Hummer Financial Advisory Services Inc 13F Holdings
CIK 0001802279 · Chicago, IL
As of Sep 30, 2025, Hummer Financial Advisory Services Inc reported 114 positions worth
CIK 0001802279 · Chicago, IL
As of Sep 30, 2025, Hummer Financial Advisory Services Inc reported 114 positions worth
37.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 33,564 | $22.4M | 16.33% |
| ACCENTURE PLC | ACN | Technology | 50,900 | 2.6M | 9.14% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 17,189 | 0.3M | 7.48% |
| AMAZON.COM INC | AMZN | Equity | 34,180 | $7.5M | 5.47% |
| MICROSOFT CORP | MSFT | Technology | 6,229 | $3.2M | 2.35% |
| WW GRAINGER INC | GWW | Industrials | 3,366 | $3.2M | 2.34% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 11,687 | $3.0M | 2.17% |
| BLACKROCK ETF TRUST | — | — | 27,600 | $2.8M | 2.02% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,790 | $2.8M | 2.02% |
| ALPHABET INC | GOOG | Equity | 8,360 | $2.0M | 1.48% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 10,592 | $2.0M | 1.43% |
| AUTODESK INC | ADSK | Technology | 6,150 | $2.0M | 1.42% |
| SNAP-ON INC | SNA | Industrials | 5,600 | .9M | 1.41% |
| ABBVIE INC | ABBV | Equity | 8,220 | .9M | 1.39% |
| EXXON MOBIL CORP | XOM | Energy | 16,550 | .9M | 1.36% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 12,091 | .9M | 1.35% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,704 | .8M | 1.32% |
| RPM INTERNATIONAL INC | RPM | Basic Materials | 14,646 | .7M | 1.26% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 4,950 | .5M | 1.06% |
| WEC ENERGY GROUP INC | WEC | Utilities | 11,622 | .3M | 0.97% |
| HOME DEPOT INC | HD | Consumer Cyclical | 3,250 | .3M | 0.96% |
| APPLE INC | AAPL | Technology | 5,103 | .3M | 0.95% |
| BLACKROCK ETF TRUST | PMMF | — | 12,500 | .3M | 0.92% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 20,000 | .2M | 0.86% |
| CINTAS CORP | CTAS | Industrials | 5,600 | .1M | 0.84% |