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HRT FINANCIAL LP

Q4 2025 · Filed 2026-02-12
Market Value
$24.0B
+10.7%
Holdings
3,182
+120
New Purchases
1,020
Added To
594
Closed
971
Reduced
594
Top 10 Concentration
41.2%
Turnover
62.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 2.74% 0.00% +2.74% $655M
IWM 4.23% 2.16% +2.07% $1.0B
AMZN 1.49% 0.14% +1.35% $357M
WMT 1.65% 0.51% +1.14% $394M
MU 1.05% 0.00% +1.05% $251M
AMAT 0.98% 0.00% +0.98% $234M
WBD 0.75% 0.00% +0.75% $180M
EOG 0.60% 0.08% +0.52% $144M
NOW 0.51% 0.00% +0.51% $123M
MRVL 0.51% 0.00% +0.51% $122M
AMD 0.47% 0.00% +0.47% $113M
APD 0.46% 0.00% +0.46% $109M
LULU 0.41% 0.00% +0.41% $98M
GOOG 1.10% 0.70% +0.40% $264M
LRCX 0.40% 0.03% +0.37% $95M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 20.37% 25.93% -5.56% $4.9B
QQQ 3.95% 6.59% -2.64% $947M
JNJ 0.01% 1.03% -1.02% $3M
AAPL 2.57% 3.57% -1.00% $615M
APH 0.09% 1.01% -0.92% $20M
NVDA 1.98% 2.90% -0.91% $475M
GRAB 0.04% 0.95% -0.91% $10M
CRH.L 0.00% 0.74% -0.74% $0
ALNY 0.00% 0.61% -0.61% $0
BMNR 0.00% 0.48% -0.48% $0
YNDX 0.00% 0.44% -0.44% $0
TSLA 0.53% 0.92% -0.39% $126M
PANW 0.12% 0.50% -0.38% $28M
STX 0.00% 0.37% -0.37% $0
LEU 0.05% 0.42% -0.37% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $11.6B 48.5%
Large Cap 738 $8.6B 36.0%
Mid Cap 896 $2.7B 11.2%
Small Cap 900 $944M 3.9%
Micro Cap 580 $103M 0.4%

Portfolio Analytics

Avg Market Cap
$29.7B
Median Market Cap
$2.4B
Avg P/E
30.9
Median P/E
19.1
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
2,448
# ETFs / Funds
735

