Heck-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SMTC",
  "GDX",
  null,
  "EXAS",
  null,
  null,
  "ABT",
  null,
  "GOOGL",
  "GDXJ",
  "ASML",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "CRS",
  null,
  null,
  null,
  "D",
  null,
  "PII",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SRAD",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "GENI",
  "HURN",
  "EMXC",
  null,
  "GSIE",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "RSI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "IWS",
  null,
  null,
  null,
  null,
  "MPC",
  "MA",
  null,
  "MSFT",
  null,
  "TMUS",
  null,
  "GE",
  null,
  "NVS",
  "IJR",
  "IWD",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  null,
  "UNH",
  "AAPL",
  "EFAV",
  null,
  null,
  null,
  "NVDA",
  "INTC",
  "OGN",
  "GEHC",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  "NOW",
  "RTX",
  "IBM",
  "UL",
  "VNQ",
  "VSEC",
  "ATRC",
  "ATEC",
  "MGNI",
  "OSIS",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "IWO",
  "GMED",
  "IWN",
  "IEF",
  null,
  "NTRA",
  "GNRC",
  "IWP",
  "IWR",
  "FOUR",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEA",
  null,
  "VBR",
  "VB",
  "V",
  "WMT",
  null,
  null,
  "ZETA",
  null,
  "SITM",
  "SCHD",
  "PSX",
  null,
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "DGRO",
  null,
  null,
  null,
  null,
  null,
  "ADP",
  "AVPT",
  "BRK-B",
  "BA",
  "CWH",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CRH",
  "DE",
  "RSP",
  "IJT",
  "IJJ",
  "VMC",
  "USMV",
  "NEE",
  "IWM",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "AWK",
  null,
  null,
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 232
Total Value: 889189570
Accession Number: 0001140361-25-018424
Form Type: 13F-HR
CIK: heck-capital-advisors
Manager Name: Heck-Capital-Advisors

Data Enrichment

52% identified

120 identified112 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

232 positions • $889.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46438G752

Shares:522

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$889.2M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:354

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$889.2M)

Alphatec Holdings, Inc.

ATEC|02081G201

Shares:1.5K

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$889.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:65

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$889.2M)

AtriCure, Inc.

ATRC|04963C209

Shares:455

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$889.2M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:166

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$889.2M)

HOME DEPOT, INC.

HD|437076102

Shares:35

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$889.2M)

SYSCO CORP

SYY|871829107

Shares:170

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$889.2M)

46438G760

Shares:390

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$889.2M)

SEMTECH CORP

SMTC|816850101

Shares:331

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$889.2M)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:771

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$889.2M)

922908611

VBR|922908611

Shares:55

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$889.2M)

46137V241

Shares:153

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$889.2M)

SITIME Corp

SITM|82982T106

Shares:66

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$889.2M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:76

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$889.2M)

MAGNITE, INC.

MGNI|55955D100

Shares:592

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$889.2M)

92189F643

Shares:75

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$889.2M)

97717X578

Shares:184

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$889.2M)

464286681

Shares:58

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$889.2M)

464287879

Shares:31

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$889.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438G752)✕	522	QoQ +95.50% (+255) YoY +98.47% (+259)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$889.2M)	QoQ +93.39% (+$7.8K) YoY +109.21% (+$8.5K)
EXACT SCIENCES CORP(EXAScusip30063P105)	354	QoQ NEW(+354) YoY NEW(+354)	All Managers (Combined)	$15.3K	0.0% ($15.3K/$889.2M)	QoQ NEW(+$15.3K) YoY NEW(+$15.3K)
Alphatec Holdings, Inc.(ATECcusip02081G201)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$889.2M)	QoQ +10.45% (+$1.4K) YoY NEW(+$15.2K)
LOWES COMPANIES INC(LOWcusip548661107)	65	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$889.2M)	QoQ -5.49% (-$882) YoY -8.43% (-$1.4K)
AtriCure, Inc.(ATRCcusip04963C209)	455	QoQ 0.00% (+0) YoY NEW(+455)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$889.2M)	QoQ +5.55% (+$773) YoY NEW(+$14.7K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	166	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$889.2M)	QoQ +3.23% (+$420) YoY -11.21% (-$1.7K)
HOME DEPOT, INC.(HDcusip437076102)	35	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$889.2M)	QoQ -5.78% (-$788) YoY -4.46% (-$599)
SYSCO CORP(SYYcusip871829107)	170	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$889.2M)	QoQ -1.85% (-$241) YoY -7.56% (-$1.0K)
(cusip46438G760)✕	390	QoQ 0.00% (-0) YoY NEW(+390)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$889.2M)	QoQ -0.93% (-$114) YoY NEW(+$12.1K)
SEMTECH CORP(SMTCcusip816850101)	331	QoQ 0.00% (-0) YoY NEW(+331)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$889.2M)	QoQ -44.38% (-$9.1K) YoY NEW(+$11.4K)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	771	QoQ 0.00% (-0) YoY NEW(+771)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$889.2M)	QoQ -24.62% (-$3.4K) YoY NEW(+$10.5K)
(VBRcusip922908611)	55	QoQ 0.00% (-0) YoY NEW(+55)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$889.2M)	QoQ -6.00% (-$654) YoY NEW(+$10.2K)
(cusip46137V241)✕	153	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$889.2M)	QoQ -1.03% (-$106) YoY +9.80% (+$906)
SITIME Corp(SITMcusip82982T106)	66	QoQ 0.00% (-0) YoY NEW(+66)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$889.2M)	QoQ -28.74% (-$4.1K) YoY NEW(+$10.1K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	76	QoQ NEW(+76) YoY NEW(+76)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$889.2M)	QoQ NEW(+$9.6K) YoY NEW(+$9.6K)
MAGNITE, INC.(MGNIcusip55955D100)	592	QoQ 0.00% (-0) YoY NEW(+592)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$889.2M)	QoQ -28.32% (-$2.7K) YoY NEW(+$6.8K)
(cusip92189F643)✕	75	QoQ -99.81% (-40.0K) YoY -99.89% (-72.7K)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$889.2M)	QoQ -99.82% (-$3.7M) YoY -99.89% (-$6.5M)
(cusip97717X578)✕	184	QoQ 0.00% (+0) YoY NEW(+184)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$889.2M)	QoQ +1.28% (+$72) YoY NEW(+$5.7K)
(cusip464286681)✕	58	QoQ 0.00% (-0) YoY NEW(+58)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$889.2M)	QoQ -1.86% (-$102) YoY NEW(+$5.4K)
(cusip464287879)✕	31	QoQ 0.00% (-0) YoY -99.79% (-15.1K)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$889.2M)	QoQ -10.23% (-$343) YoY -99.80% (-$1.6M)