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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $996M AUM 905 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 186 Added 122 Reduced 62 Exited
Page 8 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LHX L3HARRIS TECHNOLOGIES INC Industrials 125.0 $36K 0.00% +31.0 +33.0% $290.59 -3.1%
142 SU SUNCOR ENERGY INC NEW Energy 647.0 $35K 0.00% +124.0 +23.7% $53.68 +24.6%
143 SHW SHERWIN WILLIAMS CO Basic Materials 100.0 $35K 0.00% +10.0 +11.1% $345.40 +1.6%
144 GILD GILEAD SCIENCES INC Healthcare 266.0 $34K 0.00% +21.0 +8.6% $126.34 +13.5%
145 CNQ CANADIAN NAT RES LTD MED TER Energy 845.0 $33K 0.00% +225.0 +36.3% $39.50 +24.9%
146 FCX FREEPORT MCMORAN INC Basic Materials 524.0 $33K 0.00% +222.0 +73.5% $62.89 +4.8%
147 PGR PROGRESSIVE CORP Financial Services 150.0 $33K 0.00% +6.0 +4.2% $218.45 -5.1%
148 NOW SERVICENOW INC Technology 304.0 $30K 0.00% +224.0 +280.0% $99.28 +20.8%
149 KMB KIMBERLY-CLARK CORP Consumer Defensive 274.0 $30K 0.00% +190.0 +226.2% $109.77 -0.5%
150 MCK MCKESSON CORP Healthcare 39.0 $29K 0.00% +3.0 +8.3% $755.62 +16.5%
151 BCS BARCLAYS PLC Financial Services 1,084.0 $29K 0.00% +462.0 +74.3% $26.86 +1.6%
152 FEOE RBB FUND TRUST 530.0 $28K 0.00% +378.0 +248.7% $53.40 +3.4%
153 OMC OMNICOM GROUP INC Communication Services 362.0 $26K 0.00% +62.0 +20.7% $72.83 +19.6%
154 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 309.0 $25K 0.00% +79.0 +34.4% $82.40 -5.7%
155 NEBIUS GROUP N.V. 92.0 $25K 0.00% +62.0 +206.7% $276.17
156 VRT VERTIV HOLDINGS CO Industrials 74.0 $25K 0.00% +34.0 +85.0% $335.23 -19.0%
157 KMI KINDER MORGAN INC DEL Energy 717.0 $23K 0.00% +150.0 +26.5% $31.97 +2.5%
158 NOBL PROSHARES TR 400.0 $22K 0.00% +200.0 +100.0% $56.16 +3.9%
159 HSBC HSBC HLDGS PLC Financial Services 235.0 $22K 0.00% +77.0 +48.7% $95.09 +8.3%
160 ADI ANALOG DEVICES INC Technology 56.0 $22K 0.00% +36.0 +180.0% $397.18 -6.1%
Page 8 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 16.0%
Industrials 13.1%
Consumer Cyclical 10.7%
Healthcare 7.6%
Communication Services 7.2%
Consumer Defensive 4.7%
Utilities 3.1%
Energy 3.1%
Real Estate 1.3%