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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 35 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 818.0 $7K 0.00% $8.56 -2.7%
682 STCE SCHWAB STRATEGIC TR 100.0 $7K 0.00% $69.95 -14.7%
683 PII POLARIS INC Consumer Cyclical 100.0 $7K 0.00% $68.64 -1.5%
684 CE CELANESE CORP DEL Basic Materials 149.0 $7K 0.00% $46.00 -2.9%
685 KHC KRAFT HEINZ CO Consumer Defensive 289.0 $7K 0.00% +139.0 +92.7% $23.62 +5.1%
686 GWW WW GRAINGER INC Industrials 5.0 $7K 0.00% NEW $1360.40 -3.4%
687 MELI MERCADOLIBRE INC Consumer Cyclical 4.0 $7K 0.00% -100.0 -96.2% $1697.50 +4.8%
688 CAG CONAGRA BRANDS INC Consumer Defensive 500.0 $7K 0.00% $13.46 +15.4%
689 WCC WESCO INTL INC Industrials 19.0 $7K 0.00% $345.47 +1.1%
690 WES WESTERN MIDSTREAM PARTNERS L Energy 150.0 $7K 0.00% NEW $43.76 +13.8%
691 SLB SLB LIMITED Energy 141.0 $7K 0.00% $46.50 +14.4%
692 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 326.0 $6K 0.00% NEW $19.89 +14.2%
693 KMX CARMAX INC Consumer Cyclical 122.0 $6K 0.00% NEW $52.89 +8.5%
694 EQWL INVESCO EXCHANGE TRADED FD T 50.0 $6K 0.00% $129.02 +4.1%
695 DOC HEALTHPEAK PROPERTIES INC Real Estate 300.0 $6K 0.00% +100.0 +50.0% $21.40 -4.5%
696 VGIT VANGUARD SCOTTSDALE FDS 107.0 $6K 0.00% -84.0 -44.0% $58.98 -1.0%
697 CIM CHIMERA INVT CORP Real Estate 466.0 $6K 0.00% $13.34 -12.1%
698 IIPR INNOVATIVE INDL PPTYS INC Real Estate 100.0 $6K 0.00% $61.98 -11.1%
699 SOLV SOLVENTUM CORP Healthcare 80.0 $6K 0.00% $77.15 +13.4%
700 FLOT ISHARES TR 120.0 $6K 0.00% $51.05 -0.2%
Page 35 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%