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Hummer Financial Advisory Services Inc

Portfolio Manager
Hummer Financial Advisory Services Inc
Performance
-6.14% (2026 Q1)
AUM (13F)
$141.45M
# of Holdings
129
Performance Rank
Allocation (Top 20)
61.27%

Hummer Financial Advisory Services Inc Holdings Map

Top 50 Hummer Financial Advisory Services Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
15.47%33.6K$21.9M
+0.92%(+307)
2025-Q1: 33.6K shares2025-Q2: 33.6K shares2025-Q3: 33.6K shares2025-Q4: 33.3K shares2026-Q1: 33.6K shares
$318.62(+127.16%)
2026-03-31
MDY
STATE STR SPDR S&P MIDCAP 40
7.51%17.2K$10.6M
+0.56%(+96)
2025-Q1: 17.2K shares2025-Q2: 17.2K shares2025-Q3: 17.2K shares2025-Q4: 17.1K shares2026-Q1: 17.2K shares
$373.51(+79.06%)
2026-03-31
ACN
ACCENTURE PLC IRELAND
7.14%50.9K$10.1M
+0.00%(+0)
2025-Q1: 50.9K shares2025-Q2: 50.9K shares2025-Q3: 50.9K shares2025-Q4: 50.9K shares2026-Q1: 50.9K shares
$201.43(-11.13%)
2026-03-31
AMZN
AMAZON COM INC
4.95%33.6K$7.0M
-1.03%(-350)
2025-Q1: 34.2K shares2025-Q2: 34.2K shares2025-Q3: 34.2K shares2025-Q4: 34.0K shares2026-Q1: 33.6K shares
$109.19(+150.53%)
2026-03-31
GWW
WW GRAINGER INC
2.6%3.4K$3.7M
+6.32%(+200)
2025-Q1: 3.4K shares2025-Q2: 3.4K shares2025-Q3: 3.4K shares2025-Q4: 3.2K shares2026-Q1: 3.4K shares
$386.86(+193.33%)
2026-03-31
GMMF
BLACKROCK ETF TRUST
2.27%32.0K$3.2M
+18.96%(+5.10K)
2025-Q1: 0 shares2025-Q2: 4.0K shares2025-Q3: 27.6K shares2025-Q4: 26.9K shares2026-Q1: 32.0K shares
$100.46(-0.16%)
2026-03-31
VB
VANGUARD INDEX FDS
2.18%11.8K$3.1M
+1.51%(+175)
2025-Q1: 11.2K shares2025-Q2: 11.7K shares2025-Q3: 11.7K shares2025-Q4: 11.6K shares2026-Q1: 11.8K shares
$171.48(+67.18%)
2026-03-31
XOM
EXXON MOBIL CORP
1.99%16.6K$2.8M
+4.09%(+650)
2025-Q1: 16.9K shares2025-Q2: 16.9K shares2025-Q3: 16.6K shares2025-Q4: 15.9K shares2026-Q1: 16.6K shares
$83.93(+84.54%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.82%8.7K$2.6M
+6.27%(+516)
2025-Q1: 8.8K shares2025-Q2: 8.8K shares2025-Q3: 8.8K shares2025-Q4: 8.2K shares2026-Q1: 8.7K shares
$139.52(+121.76%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.8%10.4K$2.6M
+1.31%(+135)
2025-Q1: 10.6K shares2025-Q2: 10.6K shares2025-Q3: 10.6K shares2025-Q4: 10.3K shares2026-Q1: 10.4K shares
$141.35(+59.56%)
2026-03-31

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