HMS Capital Management as of June 30, 2024
Portfolio Holdings for HMS Capital Management
HMS Capital Management holds 108 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.0 | $31M | 56k | 544.22 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.6 | $11M | 22k | 479.12 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.3 | $10M | 94k | 107.12 | |
NVIDIA Corporation (NVDA) | 3.8 | $7.2M | 58k | 123.54 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 3.5 | $6.7M | 38k | 174.47 | |
Spdr Ser Tr S&p Homebuild (XHB) | 3.4 | $6.6M | 65k | 101.08 | |
Microsoft Corporation (MSFT) | 3.2 | $6.2M | 14k | 446.94 | |
Select Sector Spdr Tr Energy (XLE) | 2.7 | $5.1M | 56k | 91.15 | |
Broadcom (AVGO) | 2.6 | $5.0M | 3.1k | 1605.77 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.2 | $4.2M | 54k | 77.14 | |
Apple (AAPL) | 1.9 | $3.6M | 17k | 210.62 | |
Chipotle Mexican Grill (CMG) | 1.7 | $3.3M | 53k | 62.65 | |
Goldman Sachs (GS) | 1.6 | $3.1M | 6.8k | 452.31 | |
Amazon (AMZN) | 1.6 | $3.0M | 16k | 193.25 | |
Micron Technology (MU) | 1.5 | $2.9M | 22k | 131.53 | |
McKesson Corporation (MCK) | 1.5 | $2.8M | 4.9k | 584.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.8M | 15k | 182.15 | |
Chubb (CB) | 1.4 | $2.7M | 11k | 255.09 | |
Monolithic Power Systems (MPWR) | 1.4 | $2.6M | 3.2k | 821.62 | |
Meta Platforms Cl A (META) | 1.3 | $2.4M | 4.8k | 504.22 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $2.3M | 12k | 202.25 | |
Booking Holdings (BKNG) | 1.1 | $2.1M | 536.00 | 3962.75 | |
Netflix (NFLX) | 1.1 | $2.1M | 3.1k | 674.88 | |
Hca Holdings (HCA) | 1.1 | $2.0M | 6.3k | 321.29 | |
Qualcomm (QCOM) | 1.0 | $2.0M | 10k | 199.17 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.0 | $2.0M | 18k | 110.35 | |
Waste Management (WM) | 1.0 | $2.0M | 9.2k | 213.33 | |
Synopsys (SNPS) | 1.0 | $1.9M | 3.2k | 595.06 | |
UnitedHealth (UNH) | 0.9 | $1.8M | 3.5k | 509.21 | |
Motorola Solutions Com New (MSI) | 0.9 | $1.7M | 4.5k | 386.02 | |
Procter & Gamble Company (PG) | 0.9 | $1.7M | 10k | 164.91 | |
Fortinet (FTNT) | 0.9 | $1.7M | 28k | 60.27 | |
Stryker Corporation (SYK) | 0.9 | $1.6M | 4.8k | 340.24 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $1.6M | 3.7k | 441.19 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $1.6M | 4.4k | 364.51 | |
Parker-Hannifin Corporation (PH) | 0.8 | $1.6M | 3.1k | 505.85 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.6M | 3.2k | 500.13 | |
Copart (CPRT) | 0.8 | $1.6M | 29k | 54.16 | |
Wal-Mart Stores (WMT) | 0.8 | $1.5M | 23k | 67.71 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.4M | 4.6k | 303.43 | |
Cadence Design Systems (CDNS) | 0.7 | $1.3M | 4.2k | 307.75 | |
Coca-Cola Company (KO) | 0.6 | $1.2M | 19k | 63.65 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $1.2M | 4.5k | 259.33 | |
Martin Marietta Materials (MLM) | 0.6 | $1.1M | 2.1k | 541.69 | |
L3harris Technologies (LHX) | 0.6 | $1.1M | 4.8k | 224.59 | |
McDonald's Corporation (MCD) | 0.5 | $1.1M | 4.1k | 254.85 | |
Medtronic SHS (MDT) | 0.4 | $847k | 11k | 78.71 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $824k | 4.5k | 182.55 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $768k | 8.7k | 88.11 | |
Servicenow (NOW) | 0.4 | $746k | 948.00 | 786.67 | |
NOVA MEASURING Instruments L (NVMI) | 0.4 | $741k | 3.2k | 234.53 | |
Constellation Brands Cl A (STZ) | 0.4 | $728k | 2.8k | 257.24 | |
