HHM Wealth Advisors, LLC
Filing Date
Global Rank
#4,860
/ 8,586
▲ 61
Top Industry
Consumer Electronics
12.1%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.7%
SPY
+78.1%
Annualised alpha
-2.7%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
600 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.7%
−0.1 pts
Top 5
28.0%
−1.8 pts
Top 10
38.4%
−1.9 pts
HHI
272
Diversified−24
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $45,204,622 |
| Financial Services | 14.8% | $22,060,291 |
| Industrials | 13.1% | $19,505,448 |
| Consumer Cyclical | 10.8% | $16,029,736 |
| Healthcare | 8.1% | $12,118,617 |
| Consumer Defensive | 5.5% | $8,144,750 |
| Communication Services | 4.9% | $7,354,671 |
| Energy | 3.9% | $5,843,077 |
| Unclassified | 3.1% | $4,657,783 |
| Utilities | 2.9% | $4,360,251 |
| Real Estate | 1.5% | $2,184,755 |
| Basic Materials | 1.1% | $1,621,576 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | +4,682 | 5,715 | $89,439 | |
| IDR | Idaho Strategic Resources, Inc. | +2,581 | 2,662 | $85,503 | |
| ET | Energy Transfer LP | +2,465 | 4,735 | $91,385 | |
| INTC | Intel Corp | +2,193 | 8,359 | $368,882 | |
| NVDA | Nvidia Corp | +2,122 | 24,783 | $4,322,155 | |
| AAPL | Apple Inc. | +2,039 | 68,780 | $17,455,676 | |
| BAC | Bank Of America Corp /De/ | +1,716 | 17,172 | $837,135 | |
| SYM | Symbotic Inc. | +1,634 | 1,636 | $87,035 | |
| XOM | Exxon Mobil Corp | +1,320 | 11,517 | $1,953,974 | |
| MSFT | Microsoft Corp | +952 | 24,896 | $9,215,752 | |
| SMCI | Super Micro Computer, Inc. | +735 | 1,000 | $22,770 | |
| CVX | Chevron Corp | +719 | 3,420 | $707,598 | |
| COF | Capital One Financial Corp | +687 | 2,132 | $388,940 | |
| T | At&T Inc. | +676 | 11,715 | $339,617 | |
| F | Ford Motor Co | +655 | 5,137 | $59,280 | |
| PM | Philip Morris International Inc. | +653 | 4,231 | $699,553 | |
| PEP | Pepsico Inc | +614 | 3,043 | $472,547 | |
| SBUX | Starbucks Corp | +565 | 1,027 | $92,008 | |
| ABBV | AbbVie Inc. | +554 | 9,385 | $2,041,143 | |
| NEE | Nextera Energy Inc | +551 | 9,361 | $869,449 | |
| JPM | Jpmorgan Chase & Co | +537 | 10,554 | $3,104,564 | |
| AVGO | Broadcom Inc. | +485 | 2,538 | $785,536 | |
| WMB | Williams Companies, Inc. | +449 | 549 | $39,956 | |
| PFE | Pfizer Inc | +436 | 6,011 | $168,788 | |
| FIG | Figma, Inc. | +425 | 705 | $14,903 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NAK | Northern Dynasty Minerals Ltd | −49,595 | 8,991 | $12,587 | |
| IBIT | iShares Bitcoin Trust ETF | −13,188 | 5,242 | $201,397 | |
| RF | Regions Financial Corp | −5,000 | 59,226 | $1,546,983 | |
| HOOD | Robinhood Markets, Inc. | −4,000 | 111 | $7,692 | |
| SFBS | ServisFirst Bancshares, Inc. | −3,401 | 27,334 | $1,990,735 | |
| DNP | Dnp Select Income Fund Inc | −2,750 | 8,624 | $88,827 | |
| TTD | Trade Desk, Inc. | −2,750 | 3,680 | $83,499 | |
| WMT | Walmart Inc. | −2,414 | 16,975 | $2,109,653 | |
| GLD | Spdr Gold Trust | −2,171 | 1,540 | $662,646 | |
| GBTC | Grayscale Bitcoin Trust ETF | −1,700 | 1,444 | $76,185 | |
| UL | Unilever PLC | −1,462 | 258 | $14,698 | |
| DXPE | Dxp Enterprises Inc | −1,182 | 6,639 | $927,667 | |
| TM | Toyota Motor Corp/ | −975 | 6,229 | $1,283,734 | |
| MDT | Medtronic plc | −942 | 2,005 | $173,733 | |
| ANET | Arista Networks, Inc. | −925 | 1,390 | $170,664 | |
| AMZN | Amazon Com Inc | −900 | 31,488 | $6,558,005 | |
| SO | Southern Co | −885 | 20,535 | $1,982,038 | |
| MAA | Mid America Apartment Communities Inc. | −875 | 4,865 | $594,113 | |
| BABA | Alibaba Group Holding Ltd | −800 | 1,054 | $132,234 | |
| CSCO | Cisco Systems, Inc. | −800 | 17,895 | $1,388,473 | |
| SLV | iShares Silver Trust | −660 | 2,115 | $144,116 | |
| CAT | Caterpillar Inc | −657 | 5,097 | $3,611,020 | |
| VZ | Verizon Communications Inc | −585 | 4,710 | $236,442 | |
| HII | Huntington Ingalls Industries, Inc. | −550 | 355 | $134,864 | |
| WFC | Wells Fargo & Company/Mn | −528 | 6,405 | $509,902 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 6,144 | $529,244 | |
| TSEM | Tower Semiconductor Ltd | 1,700 | $298,316 | |
| ROK | Rockwell Automation, Inc | 340 | $122,019 | |
| PAAS | Pan American Silver Corp | 2,000 | $109,260 | |
| CBZ | CBIZ, Inc. | 4,000 | $107,400 | |
| IREN | IREN Ltd | 2,665 | $91,356 | |
| APH | Amphenol Corp /De/ | 216 | $27,291 | |
| USAR | USA Rare Earth, Inc. | 1,406 | $21,279 | |
| CASY | Caseys General Stores Inc | 28 | $20,380 | |
| EW | Edwards Lifesciences Corp | 202 | $16,176 | |
| PPL | PPL Corp | 345 | $13,179 | |
| SW | Smurfit Westrock plc | 313 | $12,473 | |
| VICI | Vici Properties Inc. | 456 | $12,457 | |
| CME | Cme Group Inc. | 40 | $11,814 | |
| NDAQ | Nasdaq, Inc. | 136 | $11,545 | |
| TRGP | Targa Resources Corp. | 46 | $11,533 | |
