1 tracked 13F filer discloses a position in HLFNX as of the latest SEC 13F filings, a combined $230K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $230K | 7K | ▼−3.9% Reduced · −281 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 1 funds | $532.5M |
| ALPHABET INC-CL AGOOGL | 1 funds | $452.6M |
| COSTCO WHOLESALE CORPCOST | 1 funds | $425.3M |
| MICROSOFT CORPMSFT | 1 funds | $360.7M |
| NVIDIA CORPNVDA | 1 funds | $338.5M |
| VISA INC-CLASS A SHARESV | 1 funds | $325.2M |
| AMAZON.COM INCAMZN | 1 funds | $234.7M |
| ECOLAB INCECL | 1 funds | $192.3M |
| TJX COMPANIES INCTJX | 1 funds | $187.1M |
| EATON CORP PLCETN | 1 funds | $183.4M |
| BROADCOM INCAVGO | 1 funds | $178.2M |
| JPMORGAN CHASE & COJPM | 1 funds | $170.9M |
Ranked by how many of HLFNX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| STNCStock | 21 funds | $24.3M |
| HLFNXthis pageMF | 1 funds | $230K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HLFNX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HLFNX/capital-change-brief"
Use Arkolith's capital_change_brief for HLFNX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HLFNX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.