SEC 13F Intelligence

Managers / Q1 2026

Hardworking Capital Advisors, LLC

CIK 0002098583 · 34220 GATEWAY DRIVE, SUITE 120, PALM DESERT, CA, 92211 · 760-340-3277

Reported Value
$107M
Q1 2026
Positions
83
Filings on Record
2
2019–present window
Filed
May 8, 2026
original filing

Summary

Hardworking Capital Advisors, LLC reported $107M in U.S.-listed holdings across 83 positions for Q1 2026.

Its largest position, J P Morgan Exchange Traded F, represents 8.3% of the portfolio.

Compared with Q4 2025, the fund opened 2 new positions and exited 3.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Top-10 Concentration
+42.2%
share of reported value
Largest Position
+8.3%
J P Morgan Exchange Traded F
New / Exited
2 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $110MQ4 ’25Q1 ’26: $107MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 55.3%Common Stock: 42.5%REIT: 1.4%ADR: 0.5%Other: 0.2%
  • ETP · 55.3% · $59M
  • Common Stock · 42.5% · $45M
  • REIT · 1.4% · $2M
  • ADR · 0.5% · $504,504
  • Other · 0.2% · $251,702

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GPNGLOBAL PMTS INCNEW+8.0K8.0K+$537,121$537,121
ELSEQUITY LIFESTYLE PROPERTIESNEW+8.4K8.4K+$521,831$521,831
PAYXPAYCHEX INCSOLD OUT8.7K0$970,326$0
AMTAMERICAN TOWER CORP NEWSOLD OUT4.5K0$788,652$0
GOOGALPHABET INCSOLD OUT6620$207,668$0
ROLROLLINS INCADDED+8.9K21.3K+$393,025$1M
INTUINTUITADDED+3701.2K$25,434$508,510
BSXBOSTON SCIENTIFIC CORPADDED+1.9K6.0K$16,555$375,810

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

43 positions
#IssuerClass% PortfolioValueShares
1INNOVATOR ETFS TRUSTUS EQT BUFR APR · US EQTY PWR BUF · UNCAPPED BITCOIN14.01%$15M403.5K
2J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF8.32%$9M175.7K
3PIMCO ETF TRENHAN SHRT MA AC5.68%$6M60.4K
4INVESCO ACTIVELY MANAGED EXCULTRA SHRT DUR4.96%$5M105.7K
5AAPLAPPLE INChistory →COM4.40%$5M18.5K
6SPDR SERIES TRUSTSTATE STREET SPD4.19%$4M42.3K
7ISHARES TRFLTG RATE NT ETF · TRUST ISHARE 0-14.15%$4M70.9K
8AMZNAMAZON COM INChistory →COM2.60%$3M13.3K
9ISHARES U S ETF TRSHORT DURATION B2.56%$3M53.7K
10VANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT2.13%$2M5.4K
11GOOGLALPHABET INChistory →CAP STK CL A2.00%$2M7.4K
12FIRST TR EXCHNG TRADED FD VIFT VEST US EQT1.87%$2M45.5K
13MSFTMICROSOFT CORPhistory →COM1.66%$2M4.8K
14AMGNAMGEN INChistory →COM1.43%$2M4.3K
15GOLDMAN SACHS ETF TRACCES TREASURY1.36%$1M14.5K
16ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.26%$1M8.5K
17MCDMCDONALDS CORPhistory →COM1.22%$1M4.2K
18TSCOTRACTOR SUPPLY COhistory →COM1.16%$1M27.4K
19WMTWALMART INChistory →COM1.12%$1M9.7K
20PEPPEPSICO INChistory →COM1.12%$1M7.7K
21INVESCO EXCHANGE TRADED FD TS&P 500 TOP 501.12%$1M21.9K
22ROLROLLINS INChistory →COM1.07%$1M21.3K
23PGPROCTER & GAMBLE COCOM0.96%$1M7.1K
24PSAPUBLIC STORAGE OPER COCOM0.94%$1M3.7K
25COSTCOSTCO WHOLESALE CORPORATIONCOM0.94%$999,4771.0K
26NVDANVIDIA CORPORATIONCOM0.91%$977,2145.6K
27METAMETA PLATFORMS INCCL A0.88%$943,1031.6K
28JNJJOHNSON & JOHNSONCOM0.85%$912,4163.7K
29CLCOLGATE PALMOLIVE COCOM0.85%$908,14210.7K
30ORCLORACLE CORPCOM0.84%$901,1106.1K
31FASTFASTENAL COCOM0.84%$899,12919.4K
32DGXQUEST DIAGNOSTICS INCCOM0.83%$887,6494.5K
33KOCOCA COLA COCOM0.82%$871,76411.5K
34SBUXSTARBUCKS CORPCOM0.80%$859,4519.6K
35ITWILLINOIS TOOL WKS INCCOM0.79%$846,1013.3K
36HDHOME DEPOT INCCOM0.76%$813,2132.5K
37ADPAUTOMATIC DATA PROCESSING INCOM0.74%$788,7863.9K
38MCXMCCORMICK & CO INCCOM NON VTG0.72%$766,77815.2K
39SJMSMUCKER J M COCOM NEW0.71%$761,9017.9K
40AZOAUTOZONE INCCOM0.71%$756,623224
41CGGRUSDCAPITAL GROUP GROWTH ETFSHS CREATION UNI0.70%$747,45418.6K
42VANGUARD STAR FDSVG TL INTL STK F0.63%$672,6318.7K
43MSCIMSCI INCCOM0.62%$657,6541.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$107M83May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$110M84Feb 12, 202613F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Measured Risk Portfolios, Inc.028-25311

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.