Hegarty Advisors, LLC
Filing Date
Global Rank
#7,599
/ 8,232
▲ 561
Top Industry
Consumer Electronics
32.5%
3Y Alpha vs SPY
-15.2%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.7%
SPY
+9.1%
Annualised alpha
-15.2%
Max drawdown
−10.0%
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
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.3%
−23.0 pts
Top 5
71.1%
−16.4 pts
Top 10
94.1%
−5.9 pts
HHI
1,148
Diversified−1,056
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.3% | $8,452,818 |
| Technology | 18.9% | $2,567,099 |
| Financial Services | 12.4% | $1,683,064 |
| Consumer Cyclical | 4.7% | $641,888 |
| Energy | 1.7% | $224,799 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +38 | 3,349 | $2,177,988 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −10 | 1,008 | $466,895 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 3,832 | $2,211,753 | |
| GLDM | World Gold Trust | 20,790 | $1,927,025 | |
| SIVR | abrdn Silver ETF Trust | 23,309 | $1,669,157 | |
| AAPL | Apple Inc. | 6,553 | $1,663,085 | |
| AMZN | Amazon Com Inc | 3,082 | $641,888 | |
| BRK-B | Berkshire Hathaway Inc | 628 | $300,937 | |
| XOM | Exxon Mobil Corp | 1,325 | $224,799 | |
| No positions match the current search. | ||||
13 positions ·
$13,569,668 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 3,832 | $2,211,753 | 16.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,349 | $2,177,988 | 16.05% | |
| GLDM |
World Gold Trust
|
NEW | 20,790 | $1,927,025 | 14.20% | |
| SIVR |
abrdn Silver ETF Trust
|
NEW | 23,309 | $1,669,157 | 12.30% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 6,553 | $1,663,085 | 12.26% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 979 | $828,224 | 6.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 3,082 | $641,888 | 4.73% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,694 | $627,067 | 4.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,883 | $553,903 | 4.08% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 1,008 | $466,895 | 3.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 628 | $300,937 | 2.22% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,588 | $276,947 | 2.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,325 | $224,799 | 1.66% |