31	7,737	$303,058
WMT	Walmart Inc.	+29	27,389	$1,109,985
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+20	6,375	$521,156
COP	Conocophillips	+18	5,276	$473,837
MS	Morgan Stanley	+18	3,757	$285,757
HWBK	Hawthorn Bancshares, Inc.	+12	17,446	$427,594
BMY	Bristol Myers Squibb Co	+9	3,059	$235,543
CBSH	Commerce Bancshares Inc /Mo/	+7	14,779	$838,130
ABT	Abbott Laboratories	+6	2,005	$217,843
CVX	Chevron Corp	+5	2,063	$298,681
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−4,864	19,749	$1,691,304
VLO	Valero Energy Corp/Tx	−4,699	2,586	$274,840
SABR	Sabre Corp	−2,800	27,100	$157,993
BAC	Bank Of America Corp /De/	−2,072	11,335	$352,858
CSCO	Cisco Systems, Inc.	−1,560	12,892	$549,714
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−1,500	32,125	$421,158
AAPL	Apple Inc.	−1,447	41,552	$5,680,989
F	Ford Motor Co	−1,348	31,256	$347,879
INTU	Intuit Inc.	−1,059	8,628	$3,325,576
JPM	Jpmorgan Chase & Co	−839	6,171	$694,916
VZ	Verizon Communications Inc	−747	16,504	$837,578
USB	US Bancorp De	−605	11,115	$511,512
ATOM	Atomera Inc	−600	26,190	$245,662
C	Citigroup Inc	−453	7,134	$328,092
GS	Goldman Sachs Group Inc	−417	1,216	$361,176
BRK-B	Berkshire Hathaway Inc	−300	6,202	$1,693,270
FDX	Fedex Corp	−298	1,356	$307,418
BA	Boeing Co	−290	2,571	$351,507
MSFT	Microsoft Corp	−273	3,468	$890,686
PFE	Pfizer Inc	−120	6,196	$324,856
CAT	Caterpillar Inc	−101	4,913	$878,247
PG	PROCTER & GAMBLE Co	−100	2,696	$387,657
MMM	3M Co	−34	3,505	$379,249
TSLA	Tesla, Inc.	−27	433	$97,196
JNJ	Johnson & Johnson	−25	2,585	$458,863
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FF	FutureFuel Corp.	26,170	$190,517
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PAYC	Paycom Software, Inc.	1,500	$519,570
AA	Alcoa Corp	4,593	$413,507
DIS	Walt Disney Co	2,844	$390,083
AMD	Advanced Micro Devices Inc	2,850	$311,619
RF	Regions Financial Corp	11,626	$258,794
MO	Altria Group, Inc.	4,647	$242,805
CSX	Csx Corp	6,389	$239,268
OLED	Universal Display Corp \Pa\	1,409	$235,232
GD	General Dynamics Corp	829	$199,938
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 positions · $77,982,788 total · as of Jun 30, 2022

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

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JKHY	Jack Henry & Associates Inc Technology	Added	93,843	+3	$16,893,616	−8.6%	21.66%
QQQ	Invesco Qqq Trust, Series 1	Added	32,826	+781	$9,200,471	−20.8%	11.80%
FHN	First Horizon Corp Financial Services	Added	284,868	+1,806	$6,227,214	−6.3%	7.99%
AAPL	Apple Inc. Technology	Reduced	41,552	-1,447	$5,680,989	−24.3%	7.28%
SMBC	Southern Missouri Bancorp, Inc. Financial Services	Added	90,241	+376	$4,084,307	−9.0%	5.24%
INTU	Intuit Inc. Technology	Reduced	8,628	-1,059	$3,325,576	−28.6%	4.26%
UMBF	Umb Financial Corp Financial Services	Held	26,215	0	$2,257,111	−11.4%	2.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,202	-300	$1,693,270	−26.2%	2.17%
XOM	Exxon Mobil Corp Energy	Reduced	19,749	-4,864	$1,691,304	−16.8%	2.17%
