HMS Capital Management, LLC - Portfolio overview

HMS Capital Management, LLC has 124 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.71%
2. LQD - ISHARES TR, 7.05%
3. EFA - ISHARES TR, 6.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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