Latest SS&H Financial Advisors, Inc. Stock Portfolio

SS&H Financial Advisors, Inc. Performance:

2025 Q4: 1.89%YTD: 18.08%2024: 17.47%

Performance for 2025 Q4 is 1.89%, and YTD is 18.08%, and 2024 is 17.47%.

About SS&H Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

SS&H Financial Advisors, Inc. is a hedge fund based in TROY, MI. On 21-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $260.1 Millions. In it's latest 13F Holdings report, SS&H Financial Advisors, Inc. reported an equity portfolio of $342.7 Millions as of 31 Dec, 2025.

The top stock holdings of SS&H Financial Advisors, Inc. are JPM, NVDA, MSFT. The fund has invested 9.9% of it's portfolio in JPMORGAN CHASE & CO. and 7.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ABRDN PRECIOUS METALS BASKET (GLTR) and GE VERNOVA INC stocks. They significantly reduced their stock positions in NIKE INC (NKE), ISHARES TR (IJR) and ZOETIS INC (ZTS). SS&H Financial Advisors, Inc. opened new stock positions in RH (RH) and DOVER CORP (DOV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), COREWEAVE INC and ADVANCED MICRO DEVICES INC (AMD).

SS&H Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that SS&H Financial Advisors, Inc. made a return of 1.89% in the last quarter. In trailing 12 months, it's portfolio return was 18.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rh	358,000
dover corp	215,000

New stocks bought by SS&H Financial Advisors, Inc.

Additions

Ticker	% Inc.
netflix inc	900
coreweave inc	352
advanced micro devices inc	112
select sector spdr tr	100
select sector spdr tr	100
ishares tr	34.89
pfizer inc	33.03
caterpillar inc	28.37

Additions to existing portfolio by SS&H Financial Advisors, Inc.

Reductions

Ticker	% Reduced
nike inc	-58.72
ishares tr	-36.67
zoetis inc	-19.86
lumen technologies inc	-17.56
intuit	-9.62
global pmts inc	-7.33
bp plc	-7.16
darden restaurants inc	-6.61

SS&H Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
abrdn precious metals basket	-330,900
ge vernova inc	-307,450

SS&H Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

SS&H Financial Advisors, Inc. has about 31.9% of it's holdings in Technology sector.

Sector	%
Technology	31.9
Financial Services	16.1
Healthcare	13.7
Industrials	9.5
Consumer Defensive	7.2
Communication Services	5.3
Consumer Cyclical	5
Others	4.2
Energy	3.7
Utilities	2
Basic Materials	1.5

Market Cap. Distribution

SS&H Financial Advisors, Inc. has about 94.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	57.2
LARGE-CAP	36.9
UNALLOCATED	4.2
MID-CAP	1.6

Stocks belong to which Index?

About 94% of the stocks held by SS&H Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	94
Others	5.2

Top 5 Winners (%)		%
MU	micron technology inc	70.3 %
SLV	ishares silver tr	51.9 %
LLY	eli lilly & co	40.9 %
GOOG	alphabet inc	28.9 %
GOOG	alphabet inc	28.4 %

Top 5 Winners ($)		$
MU	micron technology inc	2.4 M
GOOG	alphabet inc	1.9 M
MRK	merck & co inc	1.3 M
AAPL	apple inc	1.3 M
LRCX	lam research corp	0.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-41.8 %
	coreweave inc	-35.8 %
ORCL	oracle corp	-29.7 %

Top 5 Losers ($)		$
ORCL	oracle corp	-3.9 M
MSFT	microsoft corp	-1.4 M
NFLX	netflix inc	-1.4 M
PG	procter and gamble co	-0.7 M
T	at&t inc	-0.5 M

SS&H Financial Advisors, Inc. Holdings Map

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

Current Stock Holdings of SS&H Financial Advisors, Inc.

SS&H Financial Advisors, Inc. has 124 stocks in it's portfolio. About 44.9% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. MU was the most profitable stock for SS&H Financial Advisors, Inc. last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.80	73,166	19,891,000	reduced	-0.25

AAXJ	ishares tr	0.61	9,675	2,077,000	unchanged	0.00

AAXJ	ishares tr	0.47	51,425	1,592,000	added	34.89

ABBV	abbvie inc	3.24	48,616	11,108,000	reduced	-0.41

ABT	abbott labs	1.00	27,433	3,437,000	unchanged	0.00

ACN	accenture plc ireland	0.70	8,898	2,387,000	reduced	-0.56

ADBE	adobe inc	0.06	576	202,000	unchanged	0.00

ADP	automatic data processing in	0.18	2,470	635,000	unchanged	0.00

AEP	american elec pwr co inc	0.40	11,898	1,372,000	unchanged	0.00

AFK	vaneck etf trust	0.21	8,500	729,000	unchanged	0.00

AFL	aflac inc	0.73	22,616	2,494,000	unchanged	0.00

AMD	advanced micro devices inc	0.47	7,550	1,617,000	added	112

AMGN	amgen inc	1.72	18,003	5,893,000	added	17.64

AMLX	amplify etf tr	0.15	6,500	522,000	added	6.56

AMZN	amazon com inc	2.77	41,080	9,482,000	added	7.25

APD	air prods & chems inc	0.06	907	224,000	unchanged	0.00

APH	amphenol corp new	0.16	4,000	541,000	unchanged	0.00

ATO	atmos energy corp	0.27	5,565	933,000	unchanged	0.00

AVGO	broadcom inc	0.08	820	284,000	unchanged	0.00

AWK	american wtr wks co inc new	0.38	10,112	1,320,000	unchanged	0.00