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.
SS&H Financial Advisors, Inc. (CIK 1911735) reported $342.7M across 125 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: JPM ($33.9M, 9.90%), NVDA ($24.9M, 7.25%), MSFT ($20.2M, 5.88%), AAPL ($19.9M, 5.80%), ABBV ($11.1M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO. | $33.9M | 9.90% | 105,290 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $24.9M | 7.25% | 133,291 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $20.2M | 5.88% | 41,673 | Trimmed |
| 4 | AAPL | APPLE INC | $19.9M | 5.80% | 73,166 | Trimmed |
| 5 | ABBV | ABBVIE INC | $11.1M | 3.24% | 48,616 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $9.5M | 2.77% | 41,080 | Added |
| 7 | ORCL | ORACLE CORP | $9.3M | 2.71% | 47,650 | Added |
| 8 | PG | PROCTER AND GAMBLE CO | $9.0M | 2.62% | 62,660 | Trimmed |
| 9 | GOOG | ALPHABET INC | $8.7M | 2.53% | 27,660 | Hold |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | $7.4M | 2.15% | 24,910 | Added |
| 11 | MRK | MERCK & CO INC | $6.9M | 2.01% | 65,293 | Added |
| 12 | XOM | EXXON MOBIL CORP | $6.6M | 1.92% | 54,556 | Added |
| 13 | SPGI | S&P GLOBAL INC | $6.2M | 1.81% | 11,887 | Hold |
| 14 | AMGN | AMGEN INC | $5.9M | 1.72% | 18,003 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $5.9M | 1.72% | 20,615 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $5.6M | 1.62% | 14,049 | Hold |
| 17 | GLW | CORNING INC | $5.5M | 1.60% | 62,517 | Trimmed |
| 18 | CSCO | CISCO SYS INC | $5.1M | 1.50% | 66,756 | Trimmed |
| 19 | SHW | SHERWIN WILLIAMS CO | $4.9M | 1.42% | 15,030 | Hold |
| 20 | GE | GE AEROSPACE | $4.6M | 1.34% | 14,959 | Hold |
| 21 | LRCX | LAM RESEARCH CORP | $4.3M | 1.25% | 25,010 | Trimmed |
| 22 | BMY | BRISTOL-MYERS SQUIBB CO | $3.7M | 1.09% | 69,350 | Added |
| 23 | BAC | BANK AMERICA CORP | $3.7M | 1.09% | 67,783 | Added |
| 24 | UNP | UNION PAC CORP | $3.6M | 1.06% | 15,738 | Hold |
| 25 | PEP | PEPSICO INC | $3.6M | 1.05% | 25,144 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31