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 $152.00 million in total holdings as of June 30, 2026.
Hummer Financial Advisory Services Inc owns shares of 129 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 1.57% of the portfolio was purchased this quarter.
About 1.45% of the portfolio was sold this quarter.
This quarter, Hummer Financial Advisory Services Inc has purchased 129 new stocks and bought additional shares in 13 stocks.
Hummer Financial Advisory Services Inc sold shares of 1 stock and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $25,128,478
SPDR S&P MidCap 400 ETF Trust: $12,118,971
Amazon.com: $8,015,374
Accenture: $6,333,996
W.W. Grainger: $4,580,467

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $271,652 Holding
042735100 - Arrow Electronics: $256,092 Holding
43849R105 - HONEYWELL AEROSPACE INC: $255,347 Holding
149123101 - Caterpillar: $244,927 Holding
22788C105 - CrowdStrike: $225,126 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 7,347 shares (about $591.95K)
HONEYWELL INTL INC: 1,193 shares (about $271.65K)
Arrow Electronics: 1,200 shares (about $256.09K)
HONEYWELL AEROSPACE INC: 1,155 shares (about $255.35K)
Caterpillar: 230 shares (about $244.93K)

Largest Sales this Quarter

BLACKROCK ETF TRUST: 1,000 shares (about $100.32K)

