SS&H Financial Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), SS&H Financial Advisors, Inc. reported 125 stock positions worth $342.7 million. Its top holding was JPMorgan Chase (JPM) at 9.9% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Microsoft (MSFT, 5.9%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 21 and reduced 29. The biggest buy was Merck (MRK, shares +23%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$342.7M (Q4 2025)
SEC Filing
0001911735-26-000001 ↗ filed Jan 20, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.1M Q1 2024 Q2 2024: $256.1M Q2 2024 Q3 2024: $274.5M Q3 2024 Q4 2024: $274.5M Q4 2024 Q1 2025: $268.1M Q1 2025 Q2 2025: $299.3M Q2 2025 Q3 2025: $329.0M Q3 2025 Q4 2025: $342.7M $342.7M Q4 2025 Q2 2026: $390.9M Q2 2026

Holdings 125 stocks · $342.7M
JPM JPMorgan Chase & Co. 9.90% 105,290 $33.9M Reduce -0.2%
NVDA Nvidia Corp. 7.25% 133,291 $24.9M Reduce -3.0%
MSFT Microsoft Corp. 5.88% 41,673 $20.2M Reduce -1.7%
AAPL Apple Inc. 5.80% 73,166 $19.9M Reduce -0.3%
ABBV Abbvie Inc. 3.24% 48,616 $11.1M Reduce -0.4%
AMZN Amazon.com Inc. 2.77% 41,080 $9.5M Add +7.3%
ORCL Oracle Corp. 2.71% 47,650 $9.3M Add +10.6%
PG The Procter & Gamble Co. 2.62% 62,660 $9.0M Reduce -0.8%
GOOG Alphabet Inc. Class C 2.53% 27,660 $8.7M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.15% 24,910 $7.4M Add +0.4%
MRK Merck & Co. Inc. 2.01% 65,293 $6.9M Add +23.0%
XOM Exxon Mobil Corp. 1.92% 54,556 $6.6M Add +1.9%
SPGI S&P Global Inc. 1.81% 11,887 $6.2M No change
AMGN Amgen Inc. 1.72% 18,003 $5.9M Add +17.6%
MU Micron Technology Inc. 1.72% 20,615 $5.9M Reduce -0.7%
GLD SPDR Gold Shares 1.62% 14,049 $5.6M No change
GLW Corning Inc. 1.60% 62,517 $5.5M Reduce -0.8%
CSCO Cisco Systems Inc. 1.50% 66,756 $5.1M Reduce -1.0%
SHW The Sherwin-Williams Co. 1.42% 15,030 $4.9M No change
GE General Electric filed as GE AEROSPACE 1.34% 14,959 $4.6M No change
LRCX Lam Research Corp. 1.25% 25,010 $4.3M Reduce -2.5%
BMY Bristol-Myers Squibb Co. 1.09% 69,350 $3.7M Add +24.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.09% 67,783 $3.7M Add +0.4%
UNP Union Pacific Corp. 1.06% 15,738 $3.6M No change
PEP Pepsico Inc. 1.05% 25,144 $3.6M Reduce -0.6%
JNJ Johnson & Johnson 1.02% 16,946 $3.5M Reduce -1.2%
ABT Abbott Laboratories 1.00% 27,433 $3.4M No change
T AT&T Inc. 0.98% 134,906 $3.4M Add +0.4%
V Visa Inc. Class A 0.95% 9,246 $3.2M No change
PFE Pfizer Inc. 0.82% 112,943 $2.8M Add +33.0%
MCK McKesson Corp. 0.81% 3,400 $2.8M No change
CL Colgate-Palmolive Co. 0.81% 35,213 $2.8M No change
KO The Coca-Cola Co. 0.81% 39,556 $2.8M No change
HII Huntington Ingalls Industrie 0.81% 8,120 $2.8M No change
COST Costco Wholesale Corp. 0.79% 3,155 $2.7M No change
CAT Caterpillar Inc. 0.76% 4,525 $2.6M Add +28.4%
AFL Aflac Inc. 0.73% 22,616 $2.5M No change
VZ Verizon Communications Inc. 0.71% 60,073 $2.4M Reduce -4.8%
TSCO Tractor Supply Company 0.70% 48,186 $2.4M No change
ACN Accenture PLC Class A 0.70% 8,898 $2.4M Reduce -0.6%
LLY Eli Lilly & Co. 0.64% 2,034 $2.2M No change
BA The Boeing Co. 0.62% 9,745 $2.1M Add +15.7%
