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. | ||||
90 positions ·
$45,204,622 total
· Technology 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
Showing 1–50
of 90 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 68,780 | $17,455,676 | 38.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,896 | $9,215,752 | 20.39% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,783 | $4,322,155 | 9.56% | |
| MSTR |
Strategy Inc
Technology
|
Added | 18,011 | $2,247,772 | 4.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 17,895 | $1,388,473 | 3.07% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,832 | $956,762 | 2.12% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 11,792 | $848,198 | 1.88% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,538 | $785,536 | 1.74% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,314 | $631,051 | 1.40% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,215 | $620,068 | 1.37% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,205 | $470,444 | 1.04% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 5,234 | $427,722 | 0.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,997 | $406,249 | 0.90% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 5,199 | $402,766 | 0.89% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 2,490 | $376,687 | 0.83% | |
| INTC |
Intel Corp
Technology
|
Added | 8,359 | $368,882 | 0.82% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,705 | $331,008 | 0.73% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
NEW | 1,700 | $298,316 | 0.66% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 2,168 | $294,782 | 0.65% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 221 | $291,903 | 0.65% | |
| RMBS |
Rambus Inc
Technology
|
Held | 3,335 | $286,910 | 0.63% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,914 | $246,484 | 0.55% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 887 | $214,999 | 0.48% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 1,390 | $170,664 | 0.38% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 698 | $161,942 | 0.36% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 1,020 | $120,992 | 0.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 746 | $119,598 | 0.26% | |
| OKTA |
Okta, Inc.
Technology
|
Held | 1,250 | $98,387 | 0.22% | |
| NTAP |
NetApp, Inc.
Technology
|
Held | 945 | $96,758 | 0.21% | |
| CGNX |
Cognex Corp
Technology
|
Held | 1,923 | $94,207 | 0.21% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 275 | $93,992 | 0.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 276 | $93,274 | 0.21% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 433 | $90,505 | 0.20% | |
| KLAC |
Kla Corp
Technology
|
Added | 59 | $86,872 | 0.19% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 212 | $84,053 | 0.19% | |
| HUBS |
Hubspot Inc
Technology
|
Held | 343 | $83,726 | 0.19% | |
| TWLO |
Twilio Inc
Technology
|
Held | 600 | $75,492 | 0.17% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
Reduced | 550 | $61,759 | 0.14% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 225 | $59,766 | 0.13% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 303 | $59,648 | 0.13% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
Held | 285 | $59,587 | 0.13% | |
| ACN |
Accenture plc
Technology
|
Added | 296 | $58,693 | 0.13% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Added | 465 | $38,534 | 0.09% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 178 | $36,166 | 0.08% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 73 | $31,679 | 0.07% | |
| INTU |
Intuit Inc.
Technology
|
Added | 70 | $30,266 | 0.07% | |
| CORZ |
Core Scientific, Inc./tx
Technology
|
Held | 1,926 | $28,812 | 0.06% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
Held | 200 | $28,682 | 0.06% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 216 | $27,291 | 0.06% | |
| SAP |
Sap SE
Technology
|
Held | 152 | $26,023 | 0.06% |