The Analysis of Hummer Financial Advisory Services Inc's Holdings


Currently, Hummer Financial Advisory Services Inc holds 117 types of securities in its portfolio with a total value $141.5M. In the most recent quarter, they have increased their positions in N/A (+4.3K shares, valued at $2.7M), N/A (+4.8K shares, valued at $313.5K), NVS (+1.9K shares, valued at $265.5K); decreased their positions in SPY (-307 shares, valued at $210.0K), GWW (-199 shares, valued at $200.8K), JPM (-566 shares, valued at $182.4K); initiated new positions in N/A (+4.3K shares, valued at $2.7M), N/A (+4.8K shares, valued at $313.5K), NVS (+1.9K shares, valued at $265.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR33.3K shares-0.91%2025-12-312026-01-12history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND50.9K shares0.00%2025-12-312026-01-12history
MDY SPDR S&P MIDCAP 400 ETF TR17.1K shares-0.56%2025-12-312026-01-12history
AMZN AMAZON COM INC34.0K shares-0.59%2025-12-312026-01-12history
GWW WW GRAINGER INC3.2K shares-5.91%2025-12-312026-01-12history
MSFT MICROSOFT CORP6.2K shares-0.32%2025-12-312026-01-12history
VB VANGUARD INDEX FDS11.6K shares-0.81%2025-12-312026-01-12history
GMMF BLACKROCK ETF TRUST26.9K shares-2.54%2025-12-312026-01-12history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR4.3K sharesnew addition2025-12-312026-01-12history
JPM JPMORGAN CHASE & CO.8.2K shares-6.44%2025-12-312026-01-12history
ALPHABET INC ALPHABET INC8.1K shares-3.54%2025-12-312026-01-12history
JNJ JOHNSON & JOHNSON10.3K shares-2.69%2025-12-312026-01-12history
XOM EXXON MOBIL CORP15.9K shares-3.93%2025-12-312026-01-12history
ABBV ABBVIE INC8.2K shares0.00%2025-12-312026-01-12history
SNA SNAP ON INC5.4K shares-3.57%2025-12-312026-01-12history
IVV ISHARES TR2.7K shares0.37%2025-12-312026-01-12history
Sponsored
ADSK AUTODESK INC6.2K shares0.00%2025-12-312026-01-12history
PG PROCTER AND GAMBLE CO11.8K shares-2.04%2025-12-312026-01-12history
RPM RPM INTL INC14.2K shares-2.73%2025-12-312026-01-12history
AAPL APPLE INC5.0K shares-1.08%2025-12-312026-01-12history
LLY ELI LILLY & CO1.2K shares0.08%2025-12-312026-01-12history
RTX RTX CORPORATION7.1K shares6.21%2025-12-312026-01-12history
PMMF BLACKROCK ETF TRUST12.5K shares0.00%2025-12-312026-01-12history
ADP AUTOMATIC DATA PROCESSING IN4.8K shares-4.04%2025-12-312026-01-12history
Sponsored
WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.6K shares0.00%2025-12-312026-01-12history
ALPHABET INC ALPHABET INC3.8K shares0.00%2025-12-312026-01-12history
VGSH VANGUARD SCOTTSDALE FDS20.0K shares0.00%2025-12-312026-01-12history
HD HOME DEPOT INC3.3K shares0.00%2025-12-312026-01-12history
QCOM QUALCOMM INC6.4K shares0.00%2025-12-312026-01-12history
PH PARKER-HANNIFIN CORP1.2K shares0.00%2025-12-312026-01-12history
CTAS CINTAS CORP5.6K shares0.00%2025-12-312026-01-12history
ABT ABBOTT LABS7.9K shares0.00%2025-12-312026-01-12history
Sponsored
MMM 3M CO5.6K shares-3.56%2025-12-312026-01-12history
NVDA NVIDIA CORPORATION4.6K shares0.13%2025-12-312026-01-12history
PSA PUBLIC STORAGE OPER CO3.2K shares0.00%2025-12-312026-01-12history
BLACKROCK INC BLACKROCK INC785 shares0.00%2025-12-312026-01-12history
CPT CAMDEN PPTY TR7.5K shares-4.96%2025-12-312026-01-12history
MCD MCDONALDS CORP2.6K shares-3.64%2025-12-312026-01-12history
TSLA TESLA INC1.7K shares0.17%2025-12-312026-01-12history
EXR EXTRA SPACE STORAGE INC5.9K shares0.14%2025-12-312026-01-12history
Sponsored
MPC MARATHON PETE CORP4.7K shares0.00%2025-12-312026-01-12history
CSCO CISCO SYS INC9.7K shares-1.32%2025-12-312026-01-12history
CVX CHEVRON CORP NEW4.5K shares0.00%2025-12-312026-01-12history
VO VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-01-12history
AVAV AEROVIRONMENT INC2.7K shares0.00%2025-12-312026-01-12history
WMT WALMART INC5.7K shares-3.69%2025-12-312026-01-12history
EMR EMERSON ELEC CO4.8K shares-4.04%2025-12-312026-01-12history
SCUS SCHWAB STRATEGIC TR24.8K shares0.00%2025-12-312026-01-12history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.00%2025-12-312026-01-12history
ITW ILLINOIS TOOL WKS INC2.4K shares0.00%2025-12-312026-01-12history
AON PLC AON PLC1.7K shares0.00%2025-12-312026-01-12history
VRT VERTIV HOLDINGS CO3.5K shares0.00%2025-12-312026-01-12history
IJH ISHARES TR8.5K shares0.00%2025-12-312026-01-12history
MERCK & CO INC MERCK & CO INC5.2K shares1.43%2025-12-312026-01-12history
DTE DTE ENERGY CO4.2K shares-4.53%2025-12-312026-01-12history
MUB ISHARES TR5.0K shares0.00%2025-12-312026-01-12history
Sponsored
AVY AVERY DENNISON CORP2.9K shares0.00%2025-12-312026-01-12history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.5K shares0.00%2025-12-312026-01-12history
AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2025-12-312026-01-12history
MMKT TEXAS CAPITAL FUNDS TRUST5.0K shares66.67%2025-12-312026-01-12history
GE AEROSPACE GE AEROSPACE1.6K shares-0.73%2025-12-312026-01-12history
MCK MCKESSON CORP600 shares0.00%2025-12-312026-01-12history
IWM ISHARES TR2.0K shares0.00%2025-12-312026-01-12history
VTEB VANGUARD MUN BD FDS9.6K shares0.00%2025-12-312026-01-12history
Sponsored
BIL SPDR SERIES TRUST5.2K shares-8.77%2025-12-312026-01-12history
ALL ALLSTATE CORP2.1K shares-12.57%2025-12-312026-01-12history
USB US BANCORP DEL8.0K shares-3.08%2025-12-312026-01-12history
INTU INTUIT640 shares0.00%2025-12-312026-01-12history
SHOP SHOPIFY INC2.6K shares0.00%2025-12-312026-01-12history
ITM VANECK ETF TRUST8.8K shares0.00%2025-12-312026-01-12history
NEE NEXTERA ENERGY INC5.1K shares0.00%2025-12-312026-01-12history
UDR UDR INC11.2K shares-4.61%2025-12-312026-01-12history
Sponsored
ORI OLD REP INTL CORP8.9K shares0.00%2025-12-312026-01-12history
SYK STRYKER CORPORATION1.1K shares0.00%2025-12-312026-01-12history
HON HONEYWELL INTL INC2.1K shares-8.85%2025-12-312026-01-12history
