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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 31 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TRGP TARGA RES CORP Energy 46.0 $12K 0.00% $268.15 +10.3%
602 ICF ISHARES TR 182.0 $12K 0.00% $67.63 +1.4%
603 LNC LINCOLN NATL CORP IND Financial Services 348.0 $12K 0.00% -565.0 -61.9% $35.35 +26.6%
604 SMG SCOTTS MIRACLE-GRO CO Basic Materials 180.0 $12K 0.00% $68.11 -10.6%
605 HXL HEXCEL CORP NEW Industrials 122.0 $12K 0.00% $100.07 +0.3%
606 VICI VICI PPTYS INC Real Estate 456.0 $12K 0.00% $26.55 -1.1%
607 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 31.0 $12K 0.00% -37.0 -54.4% $386.74 +3.0%
608 VCR VANGUARD WORLD FD 30.0 $12K 0.00% -3.0 -9.1% $396.63 -0.2%
609 MAN MANPOWERGROUP INC WIS Industrials 350.0 $12K 0.00% $33.77 +79.1%
610 SMCI SUPER MICRO COMPUTER INC Technology 400.0 $12K 0.00% -100.0 -20.0% $29.33 +25.9%
611 HIG HARTFORD INSURANCE GROUP INC Financial Services 88.0 $12K 0.00% $132.52 +5.2%
612 RB GLOBAL INC 100.0 $12K 0.00% $116.45
613 AVB AVALONBAY CMNTYS INC Real Estate 61.0 $12K 0.00% $188.70 -2.5%
614 PNR PENTAIR PLC Industrials 150.0 $11K 0.00% $76.66 -15.5%
615 CFG CITIZENS FINL GROUP INC Financial Services 164.0 $11K 0.00% $70.07 +4.7%
616 NVTS NAVITAS SEMICONDUCTOR CORP Technology 640.0 $11K 0.00% +140.0 +28.0% $17.92 -27.8%
617 MPLX MPLX LP Energy 200.0 $11K 0.00% $56.33 +5.4%
618 SOLV ENERGY INC 330.0 $11K 0.00% $34.05
619 CHWY CHEWY INC Consumer Cyclical 570.0 $11K 0.00% +170.0 +42.5% $19.65 +19.8%
620 CTVA CORTEVA INC Basic Materials 132.0 $11K 0.00% $84.70 -6.8%
Page 31 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%