Hummer Financial Advisory Services

Hummer Financial Advisory Services as of March 31, 2026

Portfolio Holdings for Hummer Financial Advisory Services

Hummer Financial Advisory Services holds 129 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 15.5 $22M 34k 652.14
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 7.5 $11M 17k 618.28
Accenture Plc Ireland Shs Class A (ACN) 7.1 $10M 51k 198.29
Amazon (AMZN) 5.0 $7.0M 34k 208.27
W.W. Grainger (GWW) 2.6 $3.7M 3.4k 1090.81
Blackrock Etf Trust Ishares Govt Mon (GMMF) 2.3 $3.2M 32k 100.52
Vanguard Index Fds Small Cp Etf (VB) 2.2 $3.1M 12k 261.92
Exxon Mobil Corporation (XOM) 2.0 $2.8M 17k 169.66
JPMorgan Chase & Co. (JPM) 1.8 $2.6M 8.7k 294.16
Johnson & Johnson (JNJ) 1.8 $2.6M 10k 244.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.5M 4.4k 577.18
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.4M 8.4k 286.86
Microsoft Corporation (MSFT) 1.6 $2.3M 6.2k 370.17
Snap-on Incorporated (SNA) 1.4 $2.0M 5.6k 363.22
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.8M 2.8k 653.21
Abbvie (ABBV) 1.3 $1.8M 8.2k 217.49
Procter & Gamble Company (PG) 1.2 $1.7M 12k 144.44
Blackrock Etf Trust Ishares Prime Mo (PMMF) 1.1 $1.6M 16k 100.50
Autodesk (ADSK) 1.0 $1.5M 6.2k 239.40
RPM International (RPM) 1.0 $1.5M 15k 99.40
Raytheon Technologies Corp (RTX) 1.0 $1.4M 7.2k 192.90
Wec Energy Group (WEC) 1.0 $1.3M 12k 115.77
Apple (AAPL) 0.9 $1.3M 5.1k 253.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $1.2M 20k 58.54
Marathon Petroleum Corp (MPC) 0.8 $1.2M 4.7k 244.18
Eli Lilly & Co. (LLY) 0.8 $1.1M 1.2k 919.77
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.1M 3.8k 287.56
Elbit Sys Ord (ESLT) 0.8 $1.1M 1.3k 849.09
Home Depot (HD) 0.8 $1.1M 3.3k 328.89
Automatic Data Processing (ADP) 0.7 $1.0M 5.0k 204.88
Parker-Hannifin Corporation (PH) 0.7 $949k 1.1k 895.24
Cintas Corporation (CTAS) 0.7 $947k 5.6k 169.14
Chevron Corporation (CVX) 0.7 $928k 4.5k 206.90
Public Storage (PSA) 0.6 $879k 3.2k 270.88
Vertiv Holdings Com Cl A (VRT) 0.6 $877k 3.5k 250.58
3M Company (MMM) 0.6 $829k 5.7k 145.23
McDonald's Corporation (MCD) 0.6 $824k 2.7k 310.79
Qualcomm (QCOM) 0.6 $820k 6.4k 128.78
Abbott Laboratories (ABT) 0.6 $815k 7.9k 102.67
NVIDIA Corporation (NVDA) 0.6 $798k 4.6k 174.41
Camden Ppty Tr Sh Ben Int (CPT) 0.6 $779k 7.9k 98.72
Extra Space Storage (EXR) 0.5 $777k 5.9k 131.13
Cisco Systems (CSCO) 0.5 $765k 9.9k 77.59
Blackrock (BLK) 0.5 $755k 785.00 961.71
Wal-Mart Stores (WMT) 0.5 $718k 5.8k 124.53
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $703k 2.4k 287.18
DTE Energy Company (DTE) 0.5 $650k 4.4k 147.38
Emerson Electric (EMR) 0.5 $649k 5.0k 131.02
Tesla Motors (TSLA) 0.5 $646k 1.7k 371.75
Merck & Co (MRK) 0.5 $641k 5.3k 121.14
Illinois Tool Works (ITW) 0.5 $639k 2.4k 261.90
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.4 $625k 25k 25.20
Duke Energy Corp Com New (DUK) 0.4 $586k 4.5k 130.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $571k 8.5k 67.53
Aon Shs Cl A (AON) 0.4 $543k 1.7k 322.78
Ishares Tr National Mun Etf (MUB) 0.4 $531k 5.0k 106.15
Spdr Series Trust State Street Spd (BIL) 0.4 $522k 5.7k 91.64
McKesson Corporation (MCK) 0.4 $520k 600.00 866.18
Honeywell International (HON) 0.4 $513k 2.3k 226.03
Avery Dennison Corporation (AVY) 0.4 $503k 2.9k 172.68
Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.4 $501k 5.0k 100.23
AeroVironment (AVAV) 0.3 $494k 2.7k 183.05
