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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 41 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PAYC PAYCOM SOFTWARE INC Technology 19.0 $2K NEW $125.68 +70.4%
802 DJUL FIRST TR EXCHNG TRADED FD VI 46.0 $2K NEW $50.15 +2.2%
803 GH GUARDANT HEALTH INC Healthcare 15.0 $2K $150.07 +7.7%
804 CLSK CLEANSPARK INC Technology 150.0 $2K $14.55 -14.8%
805 CSL CARLISLE COS INC Industrials 6.0 $2K NEW $362.83 -0.6%
806 KRBN KRANESHARES TRUST 65.0 $2K $33.17 +3.4%
807 RCAT RED CAT HLDGS INC Technology 200.0 $2K $10.65 -2.0%
808 SWK STANLEY BLACK & DECKER INC Industrials 22.0 $2K $93.82 +6.2%
809 EWY ISHARES INC 10.0 $2K NEW $201.90 -8.3%
810 MGA MAGNA INTL INC Consumer Cyclical 30.0 $2K $65.67 +8.6%
811 THEMES ETF TR 50.0 $2K $38.20
812 WAB WABTEC Industrials 7.0 $2K $269.71 +11.5%
813 BITX VOLATILITY SHS TR 180.0 $2K $10.32 +17.3%
814 DVYE ISHARES INC 57.0 $2K $32.51 +5.5%
815 CC CHEMOURS CO Basic Materials 90.0 $2K $20.52 -23.4%
816 SOUTH BOW CORP 52.0 $2K $35.25
817 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 34.0 $2K $52.68 +22.9%
818 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 265.0 $2K $6.60 -8.3%
819 EME EMCOR GROUP INC Industrials 2.0 $2K $830.00 +3.9%
820 ZTS ZOETIS INC Healthcare 22.0 $2K -86.0 -79.6% $73.00 -0.0%
Page 41 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%