HF Advisory Group, LLC

13F filer · CIK 0001963169

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$323MU.S. long equity reported on 13F

Positions1187 new · 6 closed

Net flow last quarter+$5.65MBuys minus sells

Top 10 positions weight17.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026118 positions
GOOGAlphabet Inc.	$6.59M	2.04%	Not reported	-8.7%	Q4 2022
MSFTMicrosoft Corp	$6.43M	1.99%	0.00%	+4.5%	Q4 2022
VZVerizon Communications Inc	$5.84M	1.81%	0.00%	+6.6%	Q4 2022
JPMJPMorgan Chase & Co	$5.69M	1.76%	0.00%	-4.1%	Q4 2022
TRPTC Energy Corp	$5.41M	1.67%	Not reported	-2.4%	Q2 2023
PAGPPlains GP Holdings LP	$5.14M	1.59%	0.11%	-7.1%	Q2 2023
AMZNAmazon Com Inc	$5.03M	1.56%	0.00%	-6.9%	Q4 2022
WFCWells Fargo & Company	$5.03M	1.56%	0.00%	+11.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$4.97M	1.54%	Not reported	+1.3%	Q4 2022
KVUEKenvue Inc.	$4.96M	1.53%	0.01%	+8.4%	Q3 2023
CAPEBank of Wilmington CORP	$4.85M	1.50%	Not reported	+8.7%	Q4 2022
AMATApplied Materials Inc	$4.47M	1.38%	0.00%	-13.4%	Q1 2025
SOSouthern Co	$4.29M	1.33%	0.00%	+6.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.17M	1.29%	Not reported	-0.1%	Q4 2022
BKNGBooking Holdings Inc.	$4.08M	1.26%	0.00%	+16.3%	Q4 2022
METAMeta Platforms, Inc.	$3.99M	1.23%	Not reported	+2.9%	Q4 2022
RTXRTX Corp	$3.93M	1.21%	0.00%	+15.1%	Q4 2022
VVisa Inc.	$3.92M	1.21%	0.00%	+32.9%	Q4 2022
PMPhilip Morris International Inc.	$3.87M	1.20%	0.00%	+1.0%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.85M	1.19%	0.00%	-12.9%	Q4 2022
KRCKilroy Realty Corp	$3.85M	1.19%	0.09%	+5.2%	Q3 2024
