Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2026)

About Hummer Financial Advisory Services Inc

Investment Activity

Hummer Financial Advisory Services Inc has $141.45 million in total holdings as of March 31, 2026.
Hummer Financial Advisory Services Inc owns shares of 129 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 4.37% of the portfolio was purchased this quarter.
About 0.24% of the portfolio was sold this quarter.
This quarter, Hummer Financial Advisory Services Inc has purchased 117 new stocks and bought additional shares in 41 stocks.
Hummer Financial Advisory Services Inc sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $21,888,326
SPDR S&P MidCap 400 ETF Trust: $10,627,551
Accenture: $10,092,961
Amazon.com: $7,004,120
W.W. Grainger: $3,672,757

Largest New Holdings this Quarter

M3760D101 - Elbit Systems: $1,103,817 Holding
64110L106 - Netflix: $381,716 Holding
038222105 - Applied Materials: $256,343 Holding
780259305 - Shell: $238,917 Holding
87612E106 - Target: $233,916 Holding

Largest Purchases this Quarter

Elbit Systems: 1,300 shares (about $1.10M)
BLACKROCK ETF TRUST: 5,100 shares (about $512.65K)
Netflix: 3,970 shares (about $381.72K)
BLACKROCK ETF TRUST: 3,500 shares (about $351.75K)
Applied Materials: 750 shares (about $256.34K)

