Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Ss&H Financial Advisors, Inc.

Investment Activity

Ss&H Financial Advisors, Inc. has $394.23 million in total holdings as of September 30, 2026.
Ss&H Financial Advisors, Inc. owns shares of 131 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 3.39% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Ss&H Financial Advisors, Inc. has purchased 130 new stocks and bought additional shares in 18 stocks.
Ss&H Financial Advisors, Inc. sold shares of 36 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA: $30,360,000
JPMorgan Chase & Co.: $26,155,000
Apple: $24,159,000
Microsoft: $22,718,000
Micron Technology: $21,228,000

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $8,052,000 Holding
883556102 - Thermo Fisher Scientific: $224,000 Holding
84265V105 - Southern Copper: $222,000 Holding
60744M106 - MOBILITY GLOBAL INC: $204,000 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 49,472 shares (about $8.05M)
Tractor Supply: 36,350 shares (about $1.14M)
CrowdStrike: 3,000 shares (about $794.25K)
Alphabet: 1,500 shares (about $511.09K)
Cirrus Logic: 3,200 shares (about $384K)

Largest Sales this Quarter

JPMorgan Chase & Co.: 25,730 shares (about $8.51M)
iShares Preferred and Income Securities ETF: 11,800 shares (about $347.97K)
Corning: 1,500 shares (about $230.63K)
Cisco Systems: 2,000 shares (about $215.25K)
LAM RESEARCH CORP: 652 shares (about $214.18K)

