Hardworking Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 2098583 · latest 13F-HR filed 2026-08-03

Hardworking Capital Advisors, LLC manages $122.4M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (12.21%), JPST (6.67%), MINT (4.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 35, and trimmed 20.

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.

Filer Information
Address
34220 GATEWAY DRIVE
SUITE 120
PALM DESERT, CA 92211
Phone
(760) 340-3277
Filing Manager
Hardworking Capital Advisors, LLC
Palm Desert, CA
Signatory
Mathew A. Mellier
Managing Partner
Loading holdings…
AUM

$122.4M

Long-equity book

Holdings

84

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+2 / −1 / ↑35 / ↓20

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$1.2M +42.3%
  • APPLE INC$641.0K +13.6%
  • ALPHABET INC$425.7K +19.9%
  • AMAZON COM INC$278.3K +10.0%
  • VANGUARD INDEX FDS$207.3K +18.0%
Show all 35

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$726.7K -8.2%
  • TRACTOR SUPPLY CO-$565.6K -45.6%
  • INVESCO ACTIVELY MANAGED EXC-$473.0K -8.9%
  • ISHARES TR-$298.4K -19.5%
  • INNOVATOR ETFS TRUST-$265.0K -12.5%
Show all 20

New Positions

  • STATE STR SPDR S&P 500 ETF T$14.9M
  • ALPHABET INC$242.3K
Show all 2

Exited Positions

  • GENERAL MILLS INC$387.7K
Show all 1
All Holdings

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 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $14.9M 12.21% 20,007 SH
2 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $8.2M 6.67% 161,509 SH
3 PIMCO ETF TR MINT 72201R833 $5.9M 4.86% 58,977 SH
4 APPLE INC AAPL 037833100 $5.3M 4.36% 18,446 SH
5 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $4.8M 3.94% 96,237 SH
6 SPDR SERIES TRUST BIL 78468R663 $4.1M 3.33% 44,468 SH
7 INNOVATOR ETFS TRUST BAPR 45782C888 $4.0M 3.26% 74,926 SH
8 INNOVATOR ETFS TRUST PMAR 45782C383 $3.9M 3.22% 82,385 SH
9 INNOVATOR ETFS TRUST PJAN 45782C508 $3.9M 3.17% 78,293 SH
10 AMAZON COM INC AMZN 023135106 $3.1M 2.50% 12,821 SH
11 ISHARES TR FLOT 46429B655 $2.8M 2.32% 55,576 SH
12 ISHARES U S ETF TR NEAR 46431W507 $2.6M 2.14% 51,673 SH
13 ALPHABET INC GOOGL 02079K305 $2.6M 2.09% 7,163 SH
14 FIRST TR EXCHNG TRADED FD VI DSEP 33740F680 $2.0M 1.64% 42,426 SH
15 MICROSOFT CORP MSFT 594918104 $1.9M 1.52% 4,995 SH
16 INNOVATOR ETFS TRUST QBF 45784N692 $1.9M 1.52% 126,330 SH
17 SPDR SERIES TRUST SDY 78464A763 $1.7M 1.36% 10,928 SH
18 AMGEN INC AMGN 031162100 $1.6M 1.29% 4,361 SH
19 VANGUARD INDEX FDS VOO 922908363 $1.4M 1.11% 1,974 SH
20 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $1.3M 1.06% 21,232 SH
21 VANGUARD INDEX FDS VTI 922908769 $1.3M 1.06% 3,504 SH
22 GOLDMAN SACHS ETF TR GBIL 381430529 $1.3M 1.04% 12,743 SH
23 INNOVATOR ETFS TRUST PJUN 45782C748 $1.3M 1.03% 29,147 SH
24 ISHARES TR SHV 464288679 $1.2M 1.01% 11,168 SH
25 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $1.2M 0.95% 9,441 SH
26 MCDONALDS CORP MCD 580135101 $1.2M 0.95% 4,285 SH
27 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.93% 5,703 SH
28 PUBLIC STORAGE PSA 74460D109 $1.1M 0.93% 3,585 SH
29 WALMART INC WMT 931142103 $1.1M 0.89% 9,629 SH
30 PROCTER & GAMBLE CO PG 742718109 $1.0M 0.85% 7,118 SH
31 PEPSICO INC PEP 713448108 $1.0M 0.85% 7,691 SH
32 JOHNSON & JOHNSON JNJ 478160104 $991.5K 0.81% 3,904 SH
33 COLGATE PALMOLIVE CO CL 194162103 $959.1K 0.78% 10,462 SH
34 COSTCO WHOLESALE CORPORATION COST 22160K105 $956.1K 0.78% 1,022 SH
35 ROLLINS INC ROL 775711104 $955.4K 0.78% 22,890 SH
36 META PLATFORMS INC META 30303M102 $943.8K 0.77% 1,676 SH
37 QUEST DIAGNOSTICS INC DGX 74834L100 $943.1K 0.77% 4,449 SH
38 STARBUCKS CORP SBUX 855244109 $921.9K 0.75% 9,022 SH
39 COCA COLA CO KO 191216100 $920.9K 0.75% 11,332 SH
40 FASTENAL CO FAST 311900104 $918.5K 0.75% 19,124 SH
41 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $893.7K 0.73% 18,934 SH
42 HOME DEPOT INC HD 437076102 $892.2K 0.73% 2,530 SH
43 ORACLE CORP ORCL 68389X105 $888.1K 0.73% 6,060 SH
44 SMUCKER J M CO SJM 832696405 $885.6K 0.72% 7,872 SH
45 AUTOMATIC DATA PROCESSING IN ADP 053015103 $876.0K 0.72% 3,912 SH
46 ILLINOIS TOOL WKS INC ITW 452308109 $871.1K 0.71% 3,221 SH
47 AUTOZONE INC AZO 053332102 $747.9K 0.61% 234 SH
48 VANGUARD STAR FDS VXUS 921909768 $745.7K 0.61% 8,723 SH
49 ZACKS TRUST GROZ 98888G808 $745.0K 0.61% 23,441 SH
50 MONSTER BEVERAGE CORP NEW MNST 61174X109 $718.9K 0.59% 7,479 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $122.4M 84 0002098583-26-000006
2026-03-31 2026-05-08 $106.8M 83 0002098583-26-000005
2025-12-31 2026-02-12 $110.1M 84 0002098583-26-000004