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Latest HF Advisory Group, LLC Stock Portfolio

HF Advisory Group, LLC Performance:
2025 Q4: 1.57%YTD: 11.62%2024: 14.71%
Performance for 2025 Q4 is 1.57%, and YTD is 11.62%, and 2024 is 14.71%.

About HF Advisory Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, HF Advisory Group, LLC reported an equity portfolio of $286.6 Millions as of 31 Dec, 2025.

The top stock holdings of HF Advisory Group, LLC are ACWF, GOOG, AGT. The fund has invested 3.1% of it's portfolio in ISHARES TR and 2.7% of portfolio in ALPHABET INC.

The fund managers got completely rid off UNILEVER PLC stocks. They significantly reduced their stock positions in UNITED PARCEL SERVICE INC (UPS), PFIZER INC (PFE) and AIRBNB INC (ABNB). HF Advisory Group, LLC opened new stock positions in UNILEVER PLC, HEALTHPEAK PROPERTIES INC (PEAK) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MLS INC (GIS), SELECT SECTOR SPDR TR (XLB) and KENVUE INC.

HF Advisory Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HF Advisory Group, LLC made a return of 1.57% in the last quarter. In trailing 12 months, it's portfolio return was 11.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
unilever plc2,042,770
healthpeak properties inc1,507,400
spdr series trust237,446
kraft heinz co228,418
New stocks bought by HF Advisory Group, LLC

Additions

Ticker% Inc.
general mls inc298
select sector spdr tr102
kenvue inc47.59
philip morris intl inc27.85
carmax inc26.95
amazon com inc21.97
comcast corp new21.33
conocophillips20.29
Additions to existing portfolio by HF Advisory Group, LLC

Reductions

Ticker% Reduced
united parcel service inc-61.66
pfizer inc-40.31
airbnb inc-40.2
unitedhealth group inc-38.82
mastercard incorporated-23.71
visa inc-19.31
vanguard star fds-18.7
vanguard whitehall fds-17.62
HF Advisory Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
unilever plc-1,863,600
HF Advisory Group, LLC got rid off the above stocks

Sector Distribution

HF Advisory Group, LLC has about 43.6% of it's holdings in Others sector.

Sector%
Others43.6
Technology9.4
Financial Services8.5
Communication Services7.8
Healthcare7.1
Consumer Cyclical6.2
Consumer Defensive4.6
Energy4.2
Industrials3.6
Utilities2.2
Real Estate1.9

Market Cap. Distribution

HF Advisory Group, LLC has about 53.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED43.4
LARGE-CAP33.2
MEGA-CAP20.3
MID-CAP2.9

Stocks belong to which Index?

About 53% of the stocks held by HF Advisory Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50053
Others46.3
Top 5 Winners (%)%
LLY
eli lilly & co
39.0 %
CAH
cardinal health inc
30.7 %
GOOG
alphabet inc
28.4 %
GOOG
alphabet inc
28.2 %
AMAT
applied matls inc
23.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.8 M
LLY
eli lilly & co
0.7 M
AMAT
applied matls inc
0.6 M
WFC
wells fargo co new
0.5 M
VOD
vodafone group plc new
0.3 M
Top 5 Losers (%)%
fiserv inc
-44.0 %
XLB
select sector spdr tr
-42.9 %
ORCL
oracle corp
-28.3 %
VEEV
veeva sys inc
-23.8 %
HD
home depot inc
-15.0 %
Top 5 Losers ($)$
ORCL
oracle corp
-0.7 M
META
meta platforms inc
-0.4 M
MSFT
microsoft corp
-0.4 M
VZ
verizon communications inc
-0.4 M
KRC
kilroy rlty corp
-0.3 M

HF Advisory Group, LLC Holdings Map

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

Current Stock Holdings of HF Advisory Group, LLC

HF Advisory Group, LLC has 165 stocks in it's portfolio. About 21.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for HF Advisory Group, LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions