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CIK: 0001802279
Total reported value
$153.0M
$153.0M
129 檔
36.7%
At the close of Q2 2026, Hummer Financial Advisory Services Inc disclosed equity holdings valued at approximately $153.0M, spread across 129 reported holdings.
In Q2 2026, Hummer Financial Advisory Services Inc displayed an active expansion posture, initiating 7 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.53% | +0.24% | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 7.97% | -0.57% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.27% | +0.05% | — | |
| 4 | ACN | Accenture plc | Stock-Tech | 4.17% | +1.93% | — | |
| 5 | GWW | Ww Grainger Inc | Stock-Industrials | 3.01% | -0.55% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.35% | -0.16% | +0.30% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | -0.01% | — | |
| 8 | GMMF | Ishares Govt Mmkt ETF | ETF-Other | 2.05% | -0.02% | -3.13% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | -0.08% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.01% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | +0.01% | +0.19% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | +0.56% | +0.22% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -1.49% | EXIT | |
| 14 | SNA | Snap-on Inc | Stock-Industrials | 1.48% | -0.19% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.02% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | -0.01% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.06% | — | |
| 18 | RPM | Rpm International Inc | Stock-Materials | 1.09% | -0.16% | +0.61% | |
| 19 | PMMF | Ishrs Prime Mmkt ETF | ETF-Other | 1.06% | -0.01% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | -0.04% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.14% | — | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.08% | +1.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.04% | — | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | +0.04% | — | |
| 25 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.89% | -0.13% | — | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.80% | +0.42% | — | |
| 27 | ADSK | Autodesk Inc | Stock-Tech | 0.79% | +0.05% | — | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | -0.01% | +0.39% | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.77% | -0.22% | — | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.77% | -0.02% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | -0.07% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.17% | — | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.75% | -0.11% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | +0.09% | — | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.68% | -0.02% | — | |
| 36 | PSA | Public Storage | Stock-Real Estate | 0.68% | -0.07% | — | |
| 37 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 0.65% | -0.07% | — | |
| 38 | CTAS | Cintas CORP | Stock-Industrials | 0.63% | +0.08% | — | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.61% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.08% | — | |
| 41 | CPT | Camden Property Trust | Stock-Real Estate | 0.60% | -0.10% | — | |
| 42 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.57% | -0.08% | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.02% | +300.00% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.50% | +0.05% | +0.64% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.49% | +0.11% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.08% | +1.27% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | +0.04% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.07% | — | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | +0.03% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | — | Unchanged |
| 2 | AMD | Advanced Micro Devices | +0.6% | — | Unchanged |
| 3 | INTC | Intel CORP | +0.5% | — | Unchanged |
| 4 | MDY | State Street Spdr S&p Midcap | +0.5% | — | Unchanged |
| 5 | GWW | Ww Grainger Inc | +0.4% | — | Unchanged |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | — | Unchanged |
| 7 | AMZN | Amazon.com Inc | +0.3% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 9 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 10 | QCOM | Qualcomm Inc | +0.2% | +0.39% | Add |
| 11 | AMAT | Applied Materials Inc | +0.2% | — | Unchanged |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | VB | Vanguard Small-cap ETF | +0.2% | +0.30% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 15 | GLW | Corning Inc | +0.2% | — | Unchanged |
| 16 | ARW | Arrow Electronics Inc | +0.2% | NEW | New buy |
| 17 | ✓ | +0.2% | NEW | New buy | |
| 18 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 19 | VRT | Vertiv Holdings Co-a | +0.2% | — | Unchanged |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 21 | CARR | Carrier Global CORP | +0.2% | NEW | New buy |
| 22 | DE | Deere & Co | +0.2% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 24 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 26 | GE | General Electric | +0.1% | — | Unchanged |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 28 | PSA | Public Storage | +0.1% | — | Unchanged |
| 29 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 30 | STT | State Street CORP | +0.1% | — | Unchanged |
| 31 | RPM | Rpm International Inc | +0.1% | +0.61% | Add |
| 32 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 33 | CPT | Camden Property Trust | +0.1% | — | Unchanged |
| 34 | SXI | Standex International CORP | +0.1% | — | Unchanged |
| 35 | SNA | Snap-on Inc | 0% | — | Unchanged |
| 36 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 38 | TSLA | Tesla Inc | 0% | +1.27% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.00% | Add |
| 40 | UDR | Udr Inc | 0% | — | Unchanged |
| 41 | NET | Cloudflare Inc - Class A | 0% | — | Unchanged |
| 42 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 43 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 44 | MMM | 3m Co | 0% | — | Unchanged |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +300.00% | Add |
| 46 | EXR | Extra Space Storage Inc | 0% | — | Unchanged |
| 47 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 48 | USB | US Bancorp | 0% | — | Unchanged |
| 49 | ALL | Allstate CORP | 0% | — | Unchanged |
| 50 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Hummer Financial Advisory Services Inc reported a total U.S. public equity portfolio value of $153.0M across 129 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, AMZN) accounted for 36.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $271.7K
Top Position Liquidated / Trimmed
HON
前期市值: $513.1K
During Q2 2026, Hummer Financial Advisory Services Inc's top holdings by market value included SPY (16.5%)、MDY (8.0%)、AMZN (5.3%). The largest single position, SPY, represented 16.5% of total portfolio value.
In Q2 2026, Hummer Financial Advisory Services Inc made 28 total portfolio adjustments, initiating 7 new buys, adding to 13 positions, trimming 1 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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