Top 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 | 15.47% | 33.6K | $21.9M | +0.92%(+307) | $318.62(+127.16%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.51% | 17.2K | $10.6M | +0.56%(+96) | $373.51(+79.06%) | 2026-03-31 | |
| ACN | ACCENTURE PLC IRELAND | 7.14% | 50.9K | $10.1M | +0.00%(+0) | $201.43(-11.13%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.95% | 33.6K | $7.0M | -1.03%(-350) | $109.19(+150.53%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 2.6% | 3.4K | $3.7M | +6.32%(+200) | $386.86(+193.33%) | 2026-03-31 | |
| GMMF | BLACKROCK ETF TRUST | 2.27% | 32.0K | $3.2M | +18.96%(+5.10K) | $100.46(-0.16%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.18% | 11.8K | $3.1M | +1.51%(+175) | $171.48(+67.18%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.99% | 16.6K | $2.8M | +4.09%(+650) | $83.93(+84.54%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.82% | 8.7K | $2.6M | +6.27%(+516) | $139.52(+121.76%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.8% | 10.4K | $2.6M | +1.31%(+135) | $141.35(+59.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.44% | +31.07% |
| Top 20 Holdings Unweighted | +12.07% | +40.74% |
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