HFG Advisors, Inc.

CIK

1911087

Location

CINCINATTI, OH

Portfolio Value

Micro $38,754,523

Diversification

Diversified

Filing Date

Global Rank

#7,228 / 8,517 ▲ 314

Top Industry

Internet Content & Information 11.6%

3Y Alpha vs SPY

+2.1%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

19 quarters · since Dec 2021

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

+85.5%

SPY

+75.3%

Annualised alpha

+2.3%

Max drawdown

−16.9%

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

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

Top Position

33.6%

+5.9 pts

Top 5

56.4%

+8.0 pts

Top 10

70.2%

+7.4 pts

HHI

1,345

Diversified+378

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.3%	$13,280,080	2
Technology	12.9%	$4,986,096	7
Financial Services	12.2%	$4,739,295	11
Industrials	9.7%	$3,748,831	5
Communication Services	7.6%	$2,943,535	1
Consumer Defensive	7.5%	$2,908,723	2
Energy	7.4%	$2,878,822	5
Healthcare	5.4%	$2,094,361	5
Basic Materials	1.3%	$500,186	1
Consumer Cyclical	1.0%	$388,017	1
Utilities	0.7%	$286,577	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
RIO	Rio Tinto PLC	+1,520	5,269	$500,186
MPLX	Mplx LP	+1,500	5,550	$312,631
ABBV	AbbVie Inc.	+481	2,974	$748,377
GOOGL	Alphabet Inc.	+384	8,246	$2,943,535
BRK-B	Berkshire Hathaway Inc	+18	1,230	$615,479
JNJ	Johnson & Johnson	+10	2,025	$514,289
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
VG	Venture Global, Inc.	−15,512	15,530	$172,848
QQQ	Invesco Qqq Trust, Series 1	−1,950	17,689	$13,026,179
AVGO	Broadcom Inc.	−1,282	1,024	$386,816
MSFT	Microsoft Corp	−899	3,012	$1,123,536
AMZN	Amazon Com Inc	−872	1,628	$388,017
NVDA	Nvidia Corp	−560	2,980	$596,268
RTX	RTX Corp	−457	2,233	$423,667
GE	General Electric Co	−439	4,280	$1,599,564
PG	PROCTER & GAMBLE Co	−401	18,928	$2,775,601
WFC	Wells Fargo & Company/Mn	−316	3,380	$279,323
JPM	Jpmorgan Chase & Co	−254	783	$256,299
FITB	Fifth Third Bancorp	−221	15,497	$873,565
AAPL	Apple Inc.	−206	5,224	$1,511,616
FHN	First Horizon Corp	−185	15,755	$403,958
LLY	ELI LILLY & Co	−123	295	$353,831
UNP	Union Pacific Corp	−118	794	$215,968
GEV	GE Vernova Inc.	−66	1,054	$1,238,302
MRK	Merck & Co., Inc.	−56	1,898	$243,893
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	680	$784,917
SNDK	Sandisk Corp	162	$368,344
DUK	Duke Energy CORP	2,264	$286,577
ELV	Elevance Health, Inc.	605	$233,971
CSCO	Cisco Systems, Inc.	1,827	$214,599
SSB	SouthState Bank Corp	2,144	$214,185
C	Citigroup Inc	1,447	$202,522
JBS	Jbs N.V.	11,234	$133,122
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	21,340	$1,955,597
VIG	Vanguard Dividend Appreciation ETF	3,260	$701,095
CGGR	Capital Group Growth ETF	14,430	$579,941
ORI	Old Republic International Corp	13,084	$522,051
FAB	First Trust Multi Cap Value AlphaDEX Fund	4,095	$387,182
CGUS	Capital Group Core Equity ETF	9,925	$381,318
CGDV	Capital Group Dividend Value ETF	8,340	$354,783
TSM	Taiwan Semiconductor Manufacturing Co Ltd	978	$330,515
CVS	CVS HEALTH Corp	3,466	$248,928
MA	Mastercard Inc	492	$245,832
META	Meta Platforms, Inc.	406	$232,284
PM	Philip Morris International Inc.	1,387	$229,326
AMGN	Amgen Inc	647	$227,646
XOM	ExxonMobil Holdings Corp	1,298	$220,218
LMT	Lockheed Martin Corp	341	$206,096
CB	Chubb Ltd	617	$201,098
