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, GWW, and represent 40.83% of Hummer Financial Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: QQQ, UL, NVS, ASTS, BMY, DOV, SYY, GLW, MMKT, RTX.
- Started 8 new stock positions in DOV, GLW, SYY, QQQ, UL, ASTS, NVS, BMY.
- Reduced shares in these 10 stocks: , NFLX, Unilever, , SPY, TDY, GWW, JPM, GOOG, XOM.
- Sold out of its positions in NFLX, NOW, TDY, Unilever, ESLT.
- Hummer Financial Advisory Services was a net buyer of stock by $1.1M.
- Hummer Financial Advisory Services has $142M in assets under management (AUM), dropping by 3.07%.
- Central Index Key (CIK): 0001802279
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Portfolio Holdings for Hummer Financial Advisory Services
Hummer Financial Advisory Services holds 117 positions in its portfolio as reported in the December 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) | 16.1 | $23M | 33k | 683.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 9.6 | $14M | 51k | 268.30 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.3 | $10M | 17k | 605.46 |
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| Amazon (AMZN) | 5.5 | $7.8M | 34k | 230.82 |
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| W.W. Grainger (GWW) | 2.3 | $3.2M | -5% | 3.2k | 1009.05 |
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| Microsoft Corporation (MSFT) | 2.1 | $3.0M | 6.2k | 483.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $3.0M | 12k | 257.95 |
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| Blackrock Etf Trust Ishares Govt Mon (GMMF) | 1.9 | $2.7M | -2% | 27k | 100.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $2.7M | NEW | 4.3k | 614.31 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $2.6M | -6% | 8.2k | 322.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.5M | -3% | 8.1k | 313.80 |
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| Johnson & Johnson (JNJ) | 1.5 | $2.1M | -2% | 10k | 206.95 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $1.9M | -3% | 16k | 120.34 |
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| Abbvie (ABBV) | 1.3 | $1.9M | 8.2k | 228.49 |
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| Snap-on Incorporated (SNA) | 1.3 | $1.9M | -3% | 5.4k | 344.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.9M | 2.7k | 684.94 |
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| Autodesk (ADSK) | 1.3 | $1.8M | 6.2k | 296.01 |
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| Procter & Gamble Company (PG) | 1.2 | $1.7M | -2% | 12k | 143.31 |
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| RPM International (RPM) | 1.0 | $1.5M | -2% | 14k | 104.00 |
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| Apple (AAPL) | 1.0 | $1.4M | 5.0k | 271.86 |
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| Eli Lilly & Co. (LLY) | 0.9 | $1.3M | 1.2k | 1074.68 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.3M | +6% | 7.1k | 183.40 |
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| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 0.9 | $1.3M | 13k | 100.23 |
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| Automatic Data Processing (ADP) | 0.9 | $1.2M | -4% | 4.8k | 258.93 |
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| Wec Energy Group (WEC) | 0.9 | $1.2M | 12k | 105.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 3.8k | 313.00 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $1.2M | 20k | 58.73 |
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| Home Depot (HD) | 0.8 | $1.1M | 3.3k | 344.10 |
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| Qualcomm (QCOM) | 0.8 | $1.1M | 6.4k | 171.05 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $1.1M | 1.2k | 878.96 |
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| Cintas Corporation (CTAS) | 0.7 | $1.1M | 5.6k | 188.07 |
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| Abbott Laboratories (ABT) | 0.7 | $995k | 7.9k | 125.29 |
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| 3M Company (MMM) | 0.6 | $893k | -3% | 5.6k | 160.10 |
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| NVIDIA Corporation (NVDA) | 0.6 | $853k | 4.6k | 186.50 |
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| Public Storage (PSA) | 0.6 | $842k | 3.2k | 259.50 |
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| Blackrock (BLK) | 0.6 | $840k | 785.00 | 1070.34 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.6 | $833k | -4% | 7.5k | 111.13 |
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| McDonald's Corporation (MCD) | 0.6 | $810k | -3% | 2.7k | 305.63 |
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| Tesla Motors (TSLA) | 0.6 | $782k | 1.7k | 449.72 |
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| Extra Space Storage (EXR) | 0.5 | $772k | 5.9k | 130.22 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $770k | 4.7k | 162.63 |
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| Cisco Systems (CSCO) | 0.5 | $749k | 9.7k | 77.03 |
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| Chevron Corporation (CVX) | 0.5 | $683k | 4.5k | 152.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $667k | 2.3k | 290.22 |
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| AeroVironment (AVAV) | 0.5 | $653k | 2.7k | 241.89 |
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| Wal-Mart Stores (WMT) | 0.5 | $641k | -3% | 5.7k | 111.65 |
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| Emerson Electric (EMR) | 0.4 | $630k | -4% | 4.8k | 132.72 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.4 | $625k | 25k | 25.18 |
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| International Business Machines (IBM) | 0.4 | $608k | 2.1k | 296.21 |
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| Illinois Tool Works (ITW) | 0.4 | $605k | 2.4k | 247.91 |
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| Aon Shs Cl A (AON) | 0.4 | $594k | 1.7k | 352.88 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $567k | 3.5k | 162.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $558k | 8.5k | 66.00 |
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| Merck & Co (MRK) | 0.4 | $551k | 5.2k | 106.11 |
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| DTE Energy Company (DTE) | 0.4 | $548k | -4% | 4.2k | 130.15 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $536k | 5.0k | 107.11 |