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
NVDA NVIDIA	$30,360,000	$176,083 ▼	-0.6%	132,935	7.7%	Technology
JPM JPMorgan Chase & Co.	$26,155,000	$8,512,119 ▼	-24.6%	79,060	6.6%	Finance
AAPL Apple	$24,159,000	$214,796 ▲	0.9%	72,546	6.1%	Technology
MSFT Microsoft	$22,718,000	$207,726 ▼	-0.9%	44,293	5.8%	Technology
MU Micron Technology	$21,228,000	$37,279 ▼	-0.2%	19,930	5.4%	Technology
ABBV AbbVie	$12,580,000	$45,778 ▲	0.4%	48,091	3.2%	Healthcare
AMZN Amazon.com	$11,963,000	$52,322 ▲	0.4%	48,015	3.0%	Consumer Discretionary
GOOG Alphabet	$9,922,000	$511,092 ▲	5.4%	29,120	2.5%	Communication Services
MRK Merck & Co., Inc.	$9,800,000	$29,062 ▼	-0.3%	67,443	2.5%	Healthcare
PG Procter & Gamble	$9,058,000	$154,437 ▼	-1.7%	62,347	2.3%	Consumer Staples
GLW Corning	$9,028,000	$230,632 ▼	-2.5%	58,717	2.3%	Technology
EXXONMOBIL HOLDINGS CORP	$8,052,000	$8,052,000 ▲	New Holding	49,472	2.0%	COM SHS
AMGN Amgen	$7,947,000	$63,229 ▼	-0.8%	18,853	2.0%	Healthcare
LAM RESEARCH CORP	$7,443,000	$214,178 ▼	-2.8%	22,658	1.9%	COM NEW
ORCL Oracle	$7,260,000	$39,815 ▲	0.6%	52,880	1.8%	Technology
CSCO Cisco Systems	$6,782,000	$215,247 ▼	-3.1%	63,016	1.7%	Technology
IBM International Business Machines	$6,508,000	$27,492 ▲	0.4%	29,590	1.7%	Technology
GLD SPDR Gold Shares	$5,046,000	$76,172 ▲	1.5%	13,249	1.3%	ETF
SHW Sherwin-Williams	$4,697,000	$161,631 ▼	-3.3%	14,530	1.2%	Materials
TSCO Tractor Supply	$4,695,000	$1,137,482 ▲	32.0%	150,036	1.2%	Consumer Discretionary
SPGI S&P Global	$4,689,000		0.0%	11,887	1.2%	Finance
GE GE Aerospace	$4,648,000	$23,421 ▼	-0.5%	14,884	1.2%	Industrials
AMD Advanced Micro Devices	$4,619,000		0.0%	7,550	1.2%	Technology
BMY Bristol Myers Squibb	$4,513,000	$1,248 ▲	0.0%	72,320	1.1%	Healthcare
PFE Pfizer	$4,324,000	$66,316 ▼	-1.5%	151,598	1.1%	Healthcare
JNJ Johnson & Johnson	$4,292,000		0.0%	16,211	1.1%	Healthcare
UNP Union Pacific	$4,283,000		0.0%	15,738	1.1%	Industrials
BAC Bank of America	$3,826,000	$10,887 ▼	-0.3%	70,283	1.0%	Finance
CAT Caterpillar	$3,628,000		0.0%	4,475	0.9%	Industrials
KO Coca-Cola	$3,319,000	$86,083 ▼	-2.5%	38,556	0.8%	Consumer Staples
V Visa	$3,286,000		0.0%	9,146	0.8%	Finance
PEP PepsiCo	$3,110,000		0.0%	24,544	0.8%	Consumer Staples
COST Costco Wholesale	$3,008,000	$136,520 ▲	4.8%	3,305	0.8%	Consumer Staples
CL Colgate-Palmolive	$3,004,000		0.0%	35,213	0.8%	Consumer Staples
MCK McKesson	$2,903,000		0.0%	3,400	0.7%	Healthcare
T AT&T	$2,894,000	$109,816 ▼	-3.7%	118,616	0.7%	Communication Services
VZ Verizon Communications	$2,646,000	$67,972 ▼	-2.5%	57,691	0.7%	Communication Services
ABT Abbott Laboratories	$2,644,000		0.0%	26,758	0.7%	Healthcare
DE Deere & Company	$2,605,000	$67,156 ▼	-2.5%	3,879	0.7%	Industrials
ACN Accenture	$2,548,000	$366,671 ▲	16.8%	13,898	0.6%	Technology
SLB SLB	$2,501,000	$4,872 ▼	-0.2%	51,336	0.6%	Energy
AFL Aflac	$2,439,000	$22,360 ▼	-0.9%	21,816	0.6%	Finance
CVX Chevron	$2,361,000	$20,420 ▼	-0.9%	11,562	0.6%	Energy
LLY Eli Lilly and Company	$2,354,000		0.0%	2,034	0.6%	Healthcare
EMR Emerson Electric	$2,156,000		0.0%	13,900	0.5%	Industrials
HII Huntington Ingalls Industries	$2,155,000	$13,352 ▼	-0.6%	8,070	0.5%	Industrials
FLR Fluor	$2,135,000		0.0%	44,600	0.5%	Industrials
GOOGL Alphabet	$2,094,000	$34,407 ▼	-1.6%	6,086	0.5%	Communication Services
SPY SPDR S&P 500 ETF Trust	$2,026,000		0.0%	2,656	0.5%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$2,004,000		0.0%	9,675	0.5%	ETF
