Hummer Financial Advisory Services Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Hummer Financial Advisory Services Inc reported 129 stock positions worth $152.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.5% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 8.0%) and Amazon.com (AMZN, 5.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 6, added to 14 and reduced 1. The biggest buy was Qualcomm (QCOM, shares +0%) and the biggest sale an exit from KLA (KLAC).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001802279
Portfolio Value
$152.0M (Q2 2026)
SEC Filing
0001802279-26-000004 ↗ filed Jul 7, 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 Q1 2026 Q2 2026: $152.0M $152.0M Q2 2026

Holdings 129 stocks · $152.0M
SPY SS SPDR S&P 500 ETF Trust-US 16.53% 33,564 $25.1M No change
MDY State Street SPDR S&P Midcap 7.97% 17,189 $12.1M No change
AMZN Amazon.com Inc. 5.27% 33,630 $8.0M No change
ACN Accenture PLC Class A 4.17% 50,900 $6.3M No change
GWW WW Grainger Inc. 3.01% 3,367 $4.6M No change
VB Vanguard Most SM-Cap ETF-Usd 2.35% 11,802 $3.6M Add +0.3%
QQQ Invesco QQQ Trust Series 1 2.12% 4,366 $3.2M No change
GMMF iShares Govt MMKT ETF 2.05% 31,000 $3.1M Reduce -3.1%
GOOG Alphabet Inc. Class C 1.95% 8,389 $3.0M No change
JPM JPMorgan Chase & Co. 1.88% 8,740 $2.9M No change
JNJ Johnson & Johnson 1.75% 10,462 $2.7M Add +0.2%
MSFT Microsoft Corp. 1.53% 6,243 $2.3M Add +0.2%
XOM Exxon Mobil Corp. 1.49% 16,550 $2.3M No change
SNA Snap-on Inc. 1.48% 5,600 $2.3M No change
IVV iShares Core S&P 500 ETF 1.37% 2,774 $2.1M No change
ABBV Abbvie Inc. 1.36% 8,220 $2.1M No change
PG The Procter & Gamble Co. 1.17% 12,091 $1.8M No change
RPM RPM International Inc. 1.09% 14,841 $1.6M Add +0.6%
PMMF Ishrs Prime MMKT ETF 1.06% 16,000 $1.6M No change
LLY Eli Lilly & Co. 0.98% 1,241 $1.5M No change
AAPL Apple Inc. 0.97% 5,103 $1.5M No change
RTX RTX Corp. 0.91% 7,269 $1.4M Add +1.5%
GOOGL Alphabet Inc. Class A 0.90% 3,845 $1.4M No change
AMD Advanced Micro Devices 0.90% 2,350 $1.4M No change
WEC WEC Energy Group Inc. 0.89% 11,622 $1.4M No change
MPC Marathon Petroleum Corp. 0.80% 4,732 $1.2M No change
ADSK Autodesk Inc. 0.79% 6,150 $1.2M No change
QCOM Qualcomm Inc. 0.78% 6,395 $1.2M Add +0.4%
VRT Vertiv Holdings Co. Class A 0.77% 3,500 $1.2M No change
VGSH Vanguard Short-Term Treasury 0.77% 20,000 $1.2M No change
CSCO Cisco Systems Inc. 0.76% 9,855 $1.2M No change
HD Home Depot Inc. 0.75% 3,250 $1.1M No change
INTC Intel Corp. 0.75% 8,175 $1.1M No change
ADP Automatic Data Processing 0.73% 4,950 $1.1M No change
PH Parker Hannifin Corp. 0.68% 1,060 $1.0M No change
PSA Public Storage 0.68% 3,244 $1.0M No change
ESLT Elbit Systems Ltd. 0.65% 1,300 $988K No change
CTAS Cintas Corp. 0.63% 5,600 $952K No change
MMM 3M Co. 0.61% 5,711 $925K No change
NVDA Nvidia Corp. 0.60% 4,576 $916K No change
CPT Camden Property Trust 0.60% 7,889 $912K No change