Top Holdings (3,182 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 20.37% 7,154,420 $4.9B $681.94 -$733M -1,270,224 -15.1%
2 IWM 4.23% 4,119,165 $1.0B $246.16 $546M +2,184,265 +112.9%
3 QQQ 3.95% 1,541,026 $947M $614.31 -$480M -835,216 -35.1%
4 AVGO 2.74% 1,892,942 $655M $346.10 +1,892,942 NEW
5 AAPL 2.57% 2,262,382 $615M $271.86 -$157M -771,033 -25.4%
6 NVDA 1.98% 2,549,116 $475M $186.50 -$152M -812,814 -24.2%
7 WMT 1.65% 3,539,538 $394M $111.41 $284M +2,467,801 +230.3%
8 AMZN 1.49% 1,544,857 $357M $230.82 $326M +1,406,251 +1014.6%
9 MSFT 1.14% 564,081 $273M $483.62 -$16M +5,736 +1.0%
10 GOOG 1.10% 842,808 $264M $313.80 $112M +216,454 +34.6%
11 MU 1.05% 880,572 $251M $285.41 +880,572 NEW
12 AMAT 0.98% 910,441 $234M $256.99 +910,441 NEW
13 GOOGL 0.79% 605,278 $189M $313.00 $49M +28,088 +4.9%
14 WBD 0.75% 6,250,016 $180M $28.82 +6,250,016 NEW
15 MDY 0.63% 250,582 $151M $603.28 $87M +142,512 +131.9%
16 EOG 0.60% 1,374,243 $144M $105.01 $127M +1,219,692 +789.2%
17 JPM 0.59% 436,854 $141M $322.22 $34M +99,231 +29.4%
18 TSLA 0.53% 281,062 $126M $449.72 -$72M -166,105 -37.1%
19 NOW 0.51% 803,469 $123M $153.19 +803,469 NEW
20 MRVL 0.51% 1,437,476 $122M $84.98 +1,437,476 NEW
21 AMD 0.47% 526,836 $113M $214.16 +526,836 NEW
22 APD 0.46% 442,683 $109M $247.02 +442,683 NEW
23 VTI 0.45% 324,216 $109M $335.27 -$4M -17,845 -5.2%
24 NFLX 0.43% 1,090,267 $102M $93.76 $47M +1,044,103 +2261.7%
25 XOM 0.42% 830,237 $100M $120.34 $40M +297,459 +55.8%
26 LULU 0.41% 470,780 $98M $207.81 +470,780 NEW
27 C 0.41% 832,791 $97M $116.69 $32M +188,857 +29.3%
28 LRCX 0.40% 554,611 $95M $171.18 $88M +504,563 +1008.2%
29 TER 0.39% 487,343 $94M $193.56 $23M -30,999 -6.0%
30 T 0.36% 3,484,965 $87M $24.84 +3,484,965 NEW
31 PLTR 0.33% 445,526 $79M $177.75 -$31M -158,420 -26.2%
32 BKNG 0.33% 14,616 $78M $5,355.30 $33M +6,293 +75.6%
33 SCHW 0.32% 763,516 $76M $99.91 $66M +651,673 +582.7%
34 TTD 0.32% 1,990,058 $76M $37.96 +1,990,058 NEW
35 VOO 0.30% 115,777 $73M $627.13 $58M +91,980 +386.5%
36 VRT 0.30% 442,550 $72M $162.01 $69M +423,418 +2213.1%
37 CSCO 0.29% 905,883 $70M $77.03 +905,883 NEW
38 BX 0.29% 447,706 $69M $154.14 +447,706 NEW
39 BIIB 0.28% 384,265 $68M $175.99 $67M +379,819 +8542.9%
40 BA 0.28% 309,605 $67M $217.12 +309,605 NEW
41 JCI 0.27% 541,510 $65M $119.75 $60M +501,538 +1254.7%
42 MRK 0.27% 612,756 $64M $105.26 $43M +354,697 +137.4%
43 LLY 0.27% 59,889 $64M $1,074.67 +59,889 NEW
44 GFS 0.26% 1,804,035 $63M $34.92 +1,804,035 NEW
45 GM 0.25% 749,826 $61M $81.32 +749,826 NEW
46 LNG 0.25% 313,611 $61M $194.39 -$36M -98,356 -23.9%
47 ONDS 0.25% 6,210,148 $61M $9.76 $38M +3,288,540 +112.6%
48 CDW 0.25% 443,599 $60M $136.20 +443,599 NEW
49 RF 0.25% 2,227,367 $60M $27.10 $50M +1,837,825 +471.8%
50 CVX 0.25% 391,422 $60M $152.41 $50M +330,382 +541.2%
51 FTNT 0.24% 729,471 $58M $79.41 +729,471 NEW
52 ET 0.24% 3,458,111 $57M $16.49 $16M +1,086,576 +45.8%
53 BAC 0.24% 1,036,097 $57M $55.00 +1,036,097 NEW
