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.
HMS Capital Management, LLC (CIK 1689470) reported $258.5M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($64.9M, 25.10%), LQD ($16.5M, 6.38%), EFA ($14.5M, 5.61%), QQQ ($11.8M, 4.57%), NVDA ($7.3M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $64.9M | 25.10% | 99,771 | Added |
| 2 | LQD | ISHARES TR | $16.5M | 6.38% | 151,392 | Added |
| 3 | EFA | ISHARES TR | $14.5M | 5.61% | 149,200 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $11.8M | 4.57% | 20,478 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $7.3M | 2.82% | 41,872 | Trimmed |
| 6 | GRID | FIRST TR EXCHANGE-TRADED FD | $6.6M | 2.56% | 40,471 | New |
| 7 | CWB | SPDR SERIES TRUST | $6.1M | 2.36% | 66,766 | Trimmed |
| 8 | EEM | ISHARES TR | $5.4M | 2.10% | 95,803 | New |
| 9 | MU | MICRON TECHNOLOGY INC | $4.6M | 1.79% | 13,722 | Trimmed |
| 10 | AVGO | BROADCOM INC | $4.3M | 1.67% | 13,937 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $4.3M | 1.65% | 5,044 | Trimmed |
| 12 | IWD | ISHARES TR | $4.3M | 1.65% | 20,009 | Added |
| 13 | XLE | SELECT SECTOR SPDR TR | $4.1M | 1.60% | 67,487 | Trimmed |
| 14 | AAPL | APPLE INC | $3.6M | 1.40% | 14,228 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $3.6M | 1.39% | 12,518 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $3.6M | 1.39% | 9,731 | Trimmed |
| 17 | MCK | MCKESSON CORP | $3.3M | 1.28% | 3,836 | Trimmed |
| 18 | HYG | ISHARES TR | $3.2M | 1.24% | 40,208 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.9M | 1.11% | 13,725 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.10% | 9,653 | Trimmed |
| 21 | NFLX | NETFLIX INC. | $2.4M | 0.94% | 25,397 | Trimmed |
| 22 | IWP | ISHARES TR | $2.4M | 0.93% | 18,848 | Trimmed |
| 23 | META | META PLATFORMS INC | $2.3M | 0.90% | 4,060 | Trimmed |
| 24 | MUB | ISHARES TR | $2.3M | 0.89% | 21,789 | Added |
| 25 | HCA | HCA HEALTHCARE INC | $2.3M | 0.88% | 4,803 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31