SS&H Financial Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), SS&H Financial Advisors, Inc. reported 130 stock positions worth $390.9 million. Its top holding was JPMorgan Chase (JPM) at 8.8% of the portfolio, followed by Nvidia (NVDA, 6.8%) and Micron Technology (MU, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001911735
- Portfolio Value
- $390.9M (Q2 2026)
- SEC Filing
- 0001911735-26-000003 ↗ filed Aug 4, 2026
Holdings Value
Holdings 130 stocks · $390.9M
| JPM JPMorgan Chase & Co. | 8.77% | 104,790 | $34.3M | — |
| NVDA Nvidia Corp. | 6.84% | 133,706 | $26.8M | — |
| MU Micron Technology Inc. | 5.89% | 19,965 | $23.0M | — |
| AAPL Apple Inc. | 5.32% | 71,901 | $20.8M | — |
| MSFT Microsoft Corp. | 4.26% | 44,698 | $16.7M | — |
| GLW Corning Inc. | 3.93% | 60,217 | $15.4M | — |
| ABBV Abbvie Inc. | 3.08% | 47,916 | $12.1M | — |
| AMZN Amazon.com Inc. | 2.91% | 47,805 | $11.4M | — |
| LRCX Lam Research Corp. | 2.58% | 23,310 | $10.1M | — |
| GOOG Alphabet Inc. Class C | 2.50% | 27,620 | $9.8M | — |
| PG The Procter & Gamble Co. | 2.38% | 63,410 | $9.3M | — |
| MRK Merck & Co. Inc. | 2.22% | 67,643 | $8.7M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.12% | 29,465 | $8.3M | — |
| ORCL Oracle Corp. | 1.97% | 52,590 | $7.7M | — |
| CSCO Cisco Systems Inc. | 1.95% | 65,016 | $7.6M | — |
| AMGN Amgen Inc. | 1.76% | 19,003 | $6.9M | — |
| GE General Electric filed as GE AEROSPACE | 1.43% | 14,959 | $5.6M | — |
| SHW The Sherwin-Williams Co. | 1.32% | 15,030 | $5.2M | — |
| SPGI S&P Global Inc. | 1.24% | 11,887 | $4.8M | — |
| GLD SPDR Gold Shares | 1.23% | 13,049 | $4.8M | — |
| CAT Caterpillar Inc. | 1.22% | 4,475 | $4.8M | — |
| AMD Advanced Micro Devices | 1.12% | 7,550 | $4.4M | — |
| UNP Union Pacific Corp. | 1.10% | 15,738 | $4.3M | — |
| BMY Bristol-Myers Squibb Co. | 1.07% | 72,300 | $4.2M | — |
| JNJ Johnson & Johnson | 1.05% | 16,211 | $4.1M | — |
| BAC Bank of America Corp. | 1.03% | 70,483 | $4.0M | — |
| PFE Pfizer Inc. | 0.95% | 153,923 | $3.7M | — |
| TSCO Tractor Supply Company | 0.92% | 113,686 | $3.6M | — |
| PEP Pepsico Inc. | 0.85% | 24,544 | $3.3M | — |
| CL Colgate-Palmolive Co. | 0.83% | 35,213 | $3.2M | — |
| KO The Coca-Cola Co. | 0.82% | 39,556 | $3.2M | — |
| V Visa Inc. Class A | 0.80% | 9,146 | $3.1M | — |
| COST Costco Wholesale Corp. | 0.75% | 3,155 | $3.0M | — |
| AFL Aflac Inc. | 0.66% | 22,016 | $2.6M | — |
| MCK McKesson Corp. | 0.66% | 3,400 | $2.6M | — |
| T AT&T Inc. | 0.65% | 123,117 | $2.5M | — |
| DE Deere & Co. | 0.65% | 3,979 | $2.5M | — |
| VZ Verizon Communications Inc. | 0.64% | 59,173 | $2.5M | — |
| LLY Eli Lilly & Co. | 0.62% | 2,034 | $2.4M | — |
| ABT Abbott Laboratories | 0.62% | 26,758 | $2.4M | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.61% | 51,436 | $2.4M | — |
