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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.1B
$541,000 0.43% of portfolio
2,700
Q2 2023 New
$8.36B
$438,000 0.35% of portfolio
1,775
Q4 2022 Reduced 1.39%
$6.81B
$195,000 0.15% of portfolio
8,600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $126 Million
  • Prior Value $115 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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