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HRT FINANCIAL LP

Q2 2025 · Filed 2025-08-14
Market Value
$18.1B
+38.6%
Holdings
3,038
+96
New Purchases
1,036
Added To
506
Closed
1,064
Reduced
432
Top 10 Concentration
50.3%
Turnover
69.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 30.13% 23.18% +6.94% $5.5B
QQQ 9.58% 5.17% +4.41% $1.7B
APP 3.05% 1.68% +1.37% $552M
HOOD 1.06% 0.14% +0.91% $191M
AZEK 0.85% 0.00% +0.85% $154M
PLTR 1.88% 1.17% +0.71% $341M
CME 0.70% 0.00% +0.70% $127M
MRK 0.49% 0.00% +0.49% $88M
CRM 0.48% 0.00% +0.48% $87M
NU 0.50% 0.04% +0.46% $90M
HCA 0.45% 0.00% +0.45% $82M
AAPL 0.43% 0.00% +0.43% $79M
WMT 0.44% 0.02% +0.42% $79M
WELL 0.60% 0.20% +0.41% $110M
INSM 0.41% 0.00% +0.41% $73M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 1.74% 5.49% -3.75% $316M
AVGO 0.00% 2.61% -2.61% $0
SHOP 0.00% 2.34% -2.34% $0
GILD 0.00% 1.12% -1.12% $0
PFE 0.00% 1.07% -1.07% $0
BLK 0.00% 0.85% -0.85% $0
ABC 0.00% 0.64% -0.64% $0
USB 0.15% 0.78% -0.63% $27M
TPR 0.00% 0.63% -0.63% $0
META 0.23% 0.84% -0.61% $42M
KO 0.05% 0.54% -0.49% $9M
HBAN 0.02% 0.41% -0.39% $4M
TSLA 0.53% 0.92% -0.39% $96M
GOOGL 0.00% 0.38% -0.38% $0
KLAC 0.00% 0.37% -0.37% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 62 $9.0B 49.6%
Large Cap 734 $6.3B 34.6%
Mid Cap 877 $2.3B 12.5%
Small Cap 889 $530M 2.9%
Micro Cap 476 $57M 0.3%

Portfolio Analytics

Avg Market Cap
$28.7B
Median Market Cap
$2.6B
Avg P/E
30.9
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.06
# Stocks
2,407
# ETFs / Funds
631

