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 $123.15 million in total holdings as of March 31, 2025.
Hummer Financial Advisory Services Inc owns shares of 107 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.22% of the portfolio was purchased this quarter.
About 1.55% of the portfolio was sold this quarter.
This quarter, Hummer Financial Advisory Services Inc has purchased 108 new stocks and bought additional shares in 41 stocks.
Hummer Financial Advisory Services Inc sold shares of 5 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $18,858,085
Accenture: $15,882,836
SPDR S&P MidCap 400 ETF Trust: $9,213,323
Amazon.com: $6,503,087
W.W. Grainger: $3,309,231

Largest New Holdings this Quarter

75513E101 - RTX: $893,840 Holding
02072L565 - Alpha Architect 1-3 Month Box ETF: $245,278 Holding
23345M107 - DT Midstream: $214,547 Holding
G5960L103 - Medtronic: $213,450 Holding
482480100 - KLA: $203,940 Holding

Largest Purchases this Quarter

RTX: 6,748 shares (about $893.84K)
SCHWAB STRATEGIC TR: 25,800 shares (about $649.90K)
iShares Core S&P 500 ETF: 509 shares (about $286.01K)
Vanguard Mid-Cap ETF: 974 shares (about $251.90K)
Alpha Architect 1-3 Month Box ETF: 2,200 shares (about $245.28K)

Largest Sales this Quarter

W.W. Grainger: 200 shares (about $197.57K)
Parker-Hannifin: 130 shares (about $79.02K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 500 shares (about $45.87K)
Unilever: 534 shares (about $31.80K)
Merck & Co., Inc.: 73 shares (about $6.61K)

