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HCA

Hardworking Capital Advisors Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.12%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
+$111M
Cap. Flow %
100.39%
Top 10 Hldgs %
42.43%
Holding
84
New
84
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 11.32%
2 Consumer Discretionary 8.77%
3 Consumer Staples 8.54%
4 Healthcare 5.21%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPST icon
1
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$9.38M 8.52%
+185,449
New +$9.4M
MINT icon
2
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$6.07M 5.51%
+60,515
New +$6.08M
GSY icon
3
Invesco Ultra Short Duration ETF
GSY
$3.89B
$5.5M 4.99%
+109,388
New +$5.5M
AAPL icon
4
Apple
AAPL
$4.52T
$5.04M 4.57%
+18,521
New +$4.97M
PMAR icon
5
Innovator US Equity Power Buffer ETF March
PMAR
$769M
$3.94M 3.58%
+87,730
New +$3.89M
BAPR icon
6
Innovator US Equity Buffer ETF April
BAPR
$414M
$3.93M 3.57%
+81,879
New +$3.87M
PJAN icon
7
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$3.92M 3.56%
+83,386
New +$3.86M
AMZN icon
8
Amazon
AMZN
$2.82T
$3.23M 2.94%
+14,008
New +$3.2M
BIL icon
9
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$2.91M 2.64%
+31,791
New +$2.91M
FLOT icon
10
iShares Floating Rate Bond ETF
FLOT
$10.6B
$2.81M 2.55%
+55,155
New +$2.81M
NEAR icon
11
iShares Short Maturity Bond ETF
NEAR
$4.97B
$2.73M 2.48%
+53,509
New +$2.74M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.24T
$2.42M 2.19%
+7,716
New +$2.2M
MSFT icon
13
Microsoft
MSFT
$3.65T
$2.2M 1.99%
+4,539
New +$2.27M
DSEP icon
14
FT Vest US Equity Deep Buffer ETF September
DSEP
$354M
$2.05M 1.86%
+45,689
New +$2.03M
QBF
15
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$14.4M
$1.92M 1.75%
+89,884
New +$2.2M
SHV icon
16
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$1.8M 1.63%
+16,310
New +$1.8M
GBIL icon
17
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$1.71M 1.55%
+17,095
New +$1.71M
SDY icon
18
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.54M 1.4%
+11,062
New +$1.54M
AMGN icon
19
Amgen
AMGN
$239B
$1.53M 1.39%
+4,687
New +$1.49M
ICE icon
20
Intercontinental Exchange
ICE
$90.8B
$1.36M 1.23%
+8,393
New +$1.31M
XLG icon
21
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$1.31M 1.19%
+22,102
New +$1.3M
MCD icon
22
McDonald's
MCD
$190B
$1.28M 1.16%
+4,188
New +$1.28M
TSCO icon
23
Tractor Supply
TSCO
$18.4B
$1.27M 1.15%
+25,318
New +$1.36M
PJUN icon
24
Innovator US Equity Power Buffer ETF June
PJUN
$972M
$1.26M 1.15%
+30,174
New +$1.25M
WMT icon
25
Walmart Inc
WMT
$839B
$1.24M 1.12%
+11,091
New +$1.19M

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Hardworking Capital Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Hardworking Capital Advisors, which disclosed 84 positions worth $110M. Its ten largest holdings account for 42% of the portfolio.

Its largest position is JPMorgan Ultra-Short Income ETF: 185,449 shares worth $9.38M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Consumer Discretionary and Consumer Staples.

  • Hardworking Capital Advisors's largest Q4 2025 buy was JPMorgan Ultra-Short Income ETF: 185,449 shares worth $9.38M.
  • Hardworking Capital Advisors's ten largest holdings make up 42% of its $110M portfolio in Q4 2025.
  • Hardworking Capital Advisors disclosed 84 positions in Q4 2025, its first 13F filing on record.

Based on Hardworking Capital Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.