Hummer Financial Advisory Services Inc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Hummer Financial Advisory Services Inc reported 114 stock positions worth $137.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.3% of the portfolio, followed by Accenture Class A (ACN, 9.1%) and State Street SPDR S&P Midcap (MDY, 7.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 5, added to 9 and reduced 16. The biggest buy was iShares Govt MMKT ETF (GMMF, shares +590%) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001802279
Portfolio Value
$137.3M (Q3 2025)
SEC Filing
0001085146-25-005842 ↗ filed Oct 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 Q2 2025 Q3 2025: $137.3M $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 · $137.3M
SPY SS SPDR S&P 500 ETF Trust-US 16.33% 33,564 $22.4M Reduce -0.1%
ACN Accenture PLC Class A 9.14% 50,900 $12.6M No change
MDY State Street SPDR S&P Midcap 7.48% 17,189 $10.3M Reduce -0.2%
AMZN Amazon.com Inc. 5.47% 34,180 $7.5M No change
MSFT Microsoft Corp. 2.35% 6,229 $3.2M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 2.34% 3,366 $3.2M No change
VB Vanguard Most SM-Cap ETF-Usd 2.17% 11,687 $3.0M Reduce -0.4%
GMMF iShares Govt MMKT ETF 2.02% 27,600 $2.8M Add +590.0%
JPM JPMorgan Chase & Co. 2.02% 8,790 $2.8M No change
GOOG Alphabet Inc. Class C 1.48% 8,360 $2.0M Reduce -2.3%
JNJ Johnson & Johnson 1.43% 10,592 $2.0M No change
ADSK Autodesk Inc. 1.42% 6,150 $2.0M No change
SNA Snap-on Inc. 1.41% 5,600 $1.9M No change
ABBV Abbvie Inc. 1.39% 8,220 $1.9M No change
XOM Exxon Mobil Corp. 1.36% 16,550 $1.9M Reduce -1.8%
PG The Procter & Gamble Co. 1.35% 12,091 $1.9M No change
IVV iShares Core S&P 500 ETF 1.32% 2,704 $1.8M No change
RPM RPM International Inc. 1.26% 14,646 $1.7M No change
ADP Automatic Data Processing 1.06% 4,950 $1.5M No change
WEC WEC Energy Group Inc. 0.97% 11,622 $1.3M No change
HD Home Depot Inc. 0.96% 3,250 $1.3M No change
AAPL Apple Inc. 0.95% 5,103 $1.3M Reduce -1.9%
PMMF Ishrs Prime MMKT ETF 0.92% 12,500 $1.3M Add +13.6%
VGSH Vanguard Short-Term Treasury 0.86% 20,000 $1.2M No change
CTAS Cintas Corp. 0.84% 5,600 $1.1M No change
RTX RTX Corp. 0.82% 6,698 $1.1M No change
ABT Abbott Laboratories 0.77% 7,940 $1.1M No change
QCOM Qualcomm Inc. 0.77% 6,370 $1.1M No change
LLY Eli Lilly & Co. 0.68% 1,230 $938K Add +2.5%
PSA Public Storage 0.68% 3,244 $937K No change
GOOGL Alphabet Inc. Class A 0.68% 3,845 $935K Add +5.5%
PH Parker Hannifin Corp. 0.67% 1,220 $925K No change
BLK BlackRock Inc. 0.67% 785 $915K No change
MPC Marathon Petroleum Corp. 0.66% 4,732 $912K No change
MMM 3M Co. 0.65% 5,786 $898K No change
NVDA Nvidia Corp. 0.62% 4,570 $853K Add +0.8%
CPT Camden Property Trust 0.62% 7,889 $851K Reduce -4.3%
AVAV Aerovironment Inc. 0.62% 2,700 $850K No change
MCD McDonald's Corp. 0.61% 2,750 $836K No change
EXR Extra Space Storage Inc. 0.61% 5,920 $834K No change
