Hummer Financial Advisory Services Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Hummer Financial Advisory Services Inc held in its portfolio 117 assets valued at $141,544,033 (i.e. $141.54M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($22.75M), ACCENTURE PLC IRELAND ($13.66M), and SPDR S&P MIDCAP 400 ETF TR ($10.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 117 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hummer Financial Advisory Services Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 33257 | 22744907 | TR UNIT |
| ACCENTURE PLC IRELAND | 50900 | 13656470 | SHS CLASS A |
| SPDR S&P MIDCAP 400 ETF TR | 17093 | 10349192 | UTSER1 S&PDCRP |
| AMAZON COM INC | 33980 | 7843264 | COM |
| WW GRAINGER INC | 3167 | 3195661 | COM |
| MICROSOFT CORP | 6209 | 3002797 | COM |
| VANGUARD INDEX FDS | 11592 | 2990156 | SMALL CP ETF |
| BLACKROCK ETF TRUST | 26900 | 2696053 | ISHARES GOVT MON |
| INVESCO QQQ TR | 4347 | 2670406 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 8224 | 2649937 | COM |
| ALPHABET INC | 8064 | 2530483 | CAP STK CL C |
| JOHNSON & JOHNSON | 10307 | 2133034 | COM |
| EXXON MOBIL CORP | 15900 | 1913406 | COM |
| ABBVIE INC | 8220 | 1878188 | COM |
| SNAP ON INC | 5400 | 1860840 | COM |
| ISHARES TR | 2714 | 1858927 | CORE S&P500 ETF |
| AUTODESK INC | 6150 | 1820462 | COM |
| PROCTER AND GAMBLE CO | 11844 | 1697364 | COM |
| RPM INTL INC | 14246 | 1481584 | COM |
| APPLE INC | 5048 | 1372349 | COM |
| ELI LILLY & CO | 1231 | 1322931 | COM |
| RTX CORPORATION | 7114 | 1304708 | COM |
| BLACKROCK ETF TRUST | 12500 | 1252875 | ISHARES PRIME MO |
| AUTOMATIC DATA PROCESSING IN | 4750 | 1229918 | COM |
| WEC ENERGY GROUP INC | 11622 | 1225656 | COM |
| ALPHABET INC | 3845 | 1203485 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 20000 | 1174600 | SHORT TERM TREAS |
| HOME DEPOT INC | 3250 | 1118325 | COM |
| QUALCOMM INC | 6370 | 1089589 | COM |
| PARKER-HANNIFIN CORP | 1220 | 1072331 | COM |
| CINTAS CORP | 5600 | 1053192 | COM |
| ABBOTT LABS | 7940 | 994803 | COM |
| 3M CO | 5580 | 893358 | COM |
| NVIDIA CORPORATION | 4576 | 853424 | COM |
| PUBLIC STORAGE OPER CO | 3244 | 841818 | COM |
| BLACKROCK INC | 785 | 840217 | COM |
| CAMDEN PPTY TR | 7498 | 833253 | SH BEN INT |
| MCDONALDS CORP | 2650 | 809920 | COM |
| TESLA INC | 1738 | 781613 | COM |
| EXTRA SPACE STORAGE INC | 5928 | 771944 | COM |
| MARATHON PETE CORP | 4732 | 769565 | COM |
| CISCO SYS INC | 9725 | 749117 | COM |
| CHEVRON CORP NEW | 4483 | 683254 | COM |
| VANGUARD INDEX FDS | 2299 | 667216 | MID CAP ETF |
| AEROVIRONMENT INC | 2700 | 653103 | COM |
| WALMART INC | 5745 | 641401 | COM |
| EMERSON ELEC CO | 4750 | 630420 | COM |
| SCHWAB STRATEGIC TR | 24800 | 624464 | ULTRA SHORT INCM |
| INTERNATIONAL BUSINESS MACHS | 2052 | 607823 | COM |
| ILLINOIS TOOL WKS INC | 2440 | 604900 | COM |
| AON PLC | 1683 | 593897 | SHS CL A |
| VERTIV HOLDINGS CO | 3500 | 567035 | COM CL A |
| ISHARES TR | 8460 | 558360 | CORE S&P MCP ETF |
