Titelia

Holdings of HOHIMER WEALTH MANAGEMENT, LLC

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Net assets
-
Positions
329 in 7 countries
Top ten
31.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Taylor Morrison Home Corp 3,622210.9K $
302VanEck Uranium and Nuclear ETF 1,580210.5K $
303Brady Corp 2,590210.4K $
304Grand Canyon Education Inc 1,233209.6K $
305Terreno Realty Corp 3,411209.5K $
306Independence Realty Trust Inc 14,018208.7K $
307Ryman Hospitality Properties Inc 2,262208.7K $
308PROG Holdings Inc 7,260208.3K $
309Cavco Industries Inc 430208.2K $
310California Water Service Group 4,588208K $
311Cabot Corp 2,759207.8K $
312Sherwin-Williams Co/The 648207.7K $
313Interparfums Inc 2,286207.7K $
314NETSTREIT Corp 11,024207.6K $
315Cactus Inc 4,369207K $
316Cargurus Inc 6,055206.2K $
317Korn Ferry 3,269205.8K $
318Exponent Inc 3,150205.5K $
319iShares MSCI Emerging Markets ETF 3,593204K $
320Alibaba Group Holding Ltd 1,622203.5K $
321Tractor Supply Co 4,454201.8K $
322J P Morgan Exchange Traded Fund Trust 3,542200.8K $
323Venu Holding Corp 55,000182.1K $
324Ford Motor Co 14,411166.3K $
325PIMCO Municipal Income Fund II 15,000113.6K $
326Putnam Managed Municipal Income Trust 15,00092.3K $
327aTyr Pharma Inc 100,00078K $
328Lightwave Logic Inc 10,00070.3K $
329Nano Dimension Ltd 11,00018.7K $

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Sector breakdown

  • Technology 20.5 %
  • Financials 8.1 %
  • Consumer discretionary 6.7 %
  • Health care 5.2 %
  • Industrials 4.5 %
  • Communication 4.2 %
  • Funds 3.6 %
  • Consumer staples 3.5 %
  • Energy 2.3 %
  • Utilities 1.3 %
  • Materials 1.2 %
  • Real estate 0.8 %
  • Unattributed 38.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.4 %
  • South Africa 0.7 %
  • United Kingdom 0.7 %
  • Denmark 0.1 %
  • Netherlands 0.0 %
  • Taiwan 0.0 %
  • Israel 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States322726.7M $98.43 %
2South Africa15.2M $0.71 %
3United Kingdom24.8M $0.65 %
4Denmark11M $0.14 %
5Netherlands1266.8K $0.04 %
6Taiwan1255.7K $0.03 %
7Israel118.7K $0.00 %
Cite this page

Titelia. "Holdings of HOHIMER WEALTH MANAGEMENT, LLC". https://titelia.com/en/funds/US13F1802533