StockDriftsStockDriftsTop 50 Hf Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 3.18% | 141.8K | $10.7M | +3.87%(+5.29K) | $53.65(+46.31%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.54% | 16.6K | $8.5M | -3.50%(-604) | $330.29(+61.53%) | 2026-09-30 | |
| FALN | ISHARES TR | 2.49% | 322.0K | $8.4M | +9.49%(+27.92K) | $25.92(-1.21%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.09% | 20.6K | $7.0M | +10.17%(+1.90K) | $130.06(+161.54%) | 2026-09-30 | |
| LGLV | SPDR SERIES TRUST | 2.06% | 39.7K | $6.9M | +4.73%(+1.79K) | $143.38(+27.24%) | 2026-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.03% | 148.6K | $6.8M | +7.70%(+10.63K) | $41.76(+5.73%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 19.2K | $6.3M | +10.24%(+1.78K) | $196.79(+69.49%) | 2026-09-30 | |
| SPHY | SPDR SERIES TRUST | 1.88% | 279.4K | $6.3M | +10.34%(+26.18K) | $23.11(-2.89%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.8% | 24.2K | $6.0M | +14.68%(+3.10K) | $154.88(+69.46%) | 2026-09-30 | |
| PAGP | PLAINS GP HLDGS L P | 1.69% | 218.8K | $5.7M | +3.28%(+6.94K) | $17.87(+52.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.68% | +43.08% | — | — | +52.39% |
| Top 20 Holdings Unweighted | +12.35% | +41.82% | — | — | +49.69% |
Hf Advisory Group LLC reports $335.79M in US-listed equity holdings across 174 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (3.2%), MSFT (2.5%) and FALN (2.5%). The top 20 holdings account for 36.3% of reported assets. Its disclosed equity book has returned +43.08% on a three-year cumulative basis. Figures reflect the Q3 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