Managed by Heffernan Advisory, Inc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $49.5M | 1.17M | 0.00% | — |
| 2 | ? N/A — | $49M | 1.15M | 0.00% | — |
| 3 | ? N/A — | $10.7M | 275.4K | 0.00% | — |
| 4 | ? N/A — | $10.7M | 147.9K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $10.1M |
| 255.1K |
| 0.00% |
| — |
| 6 | ? N/A — | $10.1M | 136.9K | 0.00% | — |
| 7 | ? N/A — | $7.2M | 150.6K | 0.00% | — |
| 8 | ? N/A — | $6.6M | 137.2K | 0.00% | — |
| 9 | H | $6.3M | 177.2K | 0.00% | — |
| 10 | H | $5.7M | 165.3K | 0.00% | — |
| 11 | ? N/A — | $4.8M | 91.7K | 0.00% | — |
| 12 | ? N/A — | $4.4M | 83.0K | 0.00% | — |
| 13 | B BEN — | $3.8M | 90.0K | 0.00% | — |
| 14 | B BEN — | $3.5M | 88.5K | 0.00% | — |
| 15 | S SBUX — | $2.7M | 77.7K | 0.00% | — |
| 16 | ? N/A — | $2.5M | 46.7K | 0.00% | — |
| 17 | S SBUX — | $2.4M | 72.5K | 0.00% | — |
| 18 | ? N/A — | $2.3M | 42.1K | 0.00% | — |
| 19 | N NFJ — | $1.6M | 20.1K | 0.00% | — |
| 20 | N NFJ — | $1.6M | 20.1K | 0.00% | — |