Hegarty Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$126,843
Net value change ($000)
+11,643 (10.1%)
New positions
7
Sold out positions
5
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 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)
QQQ 2,212 NEW
GLDM 1,927 NEW
VOE 1,838 64.0%
SIVR 1,669 NEW
AAPL 1,663 NEW
EMXC 1,284 95.0%
VEU 1,099 7.4%
MTBA 742 214.5%
AMZN 642 NEW
VCSH 550 22.3%
Top Reduces (Value $000, Stocks/ETFs)
RSP -828 -16.6%
QQQM -560 -15.9%
VOO -456 -3.0%
VWO -446 -18.1%
STRV -407 -6.0%
ELM -347 -100.0%
STXE -291 -31.0%
VNQ -216 -100.0%
PTNQ -215 -100.0%
GOOGL -213 -100.0%
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