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Latest SS&H Financial Advisors, Inc. Stock Portfolio

$390Million | No. of Holdings #129

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 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, SS&H Financial Advisors, Inc. reported an equity portfolio of $390.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SS&H Financial Advisors, Inc. are JPM, NVDA, MU. The fund has invested 8.8% of it's portfolio in JPMORGAN CHASE & CO and 6.8% of portfolio in NVIDIA CORPORATION. <br><br> SS&H Financial Advisors, Inc. opened new stock positions in JPMORGAN CHASE & CO (JPM), NVIDIA CORPORATION (NVDA) and MICRON TECHNOLOGY INC (MU).
SS&H Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$390Million
  as of Aug 04, 2026

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

  • Performance

New Buys

Ticker$ Bought
jpmorgan chase & co34,301,000
nvidia corporation26,753,000
micron technology inc23,045,000
apple inc20,805,000
microsoft corp16,673,000
corning inc15,381,000
abbvie inc12,058,000
amazon com inc11,394,000
New stocks bought by SS&H Financial Advisors, Inc.

Additions

No additions were made to existing positions by SS&H Financial Advisors, Inc.

Reductions

None of the existing positions were reduced by SS&H Financial Advisors, Inc.

Sold off

None of the stocks were completely sold off by SS&H Financial Advisors, Inc.

Sector Distribution

  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Others
  • Utilities
  • Energy
  • Basic Materials
Sector%
Technology38
Financial Services13.9
Healthcare13.2
Industrials9.6
Consumer Defensive6.5
Consumer Cyclical5.2
Communication Services4.6
Others3.8
Utilities1.7
Energy1.6
Basic Materials1.4

Market Cap. Distribution

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP67.2
LARGE-CAP27.6
UNALLOCATED3.8
MID-CAP1.5

Stocks belong to which Index?

  • S&P 500
  • Others
Index%
S&P 50093.8
Others5.4
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

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.

$390.94MTotal Value
130Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SS&H Financial Advisors, Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.6%9,675
$2.35M
0.6%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.44%56,325
$1.72M
0.44%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
SS&H Financial Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.16%8,500
$641.0K
0.16%
new position