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CIK: 0001802533
Total reported value
$1.0B
$1.0B
367 檔
16.9%
According to the latest 13F quarterly dataset, Hohimer Wealth Management, LLC managed an equity portfolio of $1.0B at the end of Q1 2026, spanning 367 distinct U.S. exchange-listed positions.
In Q1 2026, Hohimer Wealth Management, LLC displayed an active expansion posture, initiating 48 new positions and adding to 73 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 6.02% | -0.10% | +7.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.69% | +2.15% | +41.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.31% | +64.09% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | -0.23% | +45.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.49% | +8.93% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.09% | +0.01% | +8.74% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.94% | -0.49% | +73.77% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | -0.03% | +7.90% | |
| 9 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 1.53% | -0.77% | +46.15% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.07% | +18.25% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.38% | -0.01% | +12.63% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.08% | -14.68% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.20% | +53.67% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.10% | -0.14% | +16.07% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.05% | -0.21% | +15.72% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.97% | -0.55% | +19.70% | |
| 17 | AG | First Majestic Silver CORP | Stock-Materials | 0.92% | +0.45% | +7.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.03% | -0.73% | |
| 19 | HYMC | Hycroft Mining Holding Co-a | Stock-Other | 0.88% | -0.39% | +153.97% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.03% | +19.85% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.85% | -0.24% | +175.56% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.19% | +47.54% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.11% | +25.71% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.07% | +124.69% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.03% | -2.38% | |
| 26 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.76% | +0.44% | -6.57% | |
| 27 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.76% | -0.27% | +14.73% | |
| 28 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.75% | -0.75% | EXIT | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.75% | -0.03% | +1.21% | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.74% | +0.91% | +50.94% | |
| 31 | USAR | USA Rare Earth Inc | Stock-Other | 0.70% | +0.16% | +20.88% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.16% | -0.80% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.68% | — | +28.00% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | +0.04% | +165.17% | |
| 35 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.65% | -0.08% | — | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | +0.10% | +37.81% | |
| 37 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.62% | -0.62% | EXIT | |
| 38 | PPTA | Perpetua Resources CORP | Stock-Other | 0.60% | -0.10% | +31.58% | |
| 39 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 0.59% | +0.13% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.01% | -0.34% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.04% | +153.30% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.58% | -0.21% | +1204.99% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.56% | -0.10% | — | |
| 44 | PCT | Purecycle Technologies Inc | Stock-Other | 0.56% | +0.32% | -23.74% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.20% | +1621.56% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.55% | -0.13% | — | |
| 47 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.54% | +0.32% | — | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.13% | -19.88% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.53% | +0.12% | +19.36% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.53% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +64.09% | Add |
| 2 | AEM | Agnico Eagle Mines LTD | +0.9% | +73.77% | Add |
| 3 | CF | Cf Industries Holdings Inc | +0.7% | +1400.25% | Add |
| 4 | HYMC | Hycroft Mining Holding Co-a | +0.6% | +153.97% | Add |
| 5 | TMUS | T-mobile US Inc | +0.5% | +1204.99% | Add |
| 6 | GDX | Vaneck Gold Miners ETF | +0.5% | +175.56% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.5% | +1621.56% | Add |
| 8 | CEF | Sprott Physical Gold And Sil | +0.5% | +1945.93% | Add |
| 9 | SBUX | Starbucks CORP | +0.5% | +19.70% | Add |
| 10 | SILJ | Amplify Junior Silver Miners | +0.4% | +46.15% | Add |
| 11 | COST | Costco Wholesale CORP | +0.4% | +53.67% | Add |
| 12 | CI | THE Cigna Group | +0.4% | +467.54% | Add |
| 13 | NVDA | Nvidia CORP | +0.4% | +45.42% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +124.69% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.4% | +165.17% | Add |
| 16 | WMG | Warner Music Group Corp-cl A | +0.4% | +1189.32% | Add |
| 17 | MA | Mastercard Inc - A | +0.4% | +1517.42% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.3% | +784.32% | Add |
| 19 | DELL | Dell Technologies -c | +0.3% | +50.94% | Add |
| 20 | HD | Home Depot Inc | +0.3% | +153.30% | Add |
| 21 | AMZN | Amazon.com Inc | +0.3% | +8.93% | Add |
| 22 | CDW | Cdw Corp/de | +0.3% | +395.66% | Add |
| 23 | MELI | Mercadolibre Inc | +0.3% | +408.21% | Add |
| 24 | UBER | Uber Technologies Inc | +0.3% | +259.50% | Add |
| 25 | VZ | Verizon Communications Inc | +0.2% | +67.85% | Add |
| 26 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +102.35% | Add |
| 27 | PYPL | Paypal Holdings Inc | +0.2% | +375.54% | Add |
| 28 | PEP | Pepsico Inc | +0.2% | +97.67% | Add |
| 29 | AG | First Majestic Silver CORP | +0.2% | +7.07% | Add |
| 30 | CNI | Canadian Natl Railway Co | +0.2% | +211.54% | Add |
| 31 | USAR | USA Rare Earth Inc | +0.2% | +20.88% | Add |
| 32 | CRM | Salesforce Inc | +0.2% | +197.75% | Add |
| 33 | AUR | Aurora Innovation Inc | +0.2% | +123.64% | Add |
| 34 | SMR | Nuscale Power CORP | +0.2% | +333.06% | Add |
| 35 | MRSH | Marsh & Mclennan Cos | +0.2% | +86.00% | Add |
| 36 | GPN | Global Payments Inc | +0.2% | +150.41% | Add |
| 37 | PPTA | Perpetua Resources CORP | +0.2% | +31.58% | Add |
| 38 | SBSW | Sibanye-stillwater Ltd-adr | +0.1% | +65.43% | Add |
| 39 | PFL | Pimco Income Strategy Fund | +0.1% | +69.38% | Add |
| 40 | EXE | Expand Energy CORP | +0.1% | +291.43% | Add |
| 41 | LNG | Cheniere Energy Inc | +0.1% | +262.32% | Add |
| 42 | BSV | Vanguard Short-term Bond ETF | +0.1% | +37.81% | Add |
| 43 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +112.53% | Add |
| 44 | BLV | Vanguard Long-term Bond ETF | +0.1% | +115.11% | Add |
| 45 | WM | Waste Management Inc | +0.1% | +112.01% | Add |
| 46 | EBAY | Ebay Inc | +0.1% | +29.57% | Add |
| 47 | DHR | Danaher CORP | +0.1% | +64.46% | Add |
| 48 | POST | Post Holdings Inc | +0.1% | +248.38% | Add |
| 49 | TSLA | Tesla Inc | +0.1% | +47.54% | Add |
| 50 | USB | US Bancorp | +0.1% | +28.00% | Add |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 367 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GBIL, MSFT, AAPL) accounted for 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACHC
市值: $5.0M
Top Position Liquidated / Trimmed
XLK
前期市值: $10.5M
During Q1 2026, Hohimer Wealth Management, LLC's top holdings by market value included GBIL (6.0%)、MSFT (5.7%)、AAPL (3.5%). The largest single position, GBIL, represented 6.0% of total portfolio value.
In Q1 2026, Hohimer Wealth Management, LLC made 198 total portfolio adjustments, initiating 48 new buys, adding to 73 positions, trimming 38 holdings, and fully liquidating 39 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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