Hummer Financial Advisory Services Inc Portfolio Holdings
Hummer Financial Advisory Services Inc
- $126 Million
- Q3 2024
Hummer Financial Advisory Services Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 112 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 $19.2M, Accenture PLC with a value of $18M, Spdr S&P Midcap 400 ETF Trust with a value of $9.76M, Amazon Com Inc with a value of $6.37M, and W.W. Grainger, Inc. with a value of $3.69M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $115M to 126M.
Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $40.2 Million
Technology: $27.9 Million
Industrials: $13.3 Million
Healthcare: $9.68 Million
Consumer Cyclical: $9.21 Million
Consumer Defensive: $5.15 Million
Financial Services: $4.81 Million
Real Estate: $4.23 Million
Other: $11.4 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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