Fund Holdings

HOHIMER WEALTH MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
APPLE INC70,657114,238+43,58119,208,69628,992,582+9,783,886
AGNICO EAGLE MINES LTD(Put)037,900+37,90007,692,942+7,692,942
CF INDUSTRIES HOLD3,25948,893+45,634252,0236,348,218+6,096,195
HYCROFT MINING HOLDING CORP83,625212,380+128,7551,987,7667,475,776+5,488,010
ACADIA HEALTHCARE COMPANY IN0214,550+214,55005,018,325+5,018,325
AMAZON COM INC(Put)21,10023,200+2,10025,9534,831,864+4,805,911
SPDR SERIES TRUST051,742+51,74204,741,637+4,741,637
EOG RES INC031,995+31,99504,625,526+4,625,526
HIMS & HERS HEALTH INC0221,100+221,10004,590,036+4,590,036
T-MOBILE US INC023,516+23,51604,939,030+4,939,030
SHELL PLC048,479+48,47904,508,591+4,508,591
NVIDIA CORPORATION0112,663+112,663019,648,341+19,648,341
AMPLIFY ETF TR(Put)0151,000+151,00004,487,720+4,487,720
UNITEDHEALTH GROUP INC017,405+17,40504,709,636+4,709,636
COSTCO WHOLESALE CORPORATION6,3449,749+3,4055,470,3669,713,964+4,243,598
SPROTT ASSET MANAGEMENT LP092,701+92,70104,423,692+4,423,692
LINDE PLC08,023+8,02303,977,428+3,977,428
MICROSOFT CORP0130,217+130,217048,202,521+48,202,521
EDWARDS LIFESCIENCES CORP047,206+47,20603,780,256+3,780,256
STARBUCKS CORP(Put)042,000+42,00003,762,780+3,762,780
BERKSHIRE HATHAWAY INC DEL6,33414,232+7,8983,183,7856,819,974+3,636,189
THE CIGNA GROUP016,629+16,62904,435,692+4,435,692
GOLDMAN SACHS ETF TR473,960508,987+35,02747,367,60050,995,381+3,627,781
PROCTER & GAMBLE CO039,564+39,56405,714,689+5,714,689
KIMBERLY-CLARK CORP035,840+35,84003,457,485+3,457,485
CITIGROUP INC030,390+30,39003,446,492+3,446,492
CROWN HLDGS INC033,476+33,47603,355,994+3,355,994
ALLSTATE CORP015,594+15,59403,233,260+3,233,260
WARNER MUSIC GROUP CORP0139,208+139,20803,555,375+3,555,375
WILLIS TOWERS WATSON PLC LTD010,898+10,89803,168,049+3,168,049
MASTERCARD INCORPORATED06,777+6,77703,386,023+3,386,023
SYNCHRONY FINANCIAL045,754+45,75403,112,208+3,112,208
DELL TECHNOLOGIES INC25,24038,098+12,8583,177,2596,253,086+3,075,827
SANDISK CORP04,820+4,82003,062,339+3,062,339
HOME DEPOT INC5,97615,137+9,1612,056,4084,978,335+2,921,927
CRESCENT ENERGY COMPANY0207,900+207,90002,806,650+2,806,650
CISCO SYS INC4,50839,865+35,357347,2293,093,114+2,745,885
HP INC0139,571+139,57102,681,159+2,681,159
DUKE ENERGY CORP NEW020,366+20,36602,666,664+2,666,664
REPUBLIC SVCS INC011,901+11,90102,606,566+2,606,566
INVITATION HOMES INC0101,538+101,53802,523,219+2,523,219
VANECK ETF TRUST053,294+53,29404,890,790+4,890,790
PG&E CORP0138,201+138,20102,428,192+2,428,192
ABBOTT LABORATORIES023,554+23,55402,418,322+2,418,322
CDW CORP5,12125,383+20,262697,5033,071,896+2,374,393
FIRST MAJESTIC SILVER CORP318,244357,243+38,9995,301,9457,673,580+2,371,635
VANECK ETF TRUST(Put)025,600+25,60002,349,312+2,349,312
MERCADOLIBRE INC01,733+1,73302,996,392+2,996,392
UBER TECHNOLOGIES INC045,736+45,73603,289,790+3,289,790
