StockDriftsStockDriftsTop 50 Hummer Financial Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 16.77% | 33.6K | $25.7M | +0.00%(+0) | $318.62(+140.56%) | 2026-09-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.4% | 17.2K | $11.3M | +0.00%(+0) | $373.51(+76.81%) | 2026-09-30 | |
| ACN | ACCENTURE PLC IRELAND | 6.1% | 50.9K | $9.3M | +0.00%(+0) | $201.43(+17.62%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.32% | 32.7K | $8.1M | -2.82%(-950) | $109.19(+140.36%) | 2026-09-30 | |
| GWW | WW GRAINGER INC | 2.46% | 3.0K | $3.8M | -10.40%(-350) | $386.86(+240.71%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.19% | 11.8K | $3.4M | +0.00%(+0) | $171.80(+65.55%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.11% | 4.4K | $3.2M | +0.00%(+0) | $203.51(+252.98%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.09% | 6.2K | $3.2M | +0.00%(+0) | $159.65(+234.17%) | 2026-09-30 | |
| GMMF | BLACKROCK ETF TRUST | 2.03% | 31.0K | $3.1M | +0.00%(+0) | $100.46(-0.15%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 8.7K | $2.9M | +0.00%(+0) | $139.52(+139.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.17% | +37.41% | +5.52% | +30.84% |
| Top 20 Holdings Unweighted | +14.26% | +49.17% | +8.03% | +47.15% |
Hummer Financial Advisory Services INC reports $152.99M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.8%), MDY (7.4%) and ACN (6.1%). The top 20 holdings account for 61.45% of reported assets. Its disclosed equity book has returned +37.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hummer Financial Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802279). View Hummer Financial Advisory Services INC’s 13F filings on SEC