Hiley Hunt Wealth Management
Filing Date
Global Rank
#7,690
/ 8,232
▲ 175
Top Industry
Insurance - Diversified
30.1%
3Y Alpha vs SPY
-5.3%
Period ended 2 months ago
Filed Apr 6, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.6%
SPY
+52.9%
Annualised alpha
-5.3%
Max drawdown
−13.7%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.4%
+0.5 pts
Top 5
64.3%
−1.7 pts
Top 10
88.0%
+0.8 pts
HHI
1,293
Diversified+12
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 37.4% | $4,343,323 |
| Technology | 18.8% | $2,181,144 |
| Industrials | 14.0% | $1,629,218 |
| Consumer Defensive | 13.3% | $1,541,779 |
| Unclassified | 5.4% | $631,480 |
| Healthcare | 3.9% | $454,902 |
| Communication Services | 3.3% | $388,493 |
| Consumer Cyclical | 2.0% | $227,639 |
| Energy | 1.9% | $221,061 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +23 | 1,093 | $227,639 | |
| JNJ | Johnson & Johnson | +4 | 1,861 | $454,902 | |
| GOOGL | Alphabet Inc. | +1 | 1,351 | $388,493 | |
| VMI | Valmont Industries Inc | +1 | 787 | $314,461 | |
| COST | Costco Wholesale Corp /New | +1 | 673 | $670,597 | |
| WMT | Walmart Inc. | +1 | 5,078 | $631,093 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
15 positions ·
$11,619,039 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,891 | $3,302,167 | 28.42% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 5,419 | $1,314,757 | 11.32% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,732 | $1,200,934 | 10.34% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,648 | $980,210 | 8.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 673 | $670,597 | 5.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 971 | $631,480 | 5.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,078 | $631,093 | 5.43% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
NEW | 24,430 | $595,847 | 5.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,861 | $454,902 | 3.92% | |
| USB |
US Bancorp De
Financial Services
|
Held | 8,562 | $445,309 | 3.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,351 | $388,493 | 3.34% | |
| VMI |
Valmont Industries Inc
Industrials
|
Added | 787 | $314,461 | 2.71% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,157 | $240,089 | 2.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,093 | $227,639 | 1.96% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
NEW | 5,842 | $221,061 | 1.90% |