HF
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Hummer Financial Advisory Services Inc13F | |
| Hummer Financial Advisory Services Inc | |
| Last update 2025-07-09 | 114 Stocks (10 new) |
| Value $133.00 Mil | Turnover 3 % |
Hummer Financial Advisory Serv... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 33,610 | 20,825.1 | 0% | 15.640 | 0% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
ACN | Accenture PLC | 50,900 | 15,213.5 | 0% | 11.430 | 0% | 0.010 | +1.56% | -17.26% | 178,733.8 | Software | |
MDY | S&P MidCap 400 ETF | 17,228 | 9,790.4 | 0% | 7.350 | 0% | 0.040 | +16.43% | +2.98% | 23,266.9 | ||
AMZN | Amazon.com Inc | 34,180 | 7,498.8 | 0% | 5.630 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GWW | W.W. Grainger Inc | 3,366 | 3,501.4 | +0.48% | 2.630 | +0.01% | 0.010 | +3.86% | -1.39% | 49,726.3 | Industrial Distribution | |
MSFT | Microsoft Corp | 6,229 | 3,098.4 | +0.16% | 2.330 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
VB | Vanguard Small Cap ETF | 11,737 | 2,790.7 | +4.45% | 2.100 | +0.09% | 0.000 | +18.28% | +2.64% | 61,525.5 | ||
JPM | JPMorgan Chase & Co | 8,790 | 2,548.3 | 0% | 1.910 | 0% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
QQQ | INVESCO QQQ Trust | 4,366 | 2,411.0 | 0% | 1.810 | 0% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
PG | Procter & Gamble Co | 12,091 | 1,926.3 | 0% | 1.450 | 0% | 0.000 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods |
Hummer Financial Advisory Services Inc's Historical Top Holdings Breakdowns
Hummer Financial Advisory Services Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PMMF | iShares Prime Money Market ETF | 2025-06-30 | New Buy New Buy | +0.83% | 100.12 ($100.3) 100.5 | $100.39 | 0.09% | New holding | 11,000 | 11,000 | |
GMMF | iShares Government Money Market ETF | 2025-06-30 | New Buy New Buy | +0.30% | 100.1 ($100.28) 100.46 | $100.37 | 0.09% | New holding | 4,000 | 4,000 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.27% | 498.8 ($573.99) 620.9 | $631.74 | 10.06% | Add 27.61% | 2,704 | 585 | |
NET | Cloudflare Inc | 2025-06-30 | New Buy New Buy | +0.24% | 97.08 ($144.67) 195.83 | $190.55 | 31.71% | New holding | 1,650 | 1,650 | |
BMY | Bristol-Myers Squibb Co | 2025-06-30 | Sold Out Sold Out | -0.21% | 44.12 ($49.28) 60.99 | $48.02 | -2.56% | Sold Out | 0 | -4,300 | |
NOW | ServiceNow Inc | 2025-06-30 | New Buy New Buy | +0.20% | 721.65 ($940.98) 1040.18 | $962.37 | 2.27% | New holding | 255 | 255 | |
CAG | Conagra Brands Inc | 2025-06-30 | Sold Out Sold Out | -0.19% | 20.4 ($23.48) 26.78 | $19.40 | -17.38% | Sold Out | 0 | -8,680 | |
MSTR | Strategy | 2025-06-30 | New Buy New Buy | +0.18% | 237.95 ($363.05) 421.61 | $426.40 | 17.45% | New holding | 600 | 600 | |
NTRS | Northern Trust Corp | 2025-06-30 | New Buy New Buy | +0.18% | 84.45 ($102.19) 126.79 | $126.53 | 23.82% | New holding | 1,900 | 1,900 | |
CARR | Carrier Global Corp | 2025-06-30 | New Buy New Buy | +0.17% | 55.55 ($67.78) 75.83 | $76.42 | 12.75% | New holding | 3,076 | 3,076 |
Hummer Financial Advisory Services Inc Total Holding History ($B)
Hummer Financial Advisory Services Inc's Asset Allocation
Hummer Financial Advisory Services Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Hummer Financial Advisory Services Inc's Hypothetical Growth since 2025-06-30
Hummer Financial Advisory Services Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hummer Financial Advisory Services Inc's Holdings Heat Map
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Hummer Financial Advisory Services Inc's Holdings Bubble Chart
Hummer Financial Advisory Services Inc News
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