Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Hummer Financial Advisory Services Inc has $126.49 million in total holdings as of December 31, 2024.
Hummer Financial Advisory Services Inc owns shares of 108 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 1.80% of the portfolio was purchased this quarter.
About 2.91% of the portfolio was sold this quarter.
This quarter, Hummer Financial Advisory Services Inc has purchased 112 new stocks and bought additional shares in 2 stocks.
Hummer Financial Advisory Services Inc sold shares of 29 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $19,680,120
Accenture: $17,906,111
SPDR S&P MidCap 400 ETF Trust: $9,797,132
Amazon.com: $7,498,750
W.W. Grainger: $3,741,878

Largest New Holdings this Quarter

BLACKROCK INC: $768,833 Holding
ConocoPhillips: $292,750 Holding
Wells Fargo & Company: $219,570 Holding
Carrier Global: $210,671 Holding

Largest Purchases this Quarter

BLACKROCK INC: 750 shares (about $768.83K)
Cintas: 4,200 shares (about $767.34K)
ConocoPhillips: 2,952 shares (about $292.75K)
Wells Fargo & Company: 3,126 shares (about $219.57K)
Carrier Global: 3,076 shares (about $210.67K)

Largest Sales this Quarter

AON: 200 shares (about $71.83K)
Eli Lilly and Company: 75 shares (about $57.90K)
NextEra Energy: 800 shares (about $57.35K)
WEC Energy Group: 521 shares (about $48.99K)
Microsoft: 100 shares (about $42.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$19,680,120		0.0%	33,467	15.6%	Finance
ACN Accenture	$17,906,111		0.0%	50,900	14.2%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$9,797,132		0.0%	17,138	7.7%	ETF
AMZN Amazon.com	$7,498,750		0.0%	34,180	5.9%	Retail/Wholesale
GWW W.W. Grainger	$3,741,878		0.0%	3,550	3.0%	Industrial Products
VB Vanguard Small-Cap ETF	$2,654,373		0.0%	11,047	2.1%	ETF
MSFT Microsoft	$2,570,729	$42,150 ▼	-1.6%	6,099	2.0%	Computer and Technology
QQQ Invesco QQQ	$2,232,030		0.0%	4,366	1.8%	Finance
JPM JPMorgan Chase & Co.	$2,107,051		0.0%	8,790	1.7%	Finance
PG Procter & Gamble	$2,001,909	$16,765 ▼	-0.8%	11,941	1.6%	Consumer Staples
SNA Snap-on	$1,901,088		0.0%	5,600	1.5%	Consumer Discretionary
ADSK Autodesk	$1,802,977		0.0%	6,100	1.4%	Computer and Technology
RPM RPM International	$1,802,337		0.0%	14,646	1.4%	Construction
XOM Exxon Mobil	$1,801,905	$10,757 ▼	-0.6%	16,751	1.4%	Oils/Energy
GOOG Alphabet	$1,637,784		0.0%	8,600	1.3%	Computer and Technology
JNJ Johnson & Johnson	$1,506,507	$14,462 ▼	-1.0%	10,417	1.2%	Medical
ABBV AbbVie	$1,439,370	$17,770 ▼	-1.2%	8,100	1.1%	Medical
ADP Automatic Data Processing	$1,427,364	$29,430 ▼	-2.0%	4,850	1.1%	Business Services
AAPL Apple	$1,361,534		0.0%	5,437	1.1%	Computer and Technology
HD Home Depot	$1,225,319	$38,899 ▼	-3.1%	3,150	1.0%	Retail/Wholesale
VGSH Vanguard Short-Term Treasury Index ETF	$1,163,600		0.0%	20,000	0.9%	ETF
WEC WEC Energy Group	$1,043,938	$48,995 ▼	-4.5%	11,101	0.8%	Utilities
CTAS Cintas	$1,023,120	$767,340 ▲	300.0%	5,600	0.8%	Business Services
PSA Public Storage	$971,383		0.0%	3,244	0.8%	Finance
QCOM QUALCOMM	$947,835	$30,724 ▼	-3.1%	6,170	0.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$947,775		0.0%	1,610	0.7%	ETF
CPT Camden Property Trust	$941,332	$23,419 ▼	-2.4%	8,039	0.7%	Finance
LLY Eli Lilly and Company	$923,312	$57,900 ▼	-5.9%	1,196	0.7%	Medical
ABT Abbott Laboratories	$886,782	$11,311 ▼	-1.3%	7,840	0.7%	Medical
EXR Extra Space Storage	$885,632		0.0%	5,920	0.7%	Finance
PH Parker-Hannifin	$858,641		0.0%	1,350	0.7%	Industrial Products
MCD McDonald's	$791,400		0.0%	2,730	0.6%	Retail/Wholesale
BLACKROCK INC	$768,833	$768,833 ▲	New Holding	750	0.6%	COM
MMM 3M	$727,551	$12,909 ▼	-1.7%	5,636	0.6%	Multi-Sector Conglomerates
GOOGL Alphabet	$689,999		0.0%	3,645	0.5%	Computer and Technology
MPC Marathon Petroleum	$660,114		0.0%	4,732	0.5%	Oils/Energy
TSLA Tesla	$646,144		0.0%	1,600	0.5%	Auto/Tires/Trucks
CVX Chevron	$613,108	$28,968 ▼	-4.5%	4,233	0.5%	Oils/Energy
CSCO Cisco Systems	$587,560		0.0%	9,925	0.5%	Computer and Technology
