Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hummer Financial Advisory Services Inc (CIK 1802279) reported $141.4M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($21.9M, 15.47%), MDY ($10.6M, 7.51%), ACN ($10.1M, 7.14%), AMZN ($7.0M, 4.95%), GWW ($3.7M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $21.9M | 15.47% | 33,564 | Added |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | $10.6M | 7.51% | 17,189 | Added |
| 3 | ACN | ACCENTURE PLC IRELAND | $10.1M | 7.14% | 50,900 | Hold |
| 4 | AMZN | AMAZON COM INC | $7.0M | 4.95% | 33,630 | Trimmed |
| 5 | GWW | WW GRAINGER INC | $3.7M | 2.60% | 3,367 | Added |
| 6 | GMMF | BLACKROCK ETF TRUST | $3.2M | 2.27% | 32,000 | Added |
| 7 | VB | VANGUARD INDEX FDS | $3.1M | 2.18% | 11,767 | Added |
| 8 | XOM | EXXON MOBIL CORP | $2.8M | 1.99% | 16,550 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.82% | 8,740 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.80% | 10,442 | Added |
| 11 | QQQ | INVESCO QQQ TR | $2.5M | 1.78% | 4,366 | Added |
| 12 | GOOG | ALPHABET INC | $2.4M | 1.70% | 8,389 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.3M | 1.63% | 6,229 | Added |
| 14 | SNA | SNAP ON INC | $2.0M | 1.44% | 5,600 | Added |
| 15 | IVV | ISHARES TR | $1.8M | 1.28% | 2,774 | Added |
| 16 | ABBV | ABBVIE INC | $1.8M | 1.26% | 8,220 | Hold |
| 17 | PG | PROCTER & GAMBLE CO | $1.7M | 1.23% | 12,091 | Added |
| 18 | PMMF | BLACKROCK ETF TRUST | $1.6M | 1.14% | 16,000 | Added |
| 19 | ADSK | AUTODESK INC | $1.5M | 1.04% | 6,150 | Hold |
| 20 | RPM | RPM INTL INC | $1.5M | 1.04% | 14,751 | Added |
| 21 | RTX | RTX CORPORATION | $1.4M | 0.98% | 7,164 | Added |
| 22 | WEC | WEC ENERGY GROUP INC | $1.3M | 0.95% | 11,622 | Hold |
| 23 | AAPL | APPLE INC | $1.3M | 0.92% | 5,103 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $1.2M | 0.83% | 20,000 | Hold |
| 25 | MPC | MARATHON PETE CORP | $1.2M | 0.82% | 4,732 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31