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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 22 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLC SELECT SECTOR SPDR TR 368.0 $39K 0.00% $107.13 +4.2%
422 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 124.0 $39K 0.00% $317.53 -5.3%
423 FORM FORMFACTOR INC Technology 244.0 $39K 0.00% $159.93 -27.7%
424 LAMR LAMAR ADVERTISING CO Real Estate 250.0 $39K 0.00% +100.0 +66.7% $155.98 -1.4%
425 TRV TRAVELERS COMPANIES INC Financial Services 115.0 $38K 0.00% +29.0 +33.7% $330.12 +10.6%
426 NEM NEWMONT CORP Basic Materials 406.0 $38K 0.00% +25.0 +6.6% $93.40 +32.7%
427 PHM PULTE GROUP INC Consumer Cyclical 274.0 $38K 0.00% $137.39 -4.9%
428 BSX BOSTON SCIENTIFIC CORP Healthcare 881.0 $38K 0.00% $42.68 +22.6%
429 PLD PROLOGIS INC. Real Estate 277.0 $38K 0.00% +27.0 +10.8% $135.47 +4.2%
430 DRI DARDEN RESTAURANTS INC Consumer Cyclical 181.0 $37K 0.00% $206.01 +8.0%
431 HYZD WISDOMTREE TR 1,656.0 $37K 0.00% $22.51 +0.5%
432 OLN OLIN CORP Basic Materials 1,866.0 $37K 0.00% $19.82 -5.0%
433 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 140.0 $37K 0.00% $261.37 +29.1%
434 LHX L3HARRIS TECHNOLOGIES INC Industrials 125.0 $36K 0.00% +31.0 +33.0% $290.59 -4.3%
435 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,400.0 $35K 0.00% -75.0 -5.1% $25.26 +0.1%
436 SU SUNCOR ENERGY INC NEW Energy 647.0 $35K 0.00% +124.0 +23.7% $53.68 +26.3%
437 SHW SHERWIN WILLIAMS CO Basic Materials 100.0 $35K 0.00% +10.0 +11.1% $345.40 +2.5%
438 IWR ISHARES TR 312.0 $34K 0.00% $110.32 +3.0%
439 EXPD EXPEDITORS INTL WASH INC Industrials 210.0 $34K 0.00% $162.98 +14.4%
440 AEP AMERICAN ELEC PWR CO INC Utilities 249.0 $34K 0.00% $136.81 -7.7%
Page 22 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%