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Portfolio (Quarterly) Guide ↗

Hummer Financial Advisory Services Inc

· CIK 0001802279
13F Portfolio $142M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MPC MARATHON PETE CORP Energy 4,732.0 $770K 0.54% NEW $162.63 +56.6%
42 CSCO CISCO SYS INC Technology 9,725.0 $749K 0.53% NEW $77.03 +56.3%
43 CVX CHEVRON CORP NEW Energy 4,483.0 $683K 0.48% NEW $152.41 +25.6%
44 VO VANGUARD INDEX FDS 2,299.0 $667K 0.47% NEW $290.22 -73.1%
45 AVAV AEROVIRONMENT INC Industrials 2,700.0 $653K 0.46% NEW $241.89 -28.0%
46 WMT WALMART INC Consumer Defensive 5,745.0 $641K 0.45% NEW $111.65 +7.7%
47 EMR EMERSON ELEC CO Industrials 4,750.0 $630K 0.45% NEW $132.72 +2.8%
48 SCUS SCHWAB STRATEGIC TR 24,800.0 $624K 0.44% NEW $25.18 +0.0%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 2,052.0 $608K 0.43% NEW $296.21 -14.3%
50 ITW ILLINOIS TOOL WKS INC Industrials 2,440.0 $605K 0.43% NEW $247.91 +1.7%
51 AON AON PLC Financial Services 1,683.0 $594K 0.42% NEW $352.88 -8.0%
52 VRT VERTIV HOLDINGS CO Industrials 3,500.0 $567K 0.40% NEW $162.01 +102.1%
53 IJH ISHARES TR 8,460.0 $558K 0.39% NEW $66.00 +11.4%
54 MRK MERCK & CO INC Healthcare 5,189.0 $551K 0.39% NEW $106.11 +15.4%
55 DTE DTE ENERGY CO Utilities 4,213.0 $548K 0.39% NEW $130.15 +11.6%
56 MUB ISHARES TR 5,000.0 $536K 0.38% NEW $107.11 -0.9%
57 AVY AVERY DENNISON CORP Industrials 2,910.0 $529K 0.37% NEW $181.88 -12.2%
58 DUK DUKE ENERGY CORP NEW Utilities 4,474.0 $524K 0.37% NEW $117.21 +7.2%
59 AMD ADVANCED MICRO DEVICES INC Technology 2,350.0 $503K 0.36% NEW $214.16 +118.3%
60 MMKT TEXAS CAPITAL FUNDS TRUST 5,000.0 $501K 0.35% NEW $100.22 +0.0%
Page 3 of 6  ·  117 positions

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 34.0%
Technology 20.9%
Industrials 12.0%
Consumer Cyclical 8.6%
Healthcare 8.3%
Utilities 3.2%
Energy 3.1%
Communication Services 3.0%
Consumer Defensive 2.9%
Real Estate 2.7%