KMI	Kinder Morgan, Inc. Energy	Added	100,585	+1,493	$1,685,804	−10.0%	2.16%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	27,369	+190	$1,152,708	−7.1%	1.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,709	+10,190	$1,137,402	+1244.5%	1.46%
WMT	Walmart Inc. Consumer Defensive	Added	27,389	+29	$1,109,985	−18.3%	1.42%
PSX	Phillips 66 Energy	Added	11,082	+89	$908,613	−4.3%	1.17%
MSFT	Microsoft Corp Technology	Reduced	3,468	-273	$890,686	−22.8%	1.14%
CAT	Caterpillar Inc Industrials	Reduced	4,913	-101	$878,247	−21.4%	1.13%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Added	14,779	+7	$838,130	−8.3%	1.07%
VZ	Verizon Communications Inc Communication Services	Reduced	16,504	-747	$837,578	−4.7%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,171	-839	$694,916	−27.3%	0.89%
MPLX	Mplx LP Energy	Held	22,804	0	$664,736	−12.1%	0.85%
GSBC	Great Southern Bancorp, Inc. Financial Services	Added	10,302	+57	$603,285	−0.2%	0.77%
SPY	Spdr S&P 500 ETF Trust	Added	1,590	+1	$599,827	−16.4%	0.77%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,892	-1,560	$549,714	−31.8%	0.70%
BP	Bp PLC Energy	Added	18,757	+699	$531,760	+0.2%	0.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,375	+20	$521,156	−21.3%	0.67%
USB	US Bancorp De Financial Services	Reduced	11,115	-605	$511,512	−17.9%	0.66%
COP	Conocophillips Energy	Added	5,276	+18	$473,837	−9.9%	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	2,585	-25	$458,863	−0.8%	0.59%
HWBK	Hawthorn Bancshares, Inc. Financial Services	Added	17,446	+12	$427,594	+4.9%	0.55%
META	Meta Platforms, Inc. Communication Services	Added	2,647	+170	$426,828	−22.5%	0.55%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Reduced	32,125	-1,500	$421,158	−15.3%	0.54%
ISRG	Intuitive Surgical Inc Healthcare	Held	2,058	0	$413,061	−33.5%	0.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	956	0	$395,296	−15.7%	0.51%
ADSK	Autodesk, Inc. Technology	Held	2,272	0	$390,693	−19.8%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,696	-100	$387,657	−9.3%	0.50%
T	At&T Inc. Communication Services	Added	18,242	+48	$382,352	+17.8%	0.49%
MMM	3M Co Industrials	Reduced	3,505	-34	$379,249	−13.9%	0.49%
RIO	Rio Tinto PLC Basic Materials	Added	6,143	+337	$374,723	−19.7%	0.48%
PEP	Pepsico Inc Consumer Defensive	Held	2,237	0	$372,818	−0.4%	0.48%
GLD	Spdr Gold Trust	Held	2,200	0	$370,612	−6.7%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,216	-417	$361,176	−33.0%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Added	5,791	+67	$357,941	+5.2%	0.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,335	-2,072	$352,858	−36.2%	0.45%
BA	Boeing Co Industrials	Reduced	2,571	-290	$351,507	−35.8%	0.45%
QCOM	Qualcomm Inc/De Technology	Added	2,748	+5	$351,029	−16.3%	0.45%
F	Ford Motor Co Consumer Cyclical	Reduced	31,256	-1,348	$347,879	−36.9%	0.45%
CC	Chemours Co Basic Materials	Added	10,699	+69	$342,581	+2.4%	0.44%
C	Citigroup Inc Financial Services	Reduced	7,134	-453	$328,092	−19.0%	0.42%
PFE	Pfizer Inc Healthcare	Reduced	6,196	-120	$324,856	−0.6%	0.42%
FDX	Fedex Corp Industrials	Reduced	1,356	-298	$307,418	−19.7%	0.39%