ITW Illinois Tool Works	$586,638		0.0%	2,300	0.5%	Industrial Products
EMR Emerson Electric	$582,471	$24,786 ▼	-4.1%	4,700	0.5%	Industrial Products
NVDA NVIDIA	$576,776		0.0%	4,295	0.5%	Computer and Technology
AON AON	$550,592	$71,832 ▼	-11.5%	1,533	0.4%	Finance
MUB iShares National Muni Bond ETF	$532,750		0.0%	5,000	0.4%	ETF
AVY Avery Dennison	$525,835	$18,713 ▼	-3.4%	2,810	0.4%	Industrial Products
WMT Walmart	$522,147	$36,229 ▼	-6.5%	5,765	0.4%	Retail/Wholesale
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$521,151		0.0%	5,700	0.4%	ETF
MRK Merck & Co., Inc.	$520,486	$10,031 ▼	-1.9%	5,189	0.4%	Medical
DTE DTE Energy	$513,530	$24,378 ▼	-4.5%	4,213	0.4%	Utilities
HON Honeywell International	$511,641		0.0%	2,265	0.4%	Multi-Sector Conglomerates
IJH iShares Core S&P Mid-Cap ETF	$511,565		0.0%	8,210	0.4%	ETF
UDR UDR	$499,475	$9,377 ▼	-1.8%	11,506	0.4%	Finance
DUK Duke Energy	$482,026		0.0%	4,474	0.4%	Utilities
VTEB Vanguard Tax-Exempt Bond ETF	$481,248		0.0%	9,600	0.4%	ETF
ALL Allstate	$442,913	$19,375 ▼	-4.2%	2,286	0.4%	Finance
IBM International Business Machines	$437,682		0.0%	1,991	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$436,396		0.0%	1,975	0.3%	Finance
AVAV AeroVironment	$415,503		0.0%	2,700	0.3%	Aerospace
SYK Stryker	$415,024		0.0%	1,150	0.3%	Medical
TOTL SPDR Doubleline Total Return Tactical ETF	$413,595	$7,878 ▼	-1.9%	10,500	0.3%	ETF
NFLX Netflix	$403,768		0.0%	453	0.3%	Consumer Discretionary
ITM VanEck Intermediate Muni ETF	$403,375		0.0%	8,750	0.3%	ETF
INTU Intuit	$402,240		0.0%	640	0.3%	Computer and Technology
VRT Vertiv	$397,635		0.0%	3,500	0.3%	Computer and Technology
USB U.S. Bancorp	$382,537	$14,505 ▼	-3.7%	7,912	0.3%	Finance
DHR Danaher	$375,756		0.0%	1,635	0.3%	Multi-Sector Conglomerates
MKC McCormick & Company, Incorporated	$368,112		0.0%	4,800	0.3%	Consumer Staples
SCHWAB STRATEGIC TR	$361,728		0.0%	14,400	0.3%	ULTRA SHORT INCM
SO Southern	$358,092	$16,464 ▼	-4.4%	4,350	0.3%	Utilities
MCK McKesson	$342,372		0.0%	600	0.3%	Medical
KMB Kimberly-Clark	$339,369	$13,231 ▼	-3.8%	2,565	0.3%	Consumer Staples
CLX Clorox	$336,838		0.0%	2,074	0.3%	Consumer Staples
NEE NextEra Energy	$329,774	$57,352 ▼	-14.8%	4,600	0.3%	Utilities
BAC Bank of America	$326,197		0.0%	7,422	0.3%	Finance
D Dominion Energy	$323,214		0.0%	6,001	0.3%	Utilities
ORI Old Republic International	$322,525		0.0%	8,912	0.3%	Finance
TFX Teleflex	$315,915		0.0%	1,775	0.2%	Medical
TMO Thermo Fisher Scientific	$314,975		0.0%	605	0.2%	Medical
KR Kroger	$314,678		0.0%	5,146	0.2%	Retail/Wholesale
STE STERIS	$308,340		0.0%	1,500	0.2%	Medical
UL Unilever	$305,840		0.0%	5,394	0.2%	Consumer Staples
COP ConocoPhillips	$292,750	$292,750 ▲	New Holding	2,952	0.2%	Oils/Energy
VOO Vanguard S&P 500 ETF	$289,880		0.0%	538	0.2%	ETF
AMD Advanced Micro Devices	$283,857		0.0%	2,350	0.2%	Computer and Technology
GE General Electric	$274,830		0.0%	1,645	0.2%	Transportation
DLR Digital Realty Trust	$267,825		0.0%	1,500	0.2%	Finance
SHOP Shopify	$265,825		0.0%	2,500	0.2%	Computer and Technology
TGT Target	$260,897	$13,518 ▲	5.5%	1,930	0.2%	Retail/Wholesale
NOW ServiceNow	$243,828		0.0%	230	0.2%	Computer and Technology
BMY Bristol-Myers Squibb	$243,208		0.0%	4,300	0.2%	Medical
LNT Alliant Energy	$242,474	$35,484 ▼	-12.8%	4,100	0.2%	Utilities
BRX Brixmor Property Group	$239,424		0.0%	8,600	0.2%	Finance
TDY Teledyne Technologies	$239,027		0.0%	515	0.2%	Aerospace
STT State Street	$235,560		0.0%	2,400	0.2%	Finance
GPC Genuine Parts	$235,520		0.0%	2,000	0.2%	Retail/Wholesale
CAG Conagra Brands	$235,320	$13,875 ▼	-5.6%	8,480	0.2%	Consumer Staples
SYY Sysco	$233,203		0.0%	3,050	0.2%	Consumer Staples
CI The Cigna Group	$232,234		0.0%	841	0.2%	Medical
LHX L3Harris Technologies	$231,308		0.0%	1,100	0.2%	Aerospace
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$230,360		0.0%	2,000	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHummer Financial Advisory Services Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools