Hummer Financial Advisory Services Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Hummer Financial Advisory Services Inc reported 129 stock positions worth $141.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.5% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 7.5%) and Accenture Class A (ACN, 7.1%). Compared with Q4 2025, it opened 12 new positions, added to 41 and reduced 7. The biggest buy was a new position in Elbit Systems (ESLT) and the biggest sale Amazon.com (AMZN, shares −1%).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001802279
Portfolio Value
$141.4M (Q1 2026)
SEC Filing
0001802279-26-000002 ↗ filed Apr 8, 2026

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 Q3 2025 Q4 2025: $141.5M Q4 2025 Q1 2026: $141.4M $141.4M Q1 2026 Q2 2026: $152.0M Q2 2026

Holdings 129 stocks · $141.4M
SPY SS SPDR S&P 500 ETF Trust-US 15.47% 33,564 $21.9M Add +0.9%
MDY State Street SPDR S&P Midcap 7.51% 17,189 $10.6M Add +0.6%
ACN Accenture PLC Class A 7.14% 50,900 $10.1M No change
AMZN Amazon.com Inc. 4.95% 33,630 $7.0M Reduce -1.0%
GWW WW Grainger Inc. 2.60% 3,367 $3.7M Add +6.3%
GMMF iShares Govt MMKT ETF 2.27% 32,000 $3.2M Add +19.0%
VB Vanguard Most SM-Cap ETF-Usd 2.18% 11,767 $3.1M Add +1.5%
XOM Exxon Mobil Corp. 1.99% 16,550 $2.8M Add +4.1%
JPM JPMorgan Chase & Co. 1.82% 8,740 $2.6M Add +6.3%
JNJ Johnson & Johnson 1.80% 10,442 $2.6M Add +1.3%
QQQ Invesco QQQ Trust Series 1 1.78% 4,366 $2.5M Add +0.4%
GOOG Alphabet Inc. Class C 1.70% 8,389 $2.4M Add +4.0%
MSFT Microsoft Corp. 1.63% 6,229 $2.3M Add +0.3%
SNA Snap-on Inc. 1.44% 5,600 $2.0M Add +3.7%
IVV iShares Core S&P 500 ETF 1.28% 2,774 $1.8M Add +2.2%
ABBV Abbvie Inc. 1.26% 8,220 $1.8M No change
PG The Procter & Gamble Co. 1.23% 12,091 $1.7M Add +2.1%
PMMF Ishrs Prime MMKT ETF 1.14% 16,000 $1.6M Add +28.0%
ADSK Autodesk Inc. 1.04% 6,150 $1.5M No change
RPM RPM International Inc. 1.04% 14,751 $1.5M Add +3.5%
RTX RTX Corp. 0.98% 7,164 $1.4M Add +0.7%
WEC WEC Energy Group Inc. 0.95% 11,622 $1.3M No change
AAPL Apple Inc. 0.92% 5,103 $1.3M Add +1.1%
VGSH Vanguard Short-Term Treasury 0.83% 20,000 $1.2M No change
MPC Marathon Petroleum Corp. 0.82% 4,732 $1.2M No change
LLY Eli Lilly & Co. 0.81% 1,241 $1.1M Add +0.8%
GOOGL Alphabet Inc. Class A 0.78% 3,845 $1.1M No change
ESLT Elbit Systems Ltd. 0.78% 1,300 $1.1M New
HD Home Depot Inc. 0.76% 3,250 $1.1M No change
ADP Automatic Data Processing 0.72% 4,950 $1.0M Add +4.2%
PH Parker Hannifin Corp. 0.67% 1,060 $949K Reduce -13.1%
CTAS Cintas Corp. 0.67% 5,600 $947K No change
CVX Chevron Corp. 0.66% 4,483 $928K No change
PSA Public Storage 0.62% 3,244 $879K No change
VRT Vertiv Holdings Co. Class A 0.62% 3,500 $877K No change
MMM 3M Co. 0.59% 5,711 $829K Add +2.4%
MCD McDonald's Corp. 0.58% 2,650 $824K No change
QCOM Qualcomm Inc. 0.58% 6,370 $820K No change
ABT Abbott Laboratories 0.58% 7,940 $815K No change
NVDA Nvidia Corp. 0.56% 4,576 $798K No change
CPT Camden Property Trust 0.55% 7,889 $779K Add +5.2%
EXR Extra Space Storage Inc. 0.55% 5,928 $777K No change
CSCO Cisco Systems Inc. 0.54% 9,855 $765K Add +1.3%
BLK BlackRock Inc. 0.53% 785 $755K No change
WMT Walmart Inc. 0.51% 5,765 $718K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.50% 2,449 $703K Add +6.5%
DTE DTE Energy Company 0.46% 4,413 $650K Add +4.8%
EMR Emerson Electric Co. 0.46% 4,950 $649K Add +4.2%
TSLA Tesla Inc. 0.46% 1,738 $646K No change
MRK Merck & Co. Inc. 0.45% 5,289 $641K Add +1.9%
ITW Illinois Tool Works 0.45% 2,440 $639K No change
SCUS Schwab Ultra-Short Inc. ETF 0.44% 24,800 $625K No change
DUK Duke Energy Corp. 0.41% 4,474 $586K No change
IJH iShares Core S&P Midcap ETF 0.40% 8,460 $571K No change
AON Aon PLC Class A 0.38% 1,683 $543K No change
MUB iShares National Muni Bond E 0.38% 5,000 $531K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.37% 5,700 $522K Add +9.6%
