Hiley Hunt Wealth Management
Filing Date
Global Rank
#268
/ 295
▲ 7780
Top Industry
Insurance - Diversified
28.8%
3Y Alpha vs SPY
-4.8%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+39.9%
SPY
+53.6%
Annualised alpha
-4.6%
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
16 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
27.2%
−1.2 pts
Top 5
63.2%
−1.1 pts
Top 10
85.0%
−3.0 pts
HHI
1,225
Diversified−67
Portfolio Trend
11 quarters · across all stocks
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
7 positions
| 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 reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 494 | $207,776 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
16 positions ·
$12,611,609 total
· as of Jun 30, 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 | 6,855 | $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% |