EXR Extra Space Storage Inc. 0.57% 5,928 $861K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.52% 9,796 $789K No change
BLK BlackRock Inc. 0.50% 790 $760K Add +0.6%
CVX Chevron Corp. 0.49% 4,483 $743K No change
TSLA Tesla Inc. 0.49% 1,760 $740K Add +1.3%
ABT Abbott Laboratories 0.47% 7,940 $720K No change
MCD McDonald's Corp. 0.47% 2,650 $716K No change
EMR Emerson Electric Co. 0.47% 4,950 $709K No change
MRK Merck & Co. Inc. 0.45% 5,289 $684K No change
DTE DTE Energy Company 0.45% 4,413 $678K No change
ITW Illinois Tool Works 0.44% 2,440 $664K No change
IJH iShares Core S&P Midcap ETF 0.43% 8,545 $659K Add +1.0%
WMT Walmart Inc. 0.43% 5,765 $653K No change
SCUS Schwab Ultra-Short Inc. ETF 0.41% 24,800 $624K No change
GE General Electric filed as GE AEROSPACE 0.40% 1,633 $611K No change
GLW Corning Inc. 0.39% 2,325 $594K No change
IWM iShares Russell 2000 ETF 0.39% 1,975 $593K No change
DUK Duke Energy Corp. 0.37% 4,474 $566K No change
AON Aon PLC Class A 0.37% 1,683 $558K No change
AMAT Applied Materials Inc. 0.36% 750 $542K No change
MUB iShares National Muni Bond E 0.35% 5,000 $538K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 1,902 $535K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.34% 5,700 $522K No change
MMKT Texas Cap Govt MNY MRKT ETF 0.33% 5,000 $501K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.32% 9,600 $486K No change
USB US Bancorp 0.32% 7,959 $485K No change
GEV GE Vernova Inc. 0.31% 404 $475K No change
ALL Allstate Corp. 0.31% 1,986 $475K No change
AVY Avery Dennison Corp. 0.31% 2,910 $472K No change
UDR Udr Inc. 0.31% 11,722 $468K No change
NEE Nextera Energy Inc. 0.30% 5,205 $457K Add +1.5%
CAH Cardinal Health Inc. 0.30% 1,913 $454K No change
MCK McKesson Corp. 0.30% 600 $454K No change
AVAV Aerovironment Inc. 0.29% 2,700 $446K No change
NET Cloudflare Inc. Class A 0.29% 1,800 $442K No change
SO The Southern Co. 0.29% 4,550 $435K No change
BAC Bank of America Corp. 0.28% 7,347 $419K No change
ITM Vaneck Intermediate Muni ETF 0.27% 8,750 $411K No change
D Dominion Energy Inc. 0.27% 6,001 $410K No change
STT State Street Corp. 0.27% 2,400 $407K No change
ORI Old Republic Intl Corp. 0.24% 8,912 $365K No change
SYK Stryker Corp. 0.24% 1,150 $363K No change
LNT Alliant Energy Corp. 0.24% 4,700 $359K No change
NTRS Northern Trust Corp. 0.22% 1,900 $332K No change
DTM DT Midstream Inc. 0.21% 2,205 $326K No change
LHX L3HARRIS Technologies Inc. 0.21% 1,110 $323K Add +0.9%
SXI Standex International Corp. 0.21% 900 $322K No change
STE Steris PLC 0.21% 1,500 $316K No change
DHR Danaher Corp. 0.21% 1,635 $312K No change
BNY Bank of New York Mellon Corp. 0.20% 2,150 $311K No change
COP Conocophillips 0.20% 2,952 $307K No change
TMO Thermo Fisher Scientific Inc. 0.20% 605 $304K No change
NVS Novartis AG-Sponsored ADR 0.20% 1,926 $302K No change
SHOP Shopify Inc. Class A 0.19% 2,595 $296K No change
ASTS Ast Spacemobile Inc. 0.19% 3,300 $293K No change
UL Unilever PLC-Sponsored ADR 0.19% 4,790 $288K No change
