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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 30 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FLNG FLEX LNG LTD Energy 500.0 $14K 0.00% $28.06 +10.8%
582 MRNA MODERNA INC Healthcare 200.0 $14K 0.00% $70.03 -10.1%
583 HLI HOULIHAN LOKEY INC Financial Services 104.0 $14K 0.00% $134.13 -5.3%
584 KOMP SPDR SERIES TRUST 195.0 $14K 0.00% $71.50 -3.1%
585 NVR NVR INC Consumer Cyclical 2.0 $14K 0.00% $6813.50 -8.3%
586 IAI ISHARES TR 77.0 $14K 0.00% $175.34 +8.6%
587 SIL GLOBAL X FDS 168.0 $13K 0.00% $77.46 +13.0%
588 CWST CASELLA WASTE SYS INC Industrials 134.0 $13K 0.00% $96.97 -7.3%
589 ITW ILLINOIS TOOL WKS INC Industrials 48.0 $13K 0.00% -33.0 -40.7% $270.48 +5.2%
590 JPIB J P MORGAN EXCHANGE TRADED F 266.0 $13K 0.00% -40.0 -13.1% $48.35 -1.1%
591 RELX RELX PLC Communication Services 406.0 $13K 0.00% $31.67 +9.0%
592 IWS ISHARES TR 78.0 $13K 0.00% $164.60 +3.8%
593 FIG FIGMA INC Technology 705.0 $13K 0.00% $18.09 +43.8%
594 DXCM DEXCOM INC Healthcare 188.0 $13K 0.00% $67.35 +33.0%
595 FLS FLOWSERVE CORP Industrials 170.0 $13K 0.00% $74.16 +6.2%
596 COWZ PACER FDS TR 202.0 $13K 0.00% -310.0 -60.5% $62.20 +13.2%
597 PPL PPL CORP Utilities 345.0 $13K 0.00% $36.35 -2.0%
598 REGN REGENERON PHARMACEUTICALS Healthcare 20.0 $12K 0.00% $623.55 +29.9%
599 PSEC PROSPECT CAP CORP Financial Services 5,372.0 $12K 0.00% $2.31 -2.6%
600 TOL TOLL BROTHERS INC Consumer Cyclical 75.0 $12K 0.00% $164.76 -13.3%
Page 30 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%