· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $37.64Day −1.26%1Y +10.5%Off 52W high −12.9%Vol (1Y) 27.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 772 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
HCMT is not in the screener universe.
| YTD−1.9% |
| 1Y+10.5% |
| 3Y+43.4% |
| Since incept. (ann.)+15.2% |
Total return through 2026-07-28 · series begins 2023-06-22. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)27.6% |
| Ann. volatility (3Y)29.2% |
| Sharpe (1Y)0.51 |
| Sharpe (3Y)0.59 |
| Max drawdown (1Y)−15.3% |
| Max drawdown (3Y)−36.3% |
| Beta (3Y vs SPY)1.63 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Howard Capital Management Inc. | 9.5M | $260M | — | +1.1% |
| Orion Porfolio Solutions, LLC | 1.1M | $38M | — | −52.3% |
| Discipline Wealth Solutions, LLC | 1.1M | $37M | — | +301.7% |
| Wealth Watch Advisors, INC | 392,248 | $14M | — | +8.5% |
| LPL Financial LLC | 382,715 | $13M | — | +11.6% |
| ENVESTNET ASSET MANAGEMENT INC | 195,130 | $7M | — | −15.9% |
| Foundations Investment Advisors, LLC | 184,127 | $6M | — | −4.3% |
| WealthTrak Capital Management LLC | 153,237 | $5M | — | +2.1% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for HCMT.