SCHWSchwab Charles Corp	$3.81M	1.18%	0.00%	+7.5%	Q4 2022
SHELShell plc	$3.73M	1.15%	0.00%	-1.9%	Q4 2022
PEPPepsico Inc	$3.5M	1.08%	0.00%	+9.4%	Q3 2024
XOMExxonMobil Holdings Corp	$3.47M	1.07%	0.00%	-2.0%	Q4 2022
BTIBritish American Tobacco p.l.c.	$3.4M	1.05%	0.00%	+8.0%	Q4 2022
TFCTruist Financial Corp	$3.36M	1.04%	0.01%	+8.4%	Q1 2024
NINisource Inc.	$3.3M	1.02%	0.01%	+6.6%	Q4 2023
MOAltria Group, Inc.	$3.09M	0.96%	0.00%	+3.6%	Q4 2022
AAPLApple Inc.	$3.05M	0.94%	0.00%	-2.5%	Q4 2022
NVDANvidia Corp	$3.02M	0.93%	0.00%	+0.1%	Q4 2022
TXNTexas Instruments Inc	$2.97M	0.92%	0.00%	-18.6%	Q4 2022
GILDGilead Sciences, Inc.	$2.96M	0.92%	0.00%	+12.2%	Q4 2022
VODVodafone Group Public Ltd Co	$2.91M	0.90%	0.00%	+4.6%	Q2 2023
GISGeneral Mills Inc	$2.9M	0.90%	0.02%	+41.1%	Q4 2022
DOCHealthpeak Properties, Inc.	$2.79M	0.86%	0.02%	+9.2%	Q4 2025
TAt&T Inc.	$2.73M	0.84%	0.00%	+13.0%	Q4 2022
LLYELI LILLY & Co	$2.69M	0.83%	0.00%	+14.1%	Q4 2022
ELVElevance Health, Inc.	$2.62M	0.81%	0.00%	-4.3%	Q4 2022
ULUnilever PLC	$2.61M	0.81%	0.00%	+21.2%	Q3 2023
LYGLloyds Banking Group plc	$2.6M	0.80%	0.00%	+14.8%	Q1 2024
PFEPfizer Inc	$2.47M	0.76%	0.00%	+8.9%	Q4 2022
GDGeneral Dynamics Corp	$2.39M	0.74%	0.00%	+6.0%	Q4 2022
COPConocophillips	$2.34M	0.72%	0.00%	-11.8%	Q4 2022
TSLATesla, Inc.	$2.11M	0.65%	0.00%	+0.6%	Q4 2022
MARMarriott International Inc	$2.1M	0.65%	0.00%	+3.7%	Q4 2022
ADIAnalog Devices Inc	$2.06M	0.64%	0.00%	-18.4%	Q2 2023
BDXBecton Dickinson & Co	$1.88M	0.58%	0.00%	+28.3%	Q3 2023
ONEVOne Voice Technologies Inc	$1.82M	0.56%	Not reported	+6.8%	Q4 2022
ORCLOracle Corp	$1.77M	0.55%	0.00%	-2.3%	Q1 2023