Jacobs Engineering Group (J) | 0.4 | $718k | 5.1k | 139.71 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $704k | 7.6k | 92.54 | |
Elf Beauty (ELF) | 0.4 | $677k | 3.2k | 210.72 | |
Csw Industrials (CSWI) | 0.3 | $641k | 2.4k | 265.31 | |
Zimmer Holdings (ZBH) | 0.3 | $635k | 5.8k | 108.53 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $589k | 1.1k | 547.23 | |
Comfort Systems USA (FIX) | 0.3 | $580k | 1.9k | 304.16 | |
Sterling Construction Company (STRL) | 0.3 | $576k | 4.9k | 118.34 | |
Super Micro Computer | 0.3 | $565k | 689.00 | 819.35 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $553k | 541.00 | 1022.32 | |
Cbiz (CBZ) | 0.3 | $525k | 7.1k | 74.10 | |
Texas Roadhouse (TXRH) | 0.3 | $509k | 3.0k | 171.69 | |
Jefferies Finl Group (JEF) | 0.3 | $500k | 10k | 49.76 | |
Eagle Materials (EXP) | 0.3 | $499k | 2.3k | 217.47 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $489k | 1.8k | 267.51 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $481k | 4.5k | 106.54 | |
Clean Harbors (CLH) | 0.2 | $469k | 2.1k | 226.15 | |
Exxon Mobil Corporation (XOM) | 0.2 | $467k | 4.1k | 115.12 | |
Sharkninja Com Shs (SN) | 0.2 | $463k | 6.2k | 75.15 | |
Parsons Corporation (PSN) | 0.2 | $458k | 5.6k | 81.81 | |
Saia (SAIA) | 0.2 | $452k | 952.00 | 474.29 | |
Nvent Electric SHS (NVT) | 0.2 | $447k | 5.8k | 76.62 | |
Curtiss-Wright (CW) | 0.2 | $441k | 1.6k | 270.99 | |
Us Foods Hldg Corp call (USFD) | 0.2 | $427k | 8.1k | 52.98 | |
Pinnacle Financial Partners (PNFP) | 0.2 | $421k | 5.3k | 80.04 | |
Celsius Hldgs Com New (CELH) | 0.2 | $414k | 7.2k | 57.09 | |
Axcelis Technologies Com New (ACLS) | 0.2 | $408k | 2.9k | 142.19 | |
Alamos Gold Com Cl A (AGI) | 0.2 | $405k | 26k | 15.68 | |
Mr Cooper Group (COOP) | 0.2 | $398k | 4.9k | 81.23 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $397k | 1.8k | 226.27 | |
Appfolio Com Cl A (APPF) | 0.2 | $389k | 1.6k | 244.57 | |
Arista Networks (ANET) | 0.2 | $386k | 1.1k | 350.48 | |
Skyward Specialty Insurance Gr (SKWD) | 0.2 | $379k | 11k | 36.18 | |
Lincoln Electric Holdings (LECO) | 0.2 | $377k | 2.0k | 188.62 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $372k | 2.6k | 142.71 | |
Gentex Corporation (GNTX) | 0.2 | $363k | 11k | 33.71 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $356k | 4.4k | 81.08 | |
Costco Wholesale Corporation (COST) | 0.2 | $341k | 401.00 | 849.99 | |
Myr (MYRG) | 0.2 | $331k | 2.4k | 135.71 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $309k | 1.7k | 182.01 | |
Medpace Hldgs (MEDP) | 0.2 | $305k | 741.00 | 411.85 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $280k | 597.00 | 468.72 | |
Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $273k | 3.2k | 84.10 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $270k | 1.7k | 160.41 | |
Shift4 Pmts Cl A (FOUR) | 0.1 | $250k | 3.4k | 73.35 | |
Bank of America Corporation (BAC) | 0.1 | $250k | 6.3k | 39.77 | |
Linde SHS (LIN) | 0.1 | $247k | 563.00 | 438.81 | |
Southern Copper Corporation (SCCO) | 0.1 | $243k | 2.3k | 107.74 | |
Hyatt Hotels Corp Com Cl A (H) | 0.1 | $242k | 1.6k | 151.87 | |
Marsh & McLennan Companies (MMC) | 0.1 | $220k | 1.0k | 210.72 | |
Lattice Semiconductor (LSCC) | 0.1 | $208k | 3.6k | 57.99 | |
Genuine Parts Company (GPC) | 0.1 | $208k | 1.5k | 138.32 | |
Visa Com Cl A (V) | 0.1 | $207k | 788.00 | 262.47 | |
salesforce (CRM) | 0.1 | $204k | 794.00 | 257.10 | |
Evolent Health Cl A (EVH) | 0.1 | $202k | 11k | 19.12 | |
AFLAC Incorporated (AFL) | 0.1 | $201k | 2.2k | 89.31 |