BA Boeing	$1,981,000	$18,601 ▲	0.9%	10,650	0.5%	Industrials
MPC Marathon Petroleum	$1,898,000		0.0%	4,800	0.5%	Energy
MA Mastercard	$1,744,000	$19,304 ▼	-1.1%	3,162	0.4%	Finance
NSC Norfolk Southern	$1,700,000		0.0%	5,500	0.4%	Industrials
MDT Medtronic	$1,689,000	$25,890 ▼	-1.5%	19,571	0.4%	Healthcare
NEE NextEra Energy	$1,676,000		0.0%	22,133	0.4%	Utilities
ITW Illinois Tool Works	$1,582,000		0.0%	6,150	0.4%	Industrials
META Meta Platforms	$1,484,000	$112,424 ▲	8.2%	2,046	0.4%	Communication Services
RTX RTX	$1,427,000		0.0%	7,684	0.4%	Industrials
MAR Marriott International	$1,369,000	$17,779 ▼	-1.3%	3,850	0.3%	Consumer Discretionary
AEP American Electric Power	$1,320,000	$35,602 ▼	-2.6%	11,123	0.3%	Utilities
PFF iShares Preferred and Income Securities ETF	$1,313,000	$347,971 ▼	-20.9%	44,525	0.3%	ETF
AWK American Water Works	$1,245,000		0.0%	9,612	0.3%	Utilities
WALMART INC	$1,124,000	$12,994 ▼	-1.1%	10,813	0.3%	COM
INTC Intel	$1,077,000		0.0%	8,955	0.3%	Technology
CRWD CrowdStrike	$1,059,000	$794,250 ▲	300.0%	4,000	0.3%	Technology
MAIN Main Street Capital	$1,029,000	$14,259 ▼	-1.4%	18,691	0.3%	Finance
NOC Northrop Grumman	$994,000		0.0%	2,055	0.3%	Industrials
VTRS Viatris	$958,000	$4,644 ▼	-0.5%	54,042	0.2%	Healthcare
FDX FedEx	$934,000		0.0%	3,275	0.2%	Industrials
FITB Fifth Third Bancorp	$872,000		0.0%	17,239	0.2%	Finance
ATO Atmos Energy	$853,000	$7,826 ▼	-0.9%	5,450	0.2%	Utilities
CRUS Cirrus Logic	$828,000	$384,000 ▲	86.5%	6,900	0.2%	Technology
AMPLIFY ETF TR	$800,000		0.0%	6,600	0.2%	AMPLIFY CYBERSEC
TJX TJX Companies	$788,000		0.0%	5,955	0.2%	Consumer Discretionary
DELL Dell Technologies	$753,000		0.0%	1,400	0.2%	Technology
GDX VanEck Gold Miners ETF	$746,000		0.0%	8,500	0.2%	ETF
DTM DT Midstream	$705,000		0.0%	5,900	0.2%	Energy
COREWEAVE INC	$701,000		0.0%	8,050	0.2%	COM CL A
DRI Darden Restaurants	$696,000		0.0%	3,600	0.2%	Consumer Discretionary
GD General Dynamics	$679,000		0.0%	2,045	0.2%	Industrials
APH Amphenol	$674,000	$337,000 ▲	100.0%	8,000	0.2%	Technology
NOW ServiceNow	$670,000		0.0%	5,000	0.2%	Technology
ADP Automatic Data Processing	$637,000		0.0%	2,470	0.2%	Industrials
KIMBERLY-CLARK CORP	$619,000		0.0%	6,350	0.2%	COM
SCHW Charles Schwab	$577,000		0.0%	5,899	0.1%	Finance
ETN Eaton	$575,000		0.0%	1,337	0.1%	Industrials
DTE DTE Energy	$560,000		0.0%	4,600	0.1%	Utilities
CP Canadian Pacific Kansas City	$552,000		0.0%	6,489	0.1%	Industrials
CLX Clorox	$551,000	$340,324 ▲	161.5%	6,800	0.1%	Consumer Staples
SLV iShares Silver Trust	$549,000		0.0%	10,066	0.1%	ETF
USB U.S. Bancorp	$529,000		0.0%	9,161	0.1%	Finance
D Dominion Energy	$514,000		0.0%	8,493	0.1%	Utilities
LMT Lockheed Martin	$509,000		0.0%	1,000	0.1%	Industrials
TSLA Tesla	$504,000		0.0%	1,420	0.1%	Consumer Discretionary
CI Cigna Group	$498,000		0.0%	1,832	0.1%	Healthcare
HONEYWELL INTL INC	$495,000	$421 ▼	-0.1%	2,349	0.1%	COM
PHO Invesco Water Resources ETF	$488,000		0.0%	7,200	0.1%	ETF
RH RH	$487,000		0.0%	4,000	0.1%	Consumer Discretionary
GIS General Mills	$470,000		0.0%	14,608	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Ss&H Financial Advisors, 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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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Ss&H Financial Advisors, 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 ofSs&H Financial Advisors, 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