Hummer Financial Advisory Services
Latest statistics and disclosures from Hummer Financial Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, ACN, MDY, AMZN, MSFT, and represent 40.76% of Hummer Financial Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: GMMF, ESLT, MMKT, INTC, BK, TDY, PMMF, TSLA, GOOGL, BIL.
- Started 5 new stock positions in TDY, BK, INTC, MMKT, ESLT.
- Reduced shares in these 10 stocks: QQQ, SCUS, MSTR, CARR, PAYX, DOV, NFLX, GOOG, CPT, KMB.
- Sold out of its positions in CARR, DOV, QQQ, MSTR, PAYX.
- Hummer Financial Advisory Services was a net buyer of stock by $354k.
- Hummer Financial Advisory Services has $137M in assets under management (AUM), dropping by 3.14%.
- Central Index Key (CIK): 0001802279
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Portfolio Holdings for Hummer Financial Advisory Services
Hummer Financial Advisory Services holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.3 | $22M | 34k | 668.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 9.1 | $13M | 51k | 246.60 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.5 | $10M | 17k | 597.65 |
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| Amazon (AMZN) | 5.5 | $7.5M | 34k | 219.57 |
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| Microsoft Corporation (MSFT) | 2.3 | $3.2M | 6.2k | 517.95 |
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| W.W. Grainger (GWW) | 2.3 | $3.2M | 3.4k | 952.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $3.0M | 12k | 255.09 |
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| Blackrock Etf Trust Ishares Govt Mon (GMMF) | 2.0 | $2.8M | +590% | 28k | 100.49 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.8M | 8.8k | 315.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.0M | -2% | 8.4k | 243.55 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.0M | 11k | 185.42 |
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| Autodesk (ADSK) | 1.4 | $2.0M | 6.2k | 317.67 |
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| Snap-on Incorporated (SNA) | 1.4 | $1.9M | 5.6k | 346.53 |
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| Abbvie (ABBV) | 1.4 | $1.9M | 8.2k | 231.54 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $1.9M | 17k | 112.75 |
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| Procter & Gamble Company (PG) | 1.4 | $1.9M | 12k | 153.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.8M | 2.7k | 669.30 |
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| RPM International (RPM) | 1.3 | $1.7M | 15k | 117.88 |
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| Automatic Data Processing (ADP) | 1.1 | $1.5M | 5.0k | 295.04 |
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| Wec Energy Group (WEC) | 1.0 | $1.3M | 12k | 114.59 |
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| Home Depot (HD) | 1.0 | $1.3M | 3.3k | 405.19 |
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| Apple (AAPL) | 0.9 | $1.3M | 5.1k | 254.63 |
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| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 0.9 | $1.3M | +13% | 13k | 100.54 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $1.2M | 20k | 58.85 |
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| Cintas Corporation (CTAS) | 0.8 | $1.1M | 5.6k | 205.26 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.1M | 6.7k | 167.33 |
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| Abbott Laboratories (ABT) | 0.8 | $1.1M | 7.9k | 133.94 |
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| Qualcomm (QCOM) | 0.8 | $1.1M | 6.4k | 166.36 |
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| Eli Lilly & Co. (LLY) | 0.7 | $939k | +2% | 1.2k | 763.00 |
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| Public Storage (PSA) | 0.7 | $937k | 3.2k | 288.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $935k | +5% | 3.8k | 243.10 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $925k | 1.2k | 758.15 |
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| Blackrock (BLK) | 0.7 | $915k | 785.00 | 1165.87 |
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| Marathon Petroleum Corp (MPC) | 0.7 | $912k | 4.7k | 192.74 |
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| 3M Company (MMM) | 0.7 | $898k | 5.8k | 155.18 |
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| NVIDIA Corporation (NVDA) | 0.6 | $853k | 4.6k | 186.59 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.6 | $851k | -4% | 7.9k | 107.83 |
