Institutional Fund
Hf Advisory Group, LLC
Annapolis, MDCIK 19631696 filings on record
Portfolio Value
$293.45M
Q1 2026
Holdings
166
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+2.4%
from $286.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr3.1%
- Ishares Tr2.4%
- Verizon Communications Inc2.2%
- Spdr Series Trust2.1%
- Microsoft Corp2.1%
- Alphabet Inc2.0%
- Other86.0%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 130.9K | $9.18M | 3.1% | +4.2K | Added |
| 2 | Ishares Tr | 268.8K | $7.18M | 2.4% | +23.2K | Added |
| 3 | Verizon Communications Inc | 129.5K | $6.50M | 2.2% | +4.1K | Added |
| 4 | Spdr Series Trust | 35.0K | $6.23M | 2.1% | +596 | Added |
| 5 | Microsoft Corp | 16.5K | $6.11M | 2.1% | +3.5K | Added |
| 6 | Alphabet Inc | 20.4K | $5.86M | 2.0% | −3.9K | Reduced |
| 7 | Plains Gp Hldgs L P | 228.0K | $5.54M | 1.9% | +2.5K | Added |
| 8 | Spdr Series Trust | 229.2K | $5.34M | 1.8% | +19.7K | Added |
| 9 | Jpmorgan Chase & Co. | 18.1K | $5.33M | 1.8% | +1.2K | Added |
| 10 | Tc Energy Corp | 83.7K | $5.24M | 1.8% | +4.5K | Added |
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