HC Advisors, LLC — 13F Holdings & Portfolio
CIK 1803295 · latest 13F-HR filed 2026-08-07
HC Advisors, LLC manages $164.7M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHR (13.46%), IYW (13.33%), FDL (8.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 1; 31 existing positions rose in reported value and 8 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$164.7M
Long-equity book
Holdings
62
Distinct positions
Period
2026-06-30
Filed 2026-08-07
Q/Q Activity
+3 / −1 / ↑31 / ↓8
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26SCHR13.5% · -0%IYW13.3% · -2%FDL8.9% · +3%SCHE7.2% · +5%SCHG6.2% · +4%DES5.1% · -0%SCHD4.0% · +9%SCHZ3.5% · +10%VDC3.3% · +3%IYF2.9% · +2%IYH2.8% · -4%GRND2.8% · +0%SCHM2.6% · +8%VTI2.5% · -1%IXP1.8% · -0%SGDM1.6% · +4%PSLV1.5% · +4%PHYS1.5% · +8%SCHF1.5% · +12%AMLP1.4% · +6%SCHA1.1% · +6%AAPL0.9% · -11%NVDA0.7% · -1%RTX0.5% · 0%FCX0.5% · +19%JPM0.5% · +1%SPPP0.5% · +18%HQY0.5% · 0%SPY0.4% · -13%SCHO0.3% · +5%KO0.3% · +5%CVX0.3% · -0%DAL0.3% · -11%XOM0.3% · +8%BAC0.3% · -3%GE0.3% · 0%IDV0.2% · +40%AON0.2% · 0%IBM0.2% · 0%HD0.2% · +1%GEV0.2% · 0%TXN0.2% · newAMZN0.2% · +1%BOXX0.2% · 0%AXP0.2% · +0%VCIT0.2% · 0%BA0.2% · newSCHB0.2% · 0%WFC0.2% · -3%PLUG0.2% · 0%SO0.2% · 0%DVYA0.2% · 0%BABA0.2% · +14%FNDX0.2% · 0%WM0.1% · 0%ITA0.1% · 0%MMM0.1% · +0%BTU0.1% · +9%MRK0.1% · newMSFT0.1% · -2%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 67.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$5.21B
Discretionary
$5.21B
Employees
0
Accounts
29
Address
300 BARR HARBOR DRIVE
FIFTH FLOOR
WEST CONSHOHOCKEN, PA 19428
FIFTH FLOOR
WEST CONSHOHOCKEN, PA 19428
Phone
(610) 828-7200
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HIRTLE, CALLAGHAN & CO., LLC Control | MEMBER since Mar 2009 | 75% or more | Domestic Entity |
| HIRTLE, JONATHAN, JACOB Control | PRESIDENT, EXECUTIVE CHAIRMAN since Mar 2009 | Less than 5% | Individual |
| EHTISHAM, SYED, UMAR FAISAL | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER since May 2018 | Less than 5% | Individual |
| EISNER, JAMIE, ROBERT | GENERAL COUNSEL since Sep 2018 | Less than 5% | Individual |
| HIRTLE CALLAGHAN HOLDINGS, INC. Control Indirect owner via HIRTLE, CALLAGHAN & CO., LLC | MEMBER since Aug 2008 | 75% or more | Domestic Entity |
| HIRTLE CALLAGHAN HOLDINGS, INC. Control Indirect owner via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN SP OPPORTUNITIES 2009 GP, LLC | MEMBER since May 2009 | 75% or more | Domestic Entity |
| HIRTLE, JONATHAN, JACOB Control Indirect owner via HIRTLE CALLAGHAN HOLDINGS, INC. | PRESIDENT, EXECUTIVE CHAIRMAN since Aug 2008 | 75% or more | Individual |
Ownership & leadership changes · 11 filings with changes since Feb 14, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 29, 2024 filing
- ChangedHIRTLE, JONATHAN, JACOB · title PRESIDENT AND CHIEF EXECUTIVE OFFICER → PRESIDENT, EXECUTIVE CHAIRMAN
Mar 30, 2020 filing
- No longer listedBERGMAN, COLETTE, LAPINSKI · VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · Less than 5% · control person · listed since Jan 2017
- No longer listedHC CAPITAL PARTNERS, LLC · SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · 75% or more · control person · listed since Aug 2012
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAPITAL PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPP GP, LLC · control person · listed since Aug 2012
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND IX(A) GP, LLC · control person · listed since Nov 2011
