StockDriftsStockDriftsTop 50 HF Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 3.2% | 136.5K | $10.3M | +4.29%(+5.62K) | $52.81(+50.69%) | 2026-06-30 | |
| FALN | ISHARES TR | 2.48% | 294.1K | $8.0M | +9.42%(+25.31K) | $25.86(+4.51%) | 2026-06-30 | |
| LGLV | SPDR SERIES TRUST | 2.13% | 37.9K | $6.9M | +8.36%(+2.92K) | $141.75(+33.36%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.04% | 18.7K | $6.6M | -8.70%(-1.78K) | $111.40(+207.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.99% | 17.2K | $6.4M | +4.50%(+743) | $330.29(+47.16%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 1.83% | 253.2K | $5.9M | +10.48%(+24.02K) | $23.12(+0.75%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.81% | 138.0K | $5.8M | +6.57%(+8.51K) | $41.58(+15.72%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.76% | 17.4K | $5.7M | -4.12%(-746) | $183.24(+99.04%) | 2026-06-30 | |
| TRP | TC ENERGY CORP | 1.67% | 81.7K | $5.4M | -2.40%(-2.01K) | $43.85(+45.99%) | 2026-06-30 | |
| PAGP | PLAINS GP HLDGS L P | 1.59% | 211.9K | $5.1M | -7.09%(-16.17K) | $17.64(+46.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.84% | +39.90% | — | — | +54.06% |
| Top 20 Holdings Unweighted | +11.75% | +39.57% | — | — | +52.42% |
HF Advisory Group, LLC reports $323.49M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (3.2%), FALN (2.5%) and LGLV (2.1%). The top 20 holdings account for 34.89% of reported assets. Its disclosed equity book has returned +39.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HF Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963169). View HF Advisory Group, LLC’s 13F filings on SEC