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Latest HFG Advisors, Inc. Stock Portfolio

$142Million– No. of Holdings #115

HFG Advisors, Inc. Performance:
2026 Q1: -1.41%YTD: -1.41%2025: 11.68%
Performance for 2026 Q1 is -1.41%, and YTD is -1.41%, and 2025 is 11.68%.

About HFG Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, HFG Advisors, Inc. reported an equity portfolio of $142.1 Millions as of 31 Mar, 2026.

The top stock holdings of HFG Advisors, Inc. are QQQ, AIRR, AIRR. The fund has invested 8% of it's portfolio in INVESCO QQQ TR and 6.1% of portfolio in FIRST TR EXCHANGE TRADED FD.

The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU), MICRON TECHNOLOGY INC (MU) and MERCHANTS BANCORP IND (MBIN) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), FIRST TR EXCHANGE-TRADED FD (BGLD) and CINCINNATI FINL CORP (CINF). HFG Advisors, Inc. opened new stock positions in PGIM ETF TR (PAB), FIRST TR EXCHANGE-TRADED FD (BGLD) and VENTURE GLOBAL INC. The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), BROADCOM INC (AVGO) and NVIDIA CORPORATION (NVDA).
HFG Advisors, Inc. Equity Portfolio Value
Last Reported on: 08 May, 2026

HFG Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that HFG Advisors, Inc. made a return of -1.41% in the last quarter. In trailing 12 months, it's portfolio return was 12.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pgim etf tr1,241,210
first tr exchange-traded fd638,808
first tr exchange-traded fd628,162
venture global inc489,222
alphabet inc431,437
totalenergies se324,799
meta platforms inc232,285
philip morris intl inc229,328
New stocks bought by HFG Advisors, Inc.

Additions

Ticker% Inc.
abbvie inc170
broadcom inc143
nvidia corporation130
amazon com inc68.12
spdr series trust64.34
microsoft corp51.06
eli lilly & co40.27
rtx corporation29.14
Additions to existing portfolio by HFG Advisors, Inc.

Reductions

Ticker% Reduced
first tr exchange-traded fd-57.15
first tr exchange-traded fd-52.66
cincinnati finl corp-45.25
first tr exchange-traded fd-36.39
taiwan semiconductor manufac-29.74
energy transfer l p-24.65
tcw etf trust-22.45
wells fargo & co-21.84
HFG Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
blackrock etf trust ii-1,102,050
rithm capital corp-109,000
merchants bancorp ind-315,635
alliancebernstein hldg l p-252,429
bank america corp-264,440
brookfield corp-212,149
micron technology inc-491,189
elevance health inc formerly-211,956
HFG Advisors, Inc. got rid off the above stocks

Sector Distribution

HFG Advisors, Inc. has about 82.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Defensive
  • Energy
  • Industrials
  • Communication Services
  • Utilities
  • Healthcare
Sector%
Others82.8
Technology3
Financial Services3
Consumer Defensive2.2
Energy1.9
Industrials1.8
Communication Services1.8
Utilities1.7
Healthcare1.5

Market Cap. Distribution

HFG Advisors, Inc. has about 14.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED82.8
MEGA-CAP10.5
LARGE-CAP4.3
MID-CAP2.3

Stocks belong to which Index?

About 14.2% of the stocks held by HFG Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others85.7
S&P 50012.5
RUSSELL 20001.7
Top 5 Winners (%)%
AIRR
first tr exchange traded fd
38.3 %
CARZ
first tr exchange-traded fd
32.7 %
ge vernova inc
32.4 %
EPD
enterprise prods partners l
17.2 %
RIO
rio tinto plc
16.6 %
Top 5 Winners ($)$
FDL
first tr exchange-traded fd
0.8 M
AMPS
ishares tr
0.3 M
ge vernova inc
0.2 M
VB
vanguard index fds
0.2 M
EPD
enterprise prods partners l
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-20.3 %
LNC
lincoln natl corp ind
-20.0 %
WFC
wells fargo & co
-13.0 %
BGLD
first tr exchange-traded fd
-12.8 %
LLY
eli lilly & co
-12.6 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-0.7 M
VB
vanguard index fds
-0.5 M
MSFT
microsoft corp
-0.4 M
AIRR
first tr exchange traded fd
-0.4 M
LNC
lincoln natl corp ind
-0.2 M

HFG Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HFG Advisors, Inc.

HFG Advisors, Inc. has 115 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. FDL was the most profitable stock for HFG Advisors, Inc. last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions