StockDriftsStockDriftsTop 50 Hrt Financial LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.16% | 7.45M | $5.57B | +7.91%(+546.28K) | $527.96(+46.86%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.86% | 3.61M | $2.66B | +40.86%(+1.05M) | $549.37(+33.34%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.4% | 4.37M | $1.31B | +11.32%(+444.15K) | $229.77(+32.20%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.14% | 1.76M | $622.2M | +339.45%(+1.36M) | $246.28(+39.13%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 1.1% | 1.98M | $600.4M | new | $209.31(+9.85%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.97% | 915.4K | $531.8M | +397.22%(+731.28K) | $172.79(+196.47%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 0.7% | 334.0K | $385.5M | +53.53%(+116.44K) | $343.44(+195.47%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.69% | 1.39M | $377.4M | new | $177.74(+46.22%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 0.68% | 2.53M | $370.7M | new | $164.05(-10.70%) | 2026-06-30 | |
| INTC | INTEL CORP | 0.66% | 2.61M | $363.9M | new | $61.09(+69.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.77% | +118.53% | +16.81% | +117.46% |
| Top 20 Holdings Unweighted | +33.32% | +136.95% | +14.75% | +98.92% |
Hrt Financial LP reports $54.76B in US-listed equity holdings across 4,113 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.2%), QQQ (4.9%) and IWM (2.4%). The top 20 holdings account for 27.88% of reported assets. Its disclosed equity book has returned +118.53% 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 Hrt Financial LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1475597). View Hrt Financial LP’s 13F filings on SEC