MCK McKesson Corp. 0.37% 600 $520K No change
HON Honeywell International Inc. 0.36% 2,270 $513K Add +9.7%
AVY Avery Dennison Corp. 0.36% 2,910 $502K No change
MMKT Texas Cap Govt MNY MRKT ETF 0.35% 5,000 $501K No change
AVAV Aerovironment Inc. 0.35% 2,700 $494K No change
IWM iShares Russell 2000 ETF 0.35% 1,975 $490K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.34% 9,600 $479K No change
AMD Advanced Micro Devices 0.34% 2,350 $478K No change
NEE Nextera Energy Inc. 0.34% 5,130 $476K No change
GE General Electric filed as GE AEROSPACE 0.33% 1,633 $464K Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.33% 1,902 $461K Reduce -7.3%
KLAC KLA Corp. 0.31% 300 $442K No change
SO The Southern Co. 0.31% 4,550 $439K No change
USB US Bancorp 0.30% 7,959 $418K No change
ALL Allstate Corp. 0.29% 1,986 $414K Reduce -4.8%
ITM Vaneck Intermediate Muni ETF 0.29% 8,750 $406K No change
CAH Cardinal Health Inc. 0.29% 1,913 $404K No change
UDR Udr Inc. 0.28% 11,722 $396K Add +4.8%
COP Conocophillips 0.28% 2,952 $390K No change
NFLX Netflix Inc. 0.27% 3,970 $382K New
LHX L3HARRIS Technologies Inc. 0.27% 1,100 $380K No change
SYK Stryker Corp. 0.27% 1,150 $379K No change
KR Kroger Co. 0.26% 5,146 $372K No change
NET Cloudflare Inc. Class A 0.26% 1,800 $371K Add +9.1%
D Dominion Energy Inc. 0.26% 6,001 $371K No change
INTC Intel Corp. 0.26% 8,175 $361K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 7,347 $358K Add +1.0%
ORI Old Republic Intl Corp. 0.25% 8,912 $356K No change
GEV GE Vernova Inc. 0.25% 404 $353K Add +0.8%
LNT Alliant Energy Corp. 0.24% 4,700 $337K Add +6.8%
STE Steris PLC 0.23% 1,500 $332K No change
GLW Corning Inc. 0.22% 2,325 $316K No change
DHR Danaher Corp. 0.22% 1,635 $311K Add +3.4%
SHOP Shopify Inc. Class A 0.22% 2,595 $308K No change
STT State Street Corp. 0.21% 2,400 $304K No change
DTM DT Midstream Inc. 0.21% 2,205 $299K Add +4.8%
TMO Thermo Fisher Scientific Inc. 0.21% 605 $298K Add +4.7%
NVS Novartis AG-Sponsored ADR 0.21% 1,926 $294K No change
DLR Digital Realty Trust Inc. 0.20% 1,600 $288K No change
INTU Intuit Inc. 0.20% 640 $277K No change
UL Unilever PLC-Sponsored ADR 0.19% 4,790 $276K Reduce -0.1%
ASTS Ast Spacemobile Inc. 0.19% 3,300 $273K No change
NTRS Northern Trust Corp. 0.19% 1,900 $267K No change
BBH Vaneck Biotech ETF 0.19% 1,410 $265K Add +3.7%
BMY Bristol-Myers Squibb Co. 0.18% 4,300 $261K No change
AMAT Applied Materials Inc. 0.18% 750 $256K New
BOXX Alpha Architect 1-3 MNTH Box 0.18% 2,200 $256K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.18% 2,150 $255K No change
PLTR Palantir Technologies Inc. Class A 0.18% 1,720 $252K No change
GSLC Goldman Activebeta US LC ETF 0.18% 2,000 $250K No change
WFC Wells Fargo & Co. 0.18% 3,126 $249K No change
BRX Brixmor Property Group Inc. 0.18% 8,600 $248K No change
DOV Dover Corp. 0.17% 1,170 $244K No change
MKC McCormick & Co.-Non VTG SHRS 0.17% 4,800 $242K No change
SHEL Shell PLC-ADR 0.17% 2,569 $239K New
TGT Target Corp. 0.17% 1,930 $234K New
SXI Standex International Corp. 0.16% 900 $229K New
CI The Cigna Group 0.16% 841 $224K No change
KMB Kimberly-Clark Corp. 0.16% 2,265 $222K Reduce -4.2%
CLX Clorox Company 0.16% 2,124 $220K No change
BP BP PLC-Spons ADR 0.16% 4,668 $219K New
WMB Williams Cos Inc. 0.15% 3,000 $218K New
SYY Sysco Corp. 0.15% 3,050 $218K No change
GPC Genuine Parts Co. 0.15% 2,000 $214K No change
PFE Pfizer Inc. 0.15% 7,586 $213K New
TFX Teleflex Inc. 0.15% 1,775 $212K No change
VUSB Vanguard Ultra Short Bond Et 0.15% 4,200 $209K No change
TDY Teledyne Technologies Inc. 0.15% 343 $208K New
SHY iShares 1-3 Year Treasury Bo 0.15% 2,500 $206K New
VOO Vanguard S&P 500 ETF 0.15% 345 $206K Reduce -21.8%
CW Curtiss-Wright Corp. 0.14% 300 $204K New
MDT Medtronic PLC 0.14% 2,307 $202K Add +2.2%

