Heck Capital Advisors, LLC

Heck Capital Advisors, LLC reported 214 holdings worth US$1.67B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Heck Capital Advisors, LLC reported 214 holdings worth US$1.67B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 10, 2026 (Form 13F).

Holdings
214
Value as reported
US$1.67B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation107KUS$21.5M1.3%
Alphabet Inc (google) Class C56,676US$20.3M1.2%
Apple Inc66,240US$19.2M1.1%
Micron Technology, Inc.12,827US$14.8M0.88%
Microsoft Corp.35,800US$13.4M0.80%
Amazon.com, Inc.49,512US$11.8M0.70%
Advanced Micro Devices Inc18,058US$10.5M0.63%
Broadcom Inc.23,975US$9.06M0.54%
Tesla, Inc.20,564US$8.65M0.52%
Space Exploration Technologies Corp22,051US$3.77M0.23%
Procter & Gamble Company (the)23,948US$3.51M0.21%
Rtx Corporation11,492US$2.18M0.13%
Caterpillar, Inc.2,025US$2.16M0.13%
Asml Holding Nv947US$1.88M0.11%
Conocophillips16,989US$1.77M0.11%
Berkshire Hathaway Inc.3,139US$1.57M0.09%
Walmart Inc.12,624US$1.43M0.09%
Jp Morgan Chase & Co.3,780US$1.24M0.07%
Phillips 666,141US$1.04M0.06%
L3harris Technologies, Inc.2,621US$762K0.05%
T-mobile Us, Inc.4,338US$728K0.04%
Johnson & Johnson2,857US$726K0.04%
Meta Platforms, Inc.1,282US$722K0.04%
Palo Alto Networks, Inc.2,050US$699K0.04%
Visa Inc.1,901US$652K0.04%
Union Pacific Corporation2,341US$637K0.04%
Deere & Company972US$617K0.04%
Cisco Systems, Inc.4,649US$546K0.03%
Novartis Ag3,415US$535K0.03%
Marathon Petroleum Corporation2,067US$529K0.03%
Unitedhealth Group Incorporated1,245US$517K0.03%
Applovin Corporation996US$513K0.03%
Vulcan Materials Company (holding Company)1,558US$460K0.03%
Mastercard Incorporated861US$442K0.03%
Abbott Laboratories4,695US$426K0.03%
Vistra Corp.2,609US$414K0.02%
Blackrock, Inc.421US$405K0.02%
United Microelectronics Corp.14,657US$399K0.02%
Netflix, Inc.5,328US$380K0.02%
Mayville Engineering Company, Inc.10,072US$377K0.02%
Oneok, Inc.4,271US$371K0.02%
Ase Technology Holding Co., Ltd.8,190US$370K0.02%
Nicolet Bankshares Inc.2,000US$331K0.02%
Costco Wholesale Corporation344US$322K0.02%
American Water Works Company, Inc.2,400US$316K0.02%
Coca-cola Company (the)3,857US$314K0.02%
Applied Digital Corporation7,845US$293K0.02%
Valero Energy Corporation1,100US$286K0.02%
Pepsico, Inc.2,102US$285K0.02%
International Business Machines Corporation993US$279K0.02%
Eos Energy Enterprises, Inc.46,300US$272K0.02%
Boeing Company (the)1,143US$247K0.01%
Amkor Technology, Inc.2,803US$242K0.01%
Arqit Quantum Inc.7,882US$234K0.01%
Newsmax, Inc.27,635US$229K0.01%
Altria Group, Inc.2,767US$201K0.01%
Nuscale Power Corporation16,382US$164K<0.01%
Duos Technologies Group, Inc.13,630US$164K<0.01%
Energy Fuels Inc.10,829US$157K<0.01%
Uranium Energy Corp.14,523US$155K<0.01%
B2gold Corp.39,419US$147K<0.01%
Denison Mines Corp.39,488US$121K<0.01%
Energy Focus, Inc.35,297US$116K<0.01%
Equinox Gold Corp.10,316US$100K<0.01%
Ondas Inc10,913US$89,924<0.01%
Credo Technology Group Holding Ltd0US$00.00%
Diamondback Energy, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Lithium Americas Corp.0US$00.00%
Palantir Technologies Inc.0US$00.00%
Western Digital Corporation0US$00.00%

Source

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