HMS Capital Management as of Sept. 30, 2019
Portfolio Holdings for HMS Capital Management
HMS Capital Management holds 120 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 21.5 | $58M | 196k | 296.77 | |
iShares MSCI Emerging Markets Indx (EEM) | 3.3 | $8.9M | 218k | 40.87 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.6 | $7.1M | 59k | 119.55 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $6.8M | 54k | 127.49 | |
Paypal Holdings (PYPL) | 2.4 | $6.6M | 64k | 103.58 | |
Invesco Qqq Trust Series 1 (QQQ) | 2.1 | $5.6M | 30k | 188.79 | |
Vanguard Total Stock Market ETF (VTI) | 2.0 | $5.3M | 35k | 151.02 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 2.0 | $5.3M | 61k | 87.17 | |
Pra Health Sciences | 1.5 | $4.1M | 41k | 99.26 | |
Microsoft Corporation (MSFT) | 1.5 | $4.0M | 29k | 139.01 | |
Paycom Software (PAYC) | 1.5 | $3.9M | 19k | 209.46 | |
Apple (AAPL) | 1.4 | $3.9M | 17k | 223.91 | |
iShares Russell Midcap Growth Idx. (IWP) | 1.3 | $3.6M | 26k | 141.37 | |
Tor Dom Bk Cad (TD) | 1.3 | $3.5M | 60k | 58.24 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $3.4M | 12k | 276.23 | |
Healthequity (HQY) | 1.2 | $3.3M | 35k | 94.41 | |
Valero Energy Corporation (VLO) | 1.2 | $3.2M | 38k | 85.25 | |
AeroVironment (AVAV) | 1.2 | $3.2M | 29k | 112.19 | |
MasterCard Incorporated (MA) | 1.2 | $3.2M | 12k | 271.58 | |
Lululemon Athletica (LULU) | 1.2 | $3.2M | 17k | 192.50 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 1.2 | $3.1M | 33k | 96.08 | |
Planet Fitness Inc-cl A (PLNT) | 1.2 | $3.1M | 54k | 57.80 | |
Technology SPDR (XLK) | 1.1 | $3.0M | 38k | 80.55 | |
iShares S&P MidCap 400 Growth (IJK) | 1.1 | $3.0M | 14k | 223.92 | |
iShares Russell Midcap Index Fund (IWR) | 1.1 | $2.9M | 51k | 55.95 | |
Ringcentral (RNG) | 1.0 | $2.8M | 22k | 125.66 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.0 | $2.7M | 24k | 113.35 | |
Thermo Fisher Scientific (TMO) | 0.9 | $2.5M | 8.7k | 291.26 | |
Procter & Gamble Company (PG) | 0.9 | $2.5M | 21k | 124.37 | |
Amazon (AMZN) | 0.9 | $2.5M | 1.4k | 1735.91 | |
iShares Lehman Short Treasury Bond (SHV) | 0.9 | $2.5M | 23k | 110.60 | |
Charles Schwab Corporation (SCHW) | 0.9 | $2.3M | 47k | 49.16 | |
Asml Holding (ASML) | 0.9 | $2.3M | 9.3k | 248.39 | |
Grubhub | 0.8 | $2.3M | 17k | 138.62 | |
Alibaba Group Holding (BABA) | 0.8 | $2.3M | 14k | 164.74 | |
Marriott International (MAR) | 0.8 | $2.3M | 18k | 124.38 | |
Texas Roadhouse (TXRH) | 0.8 | $2.2M | 32k | 69.30 | |
Keysight Technologies (KEYS) | 0.8 | $2.2M | 23k | 97.27 | |
Intercontinental Exchange (ICE) | 0.8 | $2.1M | 23k | 92.24 | |
Baozun (BZUN) | 0.8 | $2.1M | 49k | 42.76 | |
L3harris Technologies (LHX) | 0.8 | $2.1M | 10k | 208.62 | |
IAC/InterActive | 0.8 | $2.0M | 9.4k | 218.03 | |
Incyte Corporation (INCY) | 0.8 | $2.1M | 28k | 74.22 | |
RealPage | 0.7 | $2.0M | 32k | 62.85 | |
Copart (CPRT) | 0.7 | $1.9M | 24k | 80.32 | |
Paychex (PAYX) | 0.7 | $1.9M | 24k | 82.77 | |
Nextera Energy (NEE) | 0.7 | $1.9M | 8.3k | 233.00 | |
UnitedHealth (UNH) | 0.7 | $1.9M | 8.9k | 217.19 | |
AFLAC Incorporated (AFL) | 0.7 | $1.9M | 36k | 52.33 | |
Humana (HUM) | 0.7 | $1.9M | 7.4k | 255.60 | |
MKS Instruments (MKSI) | 0.7 | $1.9M | 23k | 80.14 | |
Xcel Energy (XEL) | 0.7 | $1.8M | 28k | 64.88 | |
Johnson & Johnson (JNJ) | 0.7 | $1.8M | 14k | 129.39 | |
Public Storage (PSA) | 0.7 | $1.7M | 7.1k | 245.17 | |
Accenture (ACN) | 0.7 | $1.7M | 9.1k | 192.39 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $1.7M | 15k | 117.64 | |
McDonald's Corporation (MCD) | 0.6 | $1.7M | 8.1k | 214.70 | |
MasTec (MTZ) | 0.6 | $1.6M | 25k | 64.95 | |