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| AeroVironment (AVAV) | 0.6 | $850k | 2.7k | 314.89 |
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| McDonald's Corporation (MCD) | 0.6 | $836k | 2.8k | 303.89 |
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| Extra Space Storage (EXR) | 0.6 | $834k | 5.9k | 140.94 |
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| Tesla Motors (TSLA) | 0.6 | $772k | +7% | 1.7k | 444.72 |
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| Chevron Corporation (CVX) | 0.5 | $696k | 4.5k | 155.29 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $678k | 2.3k | 294.77 |
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| Cisco Systems (CSCO) | 0.5 | $674k | 9.9k | 68.42 |
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| Elbit Sys Ord (ESLT) | 0.5 | $664k | NEW | 1.3k | 510.40 |
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| Emerson Electric (EMR) | 0.5 | $649k | 5.0k | 131.18 |
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| Illinois Tool Works (ITW) | 0.5 | $640k | -3% | 2.4k | 262.37 |
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| DTE Energy Company (DTE) | 0.5 | $629k | 4.4k | 142.52 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.5 | $626k | -34% | 25k | 25.25 |
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| Wal-Mart Stores (WMT) | 0.4 | $615k | 6.0k | 103.06 |
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| Aon Shs Cl A (AON) | 0.4 | $600k | 1.7k | 356.58 |
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| International Business Machines (IBM) | 0.4 | $579k | 2.1k | 282.16 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $554k | 4.5k | 123.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $552k | 8.5k | 65.26 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $533k | 5.0k | 106.49 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $528k | 3.5k | 150.86 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $523k | +7% | 5.7k | 91.75 |
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| Allstate Corporation (ALL) | 0.4 | $515k | 2.4k | 215.65 |
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| Ge Aerospace Com New (GE) | 0.4 | $492k | 1.6k | 301.18 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $481k | 9.6k | 50.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $478k | 2.0k | 241.96 |
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| Honeywell International (HON) | 0.3 | $478k | 2.3k | 210.50 |
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| Netflix (NFLX) | 0.3 | $476k | -13% | 397.00 | 1198.92 |
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| Avery Dennison Corporation (AVY) | 0.3 | $472k | 2.9k | 162.17 |
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| McKesson Corporation (MCK) | 0.3 | $464k | 600.00 | 773.36 |
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| Intuit (INTU) | 0.3 | $437k | 640.00 | 682.91 |
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| Udr (UDR) | 0.3 | $437k | 12k | 37.26 |
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| Merck & Co (MRK) | 0.3 | $434k | 5.1k | 84.74 |
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| Southern Company (SO) | 0.3 | $431k | 4.6k | 94.77 |
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| Stryker Corporation (SYK) | 0.3 | $426k | 1.2k | 370.51 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.3 | $408k | 8.8k | 46.60 |
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| Us Bancorp Del Com New (USB) | 0.3 | $401k | 8.2k | 48.85 |
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| Nextera Energy (NEE) | 0.3 | $387k | -5% | 5.1k | 75.49 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $386k | 2.6k | 148.61 |
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| Advanced Micro Devices (AMD) | 0.3 | $380k | 2.4k | 161.79 |
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| Bank of America Corporation (BAC) | 0.3 | $379k | 7.3k | 51.59 |
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| Old Republic International Corporation (ORI) | 0.3 | $379k | 8.9k | 42.47 |
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| Steris Shs Usd (STE) | 0.3 | $371k | 1.5k | 247.44 |
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| Dominion Resources (D) | 0.3 | $367k | 6.0k | 61.17 |
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| Cloudflare Cl A Com (NET) | 0.3 | $354k | 1.7k | 214.59 |
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| Kroger (KR) | 0.3 | $347k | 5.1k | 67.41 |
