Hegarty Advisors, LLC
All 13F Filings
- Location
- Garden City, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 145,312
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 66 | 145,312 | 13F-HR | Hegarty Advisors, LLC |
| Q1 2026 | 4/30/2026 | 57 | 126,843 | 13F-HR | Hegarty Advisors, LLC |
| Q4 2025 | 1/29/2026 | 55 | 115,200 | 13F-HR | Hegarty Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.684 K | 4.6% | 918 | 0 | 918 |
| ETFs | 138.6 K | 95.4% | 17.55 K | 0 | 17.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
145,312
Holdings
66
QoQ value change ($000)
18,469
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.