HMS Capital Management as of Sept. 30, 2024
Portfolio Holdings for HMS Capital Management
HMS Capital Management holds 108 positions in its portfolio as reported in the September 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) | 15.7 | $32M | 56k | 573.76 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.8 | $12M | 24k | 488.08 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.6 | $11M | 101k | 112.98 | |
Spdr Ser Tr S&p Homebuild (XHB) | 4.1 | $8.3M | 67k | 124.56 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 3.6 | $7.4M | 39k | 189.80 | |
NVIDIA Corporation (NVDA) | 3.5 | $7.2M | 59k | 121.44 | |
Microsoft Corporation (MSFT) | 2.9 | $6.0M | 14k | 430.29 | |
Broadcom (AVGO) | 2.7 | $5.5M | 32k | 172.50 | |
Select Sector Spdr Tr Energy (XLE) | 2.4 | $5.0M | 56k | 87.80 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.3 | $4.6M | 58k | 80.30 | |
Apple (AAPL) | 2.0 | $4.0M | 17k | 233.00 | |
Goldman Sachs (GS) | 1.6 | $3.3M | 6.8k | 495.11 | |
Chipotle Mexican Grill (CMG) | 1.5 | $3.0M | 53k | 57.62 | |
Chubb (CB) | 1.5 | $3.0M | 11k | 288.38 | |
Amazon (AMZN) | 1.4 | $2.9M | 16k | 186.33 | |
Monolithic Power Systems (MPWR) | 1.4 | $2.9M | 3.1k | 924.60 | |
Meta Platforms Cl A (META) | 1.3 | $2.7M | 4.7k | 572.39 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.5M | 15k | 165.85 | |
Hca Holdings (HCA) | 1.2 | $2.5M | 6.2k | 406.46 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $2.5M | 12k | 210.86 | |
Fortinet (FTNT) | 1.1 | $2.3M | 30k | 77.55 | |
Micron Technology (MU) | 1.1 | $2.3M | 22k | 103.71 | |
McKesson Corporation (MCK) | 1.1 | $2.3M | 4.6k | 494.47 | |
Booking Holdings (BKNG) | 1.1 | $2.2M | 528.00 | 4214.68 | |
Netflix (NFLX) | 1.1 | $2.2M | 3.1k | 709.27 | |
UnitedHealth (UNH) | 1.1 | $2.2M | 3.7k | 584.71 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $2.2M | 18k | 117.29 | |
Waste Management (WM) | 1.0 | $2.0M | 9.8k | 207.59 | |
Motorola Solutions Com New (MSI) | 1.0 | $2.0M | 4.5k | 449.66 | |
Parker-Hannifin Corporation (PH) | 1.0 | $2.0M | 3.1k | 631.72 | |
Wal-Mart Stores (WMT) | 0.9 | $1.8M | 23k | 80.75 | |
Mastercard Incorporated Cl A (MA) | 0.9 | $1.8M | 3.7k | 493.78 | |
Procter & Gamble Company (PG) | 0.9 | $1.8M | 10k | 173.21 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $1.8M | 5.1k | 353.49 | |
Qualcomm (QCOM) | 0.8 | $1.7M | 10k | 170.05 | |
Stryker Corporation (SYK) | 0.8 | $1.7M | 4.6k | 361.30 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.7M | 3.2k | 527.67 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $1.6M | 4.4k | 375.38 | |
Synopsys (SNPS) | 0.8 | $1.6M | 3.1k | 506.39 | |
Copart (CPRT) | 0.7 | $1.5M | 29k | 52.40 | |
Coca-Cola Company (KO) | 0.7 | $1.4M | 19k | 71.86 | |
McDonald's Corporation (MCD) | 0.7 | $1.4M | 4.5k | 304.49 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $1.3M | 4.5k | 281.35 | |
L3harris Technologies (LHX) | 0.6 | $1.2M | 4.9k | 237.88 | |
Cadence Design Systems (CDNS) | 0.6 | $1.1M | 4.2k | 271.03 | |
Martin Marietta Materials (MLM) | 0.5 | $1.1M | 2.1k | 538.25 | |
Medtronic SHS (MDT) | 0.5 | $1.1M | 12k | 90.03 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $894k | 4.5k | 198.06 | |
Csw Industrials (CSWI) | 0.4 | $886k | 2.4k | 366.34 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $801k | 8.7k | 91.93 | |
Servicenow (NOW) | 0.4 | $791k | 884.00 | 894.39 | |
Constellation Brands Cl A (STZ) | 0.4 | $789k | 3.1k | 257.72 | |
Comfort Systems USA (FIX) | 0.4 | $773k | 2.0k | 390.41 | |
