Q2 2026 13F · SEC CIK 1802279

Hummer Financial Advisory Services Inc

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $152.0M
Reported positions: 129
Top holdings a year, 3 yrs: +11.1%
Assets under management: $196.1M

Hummer Financial Advisory Services Inc is a wealth manager that reported 129 positions worth $152.0M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 16.5%), State Street Spdr S&p Midcap 400 ETF Tru (MDY, 8.0%), Amazon Com Inc Com (AMZN, 5.3%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Hummer Financial Advisory Services Inc holdings largest 50 of 129 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hummer Financial Advisory Services Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	16.5%	15.5%	33,564	+0.0%	$25.1M
MDYState Street Spdr S&p Midcap 400 ETF Tru	8.0%	7.5%	17,189	+0.0%	$12.1M
AMZNAmazon Com Inc Com	5.3%	5.0%	33,630	+0.0%	$8.0M
ACNAccenture PLC Ireland Shs Class A	4.2%	7.1%	50,900	+0.0%	$6.3M
GWWWw Grainger Inc	3.0%	2.6%	3,367	+0.0%	$4.6M
VBVanguard Indx Fd	2.4%	2.2%	11,802	+0.3%	$3.6M
QQQInvesco Qqq Tr	2.1%	1.8%	4,366	+0.0%	$3.2M
GMMFBlackrock ETF Trust	2.0%	2.3%	31,000	-3.1%	$3.1M
GOOGAlphabet Inc	1.9%	1.7%	8,389	+0.0%	$3.0M
JPMJpmorgan Chase & Co	1.9%	1.8%	8,740	+0.0%	$2.9M
JNJJohnson & Johnson	1.7%	1.8%	10,462	+0.2%	$2.7M
MSFTMicrosoft Corp	1.5%	1.6%	6,243	+0.2%	$2.3M
XOMExxon Mobil Corp	1.5%	2.0%	16,550	+0.0%	$2.3M
SNASnap-on Inc.	1.5%	1.4%	5,600	+0.0%	$2.3M
IVVIshares Core S&p 500 ETF	1.4%	1.3%	2,774	+0.0%	$2.1M
ABBVAbbvie Inc	1.4%	1.3%	8,220	+0.0%	$2.1M
PGProcter & Gamble Co Com	1.2%	1.2%	12,091	+0.0%	$1.8M
RPMRpm Intl Inc	1.1%	1.0%	14,841	+0.6%	$1.6M
PMMFBlackrock ETF Trust	1.1%	1.1%	16,000	+0.0%	$1.6M
LLYLilly Eli & Co	1.0%	0.8%	1,241	+0.0%	$1.5M
AAPLApple Inc	1.0%	0.9%	5,103	+0.0%	$1.5M
RTXRtx Corporation Com	0.9%	1.0%	7,269	+1.5%	$1.4M
GOOGLAlphabet Inc	0.9%	0.8%	3,845	+0.0%	$1.4M
AMDAdvanced Micro Devices Inc	0.9%	—	2,350	—	$1.4M
WECWEC Energy Group Inc.	0.9%	1.0%	11,622	+0.0%	$1.4M
MPCMarathon Petroleum Corporation	0.8%	0.8%	4,732	+0.0%	$1.2M
ADSKAutodesk Inc	0.8%	1.0%	6,150	+0.0%	$1.2M
QCOMQualcomm Inc	0.8%	0.6%	6,395	+0.4%	$1.2M
VRTVertiv Holdings Co	0.8%	0.6%	3,500	+0.0%	$1.2M
VGSHVanguard Short-Term Treasury ETF Total	0.8%	0.8%	20,000	+0.0%	$1.2M
CSCOCisco Sys Inc	0.8%	0.5%	9,855	+0.0%	$1.2M
HDHome Depot Inc Com	0.8%	0.8%	3,250	+0.0%	$1.1M
INTCIntel Corp	0.8%	—	8,175	—	$1.1M
ADPAutomatic Data Processing Inc Com	0.7%	0.7%	4,950	+0.0%	$1.1M
PHParker-Hannifin Corp	0.7%	0.7%	1,060	+0.0%	$1.0M
PSAPublic Storage	0.7%	0.6%	3,244	+0.0%	$1.0M
ESLTElbit Sys Ltd	0.7%	0.8%	1,300	+0.0%	$988K
CTASCintas Corp	0.6%	0.7%	5,600	+0.0%	$952K
MMM3m Co Com	0.6%	0.6%	5,711	+0.0%	$925K
NVDANvidia Corporation Com	0.6%	0.6%	4,576	+0.0%	$916K
CPTCamden Property Trust	0.6%	0.6%	7,889	+0.0%	$912K
EXRExtra Space Storage Inc	0.6%	0.6%	5,928	+0.0%	$861K
VOVanguard Index Fds	0.5%	0.5%	9,796	+300.0%	$789K
BLKBlackrock Inc	0.5%	0.5%	790	+0.6%	$760K
CVXChevron Corp New	0.5%	0.7%	4,483	+0.0%	$743K
TSLATesla Inc Com	0.5%	0.5%	1,760	+1.3%	$740K
ABTAbbott Laboratories	0.5%	0.6%	7,940	+0.0%	$720K
MCDMcdonalds Corp Com	0.5%	0.6%	2,650	+0.0%	$716K
EMREmerson Elec Co Com	0.5%	0.5%	4,950	+0.0%	$709K
MRKMerck & Co. Inc	0.5%	0.5%	5,289	+0.0%	$684K

What Hummer Financial Advisory Services Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+300.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

WMT Walmart Incwas 0.5%
DTE Dte Energy Cowas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.0% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +6.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$152.0M	129
Q1 2026	$141.4M	129
Q4 2025	$141.5M	117
Q3 2025	$137.3M	114
Q2 2025	$133.1M	114
Q1 2025	$123.2M	107
Q4 2024	$126.5M	108
Q3 2024	$127.1M	112
Q2 2024	$115.7M	100
Q1 2024	$121.3M	108
Q4 2023	$109.4M	98
Q3 2023	$98.1M	95

Questions about Hummer Financial Advisory Services Inc's portfolio

What stocks does Hummer Financial Advisory Services Inc own?

Hummer Financial Advisory Services Inc's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 129 positions worth $152.0M. The largest are Spdr S&p 500 ETF Tr (SPY) at 16.5%, State Street Spdr S&p Midcap 400 ETF Tru (MDY) at 8.0%, Amazon Com Inc Com (AMZN) at 5.3%, Accenture PLC Ireland Shs Class A (ACN) at 4.2% and Ww Grainger Inc (GWW) at 3.0%.

What did Hummer Financial Advisory Services Inc buy last quarter?

In Q2 2026, Hummer Financial Advisory Services Inc added Vanguard Index Fds (VO) (+300.0% shares), compared with its Q1 2026 filing.

What did Hummer Financial Advisory Services Inc sell last quarter?

In Q2 2026, Hummer Financial Advisory Services Inc cut from its top 50 Walmart Inc (WMT) and cut from its top 50 Dte Energy Co (DTE), compared with its Q1 2026 filing.

How has Hummer Financial Advisory Services Inc's portfolio performed?

A portfolio copying Hummer Financial Advisory Services Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.0% against +20.1%. Over 5 years: +6.0% a year against +11.6%.

When is Hummer Financial Advisory Services Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hummer Financial Advisory Services Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hummer Financial Advisory Services Inc manage?

Hummer Financial Advisory Services Inc reported $196.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $152.0M.