Hummer Financial Advisory Services Inc Portfolio Stock Holdings
Hummer Financial Advisory Services Inc disclosed 129 stock positions valued at approximately $152.0 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, STATE STR SPDR S&P MIDCAP 40, and AMAZON COM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 129
- Portfolio Value
- $152.0M
Holdings by Sector
Hummer Financial Advisory Services Inc Portfolio Holdings in Q2 2026
122 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 16.53% | 33,564 | - | - | $25,128,478 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 7.97% | 17,189 | - | - | $12,118,971 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.27% | 33,630 | - | - | $8,015,374 |
| ACCENTURE PLC IRELAND | ACN | Technology | 4.17% | 50,900 | - | - | $6,333,996 |
| WW GRAINGER INC | GWW | Industrials | 3.01% | 3,367 | - | - | $4,580,467 |
| VANGUARD INDEX FDS | VB | Other | 2.35% | 11,802 | +35 | +0.30% | $3,577,422 |
| INVESCO QQQ TR | QQQ | Other | 2.12% | 4,366 | - | - | $3,218,674 |
| ALPHABET INC | GOOG | Communication Services | 1.95% | 8,389 | - | - | $2,964,085 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.88% | 8,740 | - | - | $2,860,864 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.75% | 10,462 | +20 | +0.19% | $2,657,034 |
| MICROSOFT CORP | MSFT | Technology | 1.53% | 6,243 | +14 | +0.22% | $2,328,764 |
| EXXON MOBIL CORP | XOM | Energy | 1.49% | 16,550 | - | - | $2,262,716 |
| SNAP ON INC | SNA | Industrials | 1.48% | 5,600 | - | - | $2,253,440 |
| ISHARES TR | IVV | Other | 1.37% | 2,774 | - | - | $2,077,421 |
| ABBVIE INC | ABBV | Healthcare | 1.36% | 8,220 | - | - | $2,068,481 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.17% | 12,091 | - | - | $1,773,024 |
| RPM INTL INC | RPM | Basic Materials | 1.09% | 14,841 | +90 | +0.61% | $1,649,577 |
| ELI LILLY & CO | LLY | Healthcare | 0.98% | 1,241 | - | - | $1,488,493 |
| APPLE INC | AAPL | Technology | 0.97% | 5,103 | - | - | $1,476,604 |
| RTX CORPORATION | RTX | Industrials | 0.91% | 7,269 | +105 | +1.47% | $1,379,147 |
| ALPHABET INC | GOOGL | Communication Services | 0.90% | 3,845 | - | - | $1,374,088 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.90% | 2,350 | - | - | $1,365,139 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.89% | 11,622 | - | - | $1,357,101 |
| MARATHON PETE CORP | MPC | Energy | 0.80% | 4,732 | - | - | $1,209,830 |
| AUTODESK INC | ADSK | Technology | 0.79% | 6,150 | - | - | $1,195,683 |
| QUALCOMM INC | QCOM | Technology | 0.78% | 6,395 | +25 | +0.39% | $1,181,732 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.77% | 3,500 | - | - | $1,171,870 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.77% | 20,000 | - | - | $1,164,000 |
| CISCO SYS INC | CSCO | Technology | 0.76% | 9,855 | - | - | $1,157,568 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.75% | 3,250 | - | - | $1,146,210 |
| INTEL CORP | INTC | Technology | 0.75% | 8,175 | - | - | $1,141,475 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.73% | 4,950 | - | - | $1,116,968 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.68% | 1,060 | - | - | $1,036,807 |
| PUBLIC STORAGE | PSA | Real Estate | 0.68% | 3,244 | - | - | $1,032,598 |
| ELBIT SYS LTD | M3760D101 | Other | 0.65% | 1,300 | - | - | $987,636 |
| CINTAS CORP | CTAS | Industrials | 0.63% | 5,600 | - | - | $952,448 |
| 3M CO | MMM | Industrials | 0.61% | 5,711 | - | - | $924,668 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 4,576 | - | - | $915,612 |
| CAMDEN PPTY TR | CPT | Real Estate | 0.60% | 7,889 | - | - | $911,574 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 0.57% | 5,928 | - | - | $861,338 |
| VANGUARD INDEX FDS | VO | Other | 0.52% | 9,796 | +7,347 | +300.00% | $789,264 |
| BLACKROCK INC | BLK | Other | 0.50% | 790 | +5 | +0.64% | $759,632 |
| CHEVRON CORPORATION | CVX | Energy | 0.49% | 4,483 | - | - | $743,102 |
| TESLA INC | TSLA | Consumer Cyclical | 0.49% | 1,760 | +22 | +1.27% | $740,256 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.47% | 7,940 | - | - | $720,476 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.47% | 2,650 | - | - | $716,322 |