Q1 2026Reported Apr 21, 2026117 positions
VZVerizon Communications Inc	$6.5M	2.21%	0.00%	+3.3%	Q4 2022
MSFTMicrosoft Corp	$6.11M	2.08%	0.00%	+26.5%	Q4 2022
GOOGAlphabet Inc.	$5.86M	2.00%	Not reported	-16.2%	Q4 2022
PAGPPlains GP Holdings LP	$5.54M	1.89%	0.12%	+1.1%	Q2 2023
JPMJPMorgan Chase & Co	$5.33M	1.82%	0.00%	+7.2%	Q4 2022
TRPTC Energy Corp	$5.24M	1.78%	Not reported	+5.7%	Q2 2023
AMZNAmazon Com Inc	$4.73M	1.61%	0.00%	+11.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$4.7M	1.60%	Not reported	+10.7%	Q4 2022
SHELShell plc	$4.56M	1.55%	0.00%	+6.7%	Q4 2022
XOMExxonMobil Holdings Corp	$4.39M	1.50%	0.00%	-6.4%	Q4 2022
WFCWells Fargo & Company	$4.35M	1.48%	0.00%	-0.6%	Q4 2022
CAPEBank of Wilmington CORP	$4.25M	1.45%	Not reported	+8.1%	Q4 2022
KVUEKenvue Inc.	$4.13M	1.41%	0.01%	+4.1%	Q3 2023
SOSouthern Co	$4.06M	1.38%	0.00%	+18.3%	Q4 2022
METAMeta Platforms, Inc.	$3.94M	1.34%	Not reported	+12.1%	Q4 2022
PEPPepsico Inc	$3.67M	1.25%	0.00%	+11.4%	Q3 2024
SCHWSchwab Charles Corp	$3.61M	1.23%	0.00%	+2.1%	Q4 2022
PMPhilip Morris International Inc.	$3.5M	1.19%	0.00%	-14.6%	Q2 2023
RTXRTX Corp	$3.47M	1.18%	0.00%	+3.2%	Q4 2022
TAt&T Inc.	$3.39M	1.15%	0.00%	+9.7%	Q4 2022
COPConocophillips	$3.36M	1.15%	0.00%	-1.0%	Q4 2022
BKNGBooking Holdings Inc.	$3.32M	1.13%	0.00%	+9.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.27M	1.11%	Not reported	-1.2%	Q4 2022
VODVodafone Group Public Ltd Co	$3.16M	1.08%	0.00%	-5.9%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.13M	1.07%	0.00%	-7.5%	Q4 2022
NINisource Inc.	$3.04M	1.04%	0.01%	+9.9%	Q4 2023
BTIBritish American Tobacco p.l.c.	$2.98M	1.02%	0.00%	+6.2%	Q4 2022
GILDGilead Sciences, Inc.	$2.92M	0.99%	0.00%	+1.7%	Q4 2022
TFCTruist Financial Corp	$2.86M	0.97%	0.01%	-0.1%	Q1 2024
KRCKilroy Realty Corp	$2.76M	0.94%	0.08%	+39.8%	Q3 2024
AAPLApple Inc.	$2.74M	0.93%	0.00%	-0.9%	Q4 2022
MOAltria Group, Inc.	$2.74M	0.93%	0.00%	+10.1%	Q4 2022
PFEPfizer Inc	$2.64M	0.90%	0.00%	+5.5%	Q4 2022
NVDANvidia Corp	$2.63M	0.90%	0.00%	-1.9%	Q4 2022
VVisa Inc.	$2.6M	0.89%	0.00%	+4.5%	Q4 2022
AMATApplied Materials Inc	$2.44M	0.83%	0.00%	-26.9%	Q1 2025
TXNTexas Instruments Inc	$2.38M	0.81%	0.00%	-1.9%	Q4 2022
GISGeneral Mills Inc	$2.2M	0.75%	0.01%	+21.6%	Q4 2022
GDGeneral Dynamics Corp	$2.19M	0.75%	0.00%	+8.4%	Q4 2022
ELVElevance Health, Inc.	$2.07M	0.71%	0.00%	+4.7%	Q4 2022
ULUnilever PLC	$2.04M	0.70%	0.00%	+14.6%	Q3 2023
ADIAnalog Devices Inc	$2.02M	0.69%	0.00%	-7.4%	Q2 2023
DOCHealthpeak Properties, Inc.	$1.96M	0.67%	0.02%	+27.5%	Q4 2025
LYGLloyds Banking Group plc	$1.95M	0.67%	0.00%	-7.8%	Q1 2024
SNYSanofi	$1.93M	0.66%	0.00%	+21.1%	Q4 2022
KMXCarmax Inc	$1.93M	0.66%	0.03%	+0.7%	Q4 2022
MCKMckesson Corp	$1.9M	0.65%	0.00%	+5.9%	Q3 2023
CMCSAComcast Corp	$1.88M	0.64%	0.00%	+15.7%	Q1 2023
TSLATesla, Inc.	$1.86M	0.63%	0.00%	-1.4%	Q4 2022
NVSNovartis AG	$1.84M	0.63%	0.00%	+1.0%	Q3 2023

