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%	ETF
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%	Consumer Discretionary
ACN Accenture	$6,333,996		0.0%	50,900	4.2%	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 ▲	0.3%	11,802	2.4%	ETF
QQQ Invesco QQQ	$3,218,674		0.0%	4,366	2.1%	ETF
BLACKROCK ETF TRUST	$3,109,920	$100,320 ▼	-3.1%	31,000	2.0%	ISHARES GOVT MON
GOOG Alphabet	$2,964,085		0.0%	8,389	2.0%	Communication Services
JPM JPMorgan Chase & Co.	$2,860,864		0.0%	8,740	1.9%	Finance
JNJ Johnson & Johnson	$2,657,034	$5,079 ▲	0.2%	10,462	1.7%	Healthcare
MSFT Microsoft	$2,328,764	$5,222 ▲	0.2%	6,243	1.5%	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%	Industrials
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%	Healthcare
PG Procter & Gamble	$1,773,024		0.0%	12,091	1.2%	Consumer Staples
RPM RPM International	$1,649,577	$10,003 ▲	0.6%	14,841	1.1%	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%	Healthcare
AAPL Apple	$1,476,604		0.0%	5,103	1.0%	Technology
RTX RTX	$1,379,147	$19,922 ▲	1.5%	7,269	0.9%	Industrials
GOOGL Alphabet	$1,374,088		0.0%	3,845	0.9%	Communication Services
AMD Advanced Micro Devices	$1,365,139		0.0%	2,350	0.9%	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%	Technology
QCOM Qualcomm	$1,181,732	$4,620 ▲	0.4%	6,395	0.8%	Technology
VRT Vertiv	$1,171,870		0.0%	3,500	0.8%	Industrials
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%	Technology
HD Home Depot	$1,146,210		0.0%	3,250	0.8%	Consumer Discretionary
INTC Intel	$1,141,475		0.0%	8,175	0.8%	Technology
ADP Automatic Data Processing	$1,116,968		0.0%	4,950	0.7%	Industrials
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%	Real Estate
ESLT Elbit Systems	$987,636		0.0%	1,300	0.6%	Industrials
CTAS Cintas	$952,448		0.0%	5,600	0.6%	Industrials
MMM 3M	$924,668		0.0%	5,711	0.6%	Industrials
NVDA NVIDIA	$915,612		0.0%	4,576	0.6%	Technology
CPT Camden Property Trust	$911,574		0.0%	7,889	0.6%	Real Estate
EXR Extra Space Storage	$861,338		0.0%	5,928	0.6%	Real Estate
VO Vanguard Mid-Cap ETF	$789,264	$591,948 ▲	300.0%	9,796	0.5%	ETF
BLACKROCK INC	$759,632	$4,808 ▲	0.6%	790	0.5%	COM
CVX Chevron	$743,102		0.0%	4,483	0.5%	Energy
TSLA Tesla	$740,256	$9,253 ▲	1.3%	1,760	0.5%	Consumer Discretionary
ABT Abbott Laboratories	$720,476		0.0%	7,940	0.5%	Healthcare
MCD McDonald's	$716,322		0.0%	2,650	0.5%	Consumer Discretionary
EMR Emerson Electric	$708,593		0.0%	4,950	0.5%	Industrials
MRK Merck & Co., Inc.	$684,132		0.0%	5,289	0.5%	Healthcare
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 ▲	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%	Industrials
GLW Corning	$593,875		0.0%	2,325	0.4%	Technology
IWM iShares Russell 2000 ETF	$593,389		0.0%	1,975	0.4%	ETF
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%	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%	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%	Materials
UDR United Dominion Realty Trust	$467,942		0.0%	11,722	0.3%	Real Estate
NEE NextEra Energy	$456,843	$6,583 ▲	1.5%	5,205	0.3%	Utilities
CAH Cardinal Health	$454,452		0.0%	1,913	0.3%	Healthcare
MCK McKesson	$453,852		0.0%	600	0.3%	Healthcare
AVAV AeroVironment	$445,689		0.0%	2,700	0.3%	Industrials
NET Cloudflare	$441,504		0.0%	1,800	0.3%	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%	Healthcare
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 ▲	0.9%	1,110	0.2%	Industrials
SXI Standex International	$321,903		0.0%	900	0.2%	Technology
STE STERIS	$315,855		0.0%	1,500	0.2%	Healthcare
DHR Danaher	$312,089		0.0%	1,635	0.2%	Healthcare
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%	Healthcare
NVS Novartis	$301,843		0.0%	1,926	0.2%	Healthcare
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%	Communication Services
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%	Real Estate
BBH VanEck Biotech ETF	$286,565		0.0%	1,410	0.2%	ETF
KR Kroger	$285,757		0.0%	5,146	0.2%	Consumer Staples

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