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| L3harris Technologies (LHX) | 0.2 | $336k | 1.1k | 305.41 |
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| Danaher Corporation (DHR) | 0.2 | $325k | 1.6k | 198.58 |
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| Kla Corp Com New (KLAC) | 0.2 | $324k | 300.00 | 1078.60 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $321k | 4.8k | 66.91 |
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| Alliant Energy Corporation (LNT) | 0.2 | $317k | 4.7k | 67.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $315k | 513.00 | 614.12 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $314k | +4% | 1.7k | 182.42 |
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| Texas Capital Funds Trust Govt Money Mkt (MMKT) | 0.2 | $301k | NEW | 3.0k | 100.25 |
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| Cardinal Health (CAH) | 0.2 | $300k | 1.9k | 156.96 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $297k | -11% | 2.4k | 125.60 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $294k | 605.00 | 485.45 |
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| Unilever Spon Adr New (UL) | 0.2 | $288k | 4.9k | 59.28 |
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| Genuine Parts Company (GPC) | 0.2 | $279k | 2.0k | 139.63 |
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| ConocoPhillips (COP) | 0.2 | $279k | 3.0k | 94.59 |
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| State Street Corporation (STT) | 0.2 | $278k | 2.4k | 116.01 |
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| Digital Realty Trust (DLR) | 0.2 | $277k | 1.6k | 172.88 |
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| Intel Corporation (INTC) | 0.2 | $274k | NEW | 8.2k | 33.55 |
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| Wells Fargo & Company (WFC) | 0.2 | $262k | 3.1k | 83.82 |
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| Clorox Company (CLX) | 0.2 | $262k | +2% | 2.1k | 123.30 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $261k | 2.0k | 130.28 |
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| Northern Trust Corporation (NTRS) | 0.2 | $257k | 1.9k | 135.40 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $251k | 2.2k | 113.88 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $251k | 2.2k | 113.86 |
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| Ge Vernova (GEV) | 0.2 | $248k | 404.00 | 614.90 |
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| Cigna Corp (CI) | 0.2 | $242k | 841.00 | 288.25 |
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| Brixmor Prty (BRX) | 0.2 | $238k | 8.6k | 27.68 |
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| Servicenow (NOW) | 0.2 | $235k | 255.00 | 920.28 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $234k | NEW | 2.2k | 108.96 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.2 | $234k | 1.4k | 165.68 |
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| Medtronic SHS (MDT) | 0.2 | $221k | 2.3k | 95.95 |
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| Teleflex Incorporated (TFX) | 0.2 | $217k | 1.8k | 122.36 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $210k | 4.2k | 49.99 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $201k | NEW | 343.00 | 586.04 |
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Past Filings by Hummer Financial Advisory Services
SEC 13F filings are viewable for Hummer Financial Advisory Services going back to 2019
- Hummer Financial Advisory Services 2025 Q3 filed Oct. 9, 2025
- Hummer Financial Advisory Services 2025 Q2 filed July 9, 2025
- Hummer Financial Advisory Services 2025 Q1 filed April 9, 2025
- Hummer Financial Advisory Services 2024 Q4 filed Jan. 14, 2025
- Hummer Financial Advisory Services 2024 Q3 filed Oct. 16, 2024
- Hummer Financial Advisory Services 2024 Q2 filed July 12, 2024
- Hummer Financial Advisory Services 2024 Q1 filed April 11, 2024
- Hummer Financial Advisory Services 2023 Q4 filed Jan. 16, 2024
- Hummer Financial Advisory Services 2023 Q3 filed Oct. 11, 2023
- Hummer Financial Advisory Services 2023 Q2 filed July 11, 2023
- Hummer Financial Advisory Services 2023 Q1 filed April 11, 2023
- Hummer Financial Advisory Services 2022 Q4 filed Jan. 13, 2023
- Hummer Financial Advisory Services 2022 Q3 filed Oct. 12, 2022
- Hummer Financial Advisory Services 2022 Q2 filed July 11, 2022
- Hummer Financial Advisory Services 2022 Q1 filed April 11, 2022
- Hummer Financial Advisory Services 2021 Q4 filed Jan. 19, 2022