Q4 2025Reported Jan 23, 2026114 positions
GOOGAlphabet Inc.	$7.65M	2.67%	Not reported	-4.7%	Q4 2022
MSFTMicrosoft Corp	$6.31M	2.20%	0.00%	+1.9%	Q4 2022
JPMJPMorgan Chase & Co	$5.45M	1.90%	0.00%	+7.1%	Q4 2022
WFCWells Fargo & Company	$5.12M	1.79%	0.00%	+5.5%	Q4 2022
VZVerizon Communications Inc	$5.1M	1.78%	0.00%	+16.9%	Q4 2022
AMZNAmazon Com Inc	$4.68M	1.63%	0.00%	+22.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$4.45M	1.55%	Not reported	-10.9%	Q4 2022
TRPTC Energy Corp	$4.36M	1.52%	Not reported	+9.5%	Q2 2023
PAGPPlains GP Holdings LP	$4.32M	1.51%	0.11%	+16.9%	Q2 2023
CAPEBank of Wilmington CORP	$4.11M	1.43%	Not reported	+6.6%	Q4 2022
METAMeta Platforms, Inc.	$4.05M	1.41%	Not reported	+5.6%	Q4 2022
PMPhilip Morris International Inc.	$3.98M	1.39%	0.00%	+27.9%	Q2 2023
KVUEKenvue Inc.	$3.97M	1.39%	0.01%	+47.6%	Q3 2023
BKNGBooking Holdings Inc.	$3.87M	1.35%	0.00%	+0.6%	Q4 2022
SCHWSchwab Charles Corp	$3.76M	1.31%	0.00%	+1.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.52M	1.23%	Not reported	-0.9%	Q4 2022
SHELShell plc	$3.38M	1.18%	0.00%	+9.7%	Q4 2022
XOMExxonMobil Holdings Corp	$3.33M	1.16%	0.00%	+8.5%	Q4 2022
RTXRTX Corp	$3.2M	1.12%	0.00%	-2.0%	Q4 2022
SOSouthern Co	$3.1M	1.08%	0.00%	+10.7%	Q4 2022
TFCTruist Financial Corp	$3.06M	1.07%	0.00%	+8.6%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.04M	1.06%	0.00%	+5.5%	Q4 2022
PEPPepsico Inc	$3.04M	1.06%	0.00%	+7.8%	Q3 2024
AAPLApple Inc.	$2.96M	1.03%	0.00%	-2.8%	Q4 2022
VODVodafone Group Public Ltd Co	$2.96M	1.03%	0.00%	+7.3%	Q2 2023
VVisa Inc.	$2.89M	1.01%	0.00%	-19.3%	Q4 2022
NVDANvidia Corp	$2.86M	1.00%	0.00%	-0.5%	Q4 2022
BTIBritish American Tobacco p.l.c.	$2.72M	0.95%	0.00%	+16.1%	Q4 2022
TAt&T Inc.	$2.65M	0.92%	0.00%	+15.1%	Q4 2022
KRCKilroy Realty Corp	$2.61M	0.91%	0.06%	+1.0%	Q3 2024
GILDGilead Sciences, Inc.	$2.53M	0.88%	0.00%	+3.6%	Q4 2022
AMATApplied Materials Inc	$2.51M	0.87%	0.00%	-15.5%	Q1 2025
NINisource Inc.	$2.48M	0.86%	0.01%	+8.6%	Q4 2023
COPConocophillips	$2.41M	0.84%	0.00%	+20.3%	Q4 2022
ELVElevance Health, Inc.	$2.37M	0.83%	0.00%	-15.9%	Q4 2022
TSLATesla, Inc.	$2.28M	0.79%	0.00%	+5.2%	Q4 2022
GISGeneral Mills Inc	$2.26M	0.79%	0.01%	+299.0%	Q4 2022
LYGLloyds Banking Group plc	$2.23M	0.78%	0.00%	+4.9%	Q1 2024
PFEPfizer Inc	$2.22M	0.77%	0.00%	-40.3%	Q4 2022
LLYELI LILLY & Co	$2.18M	0.76%	0.00%	-8.9%	Q4 2022
MOAltria Group, Inc.	$2.17M	0.76%	0.00%	+12.8%	Q4 2022
TXNTexas Instruments Inc	$2.17M	0.76%	0.00%	+0.3%	Q4 2022
ULUnilever PLC	$2.04M	0.71%	0.00%	+11.9%	Q3 2023
GDGeneral Dynamics Corp	$1.98M	0.69%	0.00%	+4.0%	Q4 2022
CRMSalesforce, Inc.	$1.93M	0.67%	0.00%	-6.1%	Q4 2022
ADIAnalog Devices Inc	$1.86M	0.65%	0.00%	+5.0%	Q2 2023
IQVIqvia Holdings Inc.	$1.84M	0.64%	0.00%	-0.3%	Q4 2022
KMXCarmax Inc	$1.78M	0.62%	0.03%	+27.0%	Q4 2022
ONEVOne Voice Technologies Inc	$1.74M	0.61%	Not reported	+5.3%	Q4 2022
MCKMckesson Corp	$1.7M	0.59%	0.00%	Not reported	Q3 2023