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	$25,128,478		0.0%	33,564	16.5%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$12,118,971		0.0%	17,189	8.0%	ETF
AMZN Amazon.com	$8,015,374		0.0%	33,630	5.3%	Retail/Wholesale
ACN Accenture	$6,333,996		0.0%	50,900	4.2%	Computer and Technology
GWW W.W. Grainger	$4,580,467		0.0%	3,367	3.0%	Industrials
VB Vanguard Small-Cap ETF	$3,577,422	$10,609 â–²	0.3%	11,802	2.4%	ETF
QQQ Invesco QQQ	$3,218,674		0.0%	4,366	2.1%	Finance
BLACKROCK ETF TRUST	$3,109,920	$100,320 â–¼	-3.1%	31,000	2.0%	ISHARES GOVT MON
GOOG Alphabet	$2,964,085		0.0%	8,389	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,860,864		0.0%	8,740	1.9%	Finance
JNJ Johnson & Johnson	$2,657,034	$5,079 â–²	0.2%	10,462	1.7%	Medical
MSFT Microsoft	$2,328,764	$5,222 â–²	0.2%	6,243	1.5%	Computer and Technology
XOM ExxonMobil	$2,262,716		0.0%	16,550	1.5%	Energy
SNA Snap-On	$2,253,440		0.0%	5,600	1.5%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$2,077,421		0.0%	2,774	1.4%	ETF
ABBV AbbVie	$2,068,481		0.0%	8,220	1.4%	Medical
PG Procter & Gamble	$1,773,024		0.0%	12,091	1.2%	Consumer Staples
RPM RPM International	$1,649,577	$10,003 â–²	0.6%	14,841	1.1%	Basic Materials
BLACKROCK ETF TRUST	$1,604,960		0.0%	16,000	1.1%	ISHA PR MONE ETF
LLY Eli Lilly and Company	$1,488,493		0.0%	1,241	1.0%	Medical
AAPL Apple	$1,476,604		0.0%	5,103	1.0%	Computer and Technology
RTX RTX	$1,379,147	$19,922 â–²	1.5%	7,269	0.9%	Aerospace
GOOGL Alphabet	$1,374,088		0.0%	3,845	0.9%	Computer and Technology
AMD Advanced Micro Devices	$1,365,139		0.0%	2,350	0.9%	Computer and Technology
WEC WEC Energy Group	$1,357,101		0.0%	11,622	0.9%	Utilities
MPC Marathon Petroleum	$1,209,830		0.0%	4,732	0.8%	Energy
ADSK Autodesk	$1,195,683		0.0%	6,150	0.8%	Computer and Technology
QCOM Qualcomm	$1,181,732	$4,620 â–²	0.4%	6,395	0.8%	Computer and Technology
VRT Vertiv	$1,171,870		0.0%	3,500	0.8%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$1,164,000		0.0%	20,000	0.8%	ETF
CSCO Cisco Systems	$1,157,568		0.0%	9,855	0.8%	Computer and Technology
HD Home Depot	$1,146,210		0.0%	3,250	0.8%	Retail/Wholesale
INTC Intel	$1,141,475		0.0%	8,175	0.8%	Computer and Technology
ADP Automatic Data Processing	$1,116,968		0.0%	4,950	0.7%	Computer and Technology
PH Parker-Hannifin	$1,036,807		0.0%	1,060	0.7%	Industrials
PSA Public Storage	$1,032,598		0.0%	3,244	0.7%	Finance
ESLT Elbit Systems	$987,636		0.0%	1,300	0.6%	Aerospace
CTAS Cintas	$952,448		0.0%	5,600	0.6%	Business Services
MMM 3M	$924,668		0.0%	5,711	0.6%	Multi-Sector Conglomerates
NVDA NVIDIA	$915,612		0.0%	4,576	0.6%	Computer and Technology
CPT Camden Property Trust	$911,574		0.0%	7,889	0.6%	Finance
EXR Extra Space Storage	$861,338		0.0%	5,928	0.6%	Finance
VO Vanguard Mid-Cap ETF	$789,264	$591,948 â–²	300.0%	9,796	0.5%	ETF
BLACKROCK INC	$759,632	$4,808 â–²	0.6%	790	0.5%	COM
CVX Chevron	$743,102		0.0%	4,483	0.5%	Energy
TSLA Tesla	$740,256	$9,253 â–²	1.3%	1,760	0.5%	Auto/Tires/Trucks
ABT Abbott Laboratories	$720,476		0.0%	7,940	0.5%	Medical
MCD McDonald's	$716,322		0.0%	2,650	0.5%	Retail/Wholesale
EMR Emerson Electric	$708,593		0.0%	4,950	0.5%	Industrials
MRK Merck & Co., Inc.	$684,132		0.0%	5,289	0.5%	Medical
DTE DTE Energy	$677,550		0.0%	4,413	0.4%	Utilities
ITW Illinois Tool Works	$663,875		0.0%	2,440	0.4%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$658,905	$6,554 â–²	1.0%	8,545	0.4%	ETF
WALMART INC	$652,944		0.0%	5,765	0.4%	COM
SCHWAB STRATEGIC TR	$624,340		0.0%	24,800	0.4%	ULTRA SHORT INCM
GE GE Aerospace	$611,069		0.0%	1,633	0.4%	Aerospace
GLW Corning	$593,875		0.0%	2,325	0.4%	Computer and Technology
IWM iShares Russell 2000 ETF	$593,389		0.0%	1,975	0.4%	Finance
DUK Duke Energy	$566,317		0.0%	4,474	0.4%	Utilities
AON AON	$558,234		0.0%	1,683	0.4%	Finance
AMAT Applied Materials	$542,250		0.0%	750	0.4%	Computer and Technology
MUB iShares National Muni Bond ETF	$538,100		0.0%	5,000	0.4%	ETF
IBM International Business Machines	$534,861		0.0%	1,902	0.4%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$522,348		0.0%	5,700	0.3%	ETF
TEXAS CAPITAL FUNDS TRUST	$501,100		0.0%	5,000	0.3%	GOVT MONEY MKT
VTEB Vanguard Tax-Exempt Bond ETF	$485,568		0.0%	9,600	0.3%	ETF
USB U.S. Bancorp	$484,862		0.0%	7,959	0.3%	Finance
GE VERNOVA INC	$474,845		0.0%	404	0.3%	COM
ALL Allstate	$474,694		0.0%	1,986	0.3%	Finance
AVY Avery Dennison	$472,439		0.0%	2,910	0.3%	Industrials
UDR United Dominion Realty Trust	$467,942		0.0%	11,722	0.3%	Finance
NEE NextEra Energy	$456,843	$6,583 â–²	1.5%	5,205	0.3%	Utilities
CAH Cardinal Health	$454,452		0.0%	1,913	0.3%	Medical
MCK McKesson	$453,852		0.0%	600	0.3%	Medical
AVAV AeroVironment	$445,689		0.0%	2,700	0.3%	Aerospace
NET Cloudflare	$441,504		0.0%	1,800	0.3%	Computer and Technology
SO Southern	$435,481		0.0%	4,550	0.3%	Utilities
BAC Bank of America	$418,632		0.0%	7,347	0.3%	Finance
ITM VanEck Intermediate Muni ETF	$411,163		0.0%	8,750	0.3%	ETF
D Dominion Energy	$409,808		0.0%	6,001	0.3%	Utilities
STT State Street	$407,040		0.0%	2,400	0.3%	Finance
ORI Old Republic International	$364,679		0.0%	8,912	0.2%	Finance
SYK Stryker	$363,078		0.0%	1,150	0.2%	Medical
LNT Alliant Energy	$358,563		0.0%	4,700	0.2%	Utilities
NTRS Northern Trust	$331,816		0.0%	1,900	0.2%	Finance
DTM DT Midstream	$325,502		0.0%	2,205	0.2%	Energy
LHX L3Harris Technologies	$322,555	$2,906 â–²	0.9%	1,110	0.2%	Aerospace
SXI Standex International	$321,903		0.0%	900	0.2%	Industrials
STE STERIS	$315,855		0.0%	1,500	0.2%	Medical
DHR Danaher	$312,089		0.0%	1,635	0.2%	Medical
BANK OF NY MELLON CORP	$310,912		0.0%	2,150	0.2%	COM
COP ConocoPhillips	$306,890		0.0%	2,952	0.2%	Energy
TMO Thermo Fisher Scientific	$303,607		0.0%	605	0.2%	Medical
NVS Novartis	$301,843		0.0%	1,926	0.2%	Medical
SHOPIFY INC	$296,297		0.0%	2,595	0.2%	CL A SUB VTG SHS
ASTS AST SpaceMobile	$293,238		0.0%	3,300	0.2%	Computer and Technology
UNILEVER PLC	$287,975		0.0%	4,790	0.2%	SPON ADR NEW
DLR Digital Realty Trust	$287,328		0.0%	1,600	0.2%	Finance
BBH VanEck Biotech ETF	$286,565		0.0%	1,410	0.2%	Finance
KR Kroger	$285,757		0.0%	5,146	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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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