Sponsored
The Analysis of Hummer Financial Advisory Services Inc's Holdings & P&L
Currently, Hummer Financial Advisory Services Inc holds 129 types of securities in its portfolio with a total value $152.0M. In the most recent quarter, they have increased their positions in VO (+7.3K shares, valued at $591.9K), N/A (+1.2K shares, valued at $271.7K), ARW (+1.2K shares, valued at $256.1K); decreased their positions in GMMF (-1.0K shares, valued at $100.3K); initiated new positions in N/A (+1.2K shares, valued at $271.7K), ARW (+1.2K shares, valued at $256.1K), N/A (+1.2K shares, valued at $255.3K).
1M P&L
+535.6K+0.53%
3M P&L
+2.9M+2.97%
HY P&L
+3.4M+3.49%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A31.4M
30.2%
2Internet Retail8.0M
7.7%
3Drug Manufacturers - General5.4M
5.2%
Top Industries by Stock Count
1N/A21 stocks
19.3%
2Drug Manufacturers - General5 stocks
4.6%
3Specialty Industrial Machinery5 stocks
4.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares33.6K
Event2026-06-30
Filed2026-07-07
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares17.2K
Event2026-06-30
Filed2026-07-07
AMZN
0.00%AMAZON COM INC
Shares33.6K
Event2026-06-30
Filed2026-07-07
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares50.9K
Event2026-06-30
Filed2026-07-07
GWW
0.00%WW GRAINGER INC
Shares3.4K
Event2026-06-30
Filed2026-07-07
VB
0.30%VANGUARD INDEX FDS
Shares11.8K
Event2026-06-30
Filed2026-07-07
QQQ
0.00%INVESCO QQQ TR
Shares4.4K
Event2026-06-30
Filed2026-07-07
GMMF
-3.13%BLACKROCK ETF TRUST
Shares31.0K
Event2026-06-30
Filed2026-07-07
GOOG
0.00%ALPHABET INC
Shares8.4K
Event2026-06-30
Filed2026-07-07
JPMORGAN CHASE & CO
0.00%JPMORGAN CHASE & CO
Shares8.7K
Event2026-06-30
Filed2026-07-07
JNJ
0.19%JOHNSON & JOHNSON
Shares10.5K
Event2026-06-30
Filed2026-07-07
MSFT
0.22%MICROSOFT CORP
Shares6.2K
Event2026-06-30
Filed2026-07-07
EXXON MOBIL CORP
0.00%EXXON MOBIL CORP
Shares16.6K
Event2026-06-30
Filed2026-07-07
SNA
0.00%SNAP ON INC
Shares5.6K
Event2026-06-30
Filed2026-07-07
ISHARES TR
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-07
ABBVIE INC
0.00%ABBVIE INC
Shares8.2K
Event2026-06-30
Filed2026-07-07
PG
0.00%PROCTER & GAMBLE CO
Shares12.1K
Event2026-06-30
Filed2026-07-07
RPM
0.61%RPM INTL INC
Shares14.8K
Event2026-06-30
Filed2026-07-07
PMMF
0.00%BLACKROCK ETF TRUST
Shares16.0K
Event2026-06-30
Filed2026-07-07
LLY
0.00%ELI LILLY & CO
Shares1.2K
Event2026-06-30
Filed2026-07-07
AAPL
0.00%APPLE INC
Shares5.1K
Event2026-06-30
Filed2026-07-07
RTX CORPORATION
1.47%RTX CORPORATION
Shares7.3K
Event2026-06-30
Filed2026-07-07
GOOGL
0.00%ALPHABET INC
Shares3.8K
Event2026-06-30
Filed2026-07-07
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares2.4K
Event2026-06-30
Filed2026-07-07
WEC
0.00%WEC ENERGY GROUP INC
Shares11.6K
Event2026-06-30
Filed2026-07-07
MPC
0.00%MARATHON PETE CORP
Shares4.7K
Event2026-06-30
Filed2026-07-07
ADSK
0.00%AUTODESK INC
Shares6.2K
Event2026-06-30
Filed2026-07-07
QCOM
0.39%QUALCOMM INC
Shares6.4K
Event2026-06-30
Filed2026-07-07
VRT
0.00%VERTIV HOLDINGS CO
Shares3.5K
Event2026-06-30
Filed2026-07-07
VGSH
0.00%VANGUARD SCOTTSDALE FDS
Shares20.0K
Event2026-06-30
Filed2026-07-07
CISCO SYS INC
0.00%CISCO SYS INC
Shares9.9K
Event2026-06-30
Filed2026-07-07
HD
0.00%HOME DEPOT INC
Shares3.3K
Event2026-06-30
Filed2026-07-07
INTC
0.00%INTEL CORP
Shares8.2K
Event2026-06-30
Filed2026-07-07
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares5.0K
