Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HM Capital Management, LLC (CIK 1367786) reported $167.1M across 56 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: VOO ($68.0M, 40.69%), VOOV ($11.6M, 6.91%), VEU ($9.0M, 5.41%), ADP ($7.3M, 4.35%), MSFT ($7.1M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $68.0M | 40.69% | 207,051 | Added |
| 2 | VOOV | VANGUARD ADMIRAL FDS INC | $11.6M | 6.91% | 93,050 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $9.0M | 5.41% | 203,606 | Added |
| 4 | ADP | AUTOMATIC DATA PROCESSING IN | $7.3M | 4.35% | 32,097 | Hold |
| 5 | MSFT | MICROSOFT CORP | $7.1M | 4.27% | 30,603 | Added |
| 6 | SPXU | PROSHARES TR | $6.8M | 4.07% | 303,183 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $5.2M | 3.14% | 32,085 | Added |
| 8 | UNH | UNITEDHEALTH GROUP INC | $3.6M | 2.15% | 7,112 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 2.07% | 25,596 | Hold |
| 10 | WMT | WALMART INC | $3.1M | 1.83% | 23,628 | Added |
| 11 | AMZN | AMAZON COM INC | $3.0M | 1.79% | 26,394 | Added |
| 12 | AAPL | APPLE INC | $3.0M | 1.78% | 21,548 | Added |
| 13 | IWD | ISHARES TR | $2.8M | 1.67% | 20,523 | Trimmed |
| 14 | IWF | ISHARES TR | $2.8M | 1.67% | 13,286 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $2.3M | 1.35% | 13,215 | Trimmed |
| 16 | KO | COCA COLA CO | $2.2M | 1.33% | 39,548 | Hold |
| 17 | XLF | SELECT SECTOR SPDR TR | $2.2M | 1.30% | 71,554 | Trimmed |
| 18 | XLB | SELECT SECTOR SPDR TR | $1.9M | 1.13% | 27,875 | Trimmed |
| 19 | ATVI | ACTIVISION BLIZZARD INC | $1.7M | 1.03% | 23,162 | Trimmed |
| 20 | DUK | DUKE ENERGY CORP NEW | $1.7M | 1.00% | 17,979 | Hold |
| 21 | PEP | PEPSICO INC | $1.6M | 0.95% | 9,677 | Hold |
| 22 | SPY | SPDR S&P 500 ETF TR | $1.3M | 0.76% | 3,535 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $969,000 | 0.58% | 9,276 | Added |
| 24 | WYNN | WYNN RESORTS LTD | $936,000 | 0.56% | 14,847 | Trimmed |
| 25 | SO | SOUTHERN CO | $919,000 | 0.55% | 13,520 | Hold |
Source: SEC Form 13F filings · as of 2022-09-30