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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $869M AUM 890 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 176 Added 134 Reduced 53 Exited
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVT NVENT ELEC PLC Industrials 258.0 $31K 0.00% +58.0 +29.0% $118.28 +38.3%
142 INTU INTUIT Technology 70.0 $30K 0.00% +30.0 +75.0% $432.39 -29.0%
143 PGR PROGRESSIVE CORP Financial Services 144.0 $29K 0.00% +126.0 +700.0% $198.24 +2.2%
144 GLDM WORLD GOLD TR Financial Services 303.0 $28K 0.00% +213.0 +236.7% $92.69 -3.0%
145 TRV TRAVELERS COMPANIES INC Financial Services 86.0 $25K 0.00% +51.0 +145.7% $291.69 +5.2%
146 FORM FORMFACTOR INC Technology 244.0 $24K 0.00% +23.0 +10.4% $96.99 +32.0%
147 ARKK ARK ETF TR 350.0 $24K 0.00% +150.0 +75.0% $67.59 +13.4%
148 LPX LOUISIANA PAC CORP Basic Materials 316.0 $23K 0.00% +228.0 +259.1% $72.75 -3.6%
149 FLO FLOWERS FOODS INC Consumer Defensive 2,759.0 $22K 0.00% +40.0 +1.5% $8.15 -14.0%
150 IBLC ISHARES TR 614.0 $22K 0.00% +21.0 +3.5% $36.54 +44.1%
151 LRCX LAM RESEARCH CORP Technology 105.0 $22K 0.00% +11.0 +11.7% $213.67 +41.5%
152 ITW ILLINOIS TOOL WKS INC Industrials 81.0 $21K 0.00% +34.0 +72.3% $260.30 -4.0%
153 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 68.0 $20K 0.00% +37.0 +119.3% $292.75 +33.2%
154 KMI KINDER MORGAN INC DEL Energy 567.0 $19K 0.00% +247.0 +77.2% $33.53 -0.1%
155 FAST FASTENAL CO Industrials 390.0 $18K 0.00% +192.0 +97.0% $46.36 -6.1%
156 FCX FREEPORT MCMORAN INC Basic Materials 302.0 $18K 0.00% +52.0 +20.8% $58.78 +6.0%
157 HOG HARLEY DAVIDSON INC Consumer Cyclical 800.0 $16K 0.00% +400.0 +100.0% $20.22 +14.7%
158 WBD WARNER BROS DISCOVERY INC Communication Services 570.0 $16K 0.00% +94.0 +19.8% $27.46 -0.2%
159 FIG FIGMA INC Technology 705.0 $15K 0.00% +425.0 +151.8% $21.14 +2.1%
160 CCL CARNIVAL CORP Consumer Cyclical 500.0 $13K 0.00% +100.0 +25.0% $25.88 +1.2%
Page 8 of 9  ·  176 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 30.1%
Financial Services 16.2%
Industrials 12.6%
Consumer Cyclical 10.8%
Healthcare 8.2%
Communication Services 6.8%
Consumer Defensive 5.5%
Energy 3.9%
Utilities 3.5%
Real Estate 1.5%