HF

Hummer Financial Advisory Services Inc

13F
Hummer Financial Advisory Services Inc
Last update 2025-04-10 107 Stocks (5 new)
Value $123.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(15.31%)ACN(12.90%)MDY(7.48%)AMZN(5.28%)GWW(2.69%)
Summary Stock Picks Current Portfolio
Hummer Financial Advisory Serv... Top Holdings of 2025-03-31 View Full List
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
18,858.1
+0.43%
15.310
+0.07%
0.000
+4.93%
+2.54%
612,819.6
 
ACN 		Accenture PLC
50,900
15,882.8
0%
12.900
0%
0.010
-6.62%
-8.87%
198,857.1
Software
MDY 		S&P MidCap 400 ETF
17,228
9,213.3
+0.53%
7.480
+0.04%
0.040
+3.20%
-1.73%
22,343.6
 
AMZN 		Amazon.com Inc
34,180
6,503.1
0%
5.280
0%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
GWW 		W.W. Grainger Inc
3,350
3,309.2
-5.63%
2.690
-0.17%
0.010
+10.14%
+4.26%
52,572.7
Industrial Distribution
VB 		Vanguard Small Cap ETF
11,237
2,491.8
+1.72%
2.020
+0.03%
0.000
+2.99%
-2.68%
58,555.2
 
MSFT 		Microsoft Corp
6,219
2,334.6
+1.97%
1.900
+0.04%
0.000
+18.73%
+12.03%
3,496,120.0
Software
JPM 		JPMorgan Chase & Co
8,790
2,156.2
0%
1.750
0%
0.000
+8.45%
+12.11%
738,488.8
Banks
PG 		Procter & Gamble Co
12,091
2,060.6
+1.26%
1.670
+0.02%
0.000
-5.51%
-0.96%
384,551.8
Consumer Packaged Goods
QQQ 		INVESCO QQQ Trust
4,366
2,050.4
0%
1.660
0%
0.000
+8.71%
+3.81%
337,188.1
 

Hummer Financial Advisory Services Inc's Historical Top Holdings Breakdowns

Hummer Financial Advisory Services Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RTX 		RTX Corp2025-03-31New Buy
+0.73%
●
114.1 ($126.79) 135.66
$139.10
9.71%
New holding
6,748
6,748
SCUS 		Schwab Ultra-Short Income ETF2025-03-31Add
+0.53%
●
25.09 ($25.15) 25.2
$25.10
-0.20%
Add 179.17%
40,200
25,800
TOTL 		SPDR DoubleLine Total Return Tactical ETF2025-03-31Sold Out
-0.33%
●
38.99 ($39.77) 40.37
$39.47
-0.75%
Sold Out
0
-10,500
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.23%
●
554.06 ($590.51) 615.85
$602.00
1.95%
Add 31.61%
2,119
509
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.21%
●
251.87 ($268.43) 277.95
$274.05
2.09%
Add 118.06%
1,799
974
BOXX 		Alpha Architect 1-3 Month Box ETF2025-03-31New Buy
+0.20%
●
110.33 ($110.94) 111.49
$112.40
1.32%
New holding
2,200
2,200
NOW 		ServiceNow Inc2025-03-31Sold Out
-0.19%
●
783.83 ($963.73) 1170.39
$1,030.21
6.90%
Sold Out
0
-230
TDY 		Teledyne Technologies Inc2025-03-31Sold Out
-0.19%
●
455.51 ($494.63) 518.84
$500.67
1.22%
Sold Out
0
-515
SYY 		Sysco Corp2025-03-31Sold Out
-0.18%
●
70 ($73.3) 77.13
$74.50
1.64%
Sold Out
0
-3,050
DTM 		DT Midstream Inc2025-03-31New Buy
+0.17%
●
86.95 ($100.05) 113.75
$108.07
8.02%
New holding
2,205
2,205

Hummer Financial Advisory Services Inc Total Holding History ($B)

To

Hummer Financial Advisory Services Inc's Asset Allocation

To

Hummer Financial Advisory Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hummer Financial Advisory Services Inc's Hypothetical Growth since 2025-03-31

Hummer Financial Advisory Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Hummer Financial Advisory Services Inc's Holdings Heat Map

Size field:

Hummer Financial Advisory Services Inc's Holdings Bubble Chart

Hummer Financial Advisory Services Inc News

  • 1

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