HC Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Sandy Springs, GA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$173,250
Net value change ($000)
+8,522 (5.2%)
New positions
1
Sold out positions
4
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SCHO 31,035 5425.7%
SCHG 1,212 12.0%
IYH 763 16.4%
SGDM 568 20.9%
SCHE 469 3.9%
GRND 434 9.6%
AAPL 252 17.6%
SCHD 203 3.1%
PHYS 181 7.3%
NVDA 167 14.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHR -16,736 -75.5%
SCHZ -5,801 -100.0%
IYW -1,703 -7.8%
DES -1,146 -13.7%
BOXX -329 -100.0%
SCHB -295 -100.0%
SCHM -291 -6.9%
DVYA -281 -100.0%
SPPP -232 -29.5%
SCHA -220 -11.7%
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