ITA iShares U.S. Aerospace & Def 0.61% 9,675 $2.1M No change
SLB SLB Ltd. filed as SLB LIMITED 0.58% 51,886 $2.0M Add +1.2%
GOOGL Alphabet Inc. Class A 0.57% 6,286 $2.0M Reduce -2.3%
EMR Emerson Electric Co. 0.56% 14,400 $1.9M No change
DE Deere & Co. 0.54% 3,979 $1.9M No change
NEE Nextera Energy Inc. 0.54% 22,893 $1.8M No change
MA Mastercard Inc. Class A 0.53% 3,197 $1.8M Reduce -4.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 2,656 $1.8M No change
FLR Fluor Corp. 0.52% 44,600 $1.8M Reduce -2.2%
MDT Medtronic PLC 0.50% 17,871 $1.7M Add +9.2%
AMD Advanced Micro Devices 0.47% 7,550 $1.6M Add +112.7%
PFF iShares Preferred & Income S 0.46% 51,425 $1.6M Add +34.9%
NSC Norfolk Southern Corp. 0.46% 5,500 $1.6M No change
CVX Chevron Corp. 0.45% 10,112 $1.5M Add +7.4%
ITW Illinois Tool Works 0.44% 6,150 $1.5M No change
RTX RTX Corp. 0.41% 7,684 $1.4M No change
AEP American Electric Power 0.40% 11,898 $1.4M No change
AWK American Water Works Co. Inc. 0.39% 10,112 $1.3M No change
MAR Marriott International Class A 0.35% 3,900 $1.2M No change
WMT Walmart Inc. 0.35% 10,738 $1.2M Add +3.9%
META Meta Platforms Inc. Class A 0.35% 1,796 $1.2M Add +9.8%
MAIN Main Street Capital Corp. 0.34% 19,100 $1.2M Reduce -0.5%
NOC Northrop Grumman Corp. 0.33% 2,005 $1.1M No change
COP Conocophillips 0.30% 10,913 $1.0M No change
ATO Atmos Energy Corp. 0.27% 5,565 $933K No change
HON Honeywell International Inc. 0.27% 4,702 $917K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.27% 5,955 $915K Reduce -0.8%
FDX FedEx Corp. 0.24% 2,875 $830K No change
MPC Marathon Petroleum Corp. 0.23% 4,850 $789K No change
CMA Comerica Inc. 0.22% 8,595 $747K No change
GDX Vaneck Gold Miners ETF 0.21% 8,500 $729K No change
VTRS Viatris Inc. 0.21% 56,911 $709K Reduce -1.8%
DTM DT Midstream Inc. 0.21% 5,900 $706K No change
GD General Dynamics Corp. 0.20% 2,045 $688K No change
GIS General Mills Inc. 0.20% 14,608 $679K No change
DRI Darden Restaurants Inc. 0.19% 3,600 $662K Reduce -6.6%
KMB Kimberly-Clark Corp. 0.19% 6,500 $656K No change
CRWV Coreweave Inc. Class A 0.19% 9,050 $648K Add +352.5%
SLV iShares Silver Trust 0.19% 10,066 $648K No change
TSLA Tesla Inc. 0.19% 1,420 $639K No change
ADP Automatic Data Processing 0.19% 2,470 $635K No change
MCD McDonald's Corp. 0.18% 1,990 $608K No change
DTE DTE Energy Company 0.17% 4,600 $593K No change
SCHW Schwab (charles) Corp. 0.17% 5,899 $589K No change
INTU Intuit Inc. 0.17% 855 $566K Reduce -9.6%
APH Amphenol Corp. Class A 0.16% 4,000 $541K No change
HACK Amplify Cybersecurity ETF 0.15% 6,500 $522K Add +6.6%
PHO Invesco Water Resources ETF 0.15% 7,200 $507K No change
CI The Cigna Group 0.15% 1,832 $504K No change
D Dominion Energy Inc. 0.15% 8,493 $498K No change
SYK Stryker Corp. 0.14% 1,400 $492K No change
USB US Bancorp 0.14% 9,161 $489K No change
LMT Lockheed Martin Corp. 0.14% 1,000 $484K No change
CP Canadian Pacific Kansas City 0.14% 6,489 $478K No change
XLK SS Technology Select Sector 0.14% 3,282 $473K No change
CRUS Cirrus Logic Inc. 0.13% 3,700 $438K No change
ETN Eaton Corp. PLC 0.12% 1,337 $426K No change