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	$18,858,085	$80,235 ▲	0.4%	33,610	15.3%	Finance
ACN Accenture	$15,882,836		0.0%	50,900	12.9%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$9,213,323	$48,131 ▲	0.5%	17,228	7.5%	ETF
AMZN Amazon.com	$6,503,087		0.0%	34,180	5.3%	Retail/Wholesale
GWW W.W. Grainger	$3,309,231	$197,566 ▼	-5.6%	3,350	2.7%	Industrials
VB Vanguard Small-Cap ETF	$2,491,805	$42,133 ▲	1.7%	11,237	2.0%	ETF
MSFT Microsoft	$2,334,550	$45,047 ▲	2.0%	6,219	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,156,187		0.0%	8,790	1.8%	Finance
PG Procter & Gamble	$2,060,548	$25,563 ▲	1.3%	12,091	1.7%	Consumer Staples
QQQ Invesco QQQ	$2,050,430		0.0%	4,366	1.7%	Finance
XOM Exxon Mobil	$2,004,089	$11,893 ▲	0.6%	16,851	1.6%	Energy
SNA Snap-on	$1,887,256		0.0%	5,600	1.5%	Consumer Discretionary
JNJ Johnson & Johnson	$1,756,577	$29,022 ▲	1.7%	10,592	1.4%	Medical
ABBV AbbVie	$1,718,064	$20,952 ▲	1.2%	8,200	1.4%	Medical
RPM RPM International	$1,694,249		0.0%	14,646	1.4%	Construction
ADSK Autodesk	$1,596,980		0.0%	6,100	1.3%	Computer and Technology
ADP Automatic Data Processing	$1,519,997	$30,707 ▲	2.1%	4,950	1.2%	Business Services
GOOG Alphabet	$1,343,578		0.0%	8,600	1.1%	Computer and Technology
WEC WEC Energy Group	$1,266,566	$56,779 ▲	4.7%	11,622	1.0%	Utilities
AAPL Apple	$1,207,721		0.0%	5,437	1.0%	Computer and Technology
HD Home Depot	$1,191,093	$36,649 ▲	3.2%	3,250	1.0%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$1,190,666	$286,007 ▲	31.6%	2,119	1.0%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$1,173,800		0.0%	20,000	1.0%	ETF
CTAS Cintas	$1,150,968		0.0%	5,600	0.9%	Business Services
ABT Abbott Laboratories	$1,053,241	$13,265 ▲	1.3%	7,940	0.9%	Medical
CPT Camden Property Trust	$1,016,281	$24,670 ▲	2.5%	8,239	0.8%	Finance
SCHWAB STRATEGIC TR	$1,012,638	$649,902 ▲	179.2%	40,200	0.8%	ULTRA SHORT INCM
LLY Eli Lilly and Company	$987,788		0.0%	1,196	0.8%	Medical
QCOM QUALCOMM	$978,496	$30,722 ▲	3.2%	6,370	0.8%	Computer and Technology
PSA Public Storage	$970,897		0.0%	3,244	0.8%	Finance
RTX RTX	$893,840	$893,840 ▲	New Holding	6,748	0.7%	Aerospace
MCD McDonald's	$884,007	$31,237 ▲	3.7%	2,830	0.7%	Retail/Wholesale
EXR Extra Space Storage	$879,061		0.0%	5,920	0.7%	Finance
MMM 3M	$849,732	$22,029 ▲	2.7%	5,786	0.7%	Multi-Sector Conglomerates
CVX Chevron	$749,961	$41,822 ▲	5.9%	4,483	0.6%	Energy
PH Parker-Hannifin	$741,577	$79,021 ▼	-9.6%	1,220	0.6%	Industrials
BLACKROCK INC	$709,860		0.0%	750	0.6%	COM
MPC Marathon Petroleum	$689,405		0.0%	4,732	0.6%	Energy
AON AON	$679,650	$67,845 ▲	11.1%	1,703	0.6%	Finance
DTE DTE Energy	$614,996	$27,872 ▲	4.7%	4,413	0.5%	Utilities
CSCO Cisco Systems	$614,323	$1,851 ▲	0.3%	9,955	0.5%	Computer and Technology
ITW Illinois Tool Works	$573,873		0.0%	2,300	0.5%	Industrials
GOOGL Alphabet	$563,663		0.0%	3,645	0.5%	Computer and Technology
DUK Duke Energy	$545,692		0.0%	4,474	0.4%	Utilities
EMR Emerson Electric	$537,236	$21,928 ▲	4.3%	4,900	0.4%	Industrials
WMT Walmart	$533,872	$26,408 ▲	5.2%	6,065	0.4%	Retail/Wholesale
UDR UDR	$529,483	$9,757 ▲	1.9%	11,722	0.4%	Finance
MUB iShares National Muni Bond ETF	$527,200		0.0%	5,000	0.4%	ETF
AVY Avery Dennison	$517,893	$17,797 ▲	3.6%	2,910	0.4%	Industrials
IBM International Business Machines	$510,250	$15,168 ▲	3.1%	2,052	0.4%	Computer and Technology
ALL Allstate	$496,455	$20,807 ▲	4.4%	2,386	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$493,641	$14,588 ▲	3.0%	8,460	0.4%	ETF
NVDA NVIDIA	$489,381	$23,846 ▲	5.1%	4,515	0.4%	Computer and Technology
HON Honeywell International	$480,673	$1,059 ▲	0.2%	2,270	0.4%	Multi-Sector Conglomerates
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$476,996	$45,865 ▼	-8.8%	5,200	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$476,352		0.0%	9,600	0.4%	ETF
VO Vanguard Mid-Cap ETF	$465,257	$251,896 ▲	118.1%	1,799	0.4%	ETF
MRK Merck & Co., Inc.	$463,356	$6,612 ▼	-1.4%	5,116	0.4%	Medical
SYK Stryker	$429,054		0.0%	1,150	0.3%	Medical
NFLX Netflix	$422,436		0.0%	453	0.3%	Consumer Discretionary
SO Southern	$418,373	$18,390 ▲	4.6%	4,550	0.3%	Utilities
TSLA Tesla	$414,656		0.0%	1,600	0.3%	Auto/Tires/Trucks
MCK McKesson	$404,220		0.0%	600	0.3%	Medical
ITM VanEck Intermediate Muni ETF	$398,213		0.0%	8,750	0.3%	ETF
MKC McCormick & Company, Incorporated	$395,088		0.0%	4,800	0.3%	Consumer Staples
IWM iShares Russell 2000 ETF	$393,993		0.0%	1,975	0.3%	Finance
INTU Intuit	$392,954		0.0%	640	0.3%	Computer and Technology
NEE NextEra Energy	$382,806	$56,712 ▲	17.4%	5,400	0.3%	Utilities
KMB Kimberly-Clark	$382,374	$14,348 ▲	3.9%	2,665	0.3%	Consumer Staples
USB U.S. Bancorp	$350,817	$12,816 ▲	3.8%	8,212	0.3%	Finance
ORI Old Republic International	$349,529		0.0%	8,912	0.3%	Finance
KR Kroger	$348,333		0.0%	5,146	0.3%	Retail/Wholesale
STE STERIS	$339,975		0.0%	1,500	0.3%	Medical
D Dominion Energy	$336,476		0.0%	6,001	0.3%	Utilities
DHR Danaher	$335,698		0.0%	1,635	0.3%	Medical
GE General Electric	$330,240	$401 ▲	0.1%	1,647	0.3%	Transportation
AVAV AeroVironment	$321,813		0.0%	2,700	0.3%	Aerospace
COP ConocoPhillips	$310,019		0.0%	2,952	0.3%	Energy
BAC Bank of America	$309,720		0.0%	7,422	0.3%	Finance
CLX Clorox	$305,397		0.0%	2,074	0.2%	Consumer Staples
LNT Alliant Energy	$302,445	$38,610 ▲	14.6%	4,700	0.2%	Utilities
TMO Thermo Fisher Scientific	$302,304	$996 ▲	0.3%	607	0.2%	Medical
UL Unilever	$289,413	$31,800 ▼	-9.9%	4,860	0.2%	Consumer Staples
CI The Cigna Group	$276,689		0.0%	841	0.2%	Medical
VOO Vanguard S&P 500 ETF	$276,484		0.0%	538	0.2%	ETF
CAH Cardinal Health	$263,554		0.0%	1,913	0.2%	Medical
BMY Bristol-Myers Squibb	$262,257		0.0%	4,300	0.2%	Medical
VRT Vertiv	$252,700		0.0%	3,500	0.2%	Computer and Technology
TFX Teleflex	$245,287		0.0%	1,775	0.2%	Medical
BOXX Alpha Architect 1-3 Month Box ETF	$245,278	$245,278 ▲	New Holding	2,200	0.2%	ETF
AMD Advanced Micro Devices	$241,439		0.0%	2,350	0.2%	Computer and Technology
GPC Genuine Parts	$240,340		0.0%	2,000	0.2%	Retail/Wholesale
SHOP Shopify	$238,700		0.0%	2,500	0.2%	Computer and Technology
CAG Conagra Brands	$231,496	$5,334 ▲	2.4%	8,680	0.2%	Consumer Staples
PAYX Paychex	$231,420		0.0%	1,500	0.2%	Business Services
LHX L3Harris Technologies	$230,241		0.0%	1,100	0.2%	Aerospace
DLR Digital Realty Trust	$229,264	$14,329 ▲	6.7%	1,600	0.2%	Finance
BRX Brixmor Property Group	$228,330		0.0%	8,600	0.2%	Finance
WFC Wells Fargo & Company	$224,416		0.0%	3,126	0.2%	Finance
BBH VanEck Biotech ETF	$221,835		0.0%	1,410	0.2%	Finance

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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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