Hummer Financial Advisory Services Inc Portfolio Holdings

Hummer Financial Advisory Services Inc

  • $131 Million
  • Q4 2025

Hummer Financial Advisory Services Inc has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $131 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.1M, Accenture PLC with a value of $12.3M, Spdr S&P Midcap 400 ETF Trust with a value of $10M, Amazon Com Inc with a value of $7.97M, and Microsoft Corp with a value of $3.15M.

Examining the 13F form we can see an increase of $716K in the current position value, from $130M to 131M.

Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $45 Million
Technology: $24.4 Million
Industrials: $14.4 Million
Consumer Cyclical: $10.9 Million
Healthcare: $10.2 Million
Financial Services: $5.66 Million
Energy: $4.02 Million
Utilities: $3.94 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Million 16.96% of portfolio
33,257
Q4 2025 Reduced 0.91%
$152B
$12.3 Million 9.41% of portfolio
50,900
Q1 2020 Added 0.2%
$0
$10 Million 7.67% of portfolio
17,093
Q4 2025 Reduced 0.56%
$2.39T
$7.97 Million 6.11% of portfolio
33,980
Q4 2025 Reduced 0.59%
$3.78T
$3.15 Million 2.41% of portfolio
6,209
Q4 2025 Reduced 0.32%
$46.8B
$2.93 Million 2.25% of portfolio
3,167
Q4 2025 Reduced 5.91%
$0
$2.9 Million 2.22% of portfolio
11,592
Q4 2025 Reduced 0.81%
$0
$2.62 Million 2.01% of portfolio
4,347
Q4 2025 New
$881B
$2.47 Million 1.89% of portfolio
8,224
Q4 2025 Reduced 6.44%
$1.74T
$2.3 Million 1.76% of portfolio
8,064
Q4 2025 Reduced 3.54%
$522B
$2.06 Million 1.58% of portfolio
10,307
Q4 2025 Reduced 2.69%
$414B
$1.92 Million 1.47% of portfolio
8,220
Q2 2025 Added 0.24%
$490B
$1.87 Million 1.43% of portfolio
15,900
Q4 2025 Reduced 3.93%
$0
$1.83 Million 1.4% of portfolio
2,714
Q4 2025 Added 0.37%
$17.5B
$1.78 Million 1.36% of portfolio
5,400
Q4 2025 Reduced 3.57%
$346B
$1.73 Million 1.32% of portfolio
11,844
Q4 2025 Reduced 2.04%
$53.1B
$1.51 Million 1.16% of portfolio
6,150
Q2 2025 Added 0.82%
$4.3T
$1.35 Million 1.03% of portfolio
5,048
Q4 2025 Reduced 1.08%
$35B
$1.29 Million 0.99% of portfolio
11,622
Q1 2025 Added 4.69%
$258B
$1.25 Million 0.96% of portfolio
7,114
Q4 2025 Added 6.21%
$971B
$1.26 Million 0.96% of portfolio
1,231
Q4 2025 Added 0.08%
$104B
$1.19 Million 0.91% of portfolio
4,750
Q4 2025 Reduced 4.04%
$0
$1.17 Million 0.9% of portfolio
20,000
Q4 2020 New
$367B
$1.16 Million 0.89% of portfolio
3,250
Q1 2025 Added 3.17%
$1.65T
$1.06 Million 0.81% of portfolio
3,845
Q3 2025 Added 5.49%
$187B
$1.06 Million 0.81% of portfolio
6,370
Q1 2025 Added 3.24%
$19B
$1.05 Million 0.8% of portfolio
5,600
Q4 2024 Added 300.0%
$228B
$1.03 Million 0.79% of portfolio
7,940
Q1 2025 Added 1.28%
$107B
$1.01 Million 0.78% of portfolio
1,220
Q1 2025 Reduced 9.63%
$99.7B
$946,000 0.72% of portfolio
4,732
Q4 2023 Reduced 7.79%
$91.4B
$922,000 0.71% of portfolio
5,580
Q4 2025 Reduced 3.56%
$48.1B
$889,000 0.68% of portfolio
3,244
Q2 2024 Reduced 5.81%
$465B
$853,000 0.65% of portfolio
4,576
Q4 2025 Added 0.13%
$224B
$807,000 0.62% of portfolio
2,650
Q4 2025 Reduced 3.64%
$7.28B
$786,000 0.6% of portfolio
2,700
Q2 2023 New
$17.8B
$787,000 0.6% of portfolio
5,928
Q4 2025 Added 0.14%
$10.9B
$769,000 0.59% of portfolio
7,498
Q4 2025 Reduced 4.96%
$319B
$756,000 0.58% of portfolio
9,725
Q4 2025 Reduced 1.32%
$1.29T
$710,000 0.54% of portfolio
1,738
Q4 2025 Added 0.17%
$303B
$694,000 0.53% of portfolio
4,483
Q1 2025 Added 5.91%
$0
$659,000 0.5% of portfolio
2,299
Q2 2025 Added 27.79%
$266B
$609,000 0.47% of portfolio
2,052
Q1 2025 Added 3.06%
$74.9B
$595,000 0.46% of portfolio
2,440
Q3 2025 Reduced 3.94%
$75.4B
$606,000 0.46% of portfolio
4,750
Q4 2025 Reduced 4.04%
$72.4B
$589,000 0.45% of portfolio
1,683
Q3 2025 Reduced 1.17%
$279B
$591,000 0.45% of portfolio
5,745
Q4 2025 Reduced 3.69%
$26.6B
$577,000 0.44% of portfolio
4,213
Q4 2025 Reduced 4.53%
$96.4B
$560,000 0.43% of portfolio
4,474
Q2 2024 Reduced 2.89%
$388B
$565,000 0.43% of portfolio
2,350
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $131 Million
  • Prior Value $130 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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