Hummer Financial Advisory Services Inc Portfolio Holdings
Hummer Financial Advisory Services Inc
- $130 Million
- Q3 2025
Hummer Financial Advisory Services Inc has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Million distributed in 114 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 $22.4M, Accenture PLC with a value of $12.6M, Spdr S&P Midcap 400 ETF Trust with a value of $10.2M, Amazon Com Inc with a value of $7.5M, and Microsoft Corp with a value of $3.23M.
Examining the 13F form we can see an increase of $1.42M in the current position value, from $128M to 130M.
Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$130 Million
ETFs: $43 Million
Technology: $24.7 Million
Industrials: $15.6 Million
Consumer Cyclical: $10.7 Million
Healthcare: $9.15 Million
Financial Services: $6.07 Million
Utilities: $4.01 Million
Energy: $4 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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