Hummer Financial Advisory Services Inc

Est. AUM

$141.4M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.9M	33564	15.47%	SOLE
2	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$10.6M	17189	7.51%	SOLE
3	ACCENTURE PLC IRELAND	SHS CLASS A	$10.1M	50900	7.14%	SOLE
4	AMAZON COM INC	COM	$7.0M	33630	4.95%	SOLE
5	WW GRAINGER INC	COM	$3.7M	3367	2.60%	SOLE
6	BLACKROCK ETF TRUST	ISHARES GOVT MON	$3.2M	32000	2.27%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	11767	2.18%	SOLE
8	EXXON MOBIL CORP	COM	$2.8M	16550	1.99%	SOLE
9	JPMORGAN CHASE & CO	COM	$2.6M	8740	1.82%	SOLE
10	JOHNSON & JOHNSON	COM	$2.6M	10442	1.80%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$2.5M	4366	1.78%	SOLE
12	ALPHABET INC	CAP STK CL C	$2.4M	8389	1.70%	SOLE
13	MICROSOFT CORP	COM	$2.3M	6229	1.63%	SOLE
14	SNAP ON INC	COM	$2.0M	5600	1.44%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$1.8M	2774	1.28%	SOLE
16	ABBVIE INC	COM	$1.8M	8220	1.26%	SOLE
17	PROCTER & GAMBLE CO	COM	$1.7M	12091	1.23%	SOLE
18	BLACKROCK ETF TRUST	ISHARES PRIME MO	$1.6M	16000	1.14%	SOLE
19	AUTODESK INC	COM	$1.5M	6150	1.04%	SOLE
20	RPM INTL INC	COM	$1.5M	14751	1.04%	SOLE
21	RTX CORPORATION	COM	$1.4M	7164	0.98%	SOLE
22	WEC ENERGY GROUP INC	COM	$1.3M	11622	0.95%	SOLE
23	APPLE INC	COM	$1.3M	5103	0.92%	SOLE
24	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	20000	0.83%	SOLE
25	MARATHON PETE CORP	COM	$1.2M	4732	0.82%	SOLE
26	ELI LILLY & CO	COM	$1.1M	1241	0.81%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.1M	3845	0.78%	SOLE
28	ELBIT SYS LTD	ORD	$1.1M	1300	0.78%	SOLE
29	HOME DEPOT INC	COM	$1.1M	3250	0.76%	SOLE
30	AUTOMATIC DATA PROCESSING IN	COM	$1.0M	4950	0.72%	SOLE
31	PARKER-HANNIFIN CORP	COM	$949K	1060	0.67%	SOLE
32	CINTAS CORP	COM	$947K	5600	0.67%	SOLE
33	CHEVRON CORPORATION	COM	$928K	4483	0.66%	SOLE
34	PUBLIC STORAGE OPER CO	COM	$879K	3244	0.62%	SOLE
35	VERTIV HOLDINGS CO	COM CL A	$877K	3500	0.62%	SOLE
36	3M CO	COM	$829K	5711	0.59%	SOLE
37	MCDONALDS CORP	COM	$824K	2650	0.58%	SOLE
38	QUALCOMM INC	COM	$820K	6370	0.58%	SOLE
39	ABBOTT LABORATORIES	COM	$815K	7940	0.58%	SOLE
40	NVIDIA CORPORATION	COM	$798K	4576	0.56%	SOLE
41	CAMDEN PPTY TR	SH BEN INT	$779K	7889	0.55%	SOLE
42	EXTRA SPACE STORAGE INC	COM	$777K	5928	0.55%	SOLE
43	CISCO SYS INC	COM	$765K	9855	0.54%	SOLE
44	BLACKROCK INC	COM	$755K	785	0.53%	SOLE
45	WALMART INC	COM	$718K	5765	0.51%	SOLE
46	VANGUARD INDEX FDS	MID CAP ETF	$703K	2449	0.50%	SOLE
47	DTE ENERGY CO	COM	$650K	4413	0.46%	SOLE
48	EMERSON ELEC CO	COM	$649K	4950	0.46%	SOLE
49	TESLA INC	COM	$646K	1738	0.46%	SOLE
50	MERCK & CO INC	COM	$641K	5289	0.45%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.