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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 37 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BBCA J P MORGAN EXCHANGE TRADED F 52.0 $5K 0.00% $99.40 +6.9%
722 STZ CONSTELLATION BRANDS INC Consumer Defensive 37.0 $5K 0.00% $139.38 -6.0%
723 BBAI BIGBEAR AI HLDGS INC Technology 1,400.0 $5K 0.00% $3.67 -14.6%
724 AMCOR PLC 118.0 $5K 0.00% NEW $43.36
725 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11.0 $5K 0.00% NEW $459.18 +12.4%
726 CHRW C H ROBINSON WORLDWIDE IN Industrials 27.0 $5K 0.00% $186.96 -22.6%
727 BILZ PIMCO ETF TR 50.0 $5K 0.00% $100.94 -0.1%
728 AIN ALBANY INTL CORP Consumer Cyclical 67.0 $5K 0.00% $74.51 -15.8%
729 AES AES CORP Utilities 340.0 $5K 0.00% +4.0 +1.2% $14.66 +0.5%
730 HOG HARLEY DAVIDSON INC Consumer Cyclical 200.0 $5K -600.0 -75.0% $24.46 +11.4%
731 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 1,055.0 $5K $4.62 -29.0%
732 XOP SPDR SERIES TRUST 31.0 $5K $154.29 +20.1%
733 MCHP MICROCHIP TECHNOLOGY INC. Technology 52.0 $5K $91.21 -14.3%
734 BSM BLACK STONE MINERALS L P Energy 330.0 $5K $13.97 +4.4%
735 EFV ISHARES TR 60.0 $5K $76.55 +6.1%
736 IDNA ISHARES TR 135.0 $5K $33.76 +6.6%
737 CENCORA INC 16.0 $5K NEW $283.00
738 ANNALY CAPITAL MANAGEMENT IN 200.0 $4K $22.36
739 PAA PLAINS ALL AMERN PIPELINE L Energy 200.0 $4K NEW $22.26 +8.7%
740 FRVO FERVO ENERGY CO 150.0 $4K NEW $29.23 -38.5%
Page 37 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%