Portfolio Sells Q4 2025 → Q1 2026
AMZN Amazon.com Inc. Reduce -1.0% 4.95% −0.59
IBM Intl Business Machines Corp. Reduce -7.3% 0.33% −0.10
PH Parker Hannifin Corp. Reduce -13.1% 0.67% −0.09
VOO Vanguard S&P 500 ETF Reduce -21.8% 0.15% −0.05
UL Unilever PLC-Sponsored ADR Reduce -0.1% 0.19% −0.03
ALL Allstate Corp. Reduce -4.8% 0.29% −0.02
KMB Kimberly-Clark Corp. Reduce -4.2% 0.16% −0.01

Portfolio Buys Q4 2025 → Q1 2026
ESLT Elbit Systems Ltd. New 0.78% +0.78
XOM Exxon Mobil Corp. Add +4.1% 1.99% +0.63
GMMF iShares Govt MMKT ETF Add +19.0% 2.27% +0.37
GWW WW Grainger Inc. Add +6.3% 2.60% +0.34
JNJ Johnson & Johnson Add +1.3% 1.80% +0.30
NFLX Netflix Inc. New 0.27% +0.27
PMMF Ishrs Prime MMKT ETF Add +28.0% 1.14% +0.25
MDY State Street SPDR S&P Midcap Add +0.6% 7.51% +0.20
AMAT Applied Materials Inc. New 0.18% +0.18
SHEL Shell PLC-ADR New 0.17% +0.17
TGT Target Corp. New 0.17% +0.17
SXI Standex International Corp. New 0.16% +0.16
BP BP PLC-Spons ADR New 0.16% +0.16
WMB Williams Cos Inc. New 0.15% +0.15
PFE Pfizer Inc. New 0.15% +0.15
TDY Teledyne Technologies Inc. New 0.15% +0.15
SHY iShares 1-3 Year Treasury Bo New 0.15% +0.15
CW Curtiss-Wright Corp. New 0.14% +0.14
SNA Snap-on Inc. Add +3.7% 1.44% +0.12
HON Honeywell International Inc. Add +9.7% 0.36% +0.08
DTE DTE Energy Company Add +4.8% 0.46% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +1.5% 2.18% +0.07
GEV GE Vernova Inc. Add +0.8% 0.25% +0.06
MRK Merck & Co. Inc. Add +1.9% 0.45% +0.06
RTX RTX Corp. Add +0.7% 0.98% +0.06
WMT Walmart Inc. Add +0.3% 0.51% +0.05
LNT Alliant Energy Corp. Add +6.8% 0.24% +0.04
PG The Procter & Gamble Co. Add +2.1% 1.23% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF Add +9.6% 0.37% +0.03
NET Cloudflare Inc. Class A Add +9.1% 0.26% +0.03
DTM DT Midstream Inc. Add +4.8% 0.21% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.5% 0.50% +0.03
EMR Emerson Electric Co. Add +4.2% 0.46% +0.01
CSCO Cisco Systems Inc. Add +1.3% 0.54% +0.01
BBH Vaneck Biotech ETF Add +3.7% 0.19% +0.01
UDR Udr Inc. Add +4.8% 0.28% −0.01
RPM RPM International Inc. Add +3.5% 1.04% −0.01
MDT Medtronic PLC Add +2.2% 0.14% −0.01
GE General Electric Add +0.7% 0.33% −0.03
TMO Thermo Fisher Scientific Inc. Add +4.7% 0.21% −0.03
BAC Bank of America Corp. Add +1.0% 0.25% −0.03
IVV iShares Core S&P 500 ETF Add +2.2% 1.28% −0.03
DHR Danaher Corp. Add +3.4% 0.22% −0.04
CPT Camden Property Trust Add +5.2% 0.55% −0.04
MMM 3M Co. Add +2.4% 0.59% −0.04
AAPL Apple Inc. Add +1.1% 0.92% −0.05
JPM JPMorgan Chase & Co. Add +6.3% 1.82% −0.05
GOOG Alphabet Inc. Class C Add +4.0% 1.70% −0.09
QQQ Invesco QQQ Trust Series 1 Add +0.4% 1.78% −0.11
LLY Eli Lilly & Co. Add +0.8% 0.81% −0.13

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