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Portfolio (Quarterly) Guide ↗

HOHIMER WEALTH MANAGEMENT, LLC

· CIK 0001802533
13F Portfolio $1.0B AUM 402 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 394 New
Page 20 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 15,000.0 $98K 0.01% NEW $6.54 -3.6%
382 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,000.0 $95K 0.01% NEW $9.46 -28.3%
383 DNN DENISON MINES CORP Energy 22,900.0 $70K 0.01% NEW $3.06 +0.8%
384 PCT CALL PURECYCLE TECHNOLOGIES INC Industrials 6,000.0 $49K 0.01% NEW $8.11 -14.1%
385 SNAP SNAP INC Communication Services 10,500.0 $47K 0.01% NEW $4.44 +18.8%
386 LIQTECH INTL INC 50,000.0 $42K 0.00% NEW $0.85
387 VIZSLA SILVER CORP 11,500.0 $38K 0.00% NEW $3.30
388 MSFT PUT MICROSOFT CORP Technology 100.0 $37K 0.00% NEW $373.02 +29.0%
389 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 2,000.0 $34K 0.00% NEW $16.96 +11.2%
390 ATYR ATYR PHARMA INC Healthcare 55,000.0 $33K 0.00% NEW $0.60 -13.0%
391 CHMI CHERRY HILL MTG INVT CORP Real Estate 10,000.0 $23K 0.00% NEW $2.32 +26.9%
392 INTEGRA RES CORP 10,000.0 $23K 0.00% NEW $2.27
393 NNDM NANO DIMENSION LTD Technology 11,000.0 $16K 0.00% NEW $1.45 +9.3%
394 XOM PUT EXXON MOBIL CORP Energy 500.0 NEW
Page 20 of 20  ·  394 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 35.7%
Financial Services 13.9%
Healthcare 11.2%
Consumer Cyclical 8.1%
Industrials 8.0%
Basic Materials 7.1%
Communication Services 5.8%
Consumer Defensive 4.1%
Energy 3.2%
Real Estate 1.7%