| EMERSON ELEC CO | EMR | Industrials | 0.47% | 4,950 | - | - | $708,593 |
| MERCK & CO INC | MRK | Healthcare | 0.45% | 5,289 | - | - | $684,132 |
| DTE ENERGY CO | DTE | Utilities | 0.45% | 4,413 | - | - | $677,550 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.44% | 2,440 | - | - | $663,875 |
| ISHARES TR | IJH | Other | 0.43% | 8,545 | +85 | +1.00% | $658,905 |
| WALMART INC | WMT | Consumer Defensive | 0.43% | 5,765 | - | - | $652,944 |
| GE AEROSPACE | GE | Industrials | 0.40% | 1,633 | - | - | $611,069 |
| CORNING INC | GLW | Technology | 0.39% | 2,325 | - | - | $593,875 |
| ISHARES TR | IWM | Other | 0.39% | 1,975 | - | - | $593,389 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.37% | 4,474 | - | - | $566,317 |
| AON PLC | AON | Financial Services | 0.37% | 1,683 | - | - | $558,234 |
| APPLIED MATLS INC | AMAT | Technology | 0.36% | 750 | - | - | $542,250 |
| ISHARES TR | MUB | Other | 0.35% | 5,000 | - | - | $538,100 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.35% | 1,902 | - | - | $534,861 |
| SPDR SERIES TRUST | BIL | Other | 0.34% | 5,700 | - | - | $522,348 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.32% | 9,600 | - | - | $485,568 |
| US BANCORP | USB | Financial Services | 0.32% | 7,959 | - | - | $484,862 |
| GE VERNOVA INC | GEV | Utilities | 0.31% | 404 | - | - | $474,845 |
| ALLSTATE CORP | ALL | Financial Services | 0.31% | 1,986 | - | - | $474,694 |
| AVERY DENNISON CORP | AVY | Consumer Cyclical | 0.31% | 2,910 | - | - | $472,439 |
| UDR INC | UDR | Real Estate | 0.31% | 11,722 | - | - | $467,942 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.30% | 5,205 | +75 | +1.46% | $456,843 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.30% | 1,913 | - | - | $454,452 |
| MCKESSON CORP | MCK | Healthcare | 0.30% | 600 | - | - | $453,852 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.29% | 2,700 | - | - | $445,689 |
| CLOUDFLARE INC | NET | Technology | 0.29% | 1,800 | - | - | $441,504 |
| SOUTHERN CO | SO | Utilities | 0.29% | 4,550 | - | - | $435,481 |
| BANK OF AMER CORP | BAC | Financial Services | 0.28% | 7,347 | - | - | $418,632 |
| VANECK ETF TRUST | ITM | Other | 0.27% | 8,750 | - | - | $411,163 |
| DOMINION ENERGY INC | D | Utilities | 0.27% | 6,001 | - | - | $409,808 |
| STATE STR CORP | STT | Financial Services | 0.27% | 2,400 | - | - | $407,040 |
| OLD REP INTL CORP | ORI | Financial Services | 0.24% | 8,912 | - | - | $364,679 |
| STRYKER CORPORATION | SYK | Healthcare | 0.24% | 1,150 | - | - | $363,078 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.24% | 4,700 | - | - | $358,563 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.22% | 1,900 | - | - | $331,816 |
| DT MIDSTREAM INC | DTM | Energy | 0.21% | 2,205 | - | - | $325,502 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.21% | 1,110 | +10 | +0.91% | $322,555 |
| STANDEX INTL CORP | SXI | Industrials | 0.21% | 900 | - | - | $321,903 |
| STERIS PLC | G8473T100 | Other | 0.21% | 1,500 | - | - | $315,855 |
| DANAHER CORP DEL | DHR | Healthcare | 0.21% | 1,635 | - | - | $312,089 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.20% | 2,150 | - | - | $310,912 |
| CONOCOPHILLIPS | COP | Energy | 0.20% | 2,952 | - | - | $306,890 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.20% | 605 | - | - | $303,607 |
| NOVARTIS AG | NVS | Healthcare | 0.20% | 1,926 | - | - | $301,843 |
| SHOPIFY INC | SHOP | Technology | 0.19% | 2,595 | - | - | $296,297 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.19% | 3,300 | - | - | $293,238 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.19% | 1,600 | - | - | $287,328 |
| VANECK ETF TRUST | BBH | Other | 0.19% | 1,410 | - | - | $286,565 |
| KROGER CO | KR | Consumer Defensive | 0.19% | 5,146 | - | - | $285,757 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.19% | 2,000 | - | - | $283,780 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 3,970 | - | - | $283,458 |
| BRIXMOR PPTY GROUP INC | BRX | Real Estate | 0.18% | 8,600 | - | - | $271,158 |
| DOVER CORP | DOV | Industrials | 0.17% | 1,170 | - | - | $262,408 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 3,126 | - | - | $258,333 |