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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92206C870

VCIT|92206C870

Shares:3.8K

Value:$313.0K

% of Portfolio:0.2% ($313.0K/$133.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.0K

Value:$287.1K

% of Portfolio:0.2% ($287.1K/$133.5M)

AMAZON COM INC

AMZN|023135106

Shares:1.5K

Value:$276.8K

% of Portfolio:0.2% ($276.8K/$133.5M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$265.9K

% of Portfolio:0.2% ($265.9K/$133.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.1K

Value:$257.4K

% of Portfolio:0.2% ($257.4K/$133.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:937

Value:$252.1K

% of Portfolio:0.2% ($252.1K/$133.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:472

Value:$251.4K

% of Portfolio:0.2% ($251.4K/$133.5M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:5.7K

Value:$247.0K

% of Portfolio:0.2% ($247.0K/$133.5M)

46429B663

Shares:2.0K

Value:$242.2K

% of Portfolio:0.2% ($242.2K/$133.5M)

AFLAC INC

AFL|001055102

Shares:2.2K

Value:$240.7K

% of Portfolio:0.2% ($240.7K/$133.5M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.0K

Value:$229.1K

% of Portfolio:0.2% ($229.1K/$133.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.5K

Value:$222.0K

% of Portfolio:0.2% ($222.0K/$133.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.3K

Value:$221.4K

% of Portfolio:0.2% ($221.4K/$133.5M)

808524102

SCHB|808524102

Shares:10.2K

Value:$219.3K

% of Portfolio:0.2% ($219.3K/$133.5M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$217.0K

% of Portfolio:0.2% ($217.0K/$133.5M)

464287168

DVY|464287168

Shares:1.5K

Value:$207.9K

% of Portfolio:0.2% ($207.9K/$133.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$203.5K

% of Portfolio:0.2% ($203.5K/$133.5M)

GENUINE PARTS CO

GPC|372460105

Shares:1.7K

Value:$198.4K

% of Portfolio:0.1% ($198.4K/$133.5M)

PLUG POWER INC

PLUG|72919P202

Shares:105.0K

Value:$141.8K

% of Portfolio:0.1% ($141.8K/$133.5M)

New Gold Inc. /FI

NGD|644535106

Shares:33.8K

Value:$125.4K

% of Portfolio:0.1% ($125.4K/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VCITcusip92206C870)	3.8K	QoQ NEW(+3.8K) YoY -64.47% (-6.9K)	All Managers (Combined)	$313.0K	0.2% ($313.0K/$133.5M)	QoQ NEW(+$313.0K) YoY -63.92% (-$554.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.0K	QoQ -17.51% (-849) YoY -8.76% (-384)	All Managers (Combined)	$287.1K	0.2% ($287.1K/$133.5M)	QoQ -15.69% (-$53.5K) YoY +13.01% (-$33.1K)
AMAZON COM INC(AMZNcusip023135106)	1.5K	QoQ +6.90% (-94) YoY -75.99% (-4.6K)	All Managers (Combined)	$276.8K	0.2% ($276.8K/$133.5M)	QoQ -7.28% (-$21.8K) YoY -74.67% (-$816.3K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$265.9K	0.2% ($265.9K/$133.5M)	QoQ NEW(+$265.9K) YoY NEW(+$265.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.1K	QoQ -31.86% (-520) YoY -25.86% (-388)	All Managers (Combined)	$257.4K	0.2% ($257.4K/$133.5M)	QoQ -21.82% (-$71.9K) YoY -19.48% (-$62.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	937	QoQ +0.21% (-2) YoY -55.67% (-1.2K)	All Managers (Combined)	$252.1K	0.2% ($252.1K/$133.5M)	QoQ -9.19% (-$25.5K) YoY -47.62% (-$229.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	472	QoQ 0.00% (+0) YoY NEW(+472)	All Managers (Combined)	$251.4K	0.2% ($251.4K/$133.5M)	QoQ +17.49% (+$37.4K) YoY NEW(+$251.4K)
DELTA AIR LINES, INC.(DALcusip247361702)	5.7K	QoQ +0.26% (-15) YoY -17.65% (-1.2K)	All Managers (Combined)	$247.0K	0.2% ($247.0K/$133.5M)	QoQ -27.75% (-$94.9K) YoY -25.00% (-$82.4K)
(cusip46429B663)✕	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$242.2K	0.2% ($242.2K/$133.5M)	QoQ +7.89% (+$17.7K) YoY NEW(+$242.2K)
AFLAC INC(AFLcusip001055102)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$240.7K	0.2% ($240.7K/$133.5M)	QoQ +7.49% (+$16.8K) YoY NEW(+$240.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$229.1K	0.2% ($229.1K/$133.5M)	QoQ NEW(+$229.1K) YoY NEW(+$229.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.5K	QoQ 0.00% (-0) YoY NEW(+3.5K)	All Managers (Combined)	$222.0K	0.2% ($222.0K/$133.5M)	QoQ -7.11% (-$17.0K) YoY NEW(+$222.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.3K	QoQ -9.55% (-141) YoY -28.91% (-543)	All Managers (Combined)	$221.4K	0.2% ($221.4K/$133.5M)	QoQ +3.71% (-$7.9K) YoY -25.47% (-$75.7K)
(SCHBcusip808524102)	10.2K	QoQ 0.00% (-0) YoY +200.00% (+6.8K)	All Managers (Combined)	$219.3K	0.2% ($219.3K/$133.5M)	QoQ -5.15% (-$11.9K) YoY +5.79% (+$12.0K)
3M CO(MMMcusip88579Y101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$217.0K	0.2% ($217.0K/$133.5M)	QoQ NEW(+$217.0K) YoY NEW(+$217.0K)
(DVYcusip464287168)	1.5K	QoQ +0.06% (+1) YoY NEW(+1.5K)	All Managers (Combined)	$207.9K	0.2% ($207.9K/$133.5M)	QoQ +2.30% (+$4.7K) YoY NEW(+$207.9K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$203.5K	0.2% ($203.5K/$133.5M)	QoQ 0.00% (-$14) YoY NEW(+$203.5K)
GENUINE PARTS CO(GPCcusip372460105)	1.7K	QoQ NEW(+1.7K) YoY +21.71% (-297)	All Managers (Combined)	$198.4K	0.1% ($198.4K/$133.5M)	QoQ NEW(+$198.4K) YoY -6.40% (-$13.6K)
PLUG POWER INC(PLUGcusip72919P202)	105.0K	QoQ NEW(+105.0K) YoY -74.40% (-305.2K)	All Managers (Combined)	$141.8K	0.1% ($141.8K/$133.5M)	QoQ NEW(+$141.8K) YoY -89.95% (-$1.3M)
New Gold Inc. /FI(NGDcusip644535106)	33.8K	QoQ 0.00% (+0) YoY -84.51% (-184.5K)	All Managers (Combined)	$125.4K	0.1% ($125.4K/$133.5M)	QoQ +49.59% (+$41.6K) YoY -66.20% (-$245.6K)