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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 12 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SIMO SILICON MOTION TECHNOLOGY CO Technology 550.0 $183K 0.02% $333.33 -24.5%
222 SPYM SPDR SERIES TRUST 2,076.0 $182K 0.02% $87.88 +2.8%
223 EVRG EVERGY INC Utilities 2,074.0 $179K 0.02% $86.43 -3.5%
224 IWM ISHARES TR 591.0 $178K 0.02% -31.0 -5.0% $300.48 -0.1%
225 KLAC KLA CORP Technology 580.0 $175K 0.02% +521.0 +883.0% $301.71 -35.4%
226 WELL WELLTOWER INC Real Estate 760.0 $172K 0.02% +38.0 +5.3% $226.97 +3.7%
227 GRMN GARMIN LTD Technology 725.0 $172K 0.02% +27.0 +3.9% $237.62 +25.2%
228 D DOMINION ENERGY INC Utilities 2,503.0 $171K 0.02% $68.29 +0.5%
229 TJX TJX COS INC NEW Consumer Cyclical 1,120.0 $170K 0.02% +33.0 +3.0% $151.50 -0.4%
230 IJR ISHARES TR 1,137.0 $169K 0.02% $148.25 -0.4%
231 ROK ROCKWELL AUTOMATION INC Industrials 340.0 $168K 0.02% $495.08 -12.4%
232 THE BALDWIN INSURANCE GRP IN 6,270.0 $167K 0.02% $26.58
233 HOOD ROBINHOOD MKTS INC Financial Services 1,611.0 $162K 0.02% +2K +1351.3% $100.28 -8.7%
234 FDX FEDEX CORP Industrials 508.0 $159K 0.02% -6.0 -1.2% $313.03 +4.9%
235 BIV VANGUARD BD INDEX FDS 2,041.0 $157K 0.02% $76.70 -1.6%
236 IRM IRON MTN INC DEL Real Estate 1,234.0 $156K 0.02% -10.0 -0.8% $126.31 +0.3%
237 AGG ISHARES TR 1,574.0 $156K 0.02% -21.0 -1.3% $98.97 -1.6%
238 TDG TRANSDIGM GROUP INC Industrials 117.0 $155K 0.02% $1327.69 -7.1%
239 CARR CARRIER GLOBAL CORPORATION Industrials 2,065.0 $151K 0.01% -25.0 -1.2% $73.35 -16.3%
240 MDT MEDTRONIC PLC Healthcare 1,934.0 $151K 0.01% -71.0 -3.5% $78.23 +17.7%
Page 12 of 45  ·  898 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%