DLR Digital Realty Trust Inc. 0.19% 1,600 $287K No change
BBH Vaneck Biotech ETF 0.19% 1,410 $287K No change
KR Kroger Co. 0.19% 5,146 $286K No change
GSLC Goldman Activebeta US LC ETF 0.19% 2,000 $284K No change
NFLX Netflix Inc. 0.19% 3,970 $283K No change
HON Honeywell International Inc. 0.18% 1,193 $272K Add +5.1%
BRX Brixmor Property Group Inc. 0.18% 8,600 $271K No change
DOV Dover Corp. 0.17% 1,170 $262K No change
WFC Wells Fargo & Co. 0.17% 3,126 $258K No change
BOXX Alpha Architect 1-3 MNTH Box 0.17% 2,200 $258K No change
ARW Arrow Electronics Inc. 0.17% 1,200 $256K New
HONA Honeywell Aerospace Inc. 0.17% 1,155 $255K Add +1.8%
SYY Sysco Corp. 0.17% 3,050 $255K No change
TGT Target Corp. 0.17% 1,930 $252K No change
KMB Kimberly-Clark Corp. 0.17% 2,265 $252K No change
BMY Bristol-Myers Squibb Co. 0.16% 4,300 $248K No change
CAT Caterpillar Inc. 0.16% 230 $245K New
MKC McCormick & Co.-Non VTG SHRS 0.16% 4,800 $242K No change
GPC Genuine Parts Co. 0.16% 2,000 $238K No change
VOO Vanguard S&P 500 ETF 0.16% 345 $237K No change
CI The Cigna Group 0.15% 841 $232K No change
TDY Teledyne Technologies Inc. 0.15% 343 $229K No change
CW Curtiss-Wright Corp. 0.15% 300 $227K No change
CRWD CrowdStrike Holdings Inc. Class A 0.15% 295 $225K New
TFX Teleflex Inc. 0.15% 1,775 $225K No change
WMB Williams Cos Inc. 0.15% 3,000 $223K No change
CARR Carrier Global Corp. 0.15% 3,026 $222K New
DE Deere & Co. 0.15% 349 $222K New
VUSB Vanguard Ultra Short Bond Et 0.14% 4,200 $209K No change
PLTR Palantir Technologies Inc. Class A 0.14% 1,770 $207K Add +2.9%
SHY iShares 1-3 Year Treasury Bo 0.14% 2,500 $205K No change
CLX Clorox Company 0.13% 2,124 $203K No change

Portfolio Sells Q1 2026 → Q2 2026
KLAC KLA Corp. Sold out 0.00% −0.31
GMMF iShares Govt MMKT ETF Reduce -3.1% 2.05% −0.23
INTU Intuit Inc. Sold out 0.00% −0.20
SHEL Shell PLC-ADR Sold out 0.00% −0.17
BP BP PLC-Spons ADR Sold out 0.00% −0.16
PFE Pfizer Inc. Sold out 0.00% −0.15
MDT Medtronic PLC Sold out 0.00% −0.14

Portfolio Buys Q1 2026 → Q2 2026
QCOM Qualcomm Inc. Add +0.4% 0.78% +0.20
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 2.35% +0.17
ARW Arrow Electronics Inc. New 0.17% +0.17
CAT Caterpillar Inc. New 0.16% +0.16
CRWD CrowdStrike Holdings Inc. Class A New 0.15% +0.15
CARR Carrier Global Corp. New 0.15% +0.15
DE Deere & Co. New 0.15% +0.15
RPM RPM International Inc. Add +0.6% 1.09% +0.05
TSLA Tesla Inc. Add +1.3% 0.49% +0.03
IJH iShares Core S&P Midcap ETF Add +1.0% 0.43% +0.03
HONA Honeywell Aerospace Inc. Add +1.8% 0.17% −0.01
BLK BlackRock Inc. Add +0.6% 0.50% −0.03
NEE Nextera Energy Inc. Add +1.5% 0.30% −0.04
PLTR Palantir Technologies Inc. Class A Add +2.9% 0.14% −0.04
LHX L3HARRIS Technologies Inc. Add +0.9% 0.21% −0.06
JNJ Johnson & Johnson Add +0.2% 1.75% −0.06
RTX RTX Corp. Add +1.5% 0.91% −0.07
MSFT Microsoft Corp. Add +0.2% 1.53% −0.10
HON Honeywell International Inc. Add +5.1% 0.18% −0.18

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