| ITA iShares U.S. Aerospace & Def | 0.60% | 9,675 | $2.3M | — |
| FLR Fluor Corp. | 0.60% | 44,600 | $2.3M | — |
| BA The Boeing Co. | 0.58% | 10,550 | $2.3M | — |
| HII Huntington Ingalls Industrie | 0.58% | 8,120 | $2.3M | — |
| GOOGL Alphabet Inc. Class A | 0.57% | 6,186 | $2.2M | — |
| EMR Emerson Electric Co. | 0.51% | 13,900 | $2.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 2,656 | $2.0M | — |
| NEE Nextera Energy Inc. | 0.50% | 22,133 | $1.9M | — |
| CVX Chevron Corp. | 0.49% | 11,662 | $1.9M | — |
| NSC Norfolk Southern Corp. | 0.44% | 5,500 | $1.7M | — |
| PFF iShares Preferred & Income S | 0.44% | 56,325 | $1.7M | — |
| ITW Illinois Tool Works | 0.43% | 6,150 | $1.7M | — |
| MA Mastercard Inc. Class A | 0.42% | 3,197 | $1.6M | — |
| AEP American Electric Power | 0.40% | 11,423 | $1.6M | — |
| MDT Medtronic PLC | 0.40% | 19,871 | $1.6M | — |
| ACN Accenture PLC Class A | 0.38% | 11,898 | $1.5M | — |
| RTX RTX Corp. | 0.37% | 7,684 | $1.5M | — |
| MAR Marriott International Class A | 0.37% | 3,900 | $1.4M | — |
| AWK American Water Works Co. Inc. | 0.32% | 9,612 | $1.3M | — |
| INTC Intel Corp. | 0.32% | 8,955 | $1.3M | — |
| WMT Walmart Inc. | 0.32% | 10,938 | $1.2M | — |
| MPC Marathon Petroleum Corp. | 0.31% | 4,800 | $1.2M | — |
| META Meta Platforms Inc. Class A | 0.27% | 1,891 | $1.1M | — |
| NOC Northrop Grumman Corp. | 0.27% | 2,055 | $1.0M | — |
| FDX FedEx Corp. | 0.26% | 3,275 | $1.0M | — |
| MAIN Main Street Capital Corp. | 0.25% | 18,950 | $983K | — |
| FITB Fifth Third Bancorp | 0.25% | 17,239 | $972K | — |
| ATO Atmos Energy Corp. | 0.24% | 5,500 | $947K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 5,955 | $902K | — |
| DTM DT Midstream Inc. | 0.22% | 5,900 | $866K | — |
| VTRS Viatris Inc. | 0.22% | 54,304 | $862K | — |
| CRWV Coreweave Inc. Class A | 0.20% | 8,050 | $801K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 1,000 | $763K | — |
| DRI Darden Restaurants Inc. | 0.19% | 3,600 | $742K | — |
| GD General Dynamics Corp. | 0.19% | 2,045 | $724K | — |
| APH Amphenol Corp. Class A | 0.18% | 4,000 | $705K | — |
| DTE DTE Energy Company | 0.18% | 4,600 | $701K | — |
| KMB Kimberly-Clark Corp. | 0.18% | 6,350 | $697K | — |
| HACK Amplify Cybersecurity ETF | 0.18% | 6,600 | $693K | — |
| RH RH | 0.17% | 4,000 | $659K | — |
| GDX Vaneck Gold Miners ETF | 0.16% | 8,500 | $641K | — |
| DELL Dell Technologies -C | 0.15% | 1,400 | $604K | — |
| TSLA Tesla Inc. | 0.15% | 1,420 | $597K | — |
| D Dominion Energy Inc. | 0.15% | 8,493 | $580K | — |
| ETN Eaton Corp. PLC | 0.15% | 1,337 | $570K | — |
| CP Canadian Pacific Kansas City | 0.14% | 6,489 | $562K | — |
| ADP Automatic Data Processing | 0.14% | 2,470 | $553K | — |
| USB US Bancorp | 0.14% | 9,161 | $553K | — |
| CRUS Cirrus Logic Inc. | 0.14% | 3,700 | $550K | — |
| SCHW Schwab (charles) Corp. | 0.14% | 5,899 | $544K | — |