Utilities SPDR (XLU) | 0.6 | $1.6M | 25k | 64.74 | |
Union Pacific Corporation (UNP) | 0.6 | $1.6M | 9.8k | 161.95 | |
Digital Realty Trust (DLR) | 0.6 | $1.5M | 12k | 129.78 | |
Amgen (AMGN) | 0.6 | $1.5M | 7.6k | 193.42 | |
Lowe's Companies (LOW) | 0.5 | $1.4M | 13k | 110.02 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.5 | $1.4M | 27k | 52.43 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.3M | 1.1k | 1221.40 | |
MarketAxess Holdings (MKTX) | 0.5 | $1.3M | 3.9k | 327.23 | |
Lam Research Corporation (LRCX) | 0.5 | $1.2M | 8.2k | 151.72 | |
Veeva Sys Inc cl a (VEEV) | 0.5 | $1.3M | 8.2k | 152.68 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | 17k | 70.55 | |
Ishares Tr rus200 grw idx (IWY) | 0.4 | $1.1M | 13k | 87.04 | |
Domino's Pizza (DPZ) | 0.4 | $1.1M | 4.5k | 244.66 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.1M | 17k | 61.98 | |
Xilinx | 0.4 | $1.1M | 11k | 95.96 | |
Fortinet (FTNT) | 0.4 | $1.0M | 14k | 76.79 | |
Ross Stores (ROST) | 0.3 | $832k | 7.6k | 109.86 | |
Tree (TREE) | 0.3 | $802k | 2.6k | 310.25 | |
PacWest Ban | 0.3 | $724k | 15k | 47.63 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $711k | 4.0k | 180.00 | |
Gartner (IT) | 0.2 | $639k | 4.0k | 158.59 | |
Monolithic Power Systems (MPWR) | 0.2 | $611k | 3.9k | 155.52 | |
Epam Systems (EPAM) | 0.2 | $619k | 3.4k | 182.29 | |
Jacobs Engineering | 0.2 | $593k | 6.5k | 91.50 | |
Southwest Airlines (LUV) | 0.2 | $587k | 9.4k | 62.41 | |
Euronet Worldwide (EEFT) | 0.2 | $557k | 3.8k | 146.36 | |
Activision Blizzard | 0.2 | $520k | 6.2k | 83.27 | |
Mercury Computer Systems (MRCY) | 0.2 | $452k | 5.6k | 81.21 | |
Berkshire Hathaway (BRK.B) | 0.2 | $426k | 2.0k | 208.82 | |
Caterpillar (CAT) | 0.2 | $445k | 2.9k | 153.33 | |
Servicenow (NOW) | 0.2 | $419k | 1.6k | 253.97 | |
Globant S A (GLOB) | 0.2 | $442k | 4.8k | 91.64 | |
Cisco Systems (CSCO) | 0.1 | $408k | 8.3k | 49.38 | |
Intel Corporation (INTC) | 0.1 | $418k | 8.1k | 51.47 | |
Visa (V) | 0.1 | $414k | 2.4k | 172.24 | |
LHC | 0.1 | $393k | 3.5k | 113.62 | |
Tyler Technologies (TYL) | 0.1 | $384k | 1.5k | 262.65 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.1 | $375k | 10k | 37.39 | |
Essential Properties Realty reit (EPRT) | 0.1 | $365k | 16k | 22.90 | |
Hexcel Corporation (HXL) | 0.1 | $352k | 4.3k | 82.09 | |
Alarm Com Hldgs (ALRM) | 0.1 | $363k | 7.8k | 46.61 | |
iShares S&P 500 Index (IVV) | 0.1 | $325k | 1.1k | 298.17 | |
Universal Display Corporation (OLED) | 0.1 | $326k | 1.9k | 167.87 | |
Chart Industries (GTLS) | 0.1 | $325k | 5.2k | 62.36 | |
Home Depot (HD) | 0.1 | $293k | 1.3k | 232.02 | |
Insulet Corporation (PODD) | 0.1 | $304k | 1.8k | 164.95 | |
NeoGenomics (NEO) | 0.1 | $304k | 16k | 19.14 | |
Facebook Inc cl a (META) | 0.1 | $295k | 1.7k | 177.75 | |
Ishares Tr ibds dec28 etf (IBDT) | 0.1 | $306k | 11k | 27.77 | |
Lincoln National Corporation (LNC) | 0.1 | $271k | 4.0k | 67.67 | |
Lockheed Martin Corporation (LMT) | 0.1 | $268k | 687.00 | 390.18 | |
Illumina (ILMN) | 0.1 | $282k | 928.00 | 303.88 | |
iShares Russell 2000 Index (IWM) | 0.1 | $280k | 1.9k | 151.27 | |
Funko (FNKO) | 0.1 | $270k | 13k | 20.58 | |
Edwards Lifesciences (EW) | 0.1 | $230k | 1.0k | 219.89 | |
Nike (NKE) | 0.1 | $230k | 2.5k | 93.84 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $256k | 3.8k | 67.92 | |
MercadoLibre (MELI) | 0.1 | $241k | 707.00 | 340.88 | |
Tabula Rasa Healthcare | 0.1 | $238k | 4.3k | 54.88 | |
Wal-Mart Stores (WMT) | 0.1 | $208k | 1.8k | 119.05 | |
salesforce (CRM) | 0.1 | $207k | 1.4k | 148.49 | |
stock | 0.1 | $209k | 1.8k | 117.68 |