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Latest SS&H Financial Advisors, Inc. Stock Portfolio

$394Million | No. of Holdings #130

SS&H Financial Advisors, Inc. Performance

2026 Q3+0.65%
YTD+3.14%
2025+18.76%

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 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, SS&H Financial Advisors, Inc. reported an equity portfolio of $394.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of SS&H Financial Advisors, Inc. are NVDA, JPM, AAPL. The fund has invested 7.7% of it's portfolio in NVIDIA CORPORATION and 6.6% of portfolio in JPMORGAN CHASE & CO. <br><br> The fund managers got completely rid off ALTRIA GROUP INC (MO), FEDEX FGHT HLDG CO INC and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), JPMORGAN CHASE & CO (JPM) and LAUDER ESTEE COS INC (EL). SS&H Financial Advisors, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, THERMO FISHER SCIENTIFIC INC (TMO) and SOUTHERN COPPER CORP (SCCO). The fund showed a lot of confidence in some stocks as they added substantially to CLOROX CO DEL (CLX), AMPHENOL CORP (APH) and CIRRUS LOGIC INC (CRUS).
SS&H Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$394Million
  as of Oct 28, 2026

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 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 11.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp8,052,000
thermo fisher scientific inc224,000
southern copper corp222,000
mobility global inc204,000
New stocks bought by SS&H Financial Advisors, Inc.

Additions

Ticker% Inc.
clorox co del161
amphenol corp100
cirrus logic inc86.49
tractor supply co31.97
intuit22.22
accenture plc ireland16.81
meta platforms inc8.2
alphabet inc5.43
Additions to existing portfolio by SS&H Financial Advisors, Inc.

Reductions

Ticker% Reduced
select sector spdr tr-40.34
jpmorgan chase & co-24.55
ishares tr-20.95
lauder estee cos inc-6.6
at&t inc-3.66
sherwin williams co-3.33
cisco sys inc-3.08
lam research corp-2.8
SS&H Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
altria group inc-255,000
fedex fght hldg co inc-247,000
ishares tr-237,000
SS&H Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

SS&H Financial Advisors, Inc. has about 38% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Others
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology38
Healthcare14.3
Financial Services11.6
Industrials8.8
Consumer Defensive6.3
Others5.6
Consumer Cyclical5.5
Communication Services4.8
Energy1.9
Utilities1.5
Basic Materials1.3

Market Cap. Distribution

SS&H Financial Advisors, Inc. has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP66.4
LARGE-CAP26.4
UNALLOCATED5.6
MID-CAP1.5

Stocks belong to which Index?

About 91.7% of the stocks held by SS&H Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.7
Others7.4
Top 5 Winners (%)%
PLTR
palantir technologies inc
60.3 %
MPC
marathon pete corp
54.7 %
CRM
salesforce inc
46.6 %
ACN
accenture plc ireland
42.4 %
SMCI
super micro computer inc
40.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
6.2 M
NVDA
nvidia corporation
3.8 M
AAPL
apple inc
3.2 M
MRK
merck & co inc
1.1 M
AMGN
amgen inc
1.1 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
GLW
corning inc
-39.3 %
honeywell aerospace inc
-29.9 %
RH
rh
-26.1 %
LRCX
lam research corp
-23.9 %
Top 5 Losers ($)$
GLW
corning inc
-6.0 M
LRCX
lam research corp
-2.4 M
IBM
international business machs
-1.8 M
MU
micron technology inc
-1.8 M
CAT
caterpillar inc
-1.1 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 130 stocks in it's portfolio. About 45.1% of the portfolio is in top 10 stocks. GLW proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SS&H Financial Advisors, Inc. last quarter.

$394.23MTotal Value
134Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of SS&H Financial Advisors, Inc., last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.51%9,675
$2.00M
0.51%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.33%44,525
$1.31M
0.33%
decreased 20.95 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
SS&H Financial Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.19%8,500
$746.0K
0.19%
unchanged 0 percentunchanged