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $38,754,523 total · filing declares 117 positions · $160,274,688 · 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
QQQ	Invesco Qqq Trust, Series 1	Reduced	17,689	-1,950	$13,026,179	+14.9%	33.61%
GOOGL	Alphabet Inc. Communication Services	Added	8,246	+384	$2,943,535	+30.3%	7.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,928	-401	$2,775,601	−0.6%	7.16%
GE	General Electric Co Industrials	Reduced	4,280	-439	$1,599,564	+19.4%	4.13%
AAPL	Apple Inc. Technology	Reduced	5,224	-206	$1,511,616	+9.7%	3.90%
GEV	GE Vernova Inc. Industrials	Reduced	1,054	-66	$1,238,302	+26.7%	3.20%
MSFT	Microsoft Corp Technology	Reduced	3,012	-899	$1,123,536	−22.4%	2.90%
EPD	Enterprise Products Partners L.P. Energy	Held	30,335	0	$1,115,114	−2.9%	2.88%
ET	Energy Transfer LP Energy	Held	52,334	0	$1,000,626	−0.9%	2.58%
FITB	Fifth Third Bancorp Financial Services	Reduced	15,497	-221	$873,565	+19.6%	2.25%
LNC	Lincoln National Corp Financial Services	Held	23,284	0	$823,089	−0.4%	2.12%
MU	Micron Technology Inc Technology	NEW	680	NEW	$784,917	NEW	2.03%
ABBV	AbbVie Inc. Healthcare	Added	2,974	+481	$748,377	+38.0%	1.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,230	+18	$615,479	+6.0%	1.59%
NVDA	Nvidia Corp Technology	Reduced	2,980	-560	$596,268	−3.4%	1.54%
CINF	Cincinnati Financial Corp Financial Services	Held	2,847	0	$527,093	+17.7%	1.36%
JNJ	Johnson & Johnson Healthcare	Added	2,025	+10	$514,289	+4.4%	1.33%
RIO	Rio Tinto PLC Basic Materials	Added	5,269	+1,520	$500,186	+43.0%	1.29%
RTX	RTX Corp Industrials	Reduced	2,233	-457	$423,667	−18.4%	1.09%
FHN	First Horizon Corp Financial Services	Reduced	15,755	-185	$403,958	+11.3%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,628	-872	$388,017	−25.5%	1.00%
AVGO	Broadcom Inc. Technology	Reduced	1,024	-1,282	$386,816	−45.8%	1.00%
SNDK	Sandisk Corp Technology	NEW	162	NEW	$368,344	NEW	0.95%
LLY	ELI LILLY & Co Healthcare	Reduced	295	-123	$353,831	−8.0%	0.91%
MPLX	Mplx LP Energy	Added	5,550	+1,500	$312,631	+35.3%	0.81%
DUK	Duke Energy CORP Utilities	NEW	2,264	NEW	$286,577	NEW	0.74%
AFL	Aflac Inc Financial Services	Held	2,438	0	$285,855	+6.9%	0.74%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,380	-316	$279,323	−5.1%	0.72%
TTE	TotalEnergies SE Energy	Held	3,570	0	$277,603	−14.5%	0.72%
UPS	United Parcel Service Inc Industrials	Held	2,524	0	$271,330	+9.3%	0.70%
MFC	Manulife Financial Corp Financial Services	Held	6,367	0	$257,927	+17.6%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	783	-254	$256,299	−16.0%	0.66%
SPY	Spdr S&P 500 ETF Trust	Held	340	0	$253,901	+14.8%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,898	-56	$243,893	+3.8%	0.63%
ELV	Elevance Health, Inc. Healthcare	NEW	605	NEW	$233,971	NEW	0.60%
UNP	Union Pacific Corp Industrials	Reduced	794	-118	$215,968	−2.4%	0.56%
CSCO	Cisco Systems, Inc. Technology	NEW	1,827	NEW	$214,599	NEW	0.55%
SSB	SouthState Bank Corp Financial Services	NEW	2,144	NEW	$214,185	NEW	0.55%
C	Citigroup Inc Financial Services	NEW	1,447	NEW	$202,522	NEW	0.52%
VG	Venture Global, Inc. Energy	Reduced	15,530	-15,512	$172,848	−64.7%	0.45%
JBS	Jbs N.V. Consumer Defensive	NEW	11,234	NEW	$133,122	NEW	0.34%

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.