TSLA Tesla Inc. 0.56% 1,735 $772K Add +7.1%
CVX Chevron Corp. 0.51% 4,483 $696K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.49% 2,299 $678K No change
CSCO Cisco Systems Inc. 0.49% 9,855 $674K No change
ESLT Elbit Systems Ltd. 0.48% 1,300 $664K New
EMR Emerson Electric Co. 0.47% 4,950 $649K No change
ITW Illinois Tool Works 0.47% 2,440 $640K Reduce -3.9%
DTE DTE Energy Company 0.46% 4,413 $629K No change
SCUS Schwab Ultra-Short Inc. ETF 0.46% 24,800 $626K Reduce -34.4%
WMT Walmart Inc. 0.45% 5,965 $615K Reduce -1.6%
AON Aon PLC Class A 0.44% 1,683 $600K Reduce -1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.42% 2,052 $579K No change
DUK Duke Energy Corp. 0.40% 4,474 $554K No change
IJH iShares Core S&P Midcap ETF 0.40% 8,460 $552K No change
MUB iShares National Muni Bond E 0.39% 5,000 $532K No change
VRT Vertiv Holdings Co. Class A 0.38% 3,500 $528K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.38% 5,700 $523K Add +7.5%
ALL Allstate Corp. 0.37% 2,386 $515K No change
GE General Electric filed as GE AEROSPACE 0.36% 1,633 $492K Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.35% 9,600 $481K No change
IWM iShares Russell 2000 ETF 0.35% 1,975 $478K No change
HON Honeywell International Inc. 0.35% 2,270 $478K No change
NFLX Netflix Inc. 0.35% 397 $476K Reduce -13.1%
AVY Avery Dennison Corp. 0.34% 2,910 $472K No change
MCK McKesson Corp. 0.34% 600 $464K No change
INTU Intuit Inc. 0.32% 640 $437K No change
UDR Udr Inc. 0.32% 11,722 $437K No change
MRK Merck & Co. Inc. 0.32% 5,116 $434K No change
SO The Southern Co. 0.31% 4,550 $431K No change
SYK Stryker Corp. 0.31% 1,150 $426K No change
ITM Vaneck Intermediate Muni ETF 0.30% 8,750 $408K No change
USB US Bancorp 0.29% 8,212 $401K No change
NEE Nextera Energy Inc. 0.28% 5,130 $387K Reduce -5.0%
SHOP Shopify Inc. Class A 0.28% 2,595 $386K No change
AMD Advanced Micro Devices 0.28% 2,350 $380K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 7,347 $379K No change
ORI Old Republic Intl Corp. 0.28% 8,912 $378K No change
STE Steris PLC 0.27% 1,500 $371K No change
D Dominion Energy Inc. 0.27% 6,001 $367K No change
NET Cloudflare Inc. Class A 0.26% 1,650 $354K No change
KR Kroger Co. 0.25% 5,146 $347K No change
LHX L3HARRIS Technologies Inc. 0.24% 1,100 $336K No change
DHR Danaher Corp. 0.24% 1,635 $325K No change
KLAC KLA Corp. 0.24% 300 $324K No change
MKC McCormick & Co.-Non VTG SHRS 0.23% 4,800 $321K No change
LNT Alliant Energy Corp. 0.23% 4,700 $317K No change
VOO Vanguard S&P 500 ETF 0.23% 513 $315K No change
PLTR Palantir Technologies Inc. Class A 0.23% 1,720 $314K Add +4.2%
MMKT Texas Cap Govt MNY MRKT ETF 0.22% 3,000 $301K New
CAH Cardinal Health Inc. 0.22% 1,913 $300K No change
KMB Kimberly-Clark Corp. 0.22% 2,365 $297K Reduce -11.3%
TMO Thermo Fisher Scientific Inc. 0.21% 605 $294K Reduce -0.3%
UL Unilever PLC 0.21% 4,860 $288K No change