Largest Sales this Quarter

Parker-Hannifin: 160 shares (about $143.24K)
Amazon.com: 350 shares (about $72.89K)
Vanguard S&P 500 ETF: 96 shares (about $57.36K)
International Business Machines: 150 shares (about $36.36K)
Allstate: 100 shares (about $20.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$21,888,326	$200,206 ▲	0.9%	33,564	15.5%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$10,627,551	$59,355 ▲	0.6%	17,189	7.5%	ETF
ACN Accenture	$10,092,961		0.0%	50,900	7.1%	Computer and Technology
AMZN Amazon.com	$7,004,120	$72,894 ▼	-1.0%	33,630	5.0%	Retail/Wholesale
GWW W.W. Grainger	$3,672,757	$218,162 ▲	6.3%	3,367	2.6%	Industrials
BLACKROCK ETF TRUST	$3,216,640	$512,652 ▲	19.0%	32,000	2.3%	ISHARES GOVT MON
VB Vanguard Small-Cap ETF	$3,082,013	$45,836 ▲	1.5%	11,767	2.2%	ETF
XOM ExxonMobil	$2,807,873	$110,279 ▲	4.1%	16,550	2.0%	Energy
JPM JPMorgan Chase & Co.	$2,570,958	$151,787 ▲	6.3%	8,740	1.8%	Finance
JNJ Johnson & Johnson	$2,552,442	$32,999 ▲	1.3%	10,442	1.8%	Medical
QQQ Invesco QQQ	$2,519,968	$10,966 ▲	0.4%	4,366	1.8%	Finance
GOOG Alphabet	$2,406,469	$93,230 ▲	4.0%	8,389	1.7%	Computer and Technology
MSFT Microsoft	$2,305,789	$7,403 ▲	0.3%	6,229	1.6%	Computer and Technology
SNA Snap-On	$2,034,032	$72,644 ▲	3.7%	5,600	1.4%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$1,812,005	$39,193 ▲	2.2%	2,774	1.3%	ETF
ABBV AbbVie	$1,787,768		0.0%	8,220	1.3%	Medical
PG Procter & Gamble	$1,746,424	$35,677 ▲	2.1%	12,091	1.2%	Consumer Staples
BLACKROCK ETF TRUST	$1,608,000	$351,750 ▲	28.0%	16,000	1.1%	ISHARES PRIME MO
ADSK Autodesk	$1,472,310		0.0%	6,150	1.0%	Computer and Technology
RPM RPM International	$1,466,249	$50,197 ▲	3.5%	14,751	1.0%	Basic Materials
RTX RTX	$1,381,936	$9,645 ▲	0.7%	7,164	1.0%	Aerospace
WEC WEC Energy Group	$1,345,479		0.0%	11,622	1.0%	Utilities
AAPL Apple	$1,295,090	$13,958 ▲	1.1%	5,103	0.9%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$1,170,800		0.0%	20,000	0.8%	ETF
MPC Marathon Petroleum	$1,155,460		0.0%	4,732	0.8%	Energy
LLY Eli Lilly and Company	$1,141,435	$9,198 ▲	0.8%	1,241	0.8%	Medical
GOOGL Alphabet	$1,105,668		0.0%	3,845	0.8%	Computer and Technology
ESLT Elbit Systems	$1,103,817	$1,103,817 ▲	New Holding	1,300	0.8%	Aerospace
HD Home Depot	$1,068,893		0.0%	3,250	0.8%	Retail/Wholesale
ADP Automatic Data Processing	$1,014,156	$40,976 ▲	4.2%	4,950	0.7%	Computer and Technology
PH Parker-Hannifin	$948,954	$143,238 ▼	-13.1%	1,060	0.7%	Industrials
CTAS Cintas	$947,184		0.0%	5,600	0.7%	Business Services
CVX Chevron	$927,533		0.0%	4,483	0.7%	Energy
PSA Public Storage	$878,735		0.0%	3,244	0.6%	Finance
VRT Vertiv	$877,030		0.0%	3,500	0.6%	Computer and Technology
MMM 3M	$829,409	$19,025 ▲	2.3%	5,711	0.6%	Multi-Sector Conglomerates
MCD McDonald's	$823,594		0.0%	2,650	0.6%	Retail/Wholesale
QCOM Qualcomm	$820,329		0.0%	6,370	0.6%	Computer and Technology
ABT Abbott Laboratories	$815,200		0.0%	7,940	0.6%	Medical
NVDA NVIDIA	$798,100		0.0%	4,576	0.6%	Computer and Technology
CPT Camden Property Trust	$778,802	$38,600 ▲	5.2%	7,889	0.6%	Finance
EXR Extra Space Storage	$777,339		0.0%	5,928	0.5%	Finance
CSCO Cisco Systems	$764,649	$10,087 ▲	1.3%	9,855	0.5%	Computer and Technology
BLACKROCK INC	$754,942		0.0%	785	0.5%	COM
WALMART INC	$717,901	$2,491 ▲	0.3%	5,765	0.5%	COM
VO Vanguard Mid-Cap ETF	$703,304	$43,077 ▲	6.5%	2,449	0.5%	ETF
DTE DTE Energy	$650,410	$29,477 ▲	4.7%	4,413	0.5%	Utilities
EMR Emerson Electric	$648,549	$26,204 ▲	4.2%	4,950	0.5%	Industrials
