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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 32 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PATH CALL UIPATH INC Technology 1,000.0 $11K 0.00% $10.87 +43.3%
622 ROST ROSS STORES INC Consumer Cyclical 51.0 $11K 0.00% NEW $212.86 +11.0%
623 HMC HONDA MOTOR CO LTD Consumer Cyclical 400.0 $11K 0.00% $27.11 +17.9%
624 CCI CROWN CASTLE INC Real Estate 140.0 $11K 0.00% $75.74 -2.3%
625 BARON ETF TR 430.0 $10K 0.00% NEW $24.40
626 USIG ISHARES TR 204.0 $10K 0.00% $51.29 -2.2%
627 FNV FRANCO NEV CORP Basic Materials 50.0 $10K 0.00% $208.44 +11.8%
628 ALAB ASTERA LABS INC Technology 21.0 $10K 0.00% $483.05 -37.2%
629 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 200.0 $10K 0.00% $49.86 +24.3%
630 GDX VANECK ETF TRUST 132.0 $10K 0.00% +32.0 +32.0% $75.45 +17.9%
631 HAS HASBRO INC Consumer Cyclical 120.0 $10K 0.00% $82.58 +13.8%
632 RMD RESMED INC Healthcare 50.0 $10K 0.00% $195.96 +12.3%
633 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 725.0 $10K 0.00% $13.44 -2.5%
634 PRT PERMROCK ROYALTY TRUST Energy 4,300.0 $10K 0.00% $2.24 -2.2%
635 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 100.0 $10K 0.00% $96.12 -50.7%
636 PHK PIMCO HIGH INCOME FD Financial Services 2,027.0 $9K 0.00% $4.66 -2.4%
637 FSLR FIRST SOLAR INC Energy 40.0 $9K 0.00% $235.97 -6.8%
638 BDX BECTON DICKINSON & CO Healthcare 62.0 $9K 0.00% $151.34 +19.4%
639 SONY SONY GROUP CORP Technology 466.0 $9K 0.00% +456.0 +4560.0% $20.06 +16.8%
640 IRIDIUM COMMUNICATIONS INC 170.0 $9K 0.00% $54.85
Page 32 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%