Hya Advisors, Inc Portfolio Holdings

Hya Advisors, Inc

  • $255 Million
  • Q2 2022

Hya Advisors, Inc has filed its 13F form on July 13, 2022 for Q2 2022 where it was disclosed a total value porftolio of $255 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $17.3M, Henry Jack & Associates Inc with a value of $16.9M, Ishares Core S&P Total U.S. St with a value of $15.7M, American Centy ETF Tr Avantis with a value of $11.9M, and Msci Eafe Value ETF with a value of $9.32M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $289M to 255M. Also it can be appreciated an additional of 7 stocks purchases and 15 closed positions.

Below you can find more details about Hya Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $166 Million
Technology: $29.6 Million
Financial Services: $20.1 Million
Consumer Cyclical: $19.2 Million
Energy: $7.24 Million
Consumer Defensive: $4.32 Million
Communication Services: $2.8 Million
Industrials: $2.49 Million
Other: $3.35 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$590M
$4.08 Million 1.6% of portfolio
90,241
Q2 2022 Added 0.42%
$818M
$603,000 0.24% of portfolio
10,302
Q2 2022 Added 0.56%
$1.29B
$158,000 0.06% of portfolio
27,100
Q2 2022 Reduced 9.36%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $255 Million
  • Prior Value $289 Million
  • Filing
  • Period Q2 2022
  • Filing Date July 13, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 7 stocks
  • Additional Purchases 58 stocks
  • Sold out of 15 stocks
  • Reduced holdings in 60 stocks
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