Hc Advisors LLC Portfolio Activity: Strategic Shifts and Concentrations in Q2 2026

According to data available on InsiderSet, Hc Advisors LLC's portfolio underwent several notable adjustments during the period ending June 30, 2026. The analysis shows specific increases and decreases in holdings across different sectors and asset classes.

The investor maintained a significant allocation to Schwab Strategic Trust ETFs (SCHWAB STRATEGIC TR), which collectively represented approximately half of the portfolio's value. Increases were observed in SCHD (+9.0%), SCHE (+4.58%), SCHG (+4.29%), and SCHM (-7.81% shares, but still holding). These adjustments suggest ongoing management within this core holding category.

Several holdings saw substantial increases during the quarter: - SPROTT PHYSICAL PLATINUM PALLADIUM TRUST (SPPP), known as SPPP, increased by +18.16% in shares and now accounts for 0.48% of the portfolio. - SPROTT PHYSICAL GOLD TRUST (PHYS), identified as PHYS, increased by +8.13%, representing a small but notable allocation at 1.5%. - SPROTT PHYSICAL SILVER TRUST (PSLV) saw an increase of +4.03%, also holding 1.5%. Additionally, the investor significantly boosted their position in FREEPORT-McMOORAN INC (FCX), increasing shares by a substantial +19.18%, now accounting for 0.53% of the portfolio.

Conversely, some holdings experienced reductions: - ISHARES CONSUMER DISCRETIONARY ETF (IYW), referred to as IYW, decreased by -2.22%. - Two Schwab Strategic Trust ETFs showed decreases: SCHWAB STRATEGIC TR (SCHE) decreased +4.58%, and SCHWAB STRATEGIC TR (SCHM) decreased shares (-7.81%), though the allocation for SCHG remained stable.

The portfolio's sector allocations also reflected changes, with a large portion remaining unallocated or in categories like "Unknown" according to InsiderSet. The allocation to the "Unknown" category increased slightly from prior periods. However, specific sectors were targeted: Basic Materials saw an increase through FCX (+19.18%), and Energy gained via AMLP (+5.57%). There was also a small addition to Utilities.

Overall, Hc Advisors demonstrated activity in both adding new physical asset positions (Gold, Silver, Platinum) and adjusting existing ETF holdings during Q2 2026. The portfolio maintains its core focus on fixed income via SCHWAB US AGG BOND ETF (SCHZ), while showing selective growth in specific sectors like Basic Materials through FCX.