Event2026-06-30
Filed2026-07-07
PH
0.00%PARKER-HANNIFIN CORP
Shares1.1K
Event2026-06-30
Filed2026-07-07
PSA
0.00%PUBLIC STORAGE
Shares3.2K
Event2026-06-30
Filed2026-07-07
ESLT
0.00%ELBIT SYS LTD
Shares1.3K
Event2026-06-30
Filed2026-07-07
CTAS
0.00%CINTAS CORP
Shares5.6K
Event2026-06-30
Filed2026-07-07
3M CO
0.00%3M CO
Shares5.7K
Event2026-06-30
Filed2026-07-07
NVDA
0.00%NVIDIA CORPORATION
Shares4.6K
Event2026-06-30
Filed2026-07-07
CPT
0.00%CAMDEN PPTY TR
Shares7.9K
Event2026-06-30
Filed2026-07-07
EXR
0.00%EXTRA SPACE STORAGE INC
Shares5.9K
Event2026-06-30
Filed2026-07-07
VO
300.00%VANGUARD INDEX FDS
Shares9.8K
Event2026-06-30
Filed2026-07-07
BLK
0.64%BLACKROCK INC
Shares790
Event2026-06-30
Filed2026-07-07
CVX
0.00%CHEVRON CORPORATION
Shares4.5K
Event2026-06-30
Filed2026-07-07
TSLA
1.27%TESLA INC
Shares1.8K
Event2026-06-30
Filed2026-07-07
ABT
0.00%ABBOTT LABORATORIES
Shares7.9K
Event2026-06-30
Filed2026-07-07
MCD
0.00%MCDONALDS CORP
Shares2.6K
Event2026-06-30
Filed2026-07-07
EMR
0.00%EMERSON ELEC CO
Shares5.0K
Event2026-06-30
Filed2026-07-07
MRK
0.00%MERCK & CO INC
Shares5.3K
Event2026-06-30
Filed2026-07-07
DTE
0.00%DTE ENERGY CO
Shares4.4K
Event2026-06-30
Filed2026-07-07
ITW
0.00%ILLINOIS TOOL WKS INC
Shares2.4K
Event2026-06-30
Filed2026-07-07
IJH
1.00%ISHARES TR
Shares8.5K
Event2026-06-30
Filed2026-07-07
WMT
0.00%WALMART INC
Shares5.8K
Event2026-06-30
Filed2026-07-07
SCUS
0.00%SCHWAB STRATEGIC TR
Shares24.8K
Event2026-06-30
Filed2026-07-07
GE
0.00%GE AEROSPACE
Shares1.6K
Event2026-06-30
Filed2026-07-07
GLW
0.00%CORNING INC
Shares2.3K
Event2026-06-30
Filed2026-07-07
IWM
0.00%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-07
DUK
0.00%DUKE ENERGY CORP NEW
Shares4.5K
Event2026-06-30
Filed2026-07-07
AON
0.00%AON PLC
Shares1.7K
Event2026-06-30
Filed2026-07-07
APPLIED MATLS INC
0.00%APPLIED MATLS INC
Shares750
Event2026-06-30
Filed2026-07-07
MUB
0.00%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-07
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.9K
Event2026-06-30
Filed2026-07-07
BIL
0.00%SPDR SERIES TRUST
Shares5.7K
Event2026-06-30
Filed2026-07-07
MMKT
0.00%TEXAS CAPITAL FUNDS TRUST
Shares5.0K
Event2026-06-30
Filed2026-07-07
VTEB
0.00%VANGUARD MUN BD FDS
Shares9.6K
Event2026-06-30
Filed2026-07-07
USB
0.00%US BANCORP
Shares8.0K
Event2026-06-30
Filed2026-07-07
GEV
0.00%GE VERNOVA INC
Shares404
Event2026-06-30
Filed2026-07-07
ALL
0.00%ALLSTATE CORP
Shares2.0K
Event2026-06-30
Filed2026-07-07
AVY
0.00%AVERY DENNISON CORP
Shares2.9K
Event2026-06-30
Filed2026-07-07
UDR
0.00%UDR INC
Shares11.7K
Event2026-06-30
Filed2026-07-07
NEXTERA ENERGY INC
1.46%NEXTERA ENERGY INC
Shares5.2K
Event2026-06-30
Filed2026-07-07
CAH
0.00%CARDINAL HEALTH INC
Shares1.9K
Event2026-06-30
Filed2026-07-07
MCK
0.00%MCKESSON CORP
Shares600
Event2026-06-30
Filed2026-07-07
AEROVIRONMENT INC
0.00%AEROVIRONMENT INC
Shares2.7K
Event2026-06-30
Filed2026-07-07
CLOUDFLARE INC
0.00%CLOUDFLARE INC
Shares1.8K
Event2026-06-30
Filed2026-07-07
SOUTHERN CO
0.00%SOUTHERN CO
Shares4.5K
Event2026-06-30
Filed2026-07-07
BAC
0.00%BANK OF AMER CORP
Shares7.3K
Event2026-06-30
Filed2026-07-07
ITM
0.00%VANECK ETF TRUST
Shares8.8K
Event2026-06-30
Filed2026-07-07
DOMINION ENERGY INC
0.00%DOMINION ENERGY INC
Shares6.0K
Event2026-06-30
Filed2026-07-07
STT
0.00%STATE STR CORP
Shares2.4K
Event2026-06-30
Filed2026-07-07
ORI
0.00%OLD REP INTL CORP
Shares8.9K
Event2026-06-30
Filed2026-07-07
SYK
0.00%STRYKER CORPORATION
Shares1.1K
Event2026-06-30
Filed2026-07-07
LNT
0.00%ALLIANT ENERGY CORP
Shares4.7K
Event2026-06-30
Filed2026-07-07
NTRS
0.00%NORTHERN TR CORP
Shares1.9K
Event2026-06-30
Filed2026-07-07
DTM
0.00%DT MIDSTREAM INC
Shares2.2K
Event2026-06-30
Filed2026-07-07
LHX
0.91%L3HARRIS TECHNOLOGIES INC
Shares1.1K
Event2026-06-30
Filed2026-07-07
SXI
0.00%STANDEX INTL CORP
Shares900
Event2026-06-30
Filed2026-07-07
STE
0.00%STERIS PLC
Shares1.5K
Event2026-06-30
Filed2026-07-07
DHR
0.00%DANAHER CORP DEL
Shares1.6K
Event2026-06-30
Filed2026-07-07
BK
0.00%BANK OF NY MELLON CORP
Shares2.1K
Event2026-06-30
Filed2026-07-07
COP
0.00%CONOCOPHILLIPS
Shares3.0K
Event2026-06-30
Filed2026-07-07
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares605
Event2026-06-30
Filed2026-07-07
NVS
0.00%NOVARTIS AG
Shares1.9K
Event2026-06-30
Filed2026-07-07
SHOP
0.00%SHOPIFY INC
Shares2.6K
Event2026-06-30
Filed2026-07-07
ASTS
0.00%AST SPACEMOBILE INC
Shares3.3K
Event2026-06-30
Filed2026-07-07
UL
0.00%UNILEVER PLC
Shares4.8K
Event2026-06-30
Filed2026-07-07
DLR
0.00%DIGITAL RLTY TR INC
Shares1.6K
Event2026-06-30
Filed2026-07-07
BBH
0.00%VANECK ETF TRUST
Shares1.4K
Event2026-06-30
Filed2026-07-07
KR
0.00%KROGER CO
Shares5.1K
Event2026-06-30
Filed2026-07-07
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares2.0K
Event2026-06-30
Filed2026-07-07
NETFLIX INC.
0.00%NETFLIX INC.
Shares4.0K
Event2026-06-30
Filed2026-07-07
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
BRX
0.00%BRIXMOR PPTY GROUP INC
Shares8.6K
Event2026-06-30
Filed2026-07-07
DOV
0.00%DOVER CORP
Shares1.2K
Event2026-06-30
Filed2026-07-07
WFC
0.00%WELLS FARGO & CO
Shares3.1K
Event2026-06-30
Filed2026-07-07
BOXX
0.00%EA SERIES TRUST
Shares2.2K
Event2026-06-30
Filed2026-07-07
ARW
NewARROW ELECTRS INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
SYY
0.00%SYSCO CORP
Shares3.0K
Event2026-06-30
Filed2026-07-07
TGT
0.00%TARGET CORP
Shares1.9K
Event2026-06-30
Filed2026-07-07
KMB
0.00%KIMBERLY-CLARK CORP
Shares2.3K
Event2026-06-30
Filed2026-07-07
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares4.3K
Event2026-06-30
Filed2026-07-07
CAT
NewCATERPILLAR INC
Shares230
Event2026-06-30
Filed2026-07-07
MKC
0.00%MCCORMICK & CO INC
Shares4.8K
Event2026-06-30
Filed2026-07-07
GPC
0.00%GENUINE PARTS CO
Shares2.0K
Event2026-06-30
Filed2026-07-07
VOO
0.00%VANGUARD INDEX FDS
Shares345
Event2026-06-30
Filed2026-07-07
CI
0.00%THE CIGNA GROUP
Shares841
Event2026-06-30
Filed2026-07-07
TDY
0.00%TELEDYNE TECHNOLOGIES INC
Shares343
Event2026-06-30
Filed2026-07-07
CW
0.00%CURTISS WRIGHT CORP
Shares300
Event2026-06-30
Filed2026-07-07
CROWDSTRIKE HLDGS INC
NewCROWDSTRIKE HLDGS INC
Shares295
Event2026-06-30
Filed2026-07-07
TFX
0.00%TELEFLEX INCORPORATED
Shares1.8K
Event2026-06-30
Filed2026-07-07
WMB
0.00%WILLIAMS COS INC
Shares3.0K
Event2026-06-30
Filed2026-07-07
CARR
NewCARRIER GLOBAL CORPORATION
Shares3.0K
Event2026-06-30
Filed2026-07-07
DE
NewDEERE & CO
Shares349
Event2026-06-30
Filed2026-07-07
VUSB
0.00%VANGUARD BD INDEX FDS
Shares4.2K
Event2026-06-30
Filed2026-07-07
PALANTIR TECHNOLOGIES INC
2.91%PALANTIR TECHNOLOGIES INC
Shares1.8K
Event2026-06-30
Filed2026-07-07
SHY
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-07
CLX
0.00%CLOROX CO DEL
Shares2.1K
Event2026-06-30
Filed2026-07-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available