Ishares Tr Russell 2000 Etf (IWM) 0.3 $490k 2.0k 248.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $479k 9.6k 49.89
Advanced Micro Devices (AMD) 0.3 $478k 2.4k 203.43
Nextera Energy (NEE) 0.3 $477k 5.1k 92.88
Ge Aerospace Com New (GE) 0.3 $464k 1.6k 284.24
International Business Machines (IBM) 0.3 $461k 1.9k 242.39
Kla Corp Com New (KLAC) 0.3 $442k 300.00 1472.41
Southern Company (SO) 0.3 $439k 4.6k 96.52
Us Bancorp Com New (USB) 0.3 $418k 8.0k 52.53
Allstate Corporation (ALL) 0.3 $414k 2.0k 208.64
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $406k 8.8k 46.43
Cardinal Health (CAH) 0.3 $404k 1.9k 211.31
Udr (UDR) 0.3 $396k 12k 33.78
ConocoPhillips (COP) 0.3 $390k 3.0k 132.00
Netflix (NFLX) 0.3 $382k 4.0k 96.15
L3harris Technologies (LHX) 0.3 $380k 1.1k 345.15
Stryker Corporation (SYK) 0.3 $379k 1.2k 329.47
Kroger (KR) 0.3 $372k 5.1k 72.36
Cloudflare Cl A Com (NET) 0.3 $371k 1.8k 206.34
Dominion Resources (D) 0.3 $371k 6.0k 61.82
Intel Corporation (INTC) 0.3 $361k 8.2k 44.13
Bank of America Corporation (BAC) 0.3 $358k 7.3k 48.75
Old Republic International Corporation (ORI) 0.3 $356k 8.9k 39.90
Ge Vernova (GEV) 0.2 $353k 404.00 873.40
Alliant Energy Corporation (LNT) 0.2 $337k 4.7k 71.76
Steris Shs Usd (STE) 0.2 $332k 1.5k 221.13
Corning Incorporated (GLW) 0.2 $316k 2.3k 135.97
Danaher Corporation (DHR) 0.2 $311k 1.6k 190.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $308k 2.6k 118.62
State Street Corporation (STT) 0.2 $304k 2.4k 126.56
Dt Midstream Common Stock (DTM) 0.2 $299k 2.2k 135.55
Thermo Fisher Scientific (TMO) 0.2 $298k 605.00 492.00
Novartis Sponsored Adr (NVS) 0.2 $294k 1.9k 152.75
Digital Realty Trust (DLR) 0.2 $288k 1.6k 180.21
Intuit (INTU) 0.2 $277k 640.00 432.38
Unilever Spon Adr New (UL) 0.2 $276k 4.8k 57.52
Ast Spacemobile Com Cl A (ASTS) 0.2 $274k 3.3k 82.87
Northern Trust Corporation (NTRS) 0.2 $267k 1.9k 140.37
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $265k 1.4k 188.02
Bristol Myers Squibb (BMY) 0.2 $261k 4.3k 60.65
Applied Materials (AMAT) 0.2 $256k 750.00 341.79
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $256k 2.2k 116.29
Bank of New York Mellon Corporation (BK) 0.2 $255k 2.2k 118.63
Palantir Technologies Cl A (PLTR) 0.2 $252k 1.7k 146.28
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $250k 2.0k 125.13
Wells Fargo & Company (WFC) 0.2 $249k 3.1k 79.61
Brixmor Prty (BRX) 0.2 $248k 8.6k 28.80
Dover Corporation (DOV) 0.2 $244k 1.2k 208.45
Mccormick & Co Com Non Vtg (MKC) 0.2 $242k 4.8k 50.44
Shell Spon Ads (SHEL) 0.2 $239k 2.6k 93.00
Target Corporation (TGT) 0.2 $234k 1.9k 121.20
Standex Int'l (SXI) 0.2 $229k 900.00 254.86
Cigna Corp (CI) 0.2 $224k 841.00 266.75
Kimberly-Clark Corporation (KMB) 0.2 $222k 2.3k 97.81
Clorox Company (CLX) 0.2 $220k 2.1k 103.63
BP Sponsored Adr (BP) 0.2 $219k 4.7k 47.00
Williams Companies (WMB) 0.2 $218k 3.0k 72.78
SYSCO Corporation (SYY) 0.2 $218k 3.1k 71.33
Genuine Parts Company (GPC) 0.2 $214k 2.0k 106.81
Pfizer (PFE) 0.2 $213k 7.6k 28.08
Teleflex Incorporated (TFX) 0.2 $212k 1.8k 119.61
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $209k 4.2k 49.78
Teledyne Technologies Incorporated (TDY) 0.1 $208k 343.00 605.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $206k 2.5k 82.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $206k 345.00 597.55
Curtiss-Wright (CW) 0.1 $204k 300.00 681.36
Medtronic SHS (MDT) 0.1 $202k 2.3k 87.36