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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 6 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VYM VANGUARD WHITEHALL FDS 4,529.0 $716K 0.07% $158.03 +4.8%
102 ALL ALLSTATE CORP Financial Services 3,006.0 $715K 0.07% -235.0 -7.2% $237.94 +8.5%
103 IOO ISHARES TR 5,106.0 $697K 0.07% $136.60 +6.0%
104 MRK MERCK & CO INC Healthcare 5,402.0 $694K 0.07% $128.50 +5.8%
105 XLK SELECT SECTOR SPDR TR 3,613.0 $688K 0.07% +55.0 +1.6% $190.52 -0.1%
106 RTX RTX CORPORATION Industrials 3,575.0 $678K 0.07% +131.0 +3.8% $189.73 +16.8%
107 DUK DUKE ENERGY CORP NEW Utilities 5,173.0 $655K 0.07% -30.0 -0.6% $126.58 -2.4%
108 ORCL ORACLE CORP Technology 4,367.0 $640K 0.06% +152.0 +3.6% $146.55 +0.1%
109 PINNACLE FINL PARTNERS INC 6,144.0 $620K 0.06% $100.88
110 SPACE EXPLORATION TECHN CORP 3,587.0 $613K 0.06% NEW $170.86
111 MAA MID-AMER APT CMNTYS INC Real Estate 4,385.0 $609K 0.06% -480.0 -9.9% $138.94 -5.6%
112 UNP UNION PAC CORP Industrials 2,226.0 $606K 0.06% +73.0 +3.4% $272.05 +10.2%
113 DAL DELTA AIR LINES INC Industrials 6,411.0 $600K 0.06% -286.0 -4.3% $93.66 -6.5%
114 CVX CHEVRON CORPORATION Energy 3,565.0 $591K 0.06% +145.0 +4.2% $165.76 +22.3%
115 PLTR PALANTIR TECHNOLOGIES INC Technology 5,047.0 $589K 0.06% +733.0 +17.0% $116.67 +47.9%
116 OKE ONEOK INC NEW Energy 6,645.0 $578K 0.06% -122.0 -1.8% $86.94 +9.6%
117 GLD SPDR GOLD TR Financial Services 1,552.0 $572K 0.06% +12.0 +0.8% $368.38 +10.1%
118 VEA VANGUARD TAX-MANAGED FDS 7,959.0 $567K 0.06% -496.0 -5.9% $71.25 +3.4%
119 O REALTY INCOME CORP Real Estate 8,973.0 $556K 0.06% -163.0 -1.8% $61.96 +0.7%
120 JPIN J P MORGAN EXCHANGE TRADED F 7,585.0 $548K 0.06% $72.31 +5.7%
Page 6 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%