VERIZON COMMUNICATIONS INC085,244+85,24404,279,232+4,279,232
OTIS WORLDWIDE CORP028,641+28,64102,207,670+2,207,670
VANGUARD CHARLOTTE FDS090,552+90,55204,351,047+4,351,047
NXP SEMICONDUCTORS N V010,923+10,92302,150,302+2,150,302
PEPSICO INC025,314+25,31403,931,041+3,931,041
USA RARE EARTH INC0389,600+389,60005,896,596+5,896,596
PAYPAL HLDGS INC059,124+59,12402,674,159+2,674,159
SALESFORCE INC018,136+18,13603,385,393+3,385,393
PERPETUA RESOURCES CORP0181,670+181,67005,108,560+5,108,560
TESLA INC(Put)04,700+4,70001,747,225+1,747,225
AURORA INNOVATION INC323,200722,800+399,6001,241,0882,977,936+1,736,848
MARSH & MCLENNAN COS INC023,136+23,13604,012,979+4,012,979
NUSCALE PWR CORP0222,383+222,38302,410,632+2,410,632
CANADIAN NATL RY CO7,54223,496+15,954745,5222,414,695+1,669,173
CREDO TECHNOLOGY GROUP HOLDI(Put)017,200+17,20001,614,564+1,614,564
CREDO TECHNOLOGY GROUP HOLDI017,200+17,20001,614,564+1,614,564
HALLADOR ENERGY COMPANY098,050+98,05001,596,254+1,596,254
VANGUARD INDEX FDS059,499+59,499011,673,678+11,673,678
SIBANYE STILLWATER LTD0422,647+422,64705,207,011+5,207,011
AMRIZE LTD026,800+26,80001,501,336+1,501,336
GLOBAL PMTS INC16,34040,917+24,5771,264,7442,753,706+1,488,962
VANGUARD BD INDEX FDS069,223+69,22305,427,786+5,427,786
ASTRAZENECA PLC06,719+6,71901,325,131+1,325,131
PIMCO INCOME STRATEGY FD0435,267+435,26703,482,136+3,482,136
ISHARES TR157,107182,348+25,2417,990,4429,290,638+1,300,196
VANGUARD TAX-MANAGED FDS0207,468+207,468013,294,578+13,294,578
VANGUARD BD INDEX FDS0115,562+115,56208,919,054+8,919,054
US BANCORP0109,995+109,99505,720,821+5,720,821
EBAY INC.35,56946,087+10,5183,098,0564,194,848+1,096,792
JBS N.V.060,512+60,51201,086,796+1,086,796
VANGUARD SCOTTSDALE FDS042,699+42,69902,004,719+2,004,719
EXPAND ENERGY CORPORATION3,31312,968+9,655365,6231,423,676+1,058,053
CHENIERE ENERGY INC1,2344,471+3,237239,9251,268,794+1,028,869
SPROTT ASSET MANAGEMENT LP0262,554+262,55406,403,692+6,403,692
COCA COLA CONS INC05,067+5,0670971,547+971,547
NVIDIA CORPORATION(Put)05,500+5,5000959,200+959,200
VANGUARD BD INDEX FDS025,875+25,87501,779,658+1,779,658
VISTRA CORP06,266+6,2660942,002+942,002
DANAHER CORP DEL11,18918,401+7,2122,561,3163,488,881+927,565
SPOTIFY TECHNOLOGY S A01,732+1,7320839,864+839,864
WASTE MGMT INC DEL06,619+6,61901,520,959+1,520,959
AGNICO EAGLE MINES LTD46,54342,978-3,5657,890,4358,723,674+833,239
ACCENTURE PLC IRELAND9,26416,607+7,3432,485,6253,293,041+807,416
STARBUCKS CORP049,589+49,58904,442,644+4,442,644
EATON CORP PLC8,2569,542+1,2862,629,6853,412,731+783,046
GE HEALTHCARE TECHNOLOGIES I31,69646,915+15,2192,599,6743,339,417+739,743
SERVICENOW INC06,904+6,9040721,813+721,813
POST HLDGS INC09,462+9,4620935,413+935,413
GOLDMAN SACHS GROUP INC0781+7810660,718+660,718
JPMORGAN CHASE & CO025,324+25,32407,449,212+7,449,212
LPL FINL HLDGS INC02,123+2,1230638,755+638,755
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