Latest Hummer Financial Advisory Services Inc Stock Portfolio

Hummer Financial Advisory Services Inc Performance:

2026 Q1: -4.01%YTD: -4.01%2025: 6.07%

Performance for 2026 Q1 is -4.01%, and YTD is -4.01%, and 2025 is 6.07%.

About Hummer Financial Advisory Services Inc and 13F Hedge Fund Stock Holdings

Hummer Financial Advisory Services Inc is a hedge fund based in Chicago, IL. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hummer Financial Advisory Services Inc reported an equity portfolio of $141.4 Millions as of 31 Mar, 2026.

The top stock holdings of Hummer Financial Advisory Services Inc are SPY, MDY, ACN. The fund has invested 15.5% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 7.5% of portfolio in STATE STR SPDR S&P MIDCAP 40.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), PARKER-HANNIFIN CORP (PH) and INTERNATIONAL BUSINESS MACHS (IBM). Hummer Financial Advisory Services Inc opened new stock positions in ELBIT SYS LTD (ESLT), NETFLIX INC. (NFLX) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), HONEYWELL INTL INC (HON) and SPDR SERIES TRUST (BIL).

Hummer Financial Advisory Services Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Hummer Financial Advisory Services Inc made a return of -4.01% in the last quarter. In trailing 12 months, it's portfolio return was 6.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
elbit sys ltd	1,103,820
netflix inc.	381,716
applied matls inc	256,343
shell plc	238,917
target corp	233,916
standex intl corp	229,374
bp plc	219,396
williams cos inc	218,340

New stocks bought by Hummer Financial Advisory Services Inc

Additions

Ticker	% Inc.
blackrock etf trust	28.00
blackrock etf trust	18.96
honeywell intl inc	9.71
spdr series trust	9.62
cloudflare inc	9.09
alliant energy corp	6.82
vanguard index fds	6.52
ww grainger inc	6.32

Additions to existing portfolio by Hummer Financial Advisory Services Inc

Reductions

Ticker	% Reduced
vanguard index fds	-21.77
parker-hannifin corp	-13.11
international business machs	-7.31
allstate corp	-4.79
kimberly-clark corp	-4.23
amazon com inc	-1.03
unilever plc	-0.08

Hummer Financial Advisory Services Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Hummer Financial Advisory Services Inc

Sector Distribution

Hummer Financial Advisory Services Inc has about 39.4% of it's holdings in Others sector.

Sector	%
Others	39.4
Technology	15
Industrials	11
Healthcare	7.3
Consumer Cyclical	7.3
Financial Services	4.1
Energy	4.1
Consumer Defensive	2.8
Communication Services	2.8
Utilities	2.5
Real Estate	2.4

Market Cap. Distribution

Hummer Financial Advisory Services Inc has about 59.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	39.4
LARGE-CAP	33
MEGA-CAP	26.7

Stocks belong to which Index?

About 56.6% of the stocks held by Hummer Financial Advisory Services Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	56.6
Others	42.7

Top 5 Winners (%)		%
GLW	corning inc	55.3 %
VRT	vertiv holdings co	54.7 %
MPC	marathon pete corp	50.1 %
COP	conocophillips	41.0 %
XOM	exxon mobil corp	39.9 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	0.8 M
JNJ	johnson & johnson	0.4 M
MPC	marathon pete corp	0.4 M
VRT	vertiv holdings co	0.3 M
GWW	ww grainger inc	0.3 M

Top 5 Losers (%)		%
INTU	intuit	-34.7 %
MKC	mccormick & co inc	-26.5 %
SHOP	shopify inc	-26.3 %
ACN	accenture plc ireland	-26.1 %
QCOM	qualcomm inc	-24.7 %

Top 5 Losers ($)		$
ACN	accenture plc ireland	-3.6 M
SPY	state str spdr s&p 500 etf t	-1.1 M
AMZN	amazon com inc	-0.8 M
MSFT	microsoft corp	-0.7 M
ADSK	autodesk inc	-0.3 M

Hummer Financial Advisory Services Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hummer Financial Advisory Services Inc

Hummer Financial Advisory Services Inc has 129 stocks in it's portfolio. About 47.7% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Hummer Financial Advisory Services Inc last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.92	5,103	1,295,090	added	1.09

AAXJ	ishares tr	0.38	5,000	530,750	unchanged	0.00

ABBV	abbvie inc	1.26	8,220	1,787,770	unchanged	0.00

ABT	abbott laboratories	0.58	7,940	815,200	unchanged	0.00

ACN	accenture plc ireland	7.14	50,900	10,093,000	unchanged	0.00

ADP	automatic data processing in	0.72	4,950	1,014,160	added	4.21

ADSK	autodesk inc	1.04	6,150	1,472,310	unchanged	0.00

AFK	vaneck etf trust	0.19	1,410	265,114	added	3.68

ALL	allstate corp	0.29	1,986	414,354	reduced	-4.79

AMAT	applied matls inc	0.18	750	256,343	new

AMD	advanced micro devices inc	0.34	2,350	478,061	unchanged	0.00

AMZN	amazon com inc	4.95	33,630	7,004,120	reduced	-1.03

AON	aon plc	0.38	1,683	543,239	unchanged	0.00

ASTS	ast spacemobile inc	0.19	3,300	273,471	unchanged	0.00

AVAV	aerovironment inc	0.35	2,700	494,235	unchanged	0.00

AVY	avery dennison corp	0.36	2,910	502,499	unchanged	0.00

BAC	bank america corp	0.25	7,347	358,166	added	1.03

BECO	blackrock etf trust	2.27	32,000	3,216,640	added	18.96

BECO	blackrock etf trust	1.14	16,000	1,608,000	added	28.00

BIL	spdr series trust	0.37	5,700	522,348	added	9.62