Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HC FINANCIAL ADVISORS INC (CIK 784045) reported $149.4M across 348 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: AAPL ($8.0M, 5.36%), V ($5.9M, 3.95%), TOTL ($5.2M, 3.45%), MSFT ($5.1M, 3.43%), NFRA ($5.1M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.0M | 5.36% | 58,578 | Added |
| 2 | V | VISA INC | $5.9M | 3.95% | 29,938 | Trimmed |
| 3 | TOTL | SSGA ACTIVE ETF TR | $5.2M | 3.45% | 122,124 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $5.1M | 3.43% | 19,932 | Trimmed |
| 5 | NFRA | FLEXSHARES TR | $5.1M | 3.43% | 99,194 | Added |
| 6 | BNL | BROADSTONE NET LEASE INC | $4.5M | 3.03% | 220,429 | Trimmed |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $4.4M | 2.93% | 20,858 | Trimmed |
| 8 | HD | HOME DEPOT INC | $3.8M | 2.52% | 13,713 | Added |
| 9 | QDF | FLEXSHARES TR | $3.4M | 2.31% | 67,965 | Added |
| 10 | PFE | PFIZER INC | $3.3M | 2.20% | 62,620 | Trimmed |
| 11 | DUK | DUKE ENERGY CORP NEW | $2.8M | 1.87% | 26,120 | Trimmed |
| 12 | PNC | PNC FINL SVCS GROUP INC | $2.7M | 1.80% | 17,069 | Trimmed |
| 13 | GOOG | ALPHABET INC | $2.7M | 1.80% | 1,231 | Trimmed |
| 14 | DES | WISDOMTREE TR | $2.6M | 1.77% | 93,511 | Added |
| 15 | IQDF | FLEXSHARES TR | $2.6M | 1.76% | 128,632 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.75% | 14,751 | Trimmed |
| 17 | HON | HONEYWELL INTL INC | $2.5M | 1.67% | 14,322 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $2.5M | 1.67% | 13,946 | Hold |
| 19 | AMGN | AMGEN INC | $2.5M | 1.65% | 10,104 | Trimmed |
| 20 | USB | US BANCORP DEL | $2.5M | 1.64% | 53,337 | Trimmed |
| 21 | NTRS | NORTHERN TR CORP | $2.4M | 1.63% | 25,206 | Trimmed |
| 22 | FDX | FEDEX CORP | $2.4M | 1.61% | 10,629 | Trimmed |
| 23 | BDX | BECTON DICKINSON & CO | $2.3M | 1.57% | 9,526 | Trimmed |
| 24 | DIS | DISNEY WALT CO | $2.3M | 1.56% | 24,664 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $2.3M | 1.51% | 21,230 | Added |
Source: SEC Form 13F filings · as of 2022-06-30