HEFFERNAN ADVISORY, INC
HEFFERNAN ADVISORY, INC reported 43 positions worth $119.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFCF (40.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFCF | SH | $48.5M | 40.58% | 1,148,842 | — | — | |
| ▸ 2 | DFAC | SH | $12.5M | 10.50% | 282,755 | — | — | |
| ▸ 3 | DCOR | SH | $12.4M | 10.42% | 151,842 | — | — | |
| ▸ 4 | DFSD | SH | $7.7M | 6.46% | 161,760 | — | — | |
| ▸ 5 | DFIC | SH | $6.8M | 5.68% | 182,089 | — | — | |
| ▸ 6 | DFGX | SH | $5.2M | 4.35% | 97,067 | — | — | |
| ▸ 7 | LVHD | SH | $3.9M | 3.28% | 89,021 | — | — | |
| ▸ 8 | DFEM | SH | $3.2M | 2.71% | 79,564 | — | — | |
| ▸ 9 | DGCB | SH | $2.6M | 2.20% | 48,043 | — | — | |
| ▸ 10 | UTES | SH | $1.6M | 1.31% | 19,146 | — | — |
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Frequently Asked Questions
What stocks does HEFFERNAN ADVISORY, INC hold as of Q2 2026?
HEFFERNAN ADVISORY, INC reported 43 positions worth $119.5M in its Q2 2026 13F filing. Largest positions: DFCF (40.6%), DFAC (10.5%), DCOR (10.4%), DFSD (6.5%) and DFIC (5.7%).
What did HEFFERNAN ADVISORY, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HEFFERNAN ADVISORY, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.