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Hummer Financial Advisory Services Inc - Portfolio Stock Holdings

Hummer Financial Advisory Services Inc disclosed 134 stock positions in a recent SEC 13F filing. $151,158,159 of stock holdings were filed, with the largest holdings including SPY, MDY, and AMZN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $196,051,445 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

134

Est. Stock Holding Value:

$151,158,159

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hummer Financial Advisory Services Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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