HCM Tactical Plus Fund (HCMSX) is an MF managed by Independent / Boutique. Its largest position is ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV), representing 23.03% of fund assets.
HCM Tactical Plus Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HCMSX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
ISHARES 0-3 MONTH TREASURY BOND ETF
|
23.03% | $413,259,630.00 | 4,105,500 |
|
-
BALKRISHNA INDUSTRIES LTD.
|
23.03% | $413,232,252.00 | 4,509,300 |
|
-
INVESCO QQQ TRUST SERIES 1
|
17.82% | $319,870,847.28 | 554,196 |
|
-
VANGUARD MEGA CAP GROWTH ETF
|
9.31% | $167,076,437.76 | 454,704 |
|
-
APPLIED MATERIALS INC /DE
|
5.91% | $105,987,511.16 | 105,987,511 |
|
-
TIDAL TRUST I
|
5.19% | $93,181,319.00 | 3,903,700 |
|
-
VANGUARD INDEX FUNDS - VANGUARD GROWTH INDEX FUND
|
3.51% | $63,000,405.65 | 144,235 |
|
-
VERBIO SE
|
3.09% | $55,372,200.00 | 183,200 |
|
-
VANECK VECTORS SEMICONDUCTORS ETF
|
3.01% | $54,021,060.00 | 140,900 |
|
-
ISHARES SEMICONDUCTOR ETF
|
2.99% | $53,703,044.00 | 163,400 |
|
-
NVIDIA CORP
|
0.86% | $15,514,624.00 | 88,960 |
|
-
MICROSOFT CORP
|
0.64% | $11,530,795.50 | 31,150 |
|
-
Meta Platforms, Inc.
|
0.38% | $6,764,865.12 | 11,824 |
|
-
ADVANCED MICRO DEVICES INC
|
0.22% | $3,967,291.86 | 19,502 |
|
-
Alphabet Inc.
|
0.20% | $3,533,537.28 | 12,288 |
|
-
AMAZON COM INC
|
0.14% | $2,426,553.77 | 11,651 |
|
-
Apple Inc.
|
0.11% | $2,044,532.24 | 8,056 |
|
-
Alphabet Inc.
|
0.10% | $1,782,261.18 | 6,213 |
|
-
AMGEN INC
|
0.08% | $1,491,844.00 | 4,240 |
|
-
CF Industries Holdings, Inc.
|
0.08% | $1,434,732.00 | 11,050 |
|
-
CHEVRON CORP
|
0.07% | $1,344,850.00 | 6,500 |
|
-
QUALCOMM INC/DE
|
0.07% | $1,307,889.68 | 10,156 |
|
-
Tesla, Inc.
|
0.06% | $1,158,373.00 | 3,116 |
|
-
AMERICAN TOWER CORP /MA/
|
0.05% | $965,412.52 | 5,594 |
|
-
Extra Space Storage Inc.
|
0.05% | $879,095.52 | 6,704 |
|
-
Salesforce, Inc.
|
0.05% | $837,214.95 | 4,485 |
|
-
CROWN CASTLE INC.
|
0.04% | $713,007.39 | 8,769 |
|
-
PayPal Holdings, Inc.
|
0.03% | $614,540.01 | 13,587 |
|
-
Atlassian Corp
|
0.00% | $68,250.00 | 1,000 |
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