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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORPORATION Healthcare 1,581.0 $362K 0.26% NEW $229.24 -24.4%
82 D DOMINION ENERGY INC Utilities 6,001.0 $352K 0.25% NEW $58.59 +16.6%
83 TMO THERMO FISHER SCIENTIFIC INC Healthcare 578.0 $335K 0.24% NEW $579.88 -22.1%
84 MKC MCCORMICK & CO INC Consumer Defensive 4,800.0 $329K 0.23% NEW $68.59 -31.5%
85 NET CLOUDFLARE INC Technology 1,650.0 $325K 0.23% NEW $197.15 +7.9%
86 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,100.0 $323K 0.23% NEW $293.57 +4.3%
87 KR KROGER CO Consumer Defensive 5,146.0 $322K 0.23% NEW $62.48 +7.3%
88 UNILEVER PLC 4,794.0 $314K 0.22% NEW $65.40
89 STT STATE STR CORP Financial Services 2,400.0 $310K 0.22% NEW $129.01 +19.4%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 1,720.0 $306K 0.22% NEW $177.75 -22.8%
91 INTC INTEL CORP Technology 8,175.0 $302K 0.21% NEW $36.90 +221.1%
92 WFC WELLS FARGO CO NEW Financial Services 3,126.0 $291K 0.21% NEW $93.20 -18.7%
93 LNT ALLIANT ENERGY CORP Utilities 4,400.0 $286K 0.20% NEW $65.01 +12.7%
94 VOO VANGUARD INDEX FDS 441.0 $277K 0.20% NEW $627.13 +8.9%
95 COP CONOCOPHILLIPS Energy 2,952.0 $276K 0.20% NEW $93.61 +28.8%
96 NVS NOVARTIS AG Healthcare 1,926.0 $266K 0.19% NEW $137.87 +10.1%
97 GSLC GOLDMAN SACHS ETF TR 2,000.0 $265K 0.19% NEW $132.37 +6.4%
98 GEV GE VERNOVA INC Utilities 401.0 $262K 0.18% NEW $653.57 +59.7%
99 NTRS NORTHERN TR CORP Financial Services 1,900.0 $261K 0.18% NEW $137.39 +21.6%
100 BBH VANECK ETF TRUST 1,360.0 $257K 0.18% NEW $189.26 -2.8%
Page 5 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%