HF Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
General Mills
GIS
|
+$1.73M |
| 2 |
Healthpeak Properties
DOC
|
+$1.65M |
| 3 |
Kenvue
KVUE
|
+$1.21M |
| 4 |
Philip Morris
PM
|
+$837K |
| 5 |
Amazon
AMZN
|
+$836K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$1.55M |
| 2 |
Pfizer
PFE
|
+$1.52M |
| 3 |
Visa
V
|
+$671K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$537K |
| 5 |
Mastercard
MA
|
+$443K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 10.79% |
| 2 | Technology | 10.62% |
| 3 | Communication Services | 9.37% |
| 4 | Healthcare | 8.4% |
| 5 | Consumer Staples | 7.91% |
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HF Advisory Group's Q4 2025 Portfolio in Review
As of Q4 2025, HF Advisory Group held 168 positions worth $287M, up 5.3% from $272M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
HF Advisory Group deployed $9.36M of net new capital in Q4 2025, opening 2 new positions and adding to 108 existing holdings. Its largest new stake was Healthpeak Properties: 93,743 shares worth $1.51M.
By sector, the portfolio is most concentrated in Financials at 11% of assets, down from 11% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was United Parcel Service, an estimated $1.55M trimmed.
- HF Advisory Group's largest Q4 2025 buy was Healthpeak Properties: 93,743 shares worth $1.51M.
- HF Advisory Group added most to General Mills in Q4 2025, an estimated $1.73M increase.
- HF Advisory Group's biggest Q4 2025 reduction was United Parcel Service, cutting an estimated $1.55M.
- HF Advisory Group's ten largest holdings make up 21% of its $287M portfolio in Q4 2025.
- HF Advisory Group opened 2 new positions and closed 0 in Q4 2025.
- HF Advisory Group's portfolio value rose 5.3% quarter-over-quarter to $287M.
Based on HF Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.