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Portfolio (Quarterly) Guide ↗

Hummer Financial Advisory Services Inc

· CIK 0001802279
13F Portfolio $141M AUM 129 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 38 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 33,630.0 $7.0M 4.95% -350.0 -1.0% $208.27 +28.9%
2 PH PARKER-HANNIFIN CORP Industrials 1,060.0 $949K 0.67% -160.0 -13.1% $895.24 -4.0%
3 IBM INTERNATIONAL BUSINESS MACHS Technology 1,902.0 $461K 0.33% -150.0 -7.3% $242.39 +4.4%
4 ALL ALLSTATE CORP Financial Services 1,986.0 $414K 0.29% -100.0 -4.8% $208.64 +2.8%
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,265.0 $222K 0.16% -100.0 -4.2% $97.81 +0.9%
6 VOO VANGUARD INDEX FDS 345.0 $206K 0.15% -96.0 -21.8% $597.55 +14.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.5%
Technology 17.4%
Industrials 13.8%
Healthcare 8.5%
Consumer Cyclical 7.9%
Energy 5.0%
Utilities 3.7%
Consumer Defensive 3.2%
Communication Services 3.1%
Real Estate 2.7%