Ownership history in HOHIMER WEALTH MANAGEMENT, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which HOHIMER WEALTH MANAGEMENT, LLC reported a position in NVIDIA CORP (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HOHIMER WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +67.0% annually on this NVDA position. Timing score: 54% (13/24 decisions correct). Average cost basis: $90.98. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 67.0% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 24 add/trim decisions correct
Best entry: $5.86 (2019 Q4) Β· Worst: $134.25 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 13 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π HOHIMER WEALTH MANAGEMENT, LLC has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 2.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size