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| Avery Dennison Corporation (AVY) | 0.4 | $529k | 2.9k | 181.88 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $524k | 4.5k | 117.21 |
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| Advanced Micro Devices (AMD) | 0.4 | $503k | 2.4k | 214.16 |
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| Texas Capital Funds Trust Govt Money Mkt (MMKT) | 0.4 | $501k | +66% | 5.0k | 100.22 |
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| Ge Aerospace Com New (GE) | 0.4 | $500k | 1.6k | 308.39 |
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| McKesson Corporation (MCK) | 0.3 | $493k | 600.00 | 821.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $486k | 2.0k | 246.16 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $483k | 9.6k | 50.29 |
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| Spdr Series Trust State Street Spd (BIL) | 0.3 | $475k | -8% | 5.2k | 91.38 |
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| Allstate Corporation (ALL) | 0.3 | $436k | -12% | 2.1k | 209.15 |
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| Us Bancorp Del Com New (USB) | 0.3 | $429k | -3% | 8.0k | 53.88 |
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| Intuit (INTU) | 0.3 | $424k | 640.00 | 662.42 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $418k | 2.6k | 160.97 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.3 | $413k | 8.8k | 47.16 |
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| Nextera Energy (NEE) | 0.3 | $412k | 5.1k | 80.28 |
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| Udr (UDR) | 0.3 | $410k | -4% | 11k | 36.68 |
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| Old Republic International Corporation (ORI) | 0.3 | $407k | 8.9k | 45.64 |
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| Stryker Corporation (SYK) | 0.3 | $405k | 1.2k | 352.35 |
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| Honeywell International (HON) | 0.3 | $404k | -8% | 2.1k | 195.09 |
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| Bank of America Corporation (BAC) | 0.3 | $400k | 7.3k | 55.00 |
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| Southern Company (SO) | 0.3 | $397k | 4.6k | 87.20 |
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| Cardinal Health (CAH) | 0.3 | $393k | 1.9k | 205.50 |
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| Steris Shs Usd (STE) | 0.3 | $380k | 1.5k | 253.52 |
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| Kla Corp Com New (KLAC) | 0.3 | $365k | 300.00 | 1215.08 |
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| Danaher Corporation (DHR) | 0.3 | $362k | -3% | 1.6k | 229.24 |
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| Dominion Resources (D) | 0.2 | $352k | 6.0k | 58.59 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $335k | -4% | 578.00 | 579.88 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $329k | 4.8k | 68.59 |
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| Cloudflare Cl A Com (NET) | 0.2 | $325k | 1.7k | 197.15 |
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| L3harris Technologies (LHX) | 0.2 | $323k | 1.1k | 293.57 |
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| Kroger (KR) | 0.2 | $322k | 5.1k | 62.48 |
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| Unilever Spon Adr New (UL) | 0.2 | $314k | NEW | 4.8k | 65.40 |
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| State Street Corporation (STT) | 0.2 | $310k | 2.4k | 129.01 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $306k | 1.7k | 177.75 |
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| Intel Corporation (INTC) | 0.2 | $302k | 8.2k | 36.90 |
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| Wells Fargo & Company (WFC) | 0.2 | $291k | 3.1k | 93.20 |
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| Alliant Energy Corporation (LNT) | 0.2 | $286k | -6% | 4.4k | 65.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $277k | -14% | 441.00 | 627.13 |
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| ConocoPhillips (COP) | 0.2 | $276k | 3.0k | 93.61 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $266k | NEW | 1.9k | 137.87 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $265k | 2.0k | 132.37 |
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| Ge Vernova (GEV) | 0.2 | $262k | 401.00 | 653.57 |
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| Northern Trust Corporation (NTRS) | 0.2 | $261k | 1.9k | 137.39 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.2 | $257k | -3% | 1.4k | 189.26 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $254k | -4% | 2.1k | 120.50 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $253k | 2.2k | 115.10 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $250k | 2.2k | 116.09 |
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| Digital Realty Trust (DLR) | 0.2 | $250k | 1.6k | 155.93 |
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| Genuine Parts Company (GPC) | 0.2 | $248k | 2.0k | 123.99 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $242k | 2.4k | 102.15 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $240k | NEW | 3.3k | 72.63 |
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| Bristol Myers Squibb (BMY) | 0.2 | $232k | NEW | 4.3k | 53.94 |
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| Cigna Corp (CI) | 0.2 | $232k | 841.00 | 275.23 |
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| Dover Corporation (DOV) | 0.2 | $228k | NEW | 1.2k | 195.24 |
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| Brixmor Prty (BRX) | 0.2 | $226k | 8.6k | 26.22 |
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| SYSCO Corporation (SYY) | 0.2 | $225k | NEW | 3.1k | 73.69 |
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| Medtronic SHS (MDT) | 0.2 | $218k | -2% | 2.3k | 96.77 |
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| Teleflex Incorporated (TFX) | 0.2 | $217k | 1.8k | 122.04 |
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| Clorox Company (CLX) | 0.2 | $214k | 2.1k | 100.83 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $209k | 4.2k | 49.84 |
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| Corning Incorporated (GLW) | 0.1 | $204k | NEW | 2.3k | 87.56 |
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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 Q4 filed Jan. 12, 2026
- 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