Hummer Financial Advisory Services

Hummer Financial Advisory Services as of June 30, 2025

Portfolio Holdings for Hummer Financial Advisory Services

Hummer Financial Advisory Services holds 114 positions in its portfolio as reported in the June 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) 15.6 $21M 34k 619.61
Accenture Plc Ireland Shs Class A (ACN) 11.4 $15M 51k 298.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.4 $9.8M 17k 568.28
Amazon (AMZN) 5.6 $7.5M 34k 219.39
W.W. Grainger (GWW) 2.6 $3.5M 3.4k 1040.24
Microsoft Corporation (MSFT) 2.3 $3.1M 6.2k 497.41
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.8M 12k 237.77
JPMorgan Chase & Co. (JPM) 1.9 $2.5M 8.8k 289.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.4M 4.4k 552.23
Procter & Gamble Company (PG) 1.4 $1.9M 12k 159.32
Autodesk (ADSK) 1.4 $1.9M 6.2k 309.57
Exxon Mobil Corporation (XOM) 1.4 $1.8M 17k 107.80
Snap-on Incorporated (SNA) 1.3 $1.7M 5.6k 311.18
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.7M 2.7k 620.90
Johnson & Johnson (JNJ) 1.2 $1.6M 11k 152.75
RPM International (RPM) 1.2 $1.6M 15k 109.84
Automatic Data Processing (ADP) 1.2 $1.5M 5.0k 309.94
Abbvie (ABBV) 1.1 $1.5M 8.2k 185.62
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.5M 8.6k 177.39
Cintas Corporation (CTAS) 0.9 $1.2M 5.6k 222.87
Wec Energy Group (WEC) 0.9 $1.2M 12k 104.20
Home Depot (HD) 0.9 $1.2M 3.3k 366.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.2M 20k 58.78
Blackrock Etf Trust Ishares Prime Mo (PMMF) 0.8 $1.1M 11k 100.48
Abbott Laboratories (ABT) 0.8 $1.1M 7.9k 136.01
Apple (AAPL) 0.8 $1.1M 5.2k 205.17
Qualcomm (QCOM) 0.8 $1.0M 6.4k 159.26
Raytheon Technologies Corp (RTX) 0.7 $978k 6.7k 146.02
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.7 $952k 38k 25.19
Public Storage (PSA) 0.7 $952k 3.2k 293.42
Camden Ppty Tr Sh Ben Int (CPT) 0.7 $937k 8.2k 113.74
Eli Lilly & Co. (LLY) 0.7 $935k 1.2k 779.53
3M Company (MMM) 0.7 $881k 5.8k 152.24
Extra Space Storage (EXR) 0.7 $873k 5.9k 147.44
Parker-Hannifin Corporation (PH) 0.6 $852k 1.2k 698.47
Blackrock (BLK) 0.6 $824k 785.00 1049.25
McDonald's Corporation (MCD) 0.6 $804k 2.8k 292.17
Marathon Petroleum Corp (MPC) 0.6 $786k 4.7k 166.11
AeroVironment (AVAV) 0.6 $769k 2.7k 284.95
NVIDIA Corporation (NVDA) 0.5 $717k 4.5k 158.00
Cisco Systems (CSCO) 0.5 $684k 9.9k 69.38
Emerson Electric (EMR) 0.5 $660k 5.0k 133.33
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $646k 2.3k 280.90
Alphabet Cap Stk Cl A (GOOGL) 0.5 $642k 3.6k 176.23
Chevron Corporation (CVX) 0.5 $642k 4.5k 143.19
Illinois Tool Works (ITW) 0.5 $632k 2.5k 248.75
Netflix (NFLX) 0.5 $612k 457.00 1339.13
Aon Shs Cl A (AON) 0.5 $608k 1.7k 356.76
International Business Machines (IBM) 0.5 $605k 2.1k 294.78
Wal-Mart Stores (WMT) 0.4 $593k 6.1k 97.78
DTE Energy Company (DTE) 0.4 $589k 4.4k 133.55
Honeywell International (HON) 0.4 $529k 2.3k 232.88
Duke Energy Corp Com New (DUK) 0.4 $528k 4.5k 118.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $525k 8.5k 62.02
Ishares Tr National Mun Etf (MUB) 0.4 $522k 5.0k 104.48
