Ownership history in Summit Financial Wealth Advisors, LLC Β· 43 quarters on record
This page tracks every 13F SEC filing in which Summit Financial Wealth Advisors, LLC reported a position in HOME BANCORP INC (HBCP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Summit Financial Wealth Advisors, LLC outperformed the S&P 500 by +4.7% annually on this HBCP position. Timing score: 47% (14/30 decisions correct). Average cost basis: $28.96. Maximum drawdown during holding period: β45.5%.
β
Outperformed SPY on this position by 4.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 30 add/trim decisions correct
Best entry: $16.72 (2015 Q1) Β· Worst: $57.52 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 14 trims. Bought during 6 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size