HC Advisors
HC Advisors reported 62 stocks worth $165M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SCHR (13.5%), IYW (13.3%) and FDL (8.9%). Compared with Q1 2026, the fund opened new positions in TXN, BA and MRK, added to FDL, SCHE and SCHG, trimmed IYW, IYH and VTI and sold out of CEG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHR Schwab Strategic TR | $22.2M | 13.5% | 899K | No change | 8 of 8 | |
| 2 |  IYW Ishares US Technology | $22M | 13.3% | 87K | −1,975 (−2%) | 8 of 8 | |
| 3 |  FDL First TR Exchange-Traded FD | $14.7M | 8.9% | 302K | +8,813 (+3%) | 8 of 8 | |
| 4 |  SCHE Schwab Emerging Markets | $11.9M | 7.2% | 328K | +14K (+5%) | 8 of 8 | |
| 5 |  SCHG Schwab Strategic TR | $10.1M | 6.2% | 299K | +12K (+4%) | 8 of 8 | |
| 6 |  DES Wisdomtree TR | $8.4M | 5.1% | 206K | No change | 8 of 8 | |
| 7 |  SCHD Schwab US Dividend Equity ETF | $6.5M | 4.0% | 207K | +17K (+9%) | 8 of 8 | |
| 8 |  SCHZ Schwab US Aggregate Bond | $5.8M | 3.5% | 251K | +23K (+10%) | 8 of 8 | |
| 9 |  VDC Vanguard World FD | $5.5M | 3.3% | 24K | +608 (+3%) | 8 of 8 | |
| 10 |  IYF Ishares US Financials | $4.7M | 2.9% | 37K | +578 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CEG Constellation Energy Cor | $202K | 722 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HC Advisors 13F FAQ
What does HC Advisors own?
HC Advisors reported 62 stocks worth $165M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SCHR (13.5%), IYW (13.3%) and FDL (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did HC Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 28 added to, 11 trimmed and 1 sold out. New positions include TXN, BA and MRK. It sold all of CEG.
When will HC Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HC Advisors's portfolio worth?
The Q2 2026 filing reports $165M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.