Latest SS&H Financial Advisors, Inc. Stock Portfolio

SS&H Financial Advisors, Inc. Performance:

2025 Q3: 8.24%YTD: 15.63%2024: 19.81%

Performance for 2025 Q3 is 8.24%, and YTD is 15.63%, and 2024 is 19.81%.

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 $329 Millions as of 30 Sep, 2025.

The top stock holdings of SS&H Financial Advisors, Inc. are JPM, NVDA, MSFT. The fund has invested 10.1% of it's portfolio in JPMORGAN CHASE & CO. and 7.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off RTX CORPORATION (RTX), DOW INC (DOW) and FORD MTR CO (F) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SHERWIN WILLIAMS CO (SHW) and INTUIT (INTU). SS&H Financial Advisors, Inc. opened new stock positions in GENERAL DYNAMICS CORP (GD), ADVANCED MICRO DEVICES INC (AMD) and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to MEDTRONIC PLC (MDT), HUNTINGTON INGALLS INDS INC (HII) and ELI LILLY & CO (LLY).

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 8.24% in the last quarter. In trailing 12 months, it's portfolio return was 15.49%.

New Buys

Ticker	$ Bought
general dynamics corp	697,345
advanced micro devices inc	574,355
lockheed martin corp	499,210
lumen technologies inc	348,492
ge vernova inc	307,450
coreweave inc	273,700

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

Additions

Ticker	% Inc.
medtronic plc	200
huntington ingalls inds inc	76.71
eli lilly & co	64.83
northrop grumman corp	59.76
rtx corporation	48.23
amgen inc	28.29
alphabet inc	8.11
mastercard incorporated	8.05

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

Reductions

Ticker	% Reduced
select sector spdr tr	-15.06
sherwin williams co	-13.72
intuit	-9.56
schlumberger ltd	-9.53
tjx cos inc new	-9.09
lam research corp	-5.52
abbott labs	-5.18
nextera energy inc	-4.98

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

Sold off

Ticker	$ Sold
ford mtr co	-391,327
dow inc	-622,610
rtx corporation	-756,968
mccormick & co inc	-202,440
dover corp	-201,553

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

Sector Distribution

SS&H Financial Advisors, Inc. has about 32.7% of it's holdings in Technology sector.

Sector	%
Technology	32.7
Financial Services	16.3
Healthcare	12.2
Industrials	9.4
Consumer Defensive	7.7
Communication Services	5.1
Consumer Cyclical	4.9
Others	4.1
Energy	3.6
Utilities	2.1
Basic Materials	1.7

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	58.1
LARGE-CAP	36
UNALLOCATED	4.1
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	5.1

Top 5 Winners (%)		%
GLW	corning inc	55.0 %
INTC	intel corp	49.8 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
LRCX	lam research corp	37.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	4.0 M
AAPL	apple inc	3.6 M
JPM	jpmorgan chase & co.	2.7 M
ORCL	oracle corp	2.6 M
ABBV	abbvie inc	2.3 M

Top 5 Losers (%)		%
FLR	fluor corp new	-17.9 %
ACN	accenture plc ireland	-17.5 %
INTU	intuit	-13.3 %
CI	the cigna group	-12.8 %
DRI	darden restaurants inc	-12.7 %

Top 5 Losers ($)		$
SPGI	s&p global inc	-0.5 M
ACN	accenture plc ireland	-0.5 M
FLR	fluor corp new	-0.4 M
CL	colgate palmolive co	-0.4 M
PG	procter and gamble co	-0.4 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 47.1% of the portfolio is in top 10 stocks. SPGI proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for SS&H Financial Advisors, Inc. last quarter.

Last Reported on: 17 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.68	73,351	18,677,400	added	0.32

AAXJ	ishares tr	0.62	9,675	2,024,590	unchanged	0.00

AAXJ	ishares tr	0.37	38,125	1,205,510	added	2.14

ABBV	abbvie inc	3.44	48,816	11,303,000	reduced	-0.81

ABT	abbott labs	1.12	27,433	3,674,380	reduced	-5.18

ACN	accenture plc ireland	0.67	8,948	2,206,580	unchanged	0.00

ADBE	adobe inc	0.06	576	203,184	unchanged	0.00

ADP	automatic data processing in	0.22	2,470	724,945	unchanged	0.00

AEP	american elec pwr co inc	0.41	11,898	1,338,560	unchanged	0.00

AFK	vaneck etf trust	0.20	8,500	649,400	unchanged	0.00

AFL	aflac inc	0.77	22,616	2,526,210	reduced	-1.91

AMD	advanced micro devices inc	0.17	3,550	574,355	new

AMGN	amgen inc	1.31	15,303	4,318,510	added	28.29

AMLX	amplify etf tr	0.16	6,100	529,480	unchanged	0.00

AMZN	amazon com inc	2.56	38,302	8,409,970	added	1.03

APD	air prods & chems inc	0.07	907	247,358	unchanged	0.00

APH	amphenol corp new	0.15	4,000	495,000	unchanged	0.00

ATO	atmos energy corp	0.29	5,565	950,224	reduced	-2.62

AVGO	broadcom inc	0.08	820	270,527	unchanged	0.00

AWK	american wtr wks co inc new	0.43	10,112	1,407,530	unchanged	0.00