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND X(A) GP, LLC · control person · listed since Mar 2014
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND XI(A) GP, LLC · control person · listed since May 2016
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · control person · listed since Aug 2012
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC · control person · listed since Nov 2011
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC · control person · listed since Mar 2014
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC · control person · listed since May 2009
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC · control person · listed since May 2016
- AddedEISNER, JAMIE, ROBERT · GENERAL COUNSEL · Less than 5%
- ChangedHIRTLE, JONATHAN, JACOB · title PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → PRESIDENT AND CHIEF EXECUTIVE OFFICER
- ChangedHIRTLE, JONATHAN, JACOB · indirect via HIRTLE CALLAGHAN HOLDINGS, INC.: ownership 25–50% → 75% or more
May 16, 2018 filing
- No longer listedGOLDEN, MAHIN, BOOTH · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2018
- AddedEHTISHAM, SYED, UMAR FAISAL · CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER · Less than 5%
Apr 9, 2018 filing
- No longer listedFLEMMING, DIERK, ALLEN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since May 2017
- AddedGOLDEN, MAHIN, BOOTH · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 27, 2018 filing
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC · control person · listed since Jun 2011
- No longer listedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC · control person · listed since Jun 2011
- ChangedBERGMAN, COLETTE, LAPINSKI · title VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedFLEMMING, DIERK, ALLEN · title CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER OF HIRTLE, CALLAGHAN & CO., LLC → CHIEF COMPLIANCE OFFICER
- ChangedHC CAPITAL PARTNERS, LLC · title SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedHIRTLE, JONATHAN, JACOB · title PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedHIRTLE, JONATHAN, JACOB · indirect via HIRTLE CALLAGHAN HOLDINGS, INC.: ownership 50–75% → 25–50%
Jun 1, 2017 filing
- No longer listedBYRNE, KEVIN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2012
- ChangedFLEMMING, DIERK, ALLEN · title CHIEF LEGAL OFFICER OF HIRTLE, CALLAGHAN & CO., LLC → CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER OF HIRTLE, CALLAGHAN & CO., LLC
Mar 22, 2017 filing
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND XI(A) GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC · control person
- ChangedBERGMAN, COLETTE, LAPINSKI · title VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedHC CAPITAL PARTNERS, LLC · title SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedHIRTLE, JONATHAN, JACOB · title PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC → PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
Feb 1, 2017 filing
- No longer listedZION, ROBERT, JAY · VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY · Less than 5% · control person · listed since Mar 2009
- AddedBERGMAN, COLETTE, LAPINSKI · VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · Less than 5% · control person
- ChangedHIRTLE, JONATHAN, JACOB · indirect via HIRTLE CALLAGHAN HOLDINGS, INC.: title PRESIDENT, CHIEF EXECUTIVE OFFICER → PRESIDENT, EXECUTIVE CHAIRMAN; ownership 75% or more → 50–75%
Mar 18, 2015 filing
- AddedHC CAPITAL PARTNERS, LLC · SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · 75% or more · control person
