Hummer Financial Advisory Services Inc Portfolio Holdings
Hummer Financial Advisory Services Inc
- $128 Million
- Q2 2025
Hummer Financial Advisory Services Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 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 $20.8M, Accenture PLC with a value of $15.2M, 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 $3.5M.
Examining the 13F form we can see an increase of $7.7M in the current position value, from $121M to 128M.
Below you can find more details about Hummer Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $42.8 Million
Technology: $26.4 Million
Industrials: $15.5 Million
Consumer Cyclical: $10.2 Million
Healthcare: $8.39 Million
Financial Services: $5.44 Million
Consumer Defensive: $4.14 Million
Energy: $3.75 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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