Top Holdings (3,038 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 30.13% 8,833,517 $5.5B $617.84 $2.4B +3,416,975 +63.1%
2 QQQ 9.58% 3,145,578 $1.7B $551.64 $1.1B +1,704,600 +118.3%
3 APP 3.05% 1,577,072 $552M $350.08 $333M +748,792 +90.4%
4 PLTR 1.88% 2,500,227 $341M $136.32 $188M +688,834 +38.0%
5 IWM 1.74% 1,464,049 $316M $215.79 -$402M -2,135,063 -59.3%
6 HOOD 1.06% 2,041,945 $191M $93.63 $173M +1,598,683 +360.7%
7 AZEK 0.85% 2,834,659 $154M $54.35 +2,834,659 NEW
8 GOOG 0.71% 722,489 $128M $177.39 $55M +256,743 +55.1%
9 CME 0.70% 461,154 $127M $275.62 +461,154 NEW
10 WELL 0.60% 712,929 $110M $153.73 $84M +546,225 +327.7%
11 VTI 0.55% 330,267 $100M $303.93 $8M -6,856 -2.0%
12 TSLA 0.53% 301,779 $96M $317.66 -$24M -159,754 -34.6%
13 AIG 0.52% 1,109,634 $95M $85.59 $51M +600,061 +117.8%
14 NU 0.50% 6,566,055 $90M $13.72 $85M +6,105,104 +1324.5%
15 MRK 0.49% 1,114,453 $88M $79.16 +1,114,453 NEW
16 NFLX 0.48% 65,372 $88M $1,339.12 $26M -1,050 -1.6%
17 CRM 0.48% 319,120 $87M $272.69 +319,120 NEW
18 HCA 0.45% 212,990 $82M $383.10 +212,990 NEW
19 WMT 0.44% 808,065 $79M $97.78 $76M +778,872 +2668.0%
20 AAPL 0.43% 383,692 $79M $205.17 +383,692 NEW
21 INSM 0.41% 729,597 $73M $100.64 +729,597 NEW
22 KMB 0.40% 556,437 $72M $128.92 $54M +432,861 +350.3%
23 PM 0.37% 372,816 $68M $182.13 $40M +196,350 +111.3%
24 CRH.L 0.35% 691,775 $64M $91.80 +691,775 NEW
25 BRK-B 0.35% 130,290 $63M $485.76 $34M +75,781 +139.0%
26 PGR 0.35% 235,616 $63M $266.86 +235,616 NEW
27 MDY 0.34% 108,920 $62M $566.48 $60M +105,961 +3581.0%
28 MO 0.34% 1,042,012 $61M $58.63 $46M +792,285 +317.3%
29 RKLB 0.33% 1,660,890 $59M $35.77 +1,660,890 NEW
30 KR 0.32% 815,585 $59M $71.73 +815,585 NEW
31 LNG 0.32% 238,227 $58M $243.52 +238,227 NEW
32 JNJ 0.31% 370,985 $57M $152.75 $45M +302,304 +440.2%
33 WM 0.30% 238,654 $55M $228.82 $44M +192,539 +417.5%
34 TMO 0.29% 131,087 $53M $405.46 $37M +98,267 +299.4%
35 SFM 0.29% 318,169 $52M $164.64 +318,169 NEW
36 MSTR 0.28% 124,551 $50M $404.23 +124,551 NEW
37 ORCL 0.28% 228,593 $50M $218.63 +228,593 NEW
38 CRS 0.27% 179,570 $50M $276.38 +179,570 NEW
39 WMB 0.27% 786,600 $49M $62.81 $47M +743,533 +1726.5%
40 QCOM 0.27% 310,028 $49M $159.26 +310,028 NEW
41 PG 0.27% 306,090 $49M $159.32 +306,090 NEW
42 BKNG 0.26% 8,279 $48M $5,789.23 +8,279 NEW
43 UNH 0.26% 152,063 $47M $311.97 +152,063 NEW
44 EPD 0.26% 1,528,580 $47M $31.01 $23M +827,780 +118.1%
45 UNP 0.26% 204,292 $47M $230.08 $39M +168,969 +478.4%
46 CAT 0.25% 114,625 $44M $388.21 +114,625 NEW
47 META 0.23% 57,157 $42M $738.09 -$68M -133,274 -70.0%
48 APO 0.21% 269,272 $38M $141.87 $33M +229,734 +581.0%
49 GRAB 0.21% 7,493,486 $38M $5.03 $32M +6,310,006 +533.2%
50 SNAP 0.21% 4,296,542 $37M $8.69 $37M +4,268,382 +15157.6%
51 EXE 0.21% 317,738 $37M $116.94 $31M +262,424 +474.4%
52 BSX 0.20% 337,270 $36M $107.41 $17M +142,491 +73.2%
53 ASTS 0.20% 772,803 $36M $46.73 +772,803 NEW