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN SP OPPORTUNITIES 2009 GP, LLC · control person
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAPITAL PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPP GP, LLC · control person
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND IX(A) GP, LLC · control person
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQ FUND X(A) GP, LLC · control person
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC · control person
- AddedHIRTLE, CALLAGHAN & CO., LLC · SOLE MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC, AS SOLE MEMBER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC · control person
- ChangedHIRTLE, JONATHAN, JACOB · title PRESIDENT AND CHIEF EXECUTIVE OFFICER → PRESIDENT AND CHIEF EXECUTIVE OFFICER / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC
- ChangedHIRTLE, JONATHAN, JACOB · indirect via HIRTLE CALLAGHAN HOLDINGS, INC.: ownership 50–75% → 75% or more
- ChangedZION, ROBERT, JAY · title VICE PRESIDENT, TREASURER, AND SECRETARY → VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC / VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC / VICE PRESIDENT, TREASURER, AND SECRETARY
Mar 28, 2013 filing
- No longer listedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC · control person · listed since Mar 2009
- AddedFLEMMING, DIERK, ALLEN · CHIEF LEGAL OFFICER OF HIRTLE, CALLAGHAN & CO., LLC · Less than 5%
- AddedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HIRTLE, CALLAGHAN & CO., LLC · control person
Older changes (2 more filings)
Jul 13, 2012 filing
- No longer listedFELL, RHONDA, L. · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2012
- AddedBYRNE, KEVIN · CHIEF COMPLIANCE OFFICER · Less than 5%
Feb 14, 2012 filing (earliest on record)
- ListedFELL, RHONDA, L. · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedHIRTLE CALLAGHAN HOLDINGS, INC. · MEMBER · 75% or more · indirect via HC CAPITAL PARTNERS, LLC · control person
- ListedHIRTLE, CALLAGHAN & CO., LLC · MEMBER · 75% or more · control person
- ListedHIRTLE, JONATHAN, JACOB · PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedHIRTLE, JONATHAN, JACOB · PRESIDENT, CHIEF EXECUTIVE OFFICER · 50–75% · indirect via HIRTLE CALLAGHAN HOLDINGS, INC. · control person
- ListedZION, ROBERT, JAY · VICE PRESIDENT, TREASURER, AND SECRETARY · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$5.8M +35.9%
- SCHWAB STRATEGIC TR$1.8M +21.2%
- SCHWAB STRATEGIC TR$1.6M +15.1%
- WISDOMTREE TR$971.0K +13.1%
- SCHWAB STRATEGIC TR$934.3K +28.4%
Top Trims
- SPROTT PHYSICAL SILVER TR-$600.8K -19.5%
- SPROTT ETF TRUST-$425.2K -13.5%
- SPROTT PHYSICAL GOLD TRUST-$212.9K -8.0%
- CHEVRON CORP NEW-$128.7K -20.0%
- PEABODY ENERGY CORP-$71.0K -23.8%
HC Advisors, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $22.2M | 13.46% | 899,393 | SH |
| 2 | ISHARES TR | IYW | 464287721 | $22.0M | 13.33% | 87,053 | SH |
| 3 | FIRST TR MORNINGSTAR DIV LEA | FDL | 336917109 | $14.7M | 8.91% | 301,517 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $11.9M | 7.23% | 328,318 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $10.1M | 6.15% | 299,455 | SH |
| 6 | WISDOMTREE TR | DES | 97717W604 | $8.4M | 5.10% | 206,337 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $6.5M | 3.98% | 206,511 | SH |
| 8 | Schwab US Agg Bond ETF | SCHZ | 808524839 | $5.8M | 3.52% | 250,805 | SH |
| 9 | Vanguard Consumer Staples | VDC | 92204A207 | $5.5M | 3.32% | 24,283 | SH |
