HMS Capital Management, LLC

CIK
1689470
City
NASHVILLE
State / Country
TN

Top Portfolio Positions

92 positions · $183,401,753 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
99,771 $64,885,072 35.38%
QQQ
Invesco Qqq Trust, Series 1
20,478 $11,819,492 6.44%
NVDA
Nvidia Corp
Technology
41,872 $7,302,476 3.98%
MU
Micron Technology Inc
Technology
13,722 $4,635,840 2.53%
AVGO
Broadcom Inc.
Technology
13,937 $4,313,640 2.35%
GS
Goldman Sachs Group Inc
Financial Services
5,044 $4,267,173 2.33%
AAPL
Apple Inc.
Technology
14,228 $3,610,924 1.97%
MSFT
Microsoft Corp
Technology
9,731 $3,602,124 1.96%
GOOGL
Alphabet Inc.
Communication Services
12,518 $3,599,676 1.96%
MCK
Mckesson Corp
Healthcare
3,836 $3,319,520 1.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in TXRH

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $470,979 2,852
2025-12-31 $450,690 2,715
2025-09-30 $450,931 2,714
2025-06-30 $517,064 2,759
2025-03-31 $466,064 2,797
2024-12-31 $531,727 2,947
2024-09-30 $521,499 2,953
2024-06-30 $508,605 2,962
2024-03-31 $457,385 2,961
2023-12-31 $384,168 3,143
2023-09-30 $311,556 3,242
2023-06-30 $400,502 3,567