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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $850M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 845 New
Page 39 of 43  ·  845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IPGP IPG PHOTONICS CORP Technology 35.0 $3K NEW $71.60 +58.3%
762 R RYDER SYS INC Industrials 13.0 $2K NEW $191.46 +19.2%
763 HE HAWAIIAN ELEC INDUSTRIES Utilities 200.0 $2K NEW $12.30 +9.9%
764 VSS VANGUARD INTL EQUITY INDEX F 17.0 $2K NEW $143.35 +10.3%
765 E ENI S P A Energy 62.0 $2K NEW $37.95 +46.9%
766 ABNB AIRBNB INC Consumer Cyclical 17.0 $2K NEW $135.76 -0.2%
767 KRBN KRANESHARES TRUST 65.0 $2K NEW $35.40 -9.6%
768 ZS ZSCALER INC Technology 10.0 $2K NEW $225.00 -22.1%
769 VNQI VANGUARD INTL EQUITY INDEX F 47.0 $2K NEW $45.85 +0.3%
770 EXPAND ENERGY CORPORATION 21.0 $2K NEW $99.67
771 THEMES ETF TR 50.0 $2K NEW $41.54
772 EEM ISHARES TR 37.0 $2K NEW $54.97 +19.1%
773 RBLX ROBLOX CORP Technology 25.0 $2K NEW $81.04 -45.2%
774 GLNK GRAYSCALE CHAINLINK TR ETF Financial Services 175.0 $2K NEW $10.90 -21.4%
775 MLM MARTIN MARIETTA MATLS INC Basic Materials 3.0 $2K NEW $622.67 -14.5%
776 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 50.0 $2K NEW $36.50 -1.3%
777 STZ CONSTELLATION BRANDS INC Consumer Defensive 12.0 $2K NEW $138.83 +5.5%
778 KVUE KENVUE INC Consumer Defensive 95.0 $2K NEW $17.25 -0.6%
779 SWK STANLEY BLACK & DECKER INC Industrials 22.0 $2K NEW $74.05 -0.2%
780 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 1,055.0 $2K NEW $1.44 +231.1%
Page 39 of 43  ·  845 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 31.3%
Financial Services 18.0%
Consumer Cyclical 11.5%
Industrials 11.3%
Healthcare 8.0%
Communication Services 7.0%
Consumer Defensive 5.0%
Utilities 2.9%
Energy 2.6%
Real Estate 1.5%