| 10 | ISHARES TR | IYF | 464287788 | $4.7M | 2.87% | 37,120 | SH |
| 11 | ISHARES TR | IYH | 464287762 | $4.7M | 2.83% | 69,580 | SH |
| 12 | GRINDR INC | GRND | 39854F101 | $4.5M | 2.76% | 316,088 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $4.2M | 2.57% | 114,614 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $4.2M | 2.55% | 11,330 | SH |
| 15 | ISHARES TR | IXP | 464287275 | $3.0M | 1.85% | 26,959 | SH |
| 16 | SPROTT ETF TRUST | SGDM | 85210B102 | $2.7M | 1.65% | 43,191 | SH |
| 17 | SPROTT PHYSICAL SILVER TR | PSLV | 85207K107 | $2.5M | 1.50% | 131,342 | SH |
| 18 | SPROTT PHYSICAL GOLD TRUST | PHYS | 85207H104 | $2.5M | 1.50% | 81,666 | SH |
| 19 | Schwab Int'l Equity ETF | SCHF | 808524805 | $2.4M | 1.47% | 87,445 | SH |
| 20 | ALPS ETF TR | AMLP | 00162Q452 | $2.2M | 1.35% | 42,962 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.9M | 1.14% | 52,014 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $1.4M | 0.87% | 4,953 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.2M | 0.73% | 5,980 | SH |
| 24 | RTX CORPORATION | RTX | 75513E101 | $877.1K | 0.53% | 4,623 | SH |
| 25 | FREEPORT MCMORAN INC | FCX | 35671D857 | $867.9K | 0.53% | 13,800 | SH |
| 26 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $862.0K | 0.52% | 2,633 | SH |
| 27 | SPROTT PHYSICAL PLAT PALLAD | SPPP | 85207Q104 | $787.3K | 0.48% | 63,240 | SH |
| 28 | HEALTHEQUITY INC | HQY | 42226A107 | $784.9K | 0.48% | 8,690 | SH |
| 29 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $582.7K | 0.35% | 780 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $572.4K | 0.35% | 23,711 | SH |
| 31 | Coca Cola Company | KO | 191216100 | $521.2K | 0.32% | 6,413 | SH |
| 32 | CHEVRON CORP NEW | CVX | 166764100 | $513.4K | 0.31% | 3,097 | SH |
| 33 | DELTA AIR LINES INC DEL | DAL | 247361702 | $481.7K | 0.29% | 5,143 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $471.5K | 0.29% | 3,448 | SH |
| 35 | BK OF AMERICA CORP | BAC | 060505104 | $459.4K | 0.28% | 8,062 | SH |
| 36 | GE AEROSPACE | GE | 369604301 | $420.5K | 0.26% | 1,125 | SH |
| 37 | ISHARES TR | IDV | 464288448 | $397.7K | 0.24% | 9,600 | SH |
| 38 | AON PLC | AON | G0408V102 | $397.7K | 0.24% | 1,199 | SH |
| 39 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $395.1K | 0.24% | 1,405 | SH |
| 40 | HOME DEPOT INC | HD | 437076102 | $355.5K | 0.22% | 1,008 | SH |
| 41 | GE VERNOVA INC | GEV | 36828A101 | $352.5K | 0.21% | 300 | SH |
| 42 | TEXAS INSTRS INC | TXN | 882508104 | $342.2K | 0.21% | 1,148 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $340.1K | 0.21% | 1,427 | SH |
| 44 | EA SERIES TRUST | BOXX | 02072L565 | $329.1K | 0.20% | 2,810 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $320.3K | 0.19% | 946 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $316.4K | 0.19% | 3,828 | SH |
| 47 | BOEING CO | BA | 097023105 | $308.5K | 0.19% | 1,425 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $295.0K | 0.18% | 10,188 | SH |
| 49 | WELLS FARGO CO NEW | WFC | 949746101 | $289.3K | 0.18% | 3,501 | SH |
| 50 | PLUG POWER INC | PLUG | 72919P202 | $284.6K | 0.17% | 105,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $164.7M | 62 | 0001803295-26-000003 |
| 2026-03-31 | 2026-05-05 | $149.4M | 60 | 0001803295-26-000002 |
| 2025-12-31 | 2026-02-11 | $144.5M | 60 | 0001803295-26-000001 |
Filer Information
Address
750 HAMMOND DRIVEBDG 1, SUITE 200
SANDY SPRINGS, GA 30328
Phone
(404) 705-4593
Filing Manager
HC Advisors, LLC
SANDY SPRINGS, GA
Signatory
Lily Hsieh
Chief Compliance Officer