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Latest SS&H Financial Advisors, Inc. Stock Portfolio

$342Million | No. of Holdings #124

SS&H Financial Advisors, Inc. Performance

2025 Q4+1.89%
YTD+18.08%
2024+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 2026-01-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, SS&H Financial Advisors, Inc. reported an equity portfolio of $342.7 Millions as of 31 Dec, 2025. <br><br> 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. <br><br> 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. Equity Portfolio Value
Last Reported on: 20 Jan, 2026
$342Million
  as of Jan 20, 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 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
rh358,000
dover corp215,000
New stocks bought by SS&H Financial Advisors, Inc.

Additions

Ticker% Inc.
netflix inc900
coreweave inc352
advanced micro devices inc112
select sector spdr tr100
select sector spdr tr100
ishares tr34.89
pfizer inc33.03
caterpillar inc28.37
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.

  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Others
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology31.9
Financial Services16.1
Healthcare13.7
Industrials9.5
Consumer Defensive7.2
Communication Services5.3
Consumer Cyclical5
Others4.2
Energy3.7
Utilities2
Basic Materials1.5

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.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP57.2
LARGE-CAP36.9
UNALLOCATED4.2
MID-CAP1.6

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.

  • S&P 500
  • Others
Index%
S&P 50094
Others5.2
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.

$342.72MTotal Value
127Positions
20 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of SS&H Financial Advisors, Inc., last reported on 20 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.61%9,675
$2.08M
0.61%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SS&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.47%51,425
$1.59M
0.47%
increased 34.89 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
SS&H Financial Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.21%8,500
$729.0K
0.21%
unchanged 0 percentunchanged