Hummer Financial Advisory Services Inc Portfolio Holdings

Hummer Financial Advisory Services Inc

  • $125 Million
  • Q4 2024

Hummer Financial Advisory Services Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Million distributed in 108 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 $19.6M, Accenture PLC with a value of $17.9M, Spdr S&P Midcap 400 ETF Trust with a value of $9.76M, Amazon Com Inc with a value of $7.5M, and W.W. Grainger, Inc. with a value of $3.74M.

Examining the 13F form we can see an decrease of $1.36M in the current position value, from $126M to 125M.

Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $40.6 Million
Technology: $27.3 Million
Industrials: $13.5 Million
Consumer Cyclical: $10.4 Million
Healthcare: $8.24 Million
Consumer Defensive: $4.91 Million
Financial Services: $4.58 Million
Real Estate: $3.75 Million
Other: $11.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22B
$415,000 0.33% of portfolio
2,700
Q2 2023 New
$8.56B
$315,000 0.25% of portfolio
1,775
Q4 2022 Reduced 1.39%
$6.81B
$195,000 0.16% of portfolio
8,600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $125 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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