Hummer Financial Advisory Services Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Hummer Financial Advisory Services Inc disclosed 122 stock positions valued at approximately $152.00M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, STATE STR SPDR S&P MIDCAP 40, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 122
- Portfolio Value
- $152.00M
Holdings by Sector
Hummer Financial Advisory Services Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 122 holdings in the latest reporting period.