SS&H Financial Advisors, Inc.

Est. AUM

$342.7M

13F long equity, this entity only

Positions

125

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN CHASE & CO.	COM	$33.9M	105290	9.90%	SOLE
2	NVIDIA CORPORATION	COM	$24.9M	133291	7.25%	SOLE
3	MICROSOFT CORP	COM	$20.2M	41673	5.88%	SOLE
4	APPLE INC	COM	$19.9M	73166	5.80%	SOLE
5	ABBVIE INC	COM	$11.1M	48616	3.24%	SOLE
6	AMAZON COM INC	COM	$9.5M	41080	2.77%	SOLE
7	ORACLE CORP	COM	$9.3M	47650	2.71%	SOLE
8	PROCTER AND GAMBLE CO	COM	$9.0M	62660	2.62%	SOLE
9	ALPHABET INC	CAP STK CL C	$8.7M	27660	2.53%	SOLE
10	INTERNATIONAL BUSINESS MACHS	COM	$7.4M	24910	2.15%	SOLE
11	MERCK & CO INC	COM	$6.9M	65293	2.01%	SOLE
12	EXXON MOBIL CORP	COM	$6.6M	54556	1.92%	SOLE
13	S&P GLOBAL INC	COM	$6.2M	11887	1.81%	SOLE
14	AMGEN INC	COM	$5.9M	18003	1.72%	SOLE
15	MICRON TECHNOLOGY INC	COM	$5.9M	20615	1.72%	SOLE
16	SPDR GOLD TR	GOLD SHS	$5.6M	14049	1.62%	SOLE
17	CORNING INC	COM	$5.5M	62517	1.60%	SOLE
18	CISCO SYS INC	COM	$5.1M	66756	1.50%	SOLE
19	SHERWIN WILLIAMS CO	COM	$4.9M	15030	1.42%	SOLE
20	GE AEROSPACE	COM NEW	$4.6M	14959	1.34%	SOLE
21	LAM RESEARCH CORP	COM NEW	$4.3M	25010	1.25%	SOLE
22	BRISTOL-MYERS SQUIBB CO	COM	$3.7M	69350	1.09%	SOLE
23	BANK AMERICA CORP	COM	$3.7M	67783	1.09%	SOLE
24	UNION PAC CORP	COM	$3.6M	15738	1.06%	SOLE
25	PEPSICO INC	COM	$3.6M	25144	1.05%	SOLE
26	JOHNSON & JOHNSON	COM	$3.5M	16946	1.02%	SOLE
27	ABBOTT LABS	COM	$3.4M	27433	1.00%	SOLE
28	AT&T INC	COM	$3.4M	134906	0.98%	SOLE
29	VISA INC	COM CL A	$3.2M	9246	0.95%	SOLE
30	PFIZER INC	COM	$2.8M	112943	0.82%	SOLE
31	MCKESSON CORP	COM	$2.8M	3400	0.81%	SOLE
32	COLGATE PALMOLIVE CO	COM	$2.8M	35213	0.81%	SOLE
33	COCA COLA CO	COM	$2.8M	39556	0.81%	SOLE
34	HUNTINGTON INGALLS INDS INC	COM	$2.8M	8120	0.81%	SOLE
35	COSTCO WHSL CORP NEW	COM	$2.7M	3155	0.79%	SOLE
36	CATERPILLAR INC	COM	$2.6M	4525	0.76%	SOLE
37	AFLAC INC	COM	$2.5M	22616	0.73%	SOLE
38	VERIZON COMMUNICATIONS INC	COM	$2.4M	60073	0.71%	SOLE
39	TRACTOR SUPPLY CO	COM	$2.4M	48186	0.70%	SOLE
40	ACCENTURE PLC IRELAND	SHS CLASS A	$2.4M	8898	0.70%	SOLE
41	ELI LILLY & CO	COM	$2.2M	2034	0.64%	SOLE
42	BOEING CO	COM	$2.1M	9745	0.62%	SOLE
43	ISHARES TR	US AER DEF ETF	$2.1M	9675	0.61%	SOLE
44	SLB LIMITED	COM STK	$2.0M	51886	0.58%	SOLE
45	ALPHABET INC	CAP STK CL A	$2.0M	6286	0.57%	SOLE
46	EMERSON ELEC CO	COM	$1.9M	14400	0.56%	SOLE
47	DEERE & CO	COM	$1.9M	3979	0.54%	SOLE
48	NEXTERA ENERGY INC	COM	$1.8M	22893	0.54%	SOLE
49	MASTERCARD INCORPORATED	CL A	$1.8M	3197	0.53%	SOLE
50	SPDR S&P 500 ETF TR	TR UNIT	$1.8M	2656	0.53%	SOLE

1–50 of 125

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