§ 13F · FUND PROFILE
Hummer Financial Advisory Services Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 114Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 34K | $22M | 15.5% | +1% |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | 17K | $11M | 7.5% | +1% |
| 3 | ACN | ACCENTURE PLC IRELAND | 51K | $10M | 7.1% | ±0% |
| 4 | AMZN | AMAZON COM INC | 34K | $7M | 5.0% | −1% |
| 5 | GWW | WW GRAINGER INC | 3K | $4M | 2.6% | +6% |
| 6 | GMMF | BLACKROCK ETF TRUST | 32K | $3M | 2.3% | +19% |
| 7 | VB | VANGUARD INDEX FDS | 12K | $3M | 2.2% | +2% |
| 8 | XOM | EXXON MOBIL CORP | 17K | $3M | 2.0% | +4% |
| 9 | JPM | JPMORGAN CHASE & CO | 9K | $3M | 1.8% | +6% |
| 10 | JNJ | JOHNSON & JOHNSON | 10K | $3M | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUMMER SIGNAL
AC read
Hummer Financial Advisory Services Inc is a Other fund managing $137 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed