HOHIMER WEALTH MANAGEMENT, LLC
Top Portfolio Positions
309 positions ·
$634,515,967 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
130,217 | $48,202,426 | 7.60% | |
| AAPL |
Apple Inc.
Technology
|
115,938 | $29,423,905 | 4.64% | |
| NVDA |
Nvidia Corp
Technology
|
118,163 | $20,607,627 | 3.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,113 | $20,225,724 | 3.19% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
80,878 | $16,416,616 | 2.59% | |
| AVGO |
Broadcom Inc.
Technology
|
40,766 | $12,617,484 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,410 | $10,757,619 | 1.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,749 | $9,714,196 | 1.53% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
91,589 | $8,205,458 | 1.29% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
363,243 | $7,802,459 | 1.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SMR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,410,631 | 222,383 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $727,657 | 51,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,838,544 | 134,404 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $3,945,600 | 109,600 | Put | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||