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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 9 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COP CONOCOPHILLIPS Energy 209.0 $22K 0.00% +76.0 +57.1% $103.96 +22.7%
162 CSX CSX CORP Industrials 453.0 $22K 0.00% +153.0 +51.0% $47.53 +6.4%
163 BP BP PLC Energy 581.0 $21K 0.00% +275.0 +89.9% $36.95 +16.0%
164 FVD FIRST TR EXCHANGE-TRADED FD 439.0 $21K 0.00% +4.0 +0.9% $48.18 +4.8%
165 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 9,753.0 $19K 0.00% +762.0 +8.5% $1.92 -16.1%
166 ADBE ADOBE INC Technology 87.0 $18K 0.00% +24.0 +38.1% $205.02 +23.9%
167 SOUN SOUNDHOUND AI INC Technology 2,627.0 $17K 0.00% +2K +162.7% $6.47 +8.8%
168 PH PARKER-HANNIFIN CORP Industrials 17.0 $17K 0.00% +10.0 +142.9% $978.18 +7.7%
169 LEIDOS HOLDINGS INC 160.0 $16K 0.00% +59.0 +58.4% $102.97
170 XLP SELECT SECTOR SPDR TR 191.0 $16K 0.00% +12.0 +6.7% $83.07 +1.9%
171 VALE VALE S A Basic Materials 1,031.0 $16K 0.00% +331.0 +47.3% $15.04 -8.6%
172 NVTS NAVITAS SEMICONDUCTOR CORP Technology 640.0 $11K 0.00% +140.0 +28.0% $17.92 -18.6%
173 CHWY CHEWY INC Consumer Cyclical 570.0 $11K 0.00% +170.0 +42.5% $19.65 +12.6%
174 GDX VANECK ETF TRUST 132.0 $10K 0.00% +32.0 +32.0% $75.45 +21.8%
175 SONY SONY GROUP CORP Technology 466.0 $9K 0.00% +456.0 +4560.0% $20.06 +18.1%
176 CEG CONSTELLATION ENERGY CORP Utilities 37.0 $9K 0.00% +25.0 +208.3% $248.38 +12.0%
177 TMUS T-MOBILE US INC Communication Services 53.0 $9K 0.00% +1.0 +1.9% $166.26 +8.3%
178 MLM MARTIN MARIETTA MATLS INC Basic Materials 14.0 $8K 0.00% +11.0 +366.7% $576.71 -6.6%
179 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 750.0 $7K 0.00% +400.0 +114.3% $9.39 +31.1%
180 KHC KRAFT HEINZ CO Consumer Defensive 289.0 $7K 0.00% +139.0 +92.7% $23.62 +4.8%
Page 9 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%