54 HAL 0.19% 1,719,594 $35M $20.38 +1,719,594 NEW
55 LIN 0.19% 73,043 $34M $469.18 +73,043 NEW
56 CVX 0.19% 238,050 $34M $143.19 -$5M +2,978 +1.3%
57 ET 0.19% 1,873,174 $34M $18.13 $13M +732,655 +64.2%
58 AIT 0.19% 145,025 $34M $232.45 +145,025 NEW
59 AJG 0.19% 104,807 $34M $320.11 +104,807 NEW
60 CI 0.18% 97,126 $32M $330.57 $30M +90,417 +1347.7%
61 UBER 0.18% 340,015 $32M $93.30 +340,015 NEW
62 SOFI 0.17% 1,722,298 $31M $18.21 $12M +71,268 +4.3%
63 ODFL 0.17% 189,855 $31M $162.30 +189,855 NEW
64 AAL 0.17% 2,741,383 $31M $11.22 $3M +83,653 +3.1%
65 V 0.17% 85,922 $31M $355.04 +85,922 NEW
66 HON 0.17% 130,838 $30M $232.88 $23M +93,971 +254.9%
67 MLI 0.17% 383,070 $30M $79.47 +383,070 NEW
68 OTIS 0.17% 306,471 $30M $99.02 $1M +24,767 +8.8%
69 LOW 0.16% 134,653 $30M $221.87 +134,653 NEW
70 SCCO 0.16% 294,270 $30M $101.17 +294,270 NEW
71 ADBE 0.16% 76,241 $29M $386.88 -$7M -18,649 -19.6%
72 COOP 0.16% 196,636 $29M $149.21 $28M +186,158 +1776.7%
73 CTVA 0.16% 393,169 $29M $74.53 +393,169 NEW
74 PRMB 0.16% 989,202 $29M $29.62 +989,202 NEW
75 LMT 0.16% 63,175 $29M $463.13 $12M +25,387 +67.2%
76 MA 0.16% 51,973 $29M $561.93 -$3M -6,111 -10.5%
77 ECL 0.16% 105,139 $28M $269.43 +105,139 NEW
78 FI 0.15% 160,158 $28M $172.40 +160,158 NEW
79 CPB 0.15% 892,924 $27M $30.65 +892,924 NEW
80 USB 0.15% 598,204 $27M $45.25 -$75M -1,818,522 -75.2%
81 CAH 0.15% 160,738 $27M $167.99 $19M +101,799 +172.7%
82 SSB 0.15% 292,261 $27M $92.03 +292,261 NEW
83 AFL 0.15% 254,954 $27M $105.46 $24M +230,672 +950.0%
84 ABNB 0.15% 203,054 $27M $132.34 $25M +188,732 +1317.8%
85 TEAM 0.15% 132,218 $27M $203.09 $24M +120,212 +1001.3%
86 RDN 0.15% 740,190 $27M $36.02 $633K -46,882 -6.0%
87 COST 0.14% 25,591 $25M $989.92 $3M +2,465 +10.7%
88 RVMD 0.14% 686,426 $25M $36.79 $24M +662,719 +2795.5%
89 PCG 0.14% 1,801,558 $25M $13.94 $15M +1,236,417 +218.8%
90 FERG 0.14% 115,075 $25M $217.74 +115,075 NEW
91 RF 0.14% 1,049,892 $25M $23.52 $305K -72,471 -6.5%
92 COF 0.14% 115,708 $25M $212.76 +115,708 NEW
93 HALO 0.13% 467,070 $24M $52.02 $20M +397,985 +576.1%
94 BIL 0.13% 259,284 $24M $91.73 $13M +139,555 +116.6%
95 XLK 0.13% 92,260 $23M $253.22 $20M +75,319 +444.6%
96 BLDR 0.13% 199,819 $23M $116.69 $2M +31,116 +18.4%
97 NKE 0.13% 322,454 $23M $71.04 +322,454 NEW
98 YNDX 0.12% 396,273 $22M $55.33 $10M -165,837 -29.5%
99 TJX 0.12% 176,458 $22M $123.49 +176,458 NEW
100 ADC 0.12% 295,414 $22M $73.06 $10M +147,633 +99.9%

New Positions

SymbolValue% Port
AZEK $154M 0.85%
CME $127M 0.70%
MRK $88M 0.49%
CRM $87M 0.48%
HCA $82M 0.45%
AAPL $79M 0.43%
INSM $73M 0.41%
CRH.L $64M 0.35%
PGR $63M 0.35%
RKLB $59M 0.33%
KR $59M 0.32%
LNG $58M 0.32%
SFM $52M 0.29%
MSTR $50M 0.28%
ORCL $50M 0.28%

Sold Out Positions

SymbolValue% Port
BKKT —%
CCS —%
AVB —%
UAMY —%
BKD —%
EXPD —%
IBP —%
AFB —%
RSI —%
ATR —%
GLW —%
AIR —%
BRK-A —%
DIS —%
FLR —%
View SEC EDGAR Filings for HRT FINANCIAL LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms