1y return+15.8%S&P 500 +20.9%
3y return+55.4%S&P 500 +68.5%
5y return+52.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $191 against $232 in the S&P 500.2
Hohimer Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $78.5M | 8.1% | +61.7% |
| GBILGoldman Sachs Etf Tr | $59.4M | 6.1% | +16.5% |
| AAPLApple Inc | $31.5M | 3.2% | −4.6% |
| NVDANvidia Corporation | $22.0M | 2.3% | −2.2% |
| VUGVanguard Index Fds | $21.1M | 2.2% | |
| DELLDell Technologies Inc | $16.6M | 1.7% | |
| AMZNAmazon Com Inc | $15.8M | 1.6% | −10.2% |
| AVGOBroadcom Inc | $15.7M | 1.6% | +2.3% |
| VEAVanguard Tax-managed Fds | $15.4M | 1.6% | +4.4% |
| IINCTidal Trust III | $15.1M | 1.5% | New |
| VTVVanguard Index Fds | $13.7M | 1.4% | +5.8% |
| GOOGLAlphabet Inc | $13.5M | 1.4% | +1.3% |
| SNDKSandisk Corp | $11.0M | 1.1% | |
| FLOTIshares Tr | $9.6M | 1.0% | +3.4% |
| COSTCostco Wholesale Corporation | $9.2M | 1.0% | +1.3% |
| PCTPurecycle Technologies Inc | $8.8M | 0.9% | +22.1% |
| IVVIshares Tr | $8.7M | 0.9% | |
| HIMSHims & Hers Health Inc | $8.6M | 0.9% | +12.7% |
| USARUsa Rare Earth Inc | $8.6M | 0.9% | +2.4% |
| JPMJpmorgan Chase & Co | $8.5M | 0.9% | +2.2% |
| BIVVanguard Bd Index Fds | $8.4M | 0.9% | −5.3% |
| UNHUnitedhealth Group Inc | $7.6M | 0.8% | +5.7% |
| SILJAmplify Etf Tr | $7.6M | 0.8% | +2.6% |
| SPYState Str Spdr S&p 500 Etf T | $7.4M | 0.8% | −1.4% |
| AEMAgnico Eagle Mines Ltd | $7.4M | 0.8% | +10.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $22.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $15.7M |
| DELLDell Technologies Inc | December 31, 2021 | +668.1% | $16.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $31.5M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $9.2M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $21.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $7.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $8.7M |
Sold off last quarter
- CFCf Industries Hold was $6.3M
- SBSWSibanye Stillwater Ltd was $5.2M
- EBAYEbay Inc. was $4.2M
- CRGYCrescent Energy Company was $2.8M
- GDXJVaneck Etf Trust was $2.7M
- SMRNuscale Pwr Corp was $2.4M
- Honeywell Intl IncCUSIP 438516106 was $770K
- APOApollo Global Mgmt Inc was $741K
- NOCNorthrop Grumman Corp was $254K
- PLABPhotronics Inc was $239K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hohimer Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802533&type=13F-HR&dateb=&owner=include&count=40CIK 1802533
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802533/000180253326000004/Filed August 3, 2026 · accession 0001802533-26-000004