Hiley Hunt Wealth Management
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical 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.
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 11 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 35.7% | $4,502,245 |
| Technology | 18.9% | $2,383,628 |
| Industrials | 15.2% | $1,922,555 |
| Consumer Defensive | 11.6% | $1,463,866 |
| Unclassified | 5.4% | $684,788 |
| Consumer Cyclical | 3.9% | $493,068 |
| Healthcare | 3.8% | $473,908 |
| Communication Services | 3.7% | $472,800 |
| Energy | 1.7% | $214,751 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSLV | Sprott Physical Silver Trust | +4,978 | 29,408 | $554,928 | |
| AMZN | Amazon Com Inc | +104 | 1,197 | $285,292 | |
| MSFT | Microsoft Corp | +83 | 2,731 | $1,018,717 | |
| KO | Coca Cola Co | +19 | 3,176 | $258,113 | |
| JNJ | Johnson & Johnson | +5 | 1,866 | $473,908 | |
| COST | Costco Wholesale Corp /New | +1 | 674 | $630,506 | |
| WMT | Walmart Inc. | +1 | 5,079 | $575,247 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 494 | $207,776 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,855 | $3,430,173 | 27.20% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 5,397 | $1,467,984 | 11.64% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,717 | $1,364,911 | 10.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,731 | $1,018,717 | 8.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 917 | $684,788 | 5.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 674 | $630,506 | 5.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,079 | $575,247 | 4.56% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 29,408 | $554,928 | 4.40% | |
| USB |
US Bancorp De
Financial Services
|
Held | 8,562 | $517,144 | 4.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,866 | $473,908 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,323 | $472,800 | 3.75% | |
| VMI |
Valmont Industries Inc
Industrials
|
Held | 787 | $454,571 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,197 | $285,292 | 2.26% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,176 | $258,113 | 2.05% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 5,842 | $214,751 | 1.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 494 | $207,776 | 1.65% |
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.