StockDriftsStockDriftsTop 50 Hopwood Nicholas Hunter Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6.2% | 262.2K | $22.6M | +0.48%(+1.25K) | $80.40(+11.60%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.04% | 308.9K | $22.0M | +0.73%(+2.25K) | $61.26(+20.04%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.82% | 199.9K | $17.6M | +87.01%(+93.00K) | $80.04(+14.40%) | 2026-06-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 4.81% | 130.1K | $17.5M | +6.81%(+8.30K) | $122.00(+15.08%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.73% | 79.2K | $17.3M | +2.31%(+1.79K) | $189.22(+19.99%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 4.05% | 160.3K | $14.8M | +14.53%(+20.34K) | $92.93(-2.20%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.36% | 461.3K | $12.2M | +15.69%(+62.55K) | $26.65(-1.46%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.01% | 288.7K | $11.0M | +3.27%(+9.14K) | $35.05(+10.05%) | 2026-06-30 | |
| AOA | ISHARES TR | 2.77% | 103.4K | $10.1M | +1.38%(+1.40K) | $88.89(+12.33%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.12% | 129.4K | $7.7M | +0.36%(+470) | $54.05(+11.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.20% |
Hopwood Nicholas Hunter reports $364.51M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are VUG (6.2%), VEA (6.0%) and SPYM (4.8%). The top 20 holdings account for 59.12% of reported assets. Its disclosed equity book has returned +7.61% cumulatively over 2 quarters. 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.
Sign up free to track Hopwood Nicholas Hunter, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hopwood Nicholas Hunter’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2091827). View Hopwood Nicholas Hunter’s 13F filings on SEC