Institutions / Hummer Financial Advisory Services Inc
Hummer Financial Advisory Services Inc
CIK 1802279 · Institution · as of Dec 31, 2025
Portfolio value
$141.54M
Positions
117
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 117 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $22.74M | 16.1% |
| Accenture plc | $13.66M | 9.6% |
| SPDR S&P Midcap 400 ETF Tr | $10.35M | 7.3% |
| Amazon.com Inc | $7.84M | 5.5% |
| W.w. Grainger, Inc. | $3.20M | 2.3% |
| Microsoft Corp | $3.00M | 2.1% |
| Vanguard Index Fds | $2.99M | 2.1% |
| BlackRock ETF Trust | $2.70M | 1.9% |
| Invesco Qqq Tr | $2.67M | 1.9% |
| JPMorgan Chase & Co | $2.65M | 1.9% |
| Alphabet Inc. | $2.53M | 1.8% |
| Johnson & Johnson | $2.13M | 1.5% |
| Exxon Mobil Corp | $1.91M | 1.4% |
| AbbVie Inc. | $1.88M | 1.3% |
| Snap-on Inc | $1.86M | 1.3% |
| iShares Tr | $1.86M | 1.3% |
| Autodesk, Inc. | $1.82M | 1.3% |
| PROCTER & GAMBLE Co | $1.70M | 1.2% |
| RPM International Inc | $1.48M | 1.0% |
| Apple Inc. | $1.37M | 1.0% |
| ELI LILLY & Co | $1.32M | 0.9% |
| RTX Corp | $1.30M | 0.9% |
| BlackRock ETF Trust | $1.25M | 0.9% |
| Automatic Data Processing Inc | $1.23M | 0.9% |
| Wec Energy Group, Inc. | $1.23M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.