Hegarty Advisors, LLC

CIK

2107727

Location

GARDEN CITY, NY

Portfolio Value

Micro $14,578,760

Diversification

Diversified

Filing Date

Global Rank

#7,939 / 8,517 ▼ 171

Top Industry

Consumer Electronics 34.4%

3Y Alpha vs SPY

-15.9%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–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

+6.6%

SPY

+13.9%

Annualised alpha

-16.1%

Max drawdown

−11.0%

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 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

19.3%

−28.7 pts

Top 5

69.9%

−2.2 pts

Top 10

92.0%

+1.3 pts

HHI

1,173

Diversified−1,374

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.7%	$9,145,720	6
Technology	19.4%	$2,829,079	3
Financial Services	13.2%	$1,920,737	3
Consumer Cyclical	3.0%	$440,213	1
Communication Services	1.7%	$243,011	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+356	21,146	$1,679,415
SPY	Spdr S&P 500 ETF Trust	+40	3,389	$2,530,803
MSFT	Microsoft Corp	+20	1,714	$639,356
DIA	Spdr Dow Jones Industrial Average ETF Trust	+3	1,011	$528,136
NVDA	Nvidia Corp	+2	1,590	$318,143
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−1,235	1,847	$440,213
SIVR	abrdn Silver ETF Trust	−284	23,025	$1,294,465
AAPL	Apple Inc.	−85	6,468	$1,871,580
QQQ	Invesco Qqq Trust, Series 1	−5	3,827	$2,818,202
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	419	$294,699
GOOGL	Alphabet Inc.	680	$243,011
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	212,817	$15,982,556
VEA	Vanguard FTSE Developed Markets ETF	25,955	$1,663,196
VB	Vanguard Morningstar Small-Cap ETF	4,714	$1,234,690
VIG	Vanguard Dividend Appreciation ETF	3,689	$793,356
XOM	ExxonMobil Holdings Corp	1,325	$224,799
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 tracked positions · $14,578,760 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,827	-5	$2,818,202	+27.4%	19.33%
SPY	Spdr S&P 500 ETF Trust	Added	3,389	+40	$2,530,803	+16.2%	17.36%
AAPL	Apple Inc. Technology	Reduced	6,468	-85	$1,871,580	+12.5%	12.84%
GLDM	World Gold Trust	Added	21,146	+356	$1,679,415	−12.8%	11.52%
SIVR	abrdn Silver ETF Trust	Reduced	23,025	-284	$1,294,465	−22.4%	8.88%
GS	Goldman Sachs Group Inc Financial Services	Held	979	0	$990,131	+19.5%	6.79%
MSFT	Microsoft Corp Technology	Added	1,714	+20	$639,356	+2.0%	4.39%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,883	0	$616,362	+11.3%	4.23%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,011	+3	$528,136	+13.1%	3.62%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,847	-1,235	$440,213	−31.4%	3.02%
NVDA	Nvidia Corp Technology	Added	1,590	+2	$318,143	+14.9%	2.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	628	0	$314,244	+4.4%	2.16%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	419	NEW	$294,699	NEW	2.02%
GOOGL	Alphabet Inc. Communication Services	NEW	680	NEW	$243,011	NEW	1.67%

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.