Hf Capital, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Hf Capital, Llc disclosed 5 stock positions valued at approximately $296.70M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, WESTROCK COFFEE CO, and KAYNE ANDERSON BDC INC.

Report Period
June 30, 2026
No. of Stocks
5
Portfolio Value
$296.70M
Holdings by Sector
Hf Capital, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRACWIOther45.94%868,367-34,708-3.84%$136,307,568
WESTROCK COFFEE COWESTConsumer Defensive34.85%12,749,755--$103,400,513
KAYNE ANDERSON BDC INCKBDCOther10.11%2,216,905-128,160-5.47%$29,994,725
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials6.24%63,149--$18,514,024
DIAMONDBACK ENERGY INCFANGEnergy2.86%48,276--$8,485,955
Showing 5 of 5 holdings in the latest reporting period.