| ARES | Ares Management Corp | 94 | $10,255 | |
| AVB | Avalonbay Communities Inc | 61 | $9,964 | |
| MWH | SOLV Energy, Inc. | 330 | $9,909 | |
| SA | Seabridge Gold Inc | 275 | $7,793 | |
| WWD | Woodward, Inc. | 17 | $6,084 | |
| PL | Planet Labs PBC | 215 | $6,009 | |
| WCC | Wesco International Inc | 19 | $5,198 | |
| BSM | Black Stone Minerals, L.P. | 330 | $4,989 | |
| AES | Aes Corp | 336 | $4,734 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LW | Lamb Weston Holdings, Inc. | 2,400 | $100,536 | |
| GEN | Gen Digital Inc. | 2,780 | $75,588 | |
| CRK | Comstock Resources Inc | 2,200 | $50,996 | |
| FTV | Fortive Corp | 750 | $41,407 | |
| TROX | Tronox Holdings plc | 6,000 | $25,020 | |
| CBRL | Cracker Barrel Old Country Store, Inc | 980 | $24,892 | |
| PPLT | abrdn Platinum ETF Trust | 133 | $24,795 | |
| TSN | Tyson Foods, Inc. | 225 | $13,189 | |
| RAL | Ralliant Corp | 250 | $12,727 | |
| ROP | Roper Technologies Inc | 24 | $10,683 | |
| PECO | Phillips Edison & Company, Inc. | 300 | $10,671 | |
| INGR | Ingredion Inc | 70 | $7,718 | |
| EQIX | Equinix Inc | 10 | $7,661 | |
| SSB | SouthState Bank Corp | 75 | $7,058 | |
| UMBF | Umb Financial Corp | 56 | $6,442 | |
| RDDT | Reddit, Inc. | 26 | $5,976 | |
| VEEV | Veeva Systems Inc | 21 | $4,687 | |
| RIOT | Riot Platforms, Inc. | 325 | $4,117 | |
| ALLY | Ally Financial Inc. | 90 | $4,076 | |
| SHEL | Shell plc | 46 | $3,380 | |
| STWD | Starwood Property Trust, Inc. | 175 | $3,151 | |
| KVUE | Kenvue Inc. | 95 | $1,638 | |
| FRMI | Fermi Inc. | 100 | $800 | |
| ECL | Ecolab Inc. | 3 | $787 | |
| IMOS | Chipmos Technologies Inc | 7 | $207 | |
| No positions match the current search. | ||||
38 positions ·
$1,621,576 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCCO |
Southern Copper Corp/
Basic Materials
|
NEW | 1 | $172 | 0.01% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
NEW | 81 | $1,509 | 0.09% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 3 | $1,766 | 0.11% | |
| CC |
Chemours Co
Basic Materials
|
Held | 90 | $1,982 | 0.12% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
NEW | 34 | $2,739 | 0.17% | |
| NGVT |
Ingevity Corp
Basic Materials
|
NEW | 39 | $2,777 | 0.17% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Reduced | 350 | $2,957 | 0.18% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
NEW | 660 | $3,082 | 0.19% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 12 | $3,485 | 0.21% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
Held | 200 | $6,942 | 0.43% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Added | 150 | $7,239 | 0.45% | |
| SA |
Seabridge Gold Inc
Basic Materials
|
NEW | 275 | $7,793 | 0.48% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 192 | $7,996 | 0.49% | |
| CE |
Celanese Corp
Basic Materials
|
Held | 149 | $9,799 | 0.60% | |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
Held | 180 | $10,945 | 0.67% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 132 | $11,049 | 0.68% | |
| VALE |
Vale S.A.
Basic Materials
|
Held | 700 | $11,137 | 0.69% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Held | 50 | $12,352 | 0.76% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
Reduced | 8,991 | $12,587 | 0.78% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 400 | $16,316 | 1.01% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 100 | $16,910 | 1.04% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 302 | $17,751 | 1.09% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 242 | $18,430 | 1.14% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 1,406 | $21,279 | 1.31% | |
| NG |
Novagold Resources Inc
Basic Materials
|
Held | 2,500 | $22,450 | 1.38% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 90 | $28,849 | 1.78% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Reduced | 600 | $31,050 | 1.91% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Held | 350 | $34,076 | 2.10% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 75 | $37,182 | 2.29% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 381 | $41,243 | 2.54% | |
| OLN |
OLIN Corp
Basic Materials
|
Reduced | 1,866 | $55,476 | 3.42% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 459 | $82,404 | 5.08% | |
| IDR |
Idaho Strategic Resources, Inc.
Basic Materials
|
Added | 2,662 | $85,503 | 5.27% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 496 | $89,280 | 5.51% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Added | 1,230 | $89,470 | 5.52% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
NEW | 2,000 | $109,260 | 6.74% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Added | 1,349 | $125,848 | 7.76% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Reduced | 2,281 | $580,491 | 35.80% |