Tesla Motors (TSLA) 0.4 $515k 1.6k 317.66
Avery Dennison Corporation (AVY) 0.4 $511k 2.9k 175.47
Intuit (INTU) 0.4 $504k 640.00 787.63
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.4 $486k 5.3k 91.73
Allstate Corporation (ALL) 0.4 $483k 2.4k 202.31
Udr (UDR) 0.4 $479k 12k 40.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $471k 9.6k 49.03
Stryker Corporation (SYK) 0.3 $456k 1.2k 396.47
Vertiv Holdings Com Cl A (VRT) 0.3 $449k 3.5k 128.41
McKesson Corporation (MCK) 0.3 $440k 600.00 733.49
Ishares Tr Russell 2000 Etf (IWM) 0.3 $426k 2.0k 215.79
Ge Aerospace Com New (GE) 0.3 $421k 1.6k 257.75
Southern Company (SO) 0.3 $418k 4.6k 91.83
Merck & Co (MRK) 0.3 $409k 5.1k 79.97
Blackrock Etf Trust Ishares Govt Mon (GMMF) 0.3 $402k 4.0k 100.46
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $398k 8.8k 45.47
Us Bancorp Del Com New (USB) 0.3 $376k 8.2k 45.75
Nextera Energy (NEE) 0.3 $375k 5.4k 69.42
Kroger (KR) 0.3 $369k 5.1k 71.73
Mccormick & Co Com Non Vtg (MKC) 0.3 $364k 4.8k 75.82
Steris Shs Usd (STE) 0.3 $360k 1.5k 240.22
Bank of America Corporation (BAC) 0.3 $348k 7.3k 47.32
Kimberly-Clark Corporation (KMB) 0.3 $347k 2.7k 130.18
Old Republic International Corporation (ORI) 0.3 $343k 8.9k 38.44
Dominion Resources (D) 0.3 $339k 6.0k 56.52
Advanced Micro Devices (AMD) 0.3 $334k 2.4k 141.90
Danaher Corporation (DHR) 0.2 $324k 1.6k 197.86
Cloudflare Cl A Com (NET) 0.2 $323k 1.7k 195.83
Cardinal Health (CAH) 0.2 $321k 1.9k 168.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $299k 2.6k 115.35
Unilever Spon Adr New (UL) 0.2 $297k 4.9k 61.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $292k 513.00 569.77
Alliant Energy Corporation (LNT) 0.2 $284k 4.7k 60.47
Digital Realty Trust (DLR) 0.2 $279k 1.6k 174.33
Cigna Corp (CI) 0.2 $278k 841.00 330.58
L3harris Technologies (LHX) 0.2 $276k 1.1k 250.84
Kla Corp Com New (KLAC) 0.2 $269k 300.00 895.74
ConocoPhillips (COP) 0.2 $265k 3.0k 89.74
Servicenow (NOW) 0.2 $262k 255.00 1028.08
State Street Corporation (STT) 0.2 $255k 2.4k 106.34
Wells Fargo & Company (WFC) 0.2 $251k 3.1k 80.12
Clorox Company (CLX) 0.2 $249k 2.1k 120.07
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $248k 2.2k 112.68
Thermo Fisher Scientific (TMO) 0.2 $246k 607.00 405.89
Genuine Parts Company (GPC) 0.2 $245k 2.0k 122.34
Dt Midstream Common Stock (DTM) 0.2 $244k 2.2k 110.73
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $243k 2.0k 121.38
Microstrategy Cl A New (MSTR) 0.2 $243k 600.00 404.23
Northern Trust Corporation (NTRS) 0.2 $242k 1.9k 127.54
Carrier Global Corporation (CARR) 0.2 $225k 3.1k 73.19
Palantir Technologies Cl A (PLTR) 0.2 $225k 1.7k 136.32
Brixmor Prty (BRX) 0.2 $224k 8.6k 26.04
Paychex (PAYX) 0.2 $218k 1.5k 145.46
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $216k 1.4k 153.28
Dover Corporation (DOV) 0.2 $214k 1.2k 183.23
Ge Vernova (GEV) 0.2 $214k 404.00 529.15
Teleflex Incorporated (TFX) 0.2 $210k 1.8k 118.36
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $209k 4.2k 49.87
Medtronic SHS (MDT) 0.2 $203k 2.3k 87.88