Institutional Fund
Hfg Advisors, Inc.
Cincinatti, OHCIK 19110875 filings on record
Portfolio Value
$142.09M
Q1 2026
Holdings
117
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+3.0%
from $138.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr8.0%
- First Tr Exchange Traded Fd6.1%
- First Tr Exchange Traded Fd6.1%
- First Tr Exchange-Traded Fd4.4%
- Vanguard Index Fds4.4%
- Vanguard Index Fds4.0%
- Other67.1%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 19.6K | $11.34M | 8.0% | −658 | Reduced |
| 2 | First Tr Exchange Traded Fd | 143.7K | $8.68M | 6.1% | +206 | Added |
| 3 | First Tr Exchange Traded Fd | 126.4K | $8.63M | 6.1% | +23.0K | Added |
| 4 | First Tr Exchange-Traded Fd | 122.3K | $6.21M | 4.4% | +2.1K | Added |
| 5 | Vanguard Index Fds | 33.6K | $6.19M | 4.4% | +1.2K | Added |
| 6 | Vanguard Index Fds | 22.3K | $5.74M | 4.0% | +838 | Added |
| 7 | Ishares Tr | 11.9K | $4.25M | 3.0% | +142 | Added |
| 8 | Ishares Tr | 55.8K | $3.17M | 2.2% | +961 | Added |
| 9 | First Tr Exchange-Traded Alp | 20.2K | $3.12M | 2.2% | +275 | Added |
| 10 | Ishares Tr | 35.3K | $2.81M | 2.0% | +1.4K | Added |
107 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio