Hummer Financial Advisory Services Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Hummer Financial Advisory Services Inc reported 114 stock positions worth $133.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.6% of the portfolio, followed by Accenture Class A (ACN, 11.4%) and State Street SPDR S&P Midcap (MDY, 7.4%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 16 and reduced 11. The biggest buy was a new position in Ishrs Prime MMKT ETF (PMMF) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001802279
Portfolio Value
$133.1M (Q2 2025)
SEC Filing
0001085146-25-003630 ↗ filed Jul 9, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $121.3M Q1 2024 Q2 2024: $115.7M Q2 2024 Q3 2024: $127.1M Q3 2024 Q4 2024: $126.5M Q4 2024 Q1 2025: $123.2M Q1 2025 Q2 2025: $133.1M $133.1M Q2 2025 Q3 2025: $137.3M Q3 2025 Q4 2025: $141.5M Q4 2025 Q1 2026: $141.4M Q1 2026 Q2 2026: $152.0M Q2 2026

Holdings 114 stocks · $133.1M
SPY SS SPDR S&P 500 ETF Trust-US 15.64% 33,610 $20.8M No change
ACN Accenture PLC Class A 11.43% 50,900 $15.2M No change
MDY State Street SPDR S&P Midcap 7.35% 17,228 $9.8M No change
AMZN Amazon.com Inc. 5.63% 34,180 $7.5M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 2.63% 3,366 $3.5M Add +0.5%
MSFT Microsoft Corp. 2.33% 6,229 $3.1M Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 2.10% 11,737 $2.8M Add +4.5%
JPM JPMorgan Chase & Co. 1.91% 8,790 $2.5M No change
QQQ Invesco QQQ Trust Series 1 1.81% 4,366 $2.4M No change
PG The Procter & Gamble Co. 1.45% 12,091 $1.9M No change
ADSK Autodesk Inc. 1.43% 6,150 $1.9M Add +0.8%
XOM Exxon Mobil Corp. 1.36% 16,850 $1.8M Reduce -0.0%
SNA Snap-on Inc. 1.31% 5,600 $1.7M No change
IVV iShares Core S&P 500 ETF 1.26% 2,704 $1.7M Add +27.6%
JNJ Johnson & Johnson 1.22% 10,592 $1.6M No change
RPM RPM International Inc. 1.21% 14,646 $1.6M No change
ADP Automatic Data Processing 1.15% 4,950 $1.5M No change
ABBV Abbvie Inc. 1.15% 8,220 $1.5M Add +0.2%
GOOG Alphabet Inc. Class C 1.14% 8,560 $1.5M Reduce -0.5%
CTAS Cintas Corp. 0.94% 5,600 $1.2M No change
WEC WEC Energy Group Inc. 0.91% 11,622 $1.2M No change
HD Home Depot Inc. 0.90% 3,250 $1.2M No change
VGSH Vanguard Short-Term Treasury 0.88% 20,000 $1.2M No change
PMMF Ishrs Prime MMKT ETF 0.83% 11,000 $1.1M New
ABT Abbott Laboratories 0.81% 7,940 $1.1M No change
AAPL Apple Inc. 0.80% 5,203 $1.1M Reduce -4.3%
QCOM Qualcomm Inc. 0.76% 6,370 $1.0M No change
RTX RTX Corp. 0.73% 6,698 $978K Reduce -0.7%
SCUS Schwab Ultra-Short Inc. ETF 0.72% 37,800 $952K Reduce -6.0%
PSA Public Storage 0.71% 3,244 $952K No change
CPT Camden Property Trust 0.70% 8,239 $937K No change
LLY Eli Lilly & Co. 0.70% 1,200 $935K Add +0.3%
MMM 3M Co. 0.66% 5,786 $881K No change
EXR Extra Space Storage Inc. 0.66% 5,920 $873K No change
PH Parker Hannifin Corp. 0.64% 1,220 $852K No change
BLK BlackRock Inc. 0.62% 785 $824K Add +4.7%
MCD McDonald's Corp. 0.60% 2,750 $803K Reduce -2.8%
MPC Marathon Petroleum Corp. 0.59% 4,732 $786K No change
AVAV Aerovironment Inc. 0.58% 2,700 $769K No change
NVDA Nvidia Corp. 0.54% 4,535 $717K Add +0.4%
CSCO Cisco Systems Inc. 0.51% 9,855 $684K Reduce -1.0%
EMR Emerson Electric Co. 0.50% 4,950 $660K Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.49% 2,299 $646K Add +27.8%
GOOGL Alphabet Inc. Class A 0.48% 3,645 $642K No change
CVX Chevron Corp. 0.48% 4,483 $642K No change
ITW Illinois Tool Works 0.47% 2,540 $632K Add +10.4%
NFLX Netflix Inc. 0.46% 457 $612K Add +0.9%
AON Aon PLC Class A 0.46% 1,703 $608K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.45% 2,052 $605K No change
WMT Walmart Inc. 0.45% 6,065 $593K No change
DTE DTE Energy Company 0.44% 4,413 $589K No change
HON Honeywell International Inc. 0.40% 2,270 $529K No change
DUK Duke Energy Corp. 0.40% 4,474 $528K No change
IJH iShares Core S&P Midcap ETF 0.39% 8,460 $525K No change
MUB iShares National Muni Bond E 0.39% 5,000 $522K No change
TSLA Tesla Inc. 0.39% 1,620 $515K Add +1.3%
AVY Avery Dennison Corp. 0.38% 2,910 $511K No change
INTU Intuit Inc. 0.38% 640 $504K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.37% 5,300 $486K Add +1.9%
ALL Allstate Corp. 0.36% 2,386 $483K No change
UDR Udr Inc. 0.36% 11,722 $479K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.35% 9,600 $471K No change
SYK Stryker Corp. 0.34% 1,150 $456K No change
VRT Vertiv Holdings Co. Class A 0.34% 3,500 $449K No change
MCK McKesson Corp. 0.33% 600 $440K No change
IWM iShares Russell 2000 ETF 0.32% 1,975 $426K No change
GE General Electric filed as GE AEROSPACE 0.32% 1,635 $421K Reduce -0.7%
SO The Southern Co. 0.31% 4,550 $418K No change
MRK Merck & Co. Inc. 0.31% 5,116 $409K No change
GMMF iShares Govt MMKT ETF 0.30% 4,000 $402K New
ITM Vaneck Intermediate Muni ETF 0.30% 8,750 $398K No change
USB US Bancorp 0.28% 8,212 $376K No change
NEE Nextera Energy Inc. 0.28% 5,400 $375K No change
KR Kroger Co. 0.28% 5,146 $369K No change
MKC McCormick & Co.-Non VTG SHRS 0.27% 4,800 $364K No change
STE Steris PLC 0.27% 1,500 $360K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.26% 7,347 $348K Reduce -1.0%
KMB Kimberly-Clark Corp. 0.26% 2,665 $347K No change
ORI Old Republic Intl Corp. 0.26% 8,912 $343K No change
D Dominion Energy Inc. 0.25% 6,001 $339K No change
AMD Advanced Micro Devices 0.25% 2,350 $333K No change
DHR Danaher Corp. 0.24% 1,635 $324K No change
NET Cloudflare Inc. Class A 0.24% 1,650 $323K New
CAH Cardinal Health Inc. 0.24% 1,913 $321K No change
SHOP Shopify Inc. Class A 0.22% 2,595 $299K Add +3.8%
UL Unilever PLC 0.22% 4,860 $297K No change
VOO Vanguard S&P 500 ETF 0.22% 513 $292K Reduce -4.7%
LNT Alliant Energy Corp. 0.21% 4,700 $284K No change
DLR Digital Realty Trust Inc. 0.21% 1,600 $279K No change
CI The Cigna Group 0.21% 841 $278K No change
LHX L3HARRIS Technologies Inc. 0.21% 1,100 $276K No change
KLAC KLA Corp. 0.20% 300 $269K No change
COP Conocophillips 0.20% 2,952 $265K No change
NOW ServiceNow Inc. 0.20% 255 $262K New
STT State Street Corp. 0.19% 2,400 $255K No change
WFC Wells Fargo & Co. 0.19% 3,126 $250K No change
CLX Clorox Company 0.19% 2,074 $249K No change
BOXX Alpha Architect 1-3 MNTH Box 0.19% 2,200 $248K No change
TMO Thermo Fisher Scientific Inc. 0.19% 607 $246K No change
GPC Genuine Parts Co. 0.18% 2,000 $245K No change
DTM DT Midstream Inc. 0.18% 2,205 $244K No change
GSLC Goldman Activebeta US LC ETF 0.18% 2,000 $243K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.18% 600 $243K New
NTRS Northern Trust Corp. 0.18% 1,900 $242K New
CARR Carrier Global Corp. 0.17% 3,076 $225K New
PLTR Palantir Technologies Inc. Class A 0.17% 1,650 $225K New
BRX Brixmor Property Group Inc. 0.17% 8,600 $224K No change
PAYX Paychex Inc. 0.16% 1,500 $218K No change
BBH Vaneck Biotech ETF 0.16% 1,410 $216K No change
DOV Dover Corp. 0.16% 1,170 $214K New
GEV GE Vernova Inc. 0.16% 404 $214K New
TFX Teleflex Inc. 0.16% 1,775 $210K No change
VUSB Vanguard Ultra Short Bond Et 0.16% 4,200 $209K No change
MDT Medtronic PLC 0.15% 2,307 $203K Reduce -2.1%

Portfolio Sells Q1 2025 → Q2 2025
XOM Exxon Mobil Corp. Reduce -0.0% 1.36% −0.26
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.21
CAG Conagra Brands Inc. Sold out 0.00% −0.19
AAPL Apple Inc. Reduce -4.3% 0.80% −0.18
TGT Target Corp. Sold out 0.00% −0.16
MCD McDonald's Corp. Reduce -2.8% 0.60% −0.11
SCUS Schwab Ultra-Short Inc. ETF Reduce -6.0% 0.72% −0.11
MDT Medtronic PLC Reduce -2.1% 0.15% −0.02
VOO Vanguard S&P 500 ETF Reduce -4.7% 0.22% −0.01
RTX RTX Corp. Reduce -0.7% 0.73% +0.01
BAC Bank of America Corp. Reduce -1.0% 0.26% +0.01
CSCO Cisco Systems Inc. Reduce -1.0% 0.51% +0.01
GE General Electric Reduce -0.7% 0.32% +0.05
GOOG Alphabet Inc. Class C Reduce -0.5% 1.14% +0.05

Portfolio Buys Q1 2025 → Q2 2025
PMMF Ishrs Prime MMKT ETF New 0.83% +0.83
MSFT Microsoft Corp. Add +0.2% 2.33% +0.43
GMMF iShares Govt MMKT ETF New 0.30% +0.30
IVV iShares Core S&P 500 ETF Add +27.6% 1.26% +0.29
NET Cloudflare Inc. Class A New 0.24% +0.24
NOW ServiceNow Inc. New 0.20% +0.20
MSTR Strategy Inc. New 0.18% +0.18
NTRS Northern Trust Corp. New 0.18% +0.18
CARR Carrier Global Corp. New 0.17% +0.17
PLTR Palantir Technologies Inc. Class A New 0.17% +0.17
DOV Dover Corp. New 0.16% +0.16
GEV GE Vernova Inc. New 0.16% +0.16
NVDA Nvidia Corp. Add +0.4% 0.54% +0.14
ADSK Autodesk Inc. Add +0.8% 1.43% +0.13
NFLX Netflix Inc. Add +0.9% 0.46% +0.12
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +27.8% 0.49% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +4.5% 2.10% +0.07
EMR Emerson Electric Co. Add +1.0% 0.50% +0.06
TSLA Tesla Inc. Add +1.3% 0.39% +0.05
BLK BlackRock Inc. Add +4.7% 0.62% +0.04
SHOP Shopify Inc. Class A Add +3.8% 0.22% +0.03
ITW Illinois Tool Works Add +10.4% 0.47% +0.01
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.9% 0.37% −0.02
GWW WW Grainger Inc. Add +0.5% 2.63% −0.06
LLY Eli Lilly & Co. Add +0.3% 0.70% −0.10
ABBV Abbvie Inc. Add +0.2% 1.15% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$152.0MSPY, MDY, AMZN, ACN, GWW
Q1 2026 129$141.4MSPY, MDY, ACN, AMZN, GWW
Q4 2025 117$141.5MSPY, ACN, MDY, AMZN, GWW
Q3 2025 114$137.3MSPY, ACN, MDY, AMZN, MSFT
Q2 2025 114$133.1MSPY, ACN, MDY, AMZN, GWW
Q1 2025 107$123.2MSPY, ACN, MDY, AMZN, GWW
Q4 2024 108$126.5MSPY, ACN, MDY, AMZN, GWW
Q3 2024 112$127.1MSPY, ACN, MDY, AMZN, GWW
Q2 2024 100$115.7MSPY, ACN, MDY, AMZN, GWW
Q1 2024 108$121.3MSPY, ACN, MDY, AMZN, GWW