Hummer Financial Advisory Services Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$141.4M
Q ending 2026-03-31
Prior quarter
$141.5M
Q ending 2025-12-31
Change
-0.1% QoQ · +14.9% YoY
Positions
129
reported holdings

Largest positions

Top 100 of 129 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
State Str Spdr S&P 500 Etf TSPYShares$21.9M34K
State Str Spdr S&P Midcap 40MDYShares$10.6M17K
Accenture Plc IrelandShares$10.1M51K
Amazon Com IncAMZNShares$7.0M34K
Ww Grainger IncGWWShares$3.7M3K
Blackrock Etf TrustGMMFShares$3.2M32K
Vanguard Index FdsVBShares$3.1M12K
Exxon Mobil CorpXOMShares$2.8M17K
Jpmorgan Chase & CoJPMShares$2.6M9K
Johnson & JohnsonJNJShares$2.6M10K
Invesco Qqq TrQQQShares$2.5M4K
Alphabet IncGOOGShares$2.4M8K
Microsoft CorpMSFTShares$2.3M6K
Snap On IncSNAShares$2.0M6K
Ishares TrIVVShares$1.8M3K
Abbvie IncABBVShares$1.8M8K
Procter & Gamble CoPGShares$1.7M12K
Blackrock Etf TrustPMMFShares$1.6M16K
Autodesk IncADSKShares$1.5M6K
Rpm Intl IncRPMShares$1.5M15K
Rtx CorporationRTXShares$1.4M7K
Wec Energy Group IncWECShares$1.3M12K
Apple IncAAPLShares$1.3M5K
Vanguard Scottsdale FdsVGSHShares$1.2M20K
Marathon Pete CorpMPCShares$1.2M5K
Eli Lilly & CoLLYShares$1.1M1K
Alphabet IncGOOGLShares$1.1M4K
Elbit Sys LtdShares$1.1M1K
Home Depot IncHDShares$1.1M3K
Automatic Data Processing InADPShares$1.0M5K
Parker-Hannifin CorpPHShares$949K1K
Cintas CorpCTASShares$947K6K
Chevron CorporationCVXShares$928K4K
Public Storage Oper CoPSAShares$879K3K
Vertiv Holdings CoVRTShares$877K4K
3M CoMMMShares$829K6K
Mcdonalds CorpMCDShares$824K3K
Qualcomm IncQCOMShares$820K6K
Abbott LaboratoriesABTShares$815K8K
Nvidia CorporationNVDAShares$798K5K
Camden Ppty TrCPTShares$779K8K
Extra Space Storage IncEXRShares$777K6K
Cisco Sys IncCSCOShares$765K10K
Blackrock IncBLKShares$755K785
Walmart IncWMTShares$718K6K
Vanguard Index FdsVOShares$703K2K
Dte Energy CoDTEShares$650K4K
Emerson Elec CoEMRShares$649K5K
Tesla IncTSLAShares$646K2K
Merck & Co IncMRKShares$641K5K
Illinois Tool Wks IncITWShares$639K2K
Schwab Strategic TrSCUSShares$625K25K
Duke Energy Corp NewDUKShares$586K4K
Ishares TrIJHShares$571K8K
Aon PlcShares$543K2K
Ishares TrMUBShares$531K5K
Spdr Series TrustBILShares$522K6K
Mckesson CorpMCKShares$520K600
Honeywell Intl IncHONGBPShares$513K2K
Avery Dennison CorpAVYShares$502K3K
Texas Capital Funds TrustMMKTShares$501K5K
Aerovironment IncAVAVShares$494K3K
Ishares TrIWMShares$490K2K
Vanguard Mun Bd FdsVTEBShares$479K10K
Advanced Micro Devices IncAMDShares$478K2K
Nextera Energy IncNEEShares$476K5K
Ge AerospaceGEShares$464K2K
International Business MachsIBMShares$461K2K
Kla CorpKLACShares$442K300
Southern CoSOShares$439K5K
Us BancorpUSBShares$418K8K
Allstate CorpALLShares$414K2K
Vaneck Etf TrustITMShares$406K9K
Cardinal Health IncCAHShares$404K2K
Udr IncUDRShares$396K12K
ConocophillipsCOPShares$390K3K
Netflix Inc.NFLXShares$382K4K
L3Harris Technologies IncLHXShares$380K1K
Stryker CorporationSYKShares$379K1K
Kroger CoKRShares$372K5K
Cloudflare IncNETShares$371K2K
Dominion Energy IncDShares$371K6K
Intel CorpINTCShares$361K8K
Bank America CorpBACShares$358K7K
Old Rep Intl CorpORIShares$356K9K
Ge Vernova IncGEVShares$353K404
Alliant Energy CorpLNTShares$337K5K
Steris PlcShares$332K2K
Corning IncGLWShares$316K2K
Danaher Corp DelDHRShares$311K2K
Shopify IncSHOPShares$308K3K
State Str CorpSTTShares$304K2K
Dt Midstream IncDTMShares$299K2K
Thermo Fisher Scientific IncTMOShares$298K605
Novartis AgNVSShares$294K2K
Digital Rlty Tr IncDLRShares$288K2K
IntuitINTUShares$277K640
Unilever PlcULShares$276K5K
Ast Spacemobile IncASTSShares$273K3K
Northern Tr CorpNTRSShares$267K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.