| MERCK & CO INC | 5189 | 550605 | COM |
| DTE ENERGY CO | 4213 | 548301 | COM |
| ISHARES TR | 5000 | 535550 | NATIONAL MUN ETF |
| AVERY DENNISON CORP | 2910 | 529271 | COM |
| DUKE ENERGY CORP NEW | 4474 | 524396 | COM NEW |
| ADVANCED MICRO DEVICES INC | 2350 | 503276 | COM |
| TEXAS CAPITAL FUNDS TRUST | 5000 | 501095 | GOVT MONEY MKT |
| GE AEROSPACE | 1621 | 499900 | COM NEW |
| MCKESSON CORP | 600 | 492666 | COM |
| ISHARES TR | 1975 | 486166 | RUSSELL 2000 ETF |
| VANGUARD MUN BD FDS | 9600 | 482784 | TAX EXEMPT BD |
| SPDR SERIES TRUST | 5200 | 475176 | STATE STREET SPD |
| ALLSTATE CORP | 2086 | 436287 | COM |
| US BANCORP DEL | 7959 | 428831 | COM NEW |
| INTUIT | 640 | 423949 | COM |
| SHOPIFY INC | 2595 | 417717 | CL A SUB VTG SHS |
| VANECK ETF TRUST | 8750 | 412650 | INTRMDT MUNI ETF |
| NEXTERA ENERGY INC | 5130 | 411836 | COM |
| UDR INC | 11182 | 410156 | COM |
| OLD REP INTL CORP | 8912 | 406744 | COM |
| STRYKER CORPORATION | 1150 | 405203 | COM |
| HONEYWELL INTL INC | 2069 | 403641 | COM |
| BANK AMERICA CORP | 7272 | 399960 | COM |
| SOUTHERN CO | 4550 | 396760 | COM |
| CARDINAL HEALTH INC | 1913 | 393122 | COM |
| STERIS PLC | 1500 | 380280 | SHS USD |
| KLA CORP | 300 | 364524 | COM NEW |
| DANAHER CORPORATION | 1581 | 362428 | COM |
| DOMINION ENERGY INC | 6001 | 351599 | COM |
| THERMO FISHER SCIENTIFIC INC | 578 | 335171 | COM |
| MCCORMICK & CO INC | 4800 | 329232 | COM NON VTG |
| CLOUDFLARE INC | 1650 | 325298 | CL A COM |
| L3HARRIS TECHNOLOGIES INC | 1100 | 322927 | COM |
| KROGER CO | 5146 | 321522 | COM |
| UNILEVER PLC | 4794 | 313528 | SPON ADR NEW |
| STATE STR CORP | 2400 | 309624 | COM |
| PALANTIR TECHNOLOGIES INC | 1720 | 305730 | CL A |
| INTEL CORP | 8175 | 301658 | COM |
| WELLS FARGO CO NEW | 3126 | 291343 | COM |
| ALLIANT ENERGY CORP | 4400 | 286044 | COM |
| VANGUARD INDEX FDS | 441 | 276564 | S&P 500 ETF SHS |
| CONOCOPHILLIPS | 2952 | 276337 | COM |
| NOVARTIS AG | 1926 | 265538 | SPONSORED ADR |
| GOLDMAN SACHS ETF TR | 2000 | 264740 | ACTIVEBETA US LG |
| GE VERNOVA INC | 401 | 262082 | COM |
| NORTHERN TR CORP | 1900 | 261041 | COM |
| VANECK ETF TRUST | 1360 | 257400 | BIOTECH ETF |
| DT MIDSTREAM INC | 2105 | 253653 | COMMON STOCK |
| EA SERIES TRUST | 2200 | 253220 | ALPHA ARCH 1-3 |
| BANK NEW YORK MELLON CORP | 2150 | 249594 | COM |
| DIGITAL RLTY TR INC | 1600 | 249488 | COM |
| GENUINE PARTS CO | 2000 | 247980 | COM |
| KIMBERLY-CLARK CORP | 2365 | 241585 | COM |
| AST SPACEMOBILE INC | 3300 | 239679 | COM CL A |
| BRISTOL-MYERS SQUIBB CO | 4300 | 231942 | COM |
| THE CIGNA GROUP | 841 | 231468 | COM |
| DOVER CORP | 1170 | 228431 | COM |
| BRIXMOR PPTY GROUP INC | 8600 | 225492 | COM |
| SYSCO CORP | 3050 | 224755 | COM |
| MEDTRONIC PLC | 2257 | 218410 | SHS |
| TELEFLEX INCORPORATED | 1775 | 216621 | COM |
| CLOROX CO DEL | 2124 | 214163 | COM |
| VANGUARD BD INDEX FDS | 4200 | 209328 | VANGUARD ULTRA |
| CORNING INC | 2325 | 203577 | COM |
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