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CIK: 0001911735
Total reported value
$394.2M
$394.2M
130 檔
30.8%
At the close of Q2 2026, SS&H Financial Advisors, Inc. disclosed equity holdings valued at approximately $394.2M, spread across 130 reported holdings.
SS&H Financial Advisors, Inc. executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 8 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.77% | -2.14% | -0.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.84% | +0.86% | +0.31% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 5.89% | -0.51% | -3.15% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.32% | +0.81% | -1.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | +1.50% | +7.26% | |
| 6 | GLW | Corning Inc | Stock-Tech | 3.93% | -1.64% | -3.68% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.08% | +0.11% | -1.44% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.12% | +16.37% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 2.58% | -0.69% | -6.80% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.02% | -0.14% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.38% | -0.08% | +1.20% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.22% | +0.27% | +3.60% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.12% | -0.47% | +18.29% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.97% | -0.13% | +10.37% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.95% | -0.23% | -2.61% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.76% | +0.26% | +5.55% | |
| 17 | GE | General Electric | Stock-Industrials | 1.43% | -0.25% | — | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.32% | -0.13% | — | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.24% | -0.05% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.23% | +0.05% | -7.12% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.22% | -0.30% | -1.10% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.12% | +0.05% | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.10% | -0.01% | — | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.07% | +0.07% | +4.25% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | +0.04% | -4.34% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | -0.06% | +3.98% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | +0.15% | +36.28% | |
| 28 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.92% | +0.27% | +135.93% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.06% | -2.39% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.83% | -0.07% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | +0.02% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.03% | -1.08% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | +0.01% | — | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.04% | -2.65% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.66% | +0.08% | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.65% | +0.08% | -8.74% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.65% | +0.01% | — | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | +0.03% | -1.50% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | -0.02% | — | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | +0.05% | -2.46% | |
| 41 | SLB | Slb LTD | Stock-Energy | 0.61% | +0.02% | -0.87% | |
| 42 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.60% | -0.09% | — | |
| 43 | FLR | Fluor CORP | Stock-Industrials | 0.60% | -0.06% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.08% | +8.26% | |
| 45 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.58% | -0.03% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.04% | -1.59% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | +0.04% | -3.47% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | — | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.07% | -3.32% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.49% | +0.11% | +15.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +4.2% | -3.15% | Trim |
| 2 | GLW | Corning Inc | +2.3% | -3.68% | Trim |
| 3 | LRCX | Lam Research CORP | +1.3% | -6.80% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.7% | — | Unchanged |
| 5 | CAT | Caterpillar Inc | +0.5% | -1.10% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.5% | -2.61% | Trim |
| 7 | FITB | Fifth Third Bancorp | +0.3% | NEW | New buy |
| 8 | TSCO | Tractor Supply Company | +0.2% | +135.93% | Add |
| 9 | INTC | Intel CORP | +0.2% | — | Unchanged |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +3.60% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 12 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | +16.37% | Add |
| 14 | PFE | Pfizer Inc | +0.1% | +36.28% | Add |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | GE | General Electric | +0.1% | — | Unchanged |
| 20 | FLR | Fluor CORP | +0.1% | — | Unchanged |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | -1.03% | Trim |
| 22 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 23 | RH | Rh | +0.1% | +100.00% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 27 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 28 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 29 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 30 | AMGN | Amgen Inc | 0% | +5.55% | Add |
| 31 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 32 | CVX | Chevron CORP | 0% | +15.33% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | -4.34% | Trim |
| 34 | SLB | Slb LTD | 0% | -0.87% | Trim |
| 35 | HACK | Amplify Cybersecurity ETF | 0% | +1.54% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 37 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 38 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 39 | FDX | Fedex CORP | 0% | +13.91% | Add |
| 40 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 41 | MAS | Masco CORP | 0% | — | Unchanged |
| 42 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 43 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 44 | VTRS | Viatris Inc | 0% | -4.58% | Trim |
| 45 | CRWV | Coreweave Inc-cl A | 0% | -11.05% | Trim |
| 46 | CRUS | Cirrus Logic Inc | 0% | — | Unchanged |
| 47 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 48 | MO | Altria Group Inc | 0% | — | Unchanged |
| 49 | GOOGL | Alphabet Inc-cl A | — | -1.59% | Trim |
| 50 | AEP | American Electric Power | — | -3.99% | Trim |
According to official SEC Form 13F filings, SS&H Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $394.2M across 130 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 JPM, NVDA, MU) accounted for 30.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
FITB
市值: $972.0K
Top Position Liquidated / Trimmed
XOM
前期市值: $6.6M
During Q2 2026, SS&H Financial Advisors, Inc.'s top holdings by market value included JPM (8.8%)、NVDA (6.8%)、MU (5.9%). The largest single position, JPM, represented 8.8% of total portfolio value.
In Q2 2026, SS&H Financial Advisors, Inc. made 76 total portfolio adjustments, initiating 13 new buys, adding to 23 positions, trimming 32 holdings, and fully liquidating 8 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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