HF Advisory Group, LLC
Top Portfolio Positions
111 positions ·
$204,076,434 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VZ |
Verizon Communications Inc
Communication Services
|
129,463 | $6,499,042 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
16,494 | $6,105,583 | 2.99% | |
| PAGP |
Plains Gp Holdings LP
Energy
|
228,046 | $5,536,956 | 2.71% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,123 | $5,331,061 | 2.61% | |
| TRP |
Tc Energy Corp
Energy
|
83,668 | $5,237,616 | 2.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,690 | $4,725,646 | 2.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,801 | $4,696,639 | 2.30% | |
| SHEL |
Shell plc
Energy
|
49,035 | $4,560,255 | 2.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,884 | $4,391,479 | 2.15% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
54,631 | $4,349,173 | 2.13% |
Portfolio Trend
14 quarters · across all stocks
Holdings in KRC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,757,583 | 97,752 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,613,246 | 69,929 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,924,629 | 69,222 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,298,529 | 66,993 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,589,023 | 48,505 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,579,289 | 39,043 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,085,844 | 28,058 | Shares | Sole | 2024-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||