HOHIMER WEALTH MANAGEMENT, LLC
Top Portfolio Positions
308 positions ·
$627,695,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
130,217 | $48,202,426 | 7.68% | |
| AAPL |
Apple Inc.
Technology
|
115,938 | $29,423,905 | 4.69% | |
| NVDA |
Nvidia Corp
Technology
|
118,163 | $20,607,627 | 3.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,113 | $20,225,724 | 3.22% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
80,878 | $16,416,616 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
40,766 | $12,617,484 | 2.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,410 | $10,757,619 | 1.71% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,749 | $9,714,196 | 1.55% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
91,589 | $8,205,458 | 1.31% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
363,243 | $7,802,459 | 1.24% |
Portfolio Trend
Holdings in PFL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,482,136 | 435,267 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,166,257 | 256,970 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $101,422 | 11,904 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||