WTRG Essential Utilities Inc. 0.12% 11,074 $425K No change

Show all 125 holdings

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.7% 5.88% −0.79
NVDA Nvidia Corp. Reduce -3.0% 7.25% −0.54
PG The Procter & Gamble Co. Reduce -0.8% 2.62% −0.33
JPM JPMorgan Chase & Co. Reduce -0.2% 9.90% −0.22
ABBV Abbvie Inc. Reduce -0.4% 3.24% −0.19
NKE Nike Inc. Class B Reduce -58.7% 0.08% −0.14
VZ Verizon Communications Inc. Reduce -4.8% 0.71% −0.13
GLTR Abrdn Precious Metals Basket Sold out 0.00% −0.10
GEV GE Vernova Inc. Sold out 0.00% −0.09
FLR Fluor Corp. Reduce -2.2% 0.52% −0.07
ZTS Zoetis Inc. Reduce -19.9% 0.12% −0.06
MA Mastercard Inc. Class A Reduce -4.7% 0.53% −0.05
IVV iShares Core S&P 500 ETF Reduce -36.7% 0.06% −0.04
MAIN Main Street Capital Corp. Reduce -0.5% 0.34% −0.03
INTU Intuit Inc. Reduce -9.6% 0.17% −0.03
DRI Darden Restaurants Inc. Reduce -6.6% 0.19% −0.03
PEP Pepsico Inc. Reduce -0.6% 1.05% −0.03
GPN Global Payments Inc. Reduce -7.3% 0.09% −0.02
O Realty Income Corp. Reduce -5.2% 0.09% −0.02
BP BP PLC-Spons ADR Reduce -7.2% 0.07% −0.01
LUMN Lumen Technologies Inc. Reduce -17.6% 0.11% +0.00
TJX TJX Companies Inc. Reduce -0.8% 0.27% +0.00
ACN Accenture PLC Class A Reduce -0.6% 0.70% +0.03
GLW Corning Inc. Reduce -0.8% 1.60% +0.03
VTRS Viatris Inc. Reduce -1.8% 0.21% +0.03
JNJ Johnson & Johnson Reduce -1.2% 1.02% +0.06
CSCO Cisco Systems Inc. Reduce -1.0% 1.50% +0.10
GOOGL Alphabet Inc. Class A Reduce -2.3% 0.57% +0.10
AAPL Apple Inc. Reduce -0.3% 5.80% +0.13
LRCX Lam Research Corp. Reduce -2.5% 1.25% +0.20
MU Micron Technology Inc. Reduce -0.7% 1.72% +0.66

Portfolio Buys Q3 2025 → Q4 2025
MRK Merck & Co. Inc. Add +23.0% 2.01% +0.65
AMGN Amgen Inc. Add +17.6% 1.72% +0.41
BMY Bristol-Myers Squibb Co. Add +24.1% 1.09% +0.33
AMD Advanced Micro Devices Add +112.7% 0.47% +0.30
CAT Caterpillar Inc. Add +28.4% 0.76% +0.25
AMZN Amazon.com Inc. Add +7.3% 2.77% +0.21
PFE Pfizer Inc. Add +33.0% 0.82% +0.16
CRWV Coreweave Inc. Class A Add +352.5% 0.19% +0.11
RH RH New 0.10% +0.10
PFF iShares Preferred & Income S Add +34.9% 0.46% +0.10
XOM Exxon Mobil Corp. Add +1.9% 1.92% +0.08
BA The Boeing Co. Add +15.7% 0.62% +0.07
DOV Dover Corp. New 0.06% +0.06
SLB SLB Ltd. Add +1.2% 0.58% +0.05
BAC Bank of America Corp. Add +0.4% 1.09% +0.03
MDT Medtronic PLC Add +9.2% 0.50% +0.03
IBM Intl Business Machines Corp. Add +0.4% 2.15% +0.03
WMT Walmart Inc. Add +3.9% 0.35% +0.03
CVX Chevron Corp. Add +7.4% 0.45% +0.01
HACK Amplify Cybersecurity ETF Add +6.6% 0.15% −0.01
META Meta Platforms Inc. Class A Add +9.8% 0.35% −0.02
T AT&T Inc. Add +0.4% 0.98% −0.18
ORCL Oracle Corp. Add +10.6% 2.71% −0.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$390.9MJPM, NVDA, MU, AAPL, MSFT
Q4 2025 125$342.7MJPM, NVDA, MSFT, AAPL, ABBV
Q3 2025 125$329.0MJPM, NVDA, MSFT, AAPL, ORCL
Q2 2025 123$299.3MJPM, NVDA, MSFT, AAPL, PG
Q1 2025 122$268.1MJPM, AAPL, MSFT, NVDA, ABBV
Q4 2024 122$274.5MJPM, AAPL, NVDA, MSFT, AMZN
Q3 2024 126$274.5MJPM, MSFT, AAPL, NVDA, ABBV
Q2 2024 119$256.1MJPM, MSFT, NVDA, AAPL, AMZN
Q1 2024 115$240.1MJPM, MSFT, AAPL, NVDA, ABBV