Q3 2025Reported Oct 6, 2025112 positions
MSFTMicrosoft Corp	$6.63M	2.43%	0.00%	-8.6%	Q4 2022
GOOGAlphabet Inc.	$6.23M	2.29%	Not reported	-7.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5M	1.83%	Not reported	+19.3%	Q4 2022
JPMJPMorgan Chase & Co	$4.98M	1.83%	0.00%	+4.2%	Q4 2022
VZVerizon Communications Inc	$4.71M	1.73%	0.00%	+9.5%	Q4 2022
WFCWells Fargo & Company	$4.37M	1.60%	0.00%	+7.1%	Q4 2022
METAMeta Platforms, Inc.	$4.27M	1.57%	Not reported	-23.6%	Q4 2022
TRPTC Energy Corp	$3.94M	1.45%	Not reported	+9.6%	Q2 2023
CAPEBank of Wilmington CORP	$3.89M	1.43%	Not reported	-0.5%	Q4 2022
BKNGBooking Holdings Inc.	$3.88M	1.42%	0.00%	+0.8%	Q4 2022
PFEPfizer Inc	$3.81M	1.40%	0.00%	+8.2%	Q4 2022
AMZNAmazon Com Inc	$3.65M	1.34%	0.00%	-12.5%	Q4 2022
SCHWSchwab Charles Corp	$3.55M	1.30%	0.00%	+2.7%	Q4 2022
PAGPPlains GP Holdings LP	$3.52M	1.29%	0.10%	+15.0%	Q2 2023
VVisa Inc.	$3.48M	1.28%	0.00%	+2.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.47M	1.28%	Not reported	-0.8%	Q4 2022
PMPhilip Morris International Inc.	$3.15M	1.16%	0.00%	+55.8%	Q2 2023
SOSouthern Co	$3.04M	1.12%	0.00%	+9.0%	Q4 2022
SHELShell plc	$3M	1.10%	0.00%	+8.9%	Q4 2022
RTXRTX Corp	$2.98M	1.09%	0.00%	-2.9%	Q4 2022
KRCKilroy Realty Corp	$2.92M	1.07%	0.06%	+3.3%	Q3 2024
NVDANvidia Corp	$2.88M	1.06%	0.00%	-1.2%	Q4 2022
XOMExxonMobil Holdings Corp	$2.87M	1.06%	0.00%	+1.6%	Q4 2022
AAPLApple Inc.	$2.85M	1.05%	0.00%	-1.0%	Q4 2022
PEPPepsico Inc	$2.76M	1.01%	0.00%	+7.7%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.65M	0.97%	0.00%	-40.1%	Q4 2022
TFCTruist Financial Corp	$2.62M	0.96%	0.00%	+4.9%	Q1 2024
TAt&T Inc.	$2.61M	0.96%	0.00%	+5.3%	Q4 2022
ELVElevance Health, Inc.	$2.6M	0.96%	0.00%	+49.5%	Q4 2022
KVUEKenvue Inc.	$2.53M	0.93%	0.01%	+16.6%	Q3 2023
VODVodafone Group Public Ltd Co	$2.42M	0.89%	0.00%	-2.9%	Q2 2023
AMATApplied Materials Inc	$2.37M	0.87%	0.00%	+8.8%	Q1 2025
ORCLOracle Corp	$2.36M	0.87%	0.00%	-41.3%	Q1 2023
NINisource Inc.	$2.36M	0.87%	0.01%	+8.0%	Q4 2023
TXNTexas Instruments Inc	$2.29M	0.84%	0.00%	+1.1%	Q4 2022
UPSUnited Parcel Service Inc	$2.25M	0.83%	0.00%	+28.8%	Q4 2024
GILDGilead Sciences, Inc.	$2.2M	0.81%	0.00%	+7.3%	Q4 2022
MOAltria Group, Inc.	$2.2M	0.81%	0.00%	+3.4%	Q4 2022
BTIBritish American Tobacco p.l.c.	$2.2M	0.81%	0.00%	-12.1%	Q4 2022
TSLATesla, Inc.	$2.14M	0.79%	0.00%	Not reported	Q4 2022
COPConocophillips	$2.02M	0.74%	0.00%	+10.0%	Q4 2022
GDGeneral Dynamics Corp	$1.93M	0.71%	0.00%	+3.4%	Q4 2022
MAMastercard Inc	$1.9M	0.70%	0.00%	-2.5%	Q4 2022
ULUnilever PLC	$1.86M	0.68%	0.00%	+48.3%	Q3 2023
CRMSalesforce, Inc.	$1.84M	0.68%	0.00%	+21.7%	Q4 2022
LYGLloyds Banking Group plc	$1.82M	0.67%	0.00%	+4.5%	Q1 2024
LLYELI LILLY & Co	$1.7M	0.62%	0.00%	+35.8%	Q4 2022
ONEVOne Voice Technologies Inc	$1.65M	0.61%	Not reported	+4.2%	Q4 2022
KMXCarmax Inc	$1.63M	0.60%	0.02%	+30.8%	Q4 2022
ADIAnalog Devices Inc	$1.6M	0.59%	0.00%	+4.7%	Q2 2023

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