| SLV iShares Silver Trust | 0.14% | 10,066 | $538K | — |
| HON Honeywell International Inc. | 0.13% | 2,351 | $526K | — |
| MCD McDonald's Corp. | 0.13% | 1,940 | $524K | — |
| HONA Honeywell Aerospace Inc. | 0.13% | 2,349 | $519K | — |
| XLK SS Technology Select Sector | 0.13% | 2,682 | $511K | — |
| LMT Lockheed Martin Corp. | 0.13% | 1,000 | $509K | — |
| GIS General Mills Inc. | 0.13% | 14,608 | $508K | — |
| CI The Cigna Group | 0.13% | 1,832 | $505K | — |
| MAS Masco Corp. | 0.13% | 6,125 | $498K | — |
| PHO Invesco Water Resources ETF | 0.13% | 7,200 | $497K | — |
| NOW ServiceNow Inc. | 0.13% | 5,000 | $496K | — |
| SYK Stryker Corp. | 0.11% | 1,400 | $441K | — |
| WTRG Essential Utilities Inc. | 0.11% | 11,074 | $424K | — |
| GS Goldman Sachs Group Inc. | 0.10% | 400 | $405K | — |
| HD Home Depot Inc. | 0.09% | 995 | $351K | — |
| O Realty Income Corp. | 0.09% | 5,449 | $338K | — |
| CRM Salesforce Inc. | 0.08% | 2,000 | $313K | — |
| AVGO Broadcom Inc. | 0.08% | 820 | $310K | — |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 2,500 | $292K | — |
| GEHC GE Healthcare Technology | 0.07% | 4,526 | $290K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.07% | 2,450 | $276K | — |
| GPN Global Payments Inc. | 0.07% | 3,795 | $275K | — |
| XLY SS Consumer Disc Select Sect | 0.07% | 2,334 | $274K | — |
| APD Air Products & Chemicals Inc. | 0.07% | 907 | $266K | — |
| SHOP Shopify Inc. Class A | 0.07% | 2,320 | $265K | — |
| MO Altria Group Inc. | 0.07% | 3,550 | $255K | — |
| CLX Clorox Company | 0.06% | 2,600 | $248K | — |
| DOV Dover Corp. | 0.06% | 1,100 | $247K | — |
| FDXF FedEx Freight Holding Co. | 0.06% | 1,637 | $247K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 488 | $244K | — |
| BP BP PLC-Spons ADR | 0.06% | 6,480 | $239K | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.06% | 3,030 | $239K | — |
| IVV iShares Core S&P 500 ETF | 0.06% | 316 | $237K | — |
| ZTS Zoetis Inc. | 0.06% | 3,300 | $237K | — |
| BX Blackstone Inc. | 0.06% | 2,000 | $235K | — |
| INTU Intuit Inc. | 0.06% | 855 | $223K | — |
| SBUX Starbucks Corp. | 0.06% | 2,144 | $219K | — |
| EFA iShares MSCI Eafe ETF | 0.05% | 2,000 | $208K | — |
| SMCI Super Micro Computer Inc. | 0.05% | 7,000 | $205K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 130 | $390.9M | JPM, NVDA, MU, AAPL, MSFT |
| Q4 2025 | 125 | $342.7M | JPM, NVDA, MSFT, AAPL, ABBV |
| Q3 2025 | 125 | $329.0M | JPM, NVDA, MSFT, AAPL, ORCL |
| Q2 2025 | 123 | $299.3M | JPM, NVDA, MSFT, AAPL, PG |
| Q1 2025 | 122 | $268.1M | JPM, AAPL, MSFT, NVDA, ABBV |
| Q4 2024 | 122 | $274.5M | JPM, AAPL, NVDA, MSFT, AMZN |
| Q3 2024 | 126 | $274.5M | JPM, MSFT, AAPL, NVDA, ABBV |
| Q2 2024 | 119 | $256.1M | JPM, MSFT, NVDA, AAPL, AMZN |
| Q1 2024 | 115 | $240.1M | JPM, MSFT, AAPL, NVDA, ABBV |