Institutions / SS&H Financial Advisors, Inc.
SS&H Financial Advisors, Inc.
CIK 1911735 · Institution · as of Dec 31, 2025
Portfolio value
$342.7K
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| JPMorgan Chase & Co | $33.9K | 9.9% |
| NVIDIA Corp | $24.9K | 7.3% |
| Microsoft Corp | $20.2K | 5.9% |
| Apple Inc. | $19.9K | 5.8% |
| AbbVie Inc. | $11.1K | 3.2% |
| Amazon.com Inc | $9.5K | 2.8% |
| Oracle Corp | $9.3K | 2.7% |
| PROCTER & GAMBLE Co | $9.0K | 2.6% |
| Alphabet Inc. | $8.7K | 2.5% |
| International Business Machines Corp | $7.4K | 2.2% |
| Merck & Co., Inc. | $6.9K | 2.0% |
| Exxon Mobil Corp | $6.6K | 1.9% |
| S&P Global Inc. | $6.2K | 1.8% |
| Amgen Inc | $5.9K | 1.7% |
| Micron Technology Inc | $5.9K | 1.7% |
| SPDR Gold Tr | $5.6K | 1.6% |
| Corning Inc /Ny | $5.5K | 1.6% |
| Cisco Systems, Inc. | $5.1K | 1.5% |
| Sherwin Williams Co | $4.9K | 1.4% |
| General Electric Co | $4.6K | 1.3% |
| Lam Research Corp | $4.3K | 1.2% |
| Bristol Myers Squibb Co | $3.7K | 1.1% |
| Bank of America Corp /De | $3.7K | 1.1% |
| Union Pacific Corp | $3.6K | 1.1% |
| Pepsico Inc | $3.6K | 1.1% |
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.