Hummer Financial Advisory Services Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Million distributed in 108 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 $19.6M, Accenture PLC with a value of $17.9M, Spdr S&P Midcap 400 ETF Trust with a value of $9.76M, Amazon Com Inc with a value of $7.5M, and W.W. Grainger, Inc. with a value of $3.74M.
Examining the 13F form we can see an decrease of $1.36M in the current position value, from $126M to 125M.
Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$125 Million
ETFs: $40.6 Million
Technology: $27.3 Million
Industrials: $13.5 Million
Consumer Cyclical: $10.4 Million
Healthcare: $8.24 Million
Consumer Defensive: $4.91 Million
Financial Services: $4.58 Million
Real Estate: $3.75 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
