Hc-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALXO",
  "MMM",
  "BABA",
  "VDE",
  "AXP",
  null,
  null,
  null,
  "HD",
  "QCOM",
  null,
  null,
  "MSFT",
  "GE",
  "GPC",
  "HQY",
  null,
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  null,
  null,
  "RTX",
  "VCIT",
  null,
  "VYM",
  "GRND",
  null,
  "AFL",
  "WM",
  null,
  "AMZN",
  "SCHB",
  null,
  "PLUG",
  null,
  null,
  null,
  "WFC",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "SO",
  "NGD",
  null,
  "BAC",
  "BRK-B",
  "BDX",
  "CARR",
  "CVX",
  "KO",
  "DAL",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 62
Total Value: 133523276
Accession Number: 0001803295-25-000002
Form Type: 13F-HR
CIK: hc-advisors
Manager Name: Hc-Advisors

Data Enrichment

69% identified

43 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $133.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524854

Shares:812.5K

Value:$20.2M

% of Portfolio:15.1% ($20.2M/$133.5M)

336917109

Shares:378.8K

Value:$16.5M

% of Portfolio:12.3% ($16.5M/$133.5M)

464287721

Shares:84.2K

Value:$11.8M

% of Portfolio:8.9% ($11.8M/$133.5M)

808524706

Shares:341.8K

Value:$9.4M

% of Portfolio:7.1% ($9.4M/$133.5M)

808524797

SCHD|808524797

Shares:238.1K

Value:$6.7M

% of Portfolio:5.0% ($6.7M/$133.5M)

97717W604

Shares:193.8K

Value:$6.2M

% of Portfolio:4.6% ($6.2M/$133.5M)

808524300

SCHG|808524300

Shares:200.3K

Value:$5.0M

% of Portfolio:3.8% ($5.0M/$133.5M)

Grindr Inc.

GRND|39854F101

Shares:268.2K

Value:$4.8M

% of Portfolio:3.6% ($4.8M/$133.5M)

92204A207

Shares:21.4K

Value:$4.7M

% of Portfolio:3.5% ($4.7M/$133.5M)

808524839

Shares:186.9K

Value:$4.3M

% of Portfolio:3.2% ($4.3M/$133.5M)

464287788

Shares:37.9K

Value:$4.3M

% of Portfolio:3.2% ($4.3M/$133.5M)

464287762

Shares:68.2K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$133.5M)

922908769

VTI|922908769

Shares:11.8K

Value:$3.2M

% of Portfolio:2.4% ($3.2M/$133.5M)

92204A306

VDE|92204A306

Shares:23.8K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$133.5M)

464287275

Shares:29.1K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$133.5M)

808524508

Shares:102.6K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$133.5M)

808524607

SCHA|808524607

Shares:102.2K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$133.5M)

85210B102

Shares:48.1K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$133.5M)

85207H104

Shares:71.2K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$133.5M)

