HF Advisory Group, LLC

Q2 2026 13F-HR Holdings

Location
Annapolis, MD
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$323,490
Net value change ($000)
+30,045 (10.2%)
New positions
8
Sold out positions
6
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
AMAT 2,029 83.2%
V 1,324 50.9%
TMO 1,236 NEW
DGRO 1,160 12.6%
KRC 1,094 39.7%
AON 968 405.0%
QQQ 898 27.5%
LLY 885 48.9%
AMRZ 855 303.2%
KVUE 831 20.1%
Top Reduces (Value $000, Stocks/ETFs)
KMX -1,930 -100.0%
BAC -1,089 -100.0%
COP -1,026 -30.5%
XOM -921 -21.0%
SHEL -829 -18.2%
MCK -751 -39.6%
VZ -657 -10.1%
T -655 -19.3%
DEO -585 -100.0%
NVS -495 -27.0%
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