Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $343 Million
  • Q4 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $343 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $33.9M, Nvidia Corp with a value of $24.9M, Microsoft Corp with a value of $20.2M, Apple Inc. with a value of $19.9M, and Abb Vie Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $324M to 343M.

Below you can find more details about Ss&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
Technology: $105 Million
Financial Services: $55 Million
Healthcare: $46.2 Million
Industrials: $31.8 Million
Consumer Defensive: $24.4 Million
Communication Services: $18.2 Million
Consumer Cyclical: $16.9 Million
ETFs: $13.9 Million
Other: $25.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$33.9 Million 9.9% of portfolio
105,290
Q4 2025 Reduced 0.24%
$465B
$24.9 Million 7.25% of portfolio
133,291
Q4 2025 Reduced 2.98%
$3.78T
$20.2 Million 5.88% of portfolio
41,673
Q4 2025 Reduced 1.71%
$4.3T
$19.9 Million 5.8% of portfolio
73,166
Q4 2025 Reduced 0.25%
$414B
$11.1 Million 3.24% of portfolio
48,616
Q4 2025 Reduced 0.41%
$2.39T
$9.48 Million 2.77% of portfolio
41,080
Q4 2025 Added 7.25%
$593B
$9.29 Million 2.71% of portfolio
47,650
Q4 2025 Added 10.58%
$346B
$8.98 Million 2.62% of portfolio
62,660
Q4 2025 Reduced 0.85%
$1.74T
$8.68 Million 2.53% of portfolio
27,660
Q3 2025 Added 8.11%
$266B
$7.38 Million 2.15% of portfolio
24,910
Q4 2025 Added 0.38%
$235B
$6.87 Million 2.01% of portfolio
65,293
Q4 2025 Added 22.98%
$490B
$6.57 Million 1.92% of portfolio
54,556
Q4 2025 Added 1.87%
$159B
$6.21 Million 1.81% of portfolio
11,887
Q4 2023 Reduced 5.95%
$268B
$5.88 Million 1.72% of portfolio
20,615
Q4 2025 Reduced 0.72%
$183B
$5.89 Million 1.72% of portfolio
18,003
Q4 2025 Added 17.64%
$130B
$5.57 Million 1.62% of portfolio
14,049
Q2 2025 Added 29.5%
$319B
$5.14 Million 1.5% of portfolio
66,756
Q4 2025 Reduced 1.0%
$86.1B
$4.87 Million 1.42% of portfolio
15,030
Q3 2025 Reduced 13.72%
$328B
$4.61 Million 1.34% of portfolio
14,959
Q4 2024 Reduced 0.83%
Lam Research Corp
-
$4.28 Million 1.25% of portfolio
-
Q4 2025 Reduced 2.53%
$413B
$3.73 Million 1.09% of portfolio
67,783
Q4 2025 Added 0.41%
$99.5B
$3.74 Million 1.09% of portfolio
69,350
Q4 2025 Added 24.06%
$136B
$3.64 Million 1.06% of portfolio
15,738
Q2 2025 Reduced 11.28%
$204B
$3.61 Million 1.05% of portfolio
25,144
Q4 2025 Reduced 0.58%
$522B
$3.51 Million 1.02% of portfolio
16,946
Q4 2025 Reduced 1.17%
$228B
$3.44 Million 1.0% of portfolio
27,433
Q3 2025 Reduced 5.18%
$181B
$3.35 Million 0.98% of portfolio
134,906
Q4 2025 Added 0.37%
$533B
$3.24 Million 0.95% of portfolio
9,246
Q2 2025 Reduced 3.09%
$141B
$2.81 Million 0.82% of portfolio
112,943
Q4 2025 Added 33.03%
$306B
$2.77 Million 0.81% of portfolio
39,556
Q3 2024 Reduced 5.94%
$65.7B
$2.78 Million 0.81% of portfolio
35,213
Q2 2025 Added 7.22%
$121B
$2.79 Million 0.81% of portfolio
3,400
Q1 2022 New
$12.5B
$2.76 Million 0.81% of portfolio
8,120
Q3 2025 Added 76.71%
$404B
$2.72 Million 0.79% of portfolio
3,155
Q1 2025 Added 0.03%
$291B
$2.59 Million 0.76% of portfolio
4,525
Q4 2025 Added 28.37%
$72.3B
$2.49 Million 0.73% of portfolio
22,616
Q3 2025 Reduced 1.91%
$172B
$2.45 Million 0.71% of portfolio
60,073
Q4 2025 Reduced 4.83%
$6.15B
$2.41 Million 0.7% of portfolio
48,186
Q1 2025 Added 0.01%
$152B
$2.39 Million 0.7% of portfolio
8,898
Q4 2025 Reduced 0.56%
$971B
$2.19 Million 0.64% of portfolio
2,034
Q3 2025 Added 64.83%
$114B
$2.12 Million 0.62% of portfolio
9,745
Q4 2025 Added 15.74%
$0
$2.08 Million 0.61% of portfolio
9,675
Q2 2025 Reduced 23.67%
$52.4B
$1.99 Million 0.58% of portfolio
51,886
Q4 2025 Added 1.17%
$1.65T
$1.97 Million 0.57% of portfolio
6,286
Q4 2025 Reduced 2.33%
$75.4B
$1.91 Million 0.56% of portfolio
14,400
Q2 2025 Added 46.94%
$168B
$1.84 Million 0.54% of portfolio
22,893
Q3 2025 Reduced 4.98%
$144B
$1.85 Million 0.54% of portfolio
3,979
Q3 2024 Added 1.27%
$512B
$1.83 Million 0.53% of portfolio
3,197
Q4 2025 Reduced 4.68%
$0
$1.81 Million 0.53% of portfolio
2,656
Q4 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $343 Million
  • Prior Value $324 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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