TSLA Tesla	$646,102		0.0%	1,738	0.5%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$640,709	$12,114 ▲	1.9%	5,289	0.5%	Medical
ITW Illinois Tool Works	$639,036		0.0%	2,440	0.5%	Industrials
SCHWAB STRATEGIC TR	$624,960		0.0%	24,800	0.4%	ULTRA SHORT INCM
DUK Duke Energy	$585,824		0.0%	4,474	0.4%	Utilities
IJH iShares Core S&P Mid-Cap ETF	$571,304		0.0%	8,460	0.4%	ETF
AON AON	$543,239		0.0%	1,683	0.4%	Finance
MUB iShares National Muni Bond ETF	$530,750		0.0%	5,000	0.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$522,348	$45,820 ▲	9.6%	5,700	0.4%	ETF
MCK McKesson	$519,708		0.0%	600	0.4%	Medical
HON Honeywell International	$513,088	$45,432 ▲	9.7%	2,270	0.4%	Multi-Sector Conglomerates
AVY Avery Dennison	$502,499		0.0%	2,910	0.4%	Industrials
TEXAS CAPITAL FUNDS TRUST	$501,175		0.0%	5,000	0.4%	GOVT MONEY MKT
AVAV AeroVironment	$494,235		0.0%	2,700	0.3%	Aerospace
IWM iShares Russell 2000 ETF	$489,800		0.0%	1,975	0.3%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$478,944		0.0%	9,600	0.3%	ETF
AMD Advanced Micro Devices	$478,061		0.0%	2,350	0.3%	Computer and Technology
NEE NextEra Energy	$476,474		0.0%	5,130	0.3%	Utilities
GE GE Aerospace	$464,164	$3,411 ▲	0.7%	1,633	0.3%	Aerospace
IBM International Business Machines	$461,026	$36,359 ▼	-7.3%	1,902	0.3%	Computer and Technology
KLAC KLA	$441,723		0.0%	300	0.3%	Computer and Technology
SO Southern	$439,166		0.0%	4,550	0.3%	Utilities
USB U.S. Bancorp	$418,086		0.0%	7,959	0.3%	Finance
ALL Allstate	$414,354	$20,864 ▼	-4.8%	1,986	0.3%	Finance
ITM VanEck Intermediate Muni ETF	$406,263		0.0%	8,750	0.3%	ETF
CAH Cardinal Health	$404,236		0.0%	1,913	0.3%	Medical
UDR United Dominion Realty Trust	$395,969	$18,241 ▲	4.8%	11,722	0.3%	Finance
COP ConocoPhillips	$389,664		0.0%	2,952	0.3%	Energy
NFLX Netflix	$381,716	$381,716 ▲	New Holding	3,970	0.3%	Consumer Discretionary
LHX L3Harris Technologies	$379,665		0.0%	1,100	0.3%	Aerospace
SYK Stryker	$378,891		0.0%	1,150	0.3%	Medical
KR Kroger	$372,365		0.0%	5,146	0.3%	Retail/Wholesale
NET Cloudflare	$371,412	$30,951 ▲	9.1%	1,800	0.3%	Computer and Technology
D Dominion Energy	$370,982		0.0%	6,001	0.3%	Utilities
INTC Intel	$360,763		0.0%	8,175	0.3%	Computer and Technology
BAC Bank of America	$358,166	$3,656 ▲	1.0%	7,347	0.3%	Finance
ORI Old Republic International	$355,589		0.0%	8,912	0.3%	Finance
GE VERNOVA INC	$352,854	$2,620 ▲	0.7%	404	0.2%	COM
LNT Alliant Energy	$337,272	$21,528 ▲	6.8%	4,700	0.2%	Utilities
STE STERIS	$331,695		0.0%	1,500	0.2%	Medical
GLW Corning	$316,130		0.0%	2,325	0.2%	Computer and Technology
DHR Danaher	$310,650	$10,260 ▲	3.4%	1,635	0.2%	Medical
SHOPIFY INC	$307,819		0.0%	2,595	0.2%	CL A SUB VTG SHS
STT State Street	$303,744		0.0%	2,400	0.2%	Finance
DTM DT Midstream	$298,888	$13,555 ▲	4.8%	2,205	0.2%	Energy
TMO Thermo Fisher Scientific	$297,660	$13,284 ▲	4.7%	605	0.2%	Medical
NVS Novartis	$294,197		0.0%	1,926	0.2%	Medical
DLR Digital Realty Trust	$288,336		0.0%	1,600	0.2%	Finance
INTU Intuit	$276,723		0.0%	640	0.2%	Computer and Technology
UNILEVER PLC	$275,519	$230 ▼	-0.1%	4,790	0.2%	SPON ADR NEW
ASTS AST SpaceMobile	$273,471		0.0%	3,300	0.2%	Computer and Technology
NTRS Northern Trust	$266,703		0.0%	1,900	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2026)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2026)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHummer Financial Advisory Services Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools