HC Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Sandy Springs, GA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$149,412
Net value change ($000)
+4,872 (3.4%)
New positions
2
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FDL 1,518 11.4%
VDC 1,035 24.2%
SCHD 911 18.6%
SCHR 896 4.2%
SCHZ 713 15.6%
FCX 681 NEW
DES 568 8.3%
BOXX 327 NEW
PHYS 316 13.4%
SGDM 286 10.0%
Top Reduces (Value $000, Stocks/ETFs)
IYW -422 -2.5%
PSLV -349 -10.2%
IYF -348 -7.5%
IYH -330 -6.9%
NVDA -270 -20.4%
SCHE -258 -2.4%
BCTK -227 -100.0%
GE -182 -36.3%
NGD -181 -100.0%
VTI -161 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type