Jacobs Engineering Group (J) | 0.4 | $756k | 5.8k | 130.89 | |
Sterling Construction Company (STRL) | 0.4 | $735k | 5.1k | 145.02 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $729k | 7.6k | 95.75 | |
Zimmer Holdings (ZBH) | 0.3 | $707k | 6.5k | 107.94 | |
Sharkninja Com Shs (SN) | 0.3 | $669k | 6.2k | 108.71 | |
Eagle Materials (EXP) | 0.3 | $660k | 2.3k | 287.67 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $621k | 1.1k | 576.82 | |
Jefferies Finl Group (JEF) | 0.3 | $618k | 10k | 61.55 | |
Parsons Corporation (PSN) | 0.3 | $580k | 5.6k | 103.68 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $542k | 5.0k | 108.63 | |
Curtiss-Wright (CW) | 0.3 | $535k | 1.6k | 328.70 | |
Texas Roadhouse (TXRH) | 0.3 | $522k | 3.0k | 176.60 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $518k | 1.8k | 283.16 | |
Pinnacle Financial Partners (PNFP) | 0.3 | $515k | 5.3k | 97.97 | |
Alamos Gold Com Cl A (AGI) | 0.3 | $515k | 26k | 19.94 | |
Clean Harbors (CLH) | 0.2 | $501k | 2.1k | 241.71 | |
Us Foods Hldg Corp call (USFD) | 0.2 | $494k | 8.0k | 61.50 | |
United Therapeutics Corporation (UTHR) | 0.2 | $477k | 1.3k | 358.35 | |
Cbiz (CBZ) | 0.2 | $477k | 7.1k | 67.29 | |
Exxon Mobil Corporation (XOM) | 0.2 | $475k | 4.1k | 117.22 | |
Mr Cooper Group (COOP) | 0.2 | $452k | 4.9k | 92.18 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $448k | 538.00 | 832.94 | |
Skyward Specialty Insurance Gr (SKWD) | 0.2 | $427k | 11k | 40.73 | |
NOVA MEASURING Instruments L (NVMI) | 0.2 | $423k | 2.0k | 208.34 | |
Arista Networks (ANET) | 0.2 | $421k | 1.1k | 383.82 | |
Ban (TBBK) | 0.2 | $418k | 7.8k | 53.50 | |
Saia (SAIA) | 0.2 | $416k | 952.00 | 437.26 | |
Nvent Electric SHS (NVT) | 0.2 | $410k | 5.8k | 70.26 | |
Shift4 Pmts Cl A (FOUR) | 0.2 | $409k | 4.6k | 88.60 | |
Elf Beauty (ELF) | 0.2 | $405k | 3.7k | 109.03 | |
Construction Partners Com Cl A (ROAD) | 0.2 | $404k | 5.8k | 69.80 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $396k | 1.8k | 225.80 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $387k | 4.4k | 88.14 | |
Lincoln Electric Holdings (LECO) | 0.2 | $384k | 2.0k | 192.02 | |
Appfolio Com Cl A (APPF) | 0.2 | $374k | 1.6k | 235.40 | |
Costco Wholesale Corporation (COST) | 0.2 | $356k | 401.00 | 886.52 | |
Technipfmc (FTI) | 0.2 | $341k | 13k | 26.23 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $335k | 1.7k | 197.17 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $308k | 2.6k | 119.06 | |
Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $302k | 3.2k | 92.95 | |
Axcelis Technologies Com New (ACLS) | 0.1 | $301k | 2.9k | 104.85 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $293k | 1.7k | 174.57 | |
Super Micro Computer (SMCI) | 0.1 | $287k | 689.00 | 416.40 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $278k | 597.00 | 465.08 | |
Southern Copper Corporation (SCCO) | 0.1 | $276k | 2.4k | 115.67 | |
Linde SHS (LIN) | 0.1 | $269k | 563.00 | 476.86 | |
AFLAC Incorporated (AFL) | 0.1 | $267k | 2.4k | 111.80 | |
Bank of America Corporation (BAC) | 0.1 | $256k | 6.4k | 39.68 | |
Medpace Hldgs (MEDP) | 0.1 | $245k | 734.00 | 333.80 | |
Hyatt Hotels Corp Com Cl A (H) | 0.1 | $242k | 1.6k | 152.16 | |
Marsh & McLennan Companies (MMC) | 0.1 | $233k | 1.0k | 223.09 | |
United Rentals (URI) | 0.1 | $232k | 287.00 | 809.73 | |
salesforce (CRM) | 0.1 | $217k | 794.00 | 273.71 | |
Visa Com Cl A (V) | 0.1 | $217k | 788.00 | 274.95 | |
Genuine Parts Company (GPC) | 0.1 | $210k | 1.5k | 139.68 |