54 GEV 0.22% 80,894 $53M $653.56 $48M +72,943 +917.4%
55 LMT 0.22% 107,926 $52M $483.66 $28M +60,355 +126.9%
56 ON 0.22% 963,558 $52M $54.15 $48M +877,363 +1017.9%
57 RDDT 0.21% 222,159 $51M $229.87 $49M +211,670 +2018.0%
58 CYBR 0.21% 113,755 $51M $446.06 $23M +56,626 +99.1%
59 COF 0.21% 207,295 $50M $242.36 $15M +40,733 +24.5%
60 SOFI 0.21% 1,881,227 $49M $26.18 -$8M -271,792 -12.6%
61 EPD 0.20% 1,504,057 $48M $32.06 -$6M -236,686 -13.6%
62 CAT 0.20% 83,563 $48M $572.86 +83,563 NEW
63 TJX 0.20% 309,280 $48M $153.61 $34M +213,671 +223.5%
64 UNH 0.20% 142,180 $47M $330.11 $11M +39,221 +38.1%
65 USB 0.19% 874,767 $47M $53.36 -$34M -801,411 -47.8%
66 OTIS 0.19% 531,408 $46M $87.35 $10M +136,238 +34.5%
67 VZ 0.19% 1,123,761 $46M $40.73 +1,123,761 NEW
68 EA 0.19% 219,422 $45M $204.33 +219,422 NEW
69 GLD 0.19% 112,648 $45M $396.31 +112,648 NEW
70 LVS 0.18% 679,475 $44M $65.09 $29M +397,288 +140.8%
71 MMC 0.18% 231,359 $43M $185.52 +231,359 NEW
72 GS 0.18% 48,796 $43M $878.99 -$21M -31,101 -38.9%
73 FHN 0.18% 1,782,438 $43M $23.90 +1,782,438 NEW
74 CAH 0.17% 203,891 $42M $205.50 $32M +140,012 +219.2%
75 BRK-B 0.17% 80,980 $41M $502.64 $12M +24,214 +42.7%
76 SMCI 0.17% 1,389,569 $41M $29.27 $4M +620,440 +80.7%
77 UBER 0.17% 486,195 $40M $81.71 +486,195 NEW
78 AMP 0.17% 80,721 $40M $490.33 $20M +39,965 +98.1%
79 MKTX 0.16% 214,101 $39M $181.25 $21M +110,308 +106.3%
80 MUB 0.16% 361,847 $39M $107.11 $26M +243,168 +204.9%
81 STT 0.16% 299,291 $39M $129.01 $28M +206,700 +223.2%
82 MS 0.16% 215,369 $38M $177.53 $6M +15,589 +7.8%
83 HYG 0.16% 469,339 $38M $80.63 +469,339 NEW
84 SYF 0.15% 441,631 $37M $83.43 $24M +260,905 +144.4%
85 AXP 0.15% 97,162 $36M $369.95 $27M +68,917 +244.0%
86 CB 0.15% 114,152 $36M $312.12 $35M +112,240 +5870.3%
87 EIX 0.15% 592,505 $36M $60.02 $22M +346,169 +140.5%
88 QRVO 0.15% 419,640 $35M $84.51 -$10M -84,554 -16.8%
89 VRSN 0.15% 145,723 $35M $242.95 $9M +51,711 +55.0%
90 WST 0.15% 127,188 $35M $275.14 $34M +124,799 +5223.9%
91 KVUE 0.14% 1,992,957 $34M $17.25 $11M +573,555 +40.4%
92 FOXA 0.14% 469,474 $34M $73.07 +469,474 NEW
93 VLYPN 0.14% 2,935,601 $34M $11.68 $9M +556,240 +23.4%
94 SRLN 0.14% 808,459 $33M $41.27 $20M +484,309 +149.4%
95 KMB 0.14% 330,099 $33M $100.89 -$74M -531,340 -61.7%
96 A 0.14% 241,405 $33M $136.07 +241,405 NEW
97 SMH 0.14% 90,747 $33M $360.12 $15M +35,938 +65.6%
98 V 0.13% 91,189 $32M $350.70 +91,189 NEW
99 ALLY 0.13% 701,909 $32M $45.29 $11M +175,629 +33.4%
100 BSX 0.13% 331,656 $32M $95.35 -$55M -560,689 -62.8%

New Positions

SymbolValue% Port
AVGO $655M 2.74%
MU $251M 1.05%
AMAT $234M 0.98%
WBD $180M 0.75%
NOW $123M 0.51%
MRVL $122M 0.51%
AMD $113M 0.47%
APD $109M 0.46%
LULU $98M 0.41%
T $87M 0.36%
TTD $76M 0.32%
CSCO $70M 0.29%
BX $69M 0.29%
BA $67M 0.28%
LLY $64M 0.27%

Sold Out Positions

SymbolValue% Port
21P.F —%
OGS —%
CCS —%
AVB —%
FMX —%
ATEN —%
WDI —%
BGR —%
AR —%
ARES —%
ASX —%
BGH —%
DECK —%
MC —%
HLI —%
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