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 | 16.53% | 33.6K | $25.1M | +0.00%(+0) | $318.62(+143.35%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.97% | 17.2K | $12.1M | +0.00%(+0) | $373.51(+91.51%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.27% | 33.6K | $8.0M | +0.00%(+0) | $109.19(+140.44%) | 2026-06-30 | |
| ACN | ACCENTURE PLC IRELAND | 4.17% | 50.9K | $6.3M | +0.00%(+0) | $201.43(-12.18%) | 2026-06-30 | |
| GWW | WW GRAINGER INC | 3.01% | 3.4K | $4.6M | +0.00%(+0) | $386.86(+240.46%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.35% | 11.8K | $3.6M | +0.30%(+35) | $171.80(+79.55%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.12% | 4.4K | $3.2M | +0.00%(+0) | $203.51(+259.93%) | 2026-06-30 | |
| GMMF | BLACKROCK ETF TRUST | 2.05% | 31.0K | $3.1M | -3.12%(-1.00K) | $100.46(-0.17%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.95% | 8.4K | $3.0M | +0.00%(+0) | $76.04(+350.64%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.88% | 8.7K | $2.9M | +0.00%(+0) | $139.52(+161.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.90% | +29.14% | +4.89% | +26.96% |
| Top 20 Holdings Unweighted | +12.47% | +42.26% | +7.09% | +40.85% |
Hummer Financial Advisory Services Inc reports $152.00M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.5%), MDY (8.0%) and AMZN (5.3%). The top 20 holdings account for 60.58% of reported assets. Its disclosed equity book has returned +29.14% on a three-year cumulative basis. Figures reflect the Q2 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