HOHIMER WEALTH MANAGEMENT, LLC
•CIK: 1802533•Filing: Q4 2025
HOHIMER WEALTH MANAGEMENT, LLC manages $713M across a diversified portfolio of 312 holdings. The fund exhibits significant concentration in mega-cap technology names, with top positions including GBIL at $47.4M and MSFT at $44.4M. Further notable allocations include AAPL ($19.2M), VUG ($18.2M), and NVDA ($15.2M). This structure suggests a conviction-driven, growth-oriented mandate heavily weighted toward established tech leaders.
Total AUM
$712.9M
+ $55.3K in options
QoQ Performance
+0.9%
Positions
261
+ 4 options
Top 10 Concentration
29.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GBIL
MSFT
GBIL6.6%
MSFT6.2%
AAPL2.7%
VUG2.6%
NVDA2.1%
GOOGL1.9%
VEA1.7%
AVGO1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.2%
Technology19.8%
Financial4.2%
Consumer3.2%
Healthcare3.2%
ETF2.2%
Industrial1.8%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+163 more exited positions
Changes from Q3 2025
NEW25 new positions
↑79 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023