DOSSIER · 13F-HR · Q1 2026
Hegarty Advisors, LLC
Hegarty's pension fund based in Stamford, CT — $127M in tracked AUM across 57 positions as of Q1 2026.
H
Hegarty·Stamford, CT·Pension Fund
CIK 0002107727 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Hegarty Advisors, LLC
1. Portfolio Overview
Hegarty Advisors, LLC manages a portfolio with a total market value of approximately $115.2 million, comprising 55 individual holdings. The portfolio exhibits a highly structured, passive-oriented investment approach characterized by significant diversification. The composition suggests a "core-satellite" strategy, where the vast majority of assets are invested in broad market indices to captu...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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