85207K107

Shares:122.6K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524854)✕	812.5K	QoQ +6.23% (+47.7K) YoY +74.60% (-347.1K)	All Managers (Combined)	$20.2M	15.1% ($20.2M/$133.5M)	QoQ +8.72% (+$1.6M) YoY -11.50% (-$2.6M)
(cusip336917109)✕	378.8K	QoQ +2.58% (+9.5K) YoY +10.92% (+37.3K)	All Managers (Combined)	$16.5M	12.3% ($16.5M/$133.5M)	QoQ +10.68% (+$1.6M) YoY +25.22% (+$3.3M)
(cusip464287721)✕	84.2K	QoQ +11.45% (-8.7K) YoY +10.27% (+7.8K)	All Managers (Combined)	$11.8M	8.9% ($11.8M/$133.5M)	QoQ -1.87% (-$225.9K) YoY +14.67% (+$1.5M)
(cusip808524706)✕	341.8K	QoQ +4.99% (+16.2K) YoY +11.17% (+34.4K)	All Managers (Combined)	$9.4M	7.1% ($9.4M/$133.5M)	QoQ +8.69% (+$754.0K) YoY +21.38% (+$1.7M)
(SCHDcusip808524797)	238.1K	QoQ -0.84% (-2.0K) YoY +211.57% (+161.7K)	All Managers (Combined)	$6.7M	5.0% ($6.7M/$133.5M)	QoQ +1.47% (-$96.8K) YoY +8.04% (+$495.7K)
(cusip97717W604)✕	193.8K	QoQ +2.57% (-4.9K) YoY +14.45% (+24.5K)	All Managers (Combined)	$6.2M	4.6% ($6.2M/$133.5M)	QoQ -4.55% (-$295.8K) YoY +11.93% (+$660.5K)
(SCHGcusip808524300)	200.3K	QoQ +0.37% (-743) YoY +247.24% (-142.6K)	All Managers (Combined)	$5.0M	3.8% ($5.0M/$133.5M)	QoQ -9.81% (-$546.1K) YoY -6.22% (-$332.7K)
Grindr Inc.(GRNDcusip39854F101)	268.2K	QoQ +46.00% (+84.5K) YoY +46.52% (+85.2K)	All Managers (Combined)	$4.8M	3.6% ($4.8M/$133.5M)	QoQ +46.49% (+$1.5M) YoY +158.90% (+$2.9M)
(cusip92204A207)✕	21.4K	QoQ +1.43% (+302) YoY +16.29% (+3.0K)	All Managers (Combined)	$4.7M	3.5% ($4.7M/$133.5M)	QoQ +5.00% (+$222.8K) YoY +24.65% (+$924.9K)
(cusip808524839)✕	186.9K	QoQ +6.57% (+11.5K) YoY +135.16% (+107.4K)	All Managers (Combined)	$4.3M	3.2% ($4.3M/$133.5M)	QoQ +8.73% (+$347.9K) YoY +18.40% (+$672.8K)
(cusip464287788)✕	37.9K	QoQ -1.67% (-645) YoY +1.64% (+612)	All Managers (Combined)	$4.3M	3.2% ($4.3M/$133.5M)	QoQ +0.34% (-$14.7K) YoY +19.91% (+$710.7K)
(cusip464287762)✕	68.2K	QoQ +6.32% (+4.1K) YoY +21.06% (+11.9K)	All Managers (Combined)	$4.2M	3.1% ($4.2M/$133.5M)	QoQ +11.10% (+$415.2K) YoY +19.08% (+$665.9K)
(VTIcusip922908769)	11.8K	QoQ +595.06% (+10.1K) YoY -92.51% (-146.1K)	All Managers (Combined)	$3.2M	2.4% ($3.2M/$133.5M)	QoQ +559.15% (+$2.8M) YoY -92.08% (-$37.8M)
(VDEcusip92204A306)	23.8K	QoQ +1.25% (+295) YoY +16.54% (+3.4K)	All Managers (Combined)	$3.1M	2.3% ($3.1M/$133.5M)	QoQ +8.26% (+$235.6K) YoY +14.77% (+$397.3K)
(cusip464287275)✕	29.1K	QoQ -7.74% (-2.4K) YoY -7.96% (-2.5K)	All Managers (Combined)	$2.8M	2.1% ($2.8M/$133.5M)	QoQ -7.40% (-$225.7K) YoY +6.12% (-$162.7K)
(cusip808524508)✕	102.6K	QoQ -0.37% (-391) YoY +189.77% (-67.2K)	All Managers (Combined)	$2.7M	2.0% ($2.7M/$133.5M)	QoQ -5.80% (-$165.8K) YoY -6.76% (-$195.1K)
(SCHAcusip808524607)	102.2K	QoQ +1.60% (-1.6K) YoY +113.21% (+54.3K)	All Managers (Combined)	$2.4M	1.8% ($2.4M/$133.5M)	QoQ -7.94% (-$206.7K) YoY +1.45% (+$34.3K)
(cusip85210B102)✕	48.1K	QoQ +0.67% (+325) YoY +20.86% (+8.3K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$133.5M)	QoQ +37.59% (+$499.1K) YoY +80.96% (+$817.2K)
(cusip85207H104)✕	71.2K	QoQ 0.00% (+0) YoY -6.58% (-5.0K)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$133.5M)	QoQ +19.46% (+$279.1K) YoY +29.92% (-$394.6K)
(cusip85207K107)✕	122.6K	QoQ +0.57% (+700) YoY -3.58% (-4.6K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$133.5M)	QoQ +20.89% (+$245.8K) YoY +34.91% (-$368.0K)