Q3 2026 13F · SEC CIK 1802279

Hummer Financial Advisory Services Inc

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $153.0M
Reported positions: 127
Top holdings a year, 3 yrs: +11.1%
Assets under management: $196.1M

Hummer Financial Advisory Services Inc is a wealth manager that reported 127 positions worth $153.0M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 16.8%), State Str Spdr S&p Midcap 40 (MDY, 7.4%), Accenture PLC Ireland (ACN, 6.1%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Hummer Financial Advisory Services Inc holdings largest 50 of 127 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hummer Financial Advisory Services Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	16.8%	16.5%	33,564	+0.0%	$25.7M
MDYState Str Spdr S&p Midcap 40	7.4%	8.0%	17,189	+0.0%	$11.3M
ACNAccenture PLC Ireland	6.1%	4.2%	50,900	+0.0%	$9.3M
AMZNAmazon Com Inc	5.3%	5.3%	32,680	-2.8%	$8.1M
GWWWw Grainger Inc	2.5%	3.0%	3,017	-10.4%	$3.8M
VBVanguard Index Fds	2.2%	2.4%	11,802	+0.0%	$3.4M
QQQInvesco Qqq Tr	2.1%	2.1%	4,366	+0.0%	$3.2M
MSFTMicrosoft Corp	2.1%	1.5%	6,243	+0.0%	$3.2M
GMMFBlackrock ETF Trust	2.0%	2.0%	31,000	+0.0%	$3.1M
JPMJpmorgan Chase & Co	1.9%	1.9%	8,740	+0.0%	$2.9M
GOOGAlphabet Inc	1.9%	1.9%	8,389	+0.0%	$2.9M
XOMExxonmobil Holdings Corp	1.8%	—	16,550	—	$2.7M
JNJJohnson & Johnson	1.8%	1.7%	10,162	-2.9%	$2.7M
IVVIshares Tr	1.4%	1.4%	2,774	+0.0%	$2.1M
ABBVAbbvie Inc	1.4%	1.4%	7,920	-3.6%	$2.1M
SNASnap on Inc	1.3%	1.5%	5,450	-2.7%	$2.0M
MPCMarathon Petroleum	1.2%	0.8%	4,732	+0.0%	$1.9M
AAPLApple Inc	1.1%	1.0%	5,103	+0.0%	$1.7M
PGProcter & Gamble Co	1.1%	1.2%	11,694	-3.3%	$1.7M
PMMFBlackrock ETF Trust	1.0%	1.1%	16,000	+0.0%	$1.6M
AMDAdvanced Micro Devices Inc	0.9%	0.9%	2,350	+0.0%	$1.4M
LLYEli Lilly & Co	0.9%	1.0%	1,241	+0.0%	$1.4M
RPMRpm Intl Inc	0.9%	1.1%	14,491	-2.4%	$1.4M
GOOGLAlphabet Inc	0.9%	0.9%	3,845	+0.0%	$1.3M
ADSKAutodesk Inc	0.8%	0.8%	6,150	+0.0%	$1.3M
RTXRtx Corporation	0.8%	0.9%	6,844	-5.8%	$1.3M
ADPAutomatic Data Processing in	0.8%	0.7%	4,800	-3.0%	$1.2M
QCOMQualcomm Inc	0.8%	0.8%	6,395	+0.0%	$1.2M
WECWec Energy Group Inc	0.8%	0.9%	11,544	-0.7%	$1.2M
VGSHVanguard Scottsdale Fds	0.8%	0.8%	20,000	+0.0%	$1.2M
CTASCintas Corp	0.7%	0.6%	5,600	+0.0%	$1.1M
CSCOCisco Sys Inc	0.7%	0.8%	9,755	-1.0%	$1.0M
NVDANvidia Corporation	0.7%	0.6%	4,576	+0.0%	$1.0M
PHParker-Hannifin Corp	0.7%	0.7%	1,060	+0.0%	$1.0M
INTCIntel Corp	0.6%	0.8%	8,175	+0.0%	$983K
MMM3m Co	0.6%	0.6%	5,711	+0.0%	$937K
PSAPublic Storage	0.6%	0.7%	3,244	+0.0%	$927K
CVXChevron Corporation	0.6%	0.5%	4,483	+0.0%	$915K
ESLTElbit Sys Ltd	0.6%	0.7%	1,300	+0.0%	$888K
HDHome Depot Inc	0.6%	0.8%	3,100	-4.6%	$882K
VRTVertiv Holdings Co	0.6%	0.8%	3,500	+0.0%	$845K
BLKBlackrock Inc	0.5%	0.5%	790	+0.0%	$836K
ABTAbbott Laboratories	0.5%	0.5%	7,940	+0.0%	$785K
MRKMerck & Co Inc	0.5%	0.5%	5,289	+0.0%	$773K
CPTCamden Ppty Tr	0.5%	0.6%	7,889	+0.0%	$771K
VOVanguard Index Fds	0.5%	0.5%	9,796	+0.0%	$768K
EMREmerson Elec Co	0.5%	0.5%	4,950	+0.0%	$768K
EXRExtra Space Storage Inc	0.5%	0.6%	5,678	-4.2%	$747K
ITWIllinois Tool Wks Inc	0.4%	—	2,440	—	$632K
NETCloudflare Inc	0.4%	—	1,800	—	$625K

What Hummer Financial Advisory Services Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

GWW Ww Grainger Inc-10.4% shares
RTX Rtx Corporation-5.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.0% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +6.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$153.0M	127
Q2 2026	$152.0M	129
Q1 2026	$141.4M	129
Q4 2025	$141.5M	117
Q3 2025	$137.3M	114
Q2 2025	$133.1M	114
Q1 2025	$123.2M	107
Q4 2024	$126.5M	108
Q3 2024	$127.1M	112
Q2 2024	$115.7M	100
Q1 2024	$121.3M	108
Q4 2023	$109.4M	98

Questions about Hummer Financial Advisory Services Inc's portfolio

What stocks does Hummer Financial Advisory Services Inc own?

Hummer Financial Advisory Services Inc's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 127 positions worth $153.0M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 16.8%, State Str Spdr S&p Midcap 40 (MDY) at 7.4%, Accenture PLC Ireland (ACN) at 6.1%, Amazon Com Inc (AMZN) at 5.3% and Ww Grainger Inc (GWW) at 2.5%.

What did Hummer Financial Advisory Services Inc buy last quarter?

Hummer Financial Advisory Services Inc opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Hummer Financial Advisory Services Inc sell last quarter?

In Q3 2026, Hummer Financial Advisory Services Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Mcdonalds Corp (MCD), Ww Grainger Inc (GWW) (-10.4% shares) and Rtx Corporation (RTX) (-5.8% shares), compared with its Q2 2026 filing.

How has Hummer Financial Advisory Services Inc's portfolio performed?

A portfolio copying Hummer Financial Advisory Services Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.0% against +20.1%. Over 5 years: +6.0% a year against +11.6%.

When is Hummer Financial Advisory Services Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hummer Financial Advisory Services Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hummer Financial Advisory Services Inc manage?

Hummer Financial Advisory Services Inc reported $196.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $153.0M.