GPC Genuine Parts Co. 0.20% 2,000 $279K No change
COP Conocophillips 0.20% 2,952 $279K No change
STT State Street Corp. 0.20% 2,400 $278K No change
DLR Digital Realty Trust Inc. 0.20% 1,600 $277K No change
INTC Intel Corp. 0.20% 8,175 $274K New
WFC Wells Fargo & Co. 0.19% 3,126 $262K No change
CLX Clorox Company 0.19% 2,124 $262K Add +2.4%
GSLC Goldman Activebeta US LC ETF 0.19% 2,000 $261K No change
NTRS Northern Trust Corp. 0.19% 1,900 $257K No change
DTM DT Midstream Inc. 0.18% 2,205 $251K No change
BOXX Alpha Architect 1-3 MNTH Box 0.18% 2,200 $250K No change
GEV GE Vernova Inc. 0.18% 404 $248K No change
CI The Cigna Group 0.18% 841 $242K No change
BRX Brixmor Property Group Inc. 0.17% 8,600 $238K No change
NOW ServiceNow Inc. 0.17% 255 $235K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.17% 2,150 $234K New
BBH Vaneck Biotech ETF 0.17% 1,410 $234K No change
MDT Medtronic PLC 0.16% 2,307 $221K No change
TFX Teleflex Inc. 0.16% 1,775 $217K No change
VUSB Vanguard Ultra Short Bond Et 0.15% 4,200 $210K No change
TDY Teledyne Technologies Inc. 0.15% 343 $201K New

Portfolio Sells Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −1.81
SCUS Schwab Ultra-Short Inc. ETF Reduce -34.4% 0.46% −0.26
MSTR Strategy Inc. Sold out 0.00% −0.18
CARR Carrier Global Corp. Sold out 0.00% −0.17
PAYX Paychex Inc. Sold out 0.00% −0.16
DOV Dover Corp. Sold out 0.00% −0.16
NFLX Netflix Inc. Reduce -13.1% 0.35% −0.11
CPT Camden Property Trust Reduce -4.3% 0.62% −0.08
KMB Kimberly-Clark Corp. Reduce -11.3% 0.22% −0.04
AON Aon PLC Class A Reduce -1.2% 0.44% −0.02
ITW Illinois Tool Works Reduce -3.9% 0.47% −0.01
XOM Exxon Mobil Corp. Reduce -1.8% 1.36% −0.01
NEE Nextera Energy Inc. Reduce -5.0% 0.28% +0.00
WMT Walmart Inc. Reduce -1.6% 0.45% +0.00
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.21% +0.03
GE General Electric Reduce -0.1% 0.36% +0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.4% 2.17% +0.07
MDY State Street SPDR S&P Midcap Reduce -0.2% 7.48% +0.13
AAPL Apple Inc. Reduce -1.9% 0.95% +0.14
GOOG Alphabet Inc. Class C Reduce -2.3% 1.48% +0.34
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 16.33% +0.69

Portfolio Buys Q2 2025 → Q3 2025
GMMF iShares Govt MMKT ETF Add +590.0% 2.02% +1.72
ESLT Elbit Systems Ltd. New 0.48% +0.48
MMKT Texas Cap Govt MNY MRKT ETF New 0.22% +0.22
INTC Intel Corp. New 0.20% +0.20
GOOGL Alphabet Inc. Class A Add +5.5% 0.68% +0.20
TSLA Tesla Inc. Add +7.1% 0.56% +0.18
BNY Bank of New York Mellon Corp. New 0.17% +0.17
TDY Teledyne Technologies Inc. New 0.15% +0.15
PMMF Ishrs Prime MMKT ETF Add +13.6% 0.92% +0.09
NVDA Nvidia Corp. Add +0.8% 0.62% +0.08
PLTR Palantir Technologies Inc. Class A Add +4.2% 0.23% +0.06
BIL SS SPDR BB 1-3M T-Bill ETF Add +7.5% 0.38% +0.02
CLX Clorox Company Add +2.4% 0.19% +0.00
LLY Eli Lilly & Co. Add +2.5% 0.68% −0.02

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