BAC BANK AMERICA CORP7.3K shares-1.02%2025-12-312026-01-12history
SO SOUTHERN CO4.5K shares0.00%2025-12-312026-01-12history
CAH CARDINAL HEALTH INC1.9K shares0.00%2025-12-312026-01-12history
STERIS PLC STERIS PLC1.5K shares0.00%2025-12-312026-01-12history
KLAC KLA CORP300 shares0.00%2025-12-312026-01-12history
Sponsored
DHR DANAHER CORPORATION1.6K shares-3.30%2025-12-312026-01-12history
D DOMINION ENERGY INC6.0K shares0.00%2025-12-312026-01-12history
TMO THERMO FISHER SCIENTIFIC INC578 shares-4.46%2025-12-312026-01-12history
MKC MCCORMICK & CO INC4.8K shares0.00%2025-12-312026-01-12history
NET CLOUDFLARE INC1.6K shares0.00%2025-12-312026-01-12history
LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-01-12history
KR KROGER CO5.1K shares0.00%2025-12-312026-01-12history
UNILEVER PLC UNILEVER PLC4.8K sharesnew addition2025-12-312026-01-12history
Sponsored
STT STATE STR CORP2.4K shares0.00%2025-12-312026-01-12history
PLTR PALANTIR TECHNOLOGIES INC1.7K shares0.00%2025-12-312026-01-12history
INTC INTEL CORP8.2K shares0.00%2025-12-312026-01-12history
WFC WELLS FARGO CO NEW3.1K shares0.00%2025-12-312026-01-12history
LNT ALLIANT ENERGY CORP4.4K shares-6.38%2025-12-312026-01-12history
VANGUARD INDEX FDS VANGUARD INDEX FDS441 shares-14.04%2025-12-312026-01-12history
COP CONOCOPHILLIPS3.0K shares0.00%2025-12-312026-01-12history
NVS NOVARTIS AG1.9K sharesnew addition2025-12-312026-01-12history
Sponsored
GSLC GOLDMAN SACHS ETF TR2.0K shares0.00%2025-12-312026-01-12history
GEV GE VERNOVA INC401 shares-0.74%2025-12-312026-01-12history
NTRS NORTHERN TR CORP1.9K shares0.00%2025-12-312026-01-12history
BBH VANECK ETF TRUST1.4K shares-3.55%2025-12-312026-01-12history
DTM DT MIDSTREAM INC2.1K shares-4.54%2025-12-312026-01-12history
BOXX EA SERIES TRUST2.2K shares0.00%2025-12-312026-01-12history
BK BANK NEW YORK MELLON CORP2.1K shares0.00%2025-12-312026-01-12history
DLR DIGITAL RLTY TR INC1.6K shares0.00%2025-12-312026-01-12history
Sponsored
GPC GENUINE PARTS CO2.0K shares0.00%2025-12-312026-01-12history
KMB KIMBERLY-CLARK CORP2.4K shares0.00%2025-12-312026-01-12history
ASTS AST SPACEMOBILE INC3.3K sharesnew addition2025-12-312026-01-12history
BMY BRISTOL-MYERS SQUIBB CO4.3K sharesnew addition2025-12-312026-01-12history
THE CIGNA GROUP THE CIGNA GROUP841 shares0.00%2025-12-312026-01-12history
DOV DOVER CORP1.2K sharesnew addition2025-12-312026-01-12history
BRX BRIXMOR PPTY GROUP INC8.6K shares0.00%2025-12-312026-01-12history
SYY SYSCO CORP3.0K sharesnew addition2025-12-312026-01-12history
Sponsored
MEDTRONIC PLC MEDTRONIC PLC2.3K shares-2.17%2025-12-312026-01-12history
TFX TELEFLEX INCORPORATED1.8K shares0.00%2025-12-312026-01-12history
CLX CLOROX CO DEL2.1K shares0.00%2025-12-312026-01-12history
VUSB VANGUARD BD INDEX FDS4.2K shares0.00%2025-12-312026-01-12history
GLW CORNING INC2.3K sharesnew addition2025-12-312026-01-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available