HF

Hummer Financial Advisory Services Inc

13F
Hummer Financial Advisory Services Inc
Last update 2024-10-16 112 Stocks (12 new)
Value $127.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(15.15%)ACN(14.15%)MDY(7.70%)AMZN(5.01%)GWW(2.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hummer Financial Advisory Serv... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
33,467
19260.440
-0.27%
15.150
-0.04%
0.000
+11.46%
+21.32%
596439.718
 
ACN 		Accenture PLC
50,900
17992.130
0%
14.150
0%
0.010
+10.57%
+0.04%
215881.378
Software
MDY 		S&P MidCap 400 ETF
17,138
9791.100
0%
7.700
0%
0.040
+10.09%
+13.66%
23450.608
 
AMZN 		Amazon.com Inc
34,180
6368.760
0%
5.010
0%
0.000
+23.90%
+31.30%
2097744.695
Retail - Cyclical
GWW 		W.W. Grainger Inc
3,550
3687.780
0%
2.900
0%
0.010
+18.15%
+36.00%
54642.557
Industrial Distribution
MSFT 		Microsoft Corp
6,199
2667.430
+0.16%
2.100
0%
0.000
+4.32%
+10.02%
3059156.043
Software
VB 		Vanguard Small Cap ETF
11,047
2628.240
-1.14%
2.070
-0.02%
0.000
+12.14%
+12.90%
59967.782
 
QQQ 		INVESCO QQQ Trust
4,366
2133.870
0%
1.680
0%
0.000
+13.06%
+20.19%
297491.725
 
PG 		Procter & Gamble Co
12,041
2085.500
0%
1.640
0%
0.000
-0.90%
+15.80%
390371.720
Consumer Packaged Goods
XOM 		Exxon Mobil Corp
16,851
1975.270
+16.00%
1.550
+0.21%
0.000
+4.42%
+21.97%
522829.201
Oil & Gas

Hummer Financial Advisory Services Inc's Historical Top Holdings Breakdowns

Hummer Financial Advisory Services Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CTAS 		Cintas Corp2024-09-30Reduce
-0.64%
●
173.53 ($192.98) 207.77
$208.99
8.30%
Reduce -75%
1,400
-4,200
NVDA 		NVIDIA Corp2024-09-30New Buy
+0.41%
●
98.91 ($118.12) 134.91
$139.93
18.46%
New holding
4,295
4,295
SCUS 		Schwab Ultra-Short Income ETF2024-09-30New Buy
+0.29%
●
25.01 ($25.15) 25.25
$25.10
-0.20%
New holding
14,400
14,400
XOM 		Exxon Mobil Corp2024-09-30Add
+0.21%
●
109.72 ($115.47) 119
$118.96
3.02%
Add 16%
16,851
2,324
BRX 		Brixmor Property Group Inc2024-09-30New Buy
+0.19%
●
22.54 ($25.82) 28.14
$28.33
9.72%
New holding
8,600
8,600
TDY 		Teledyne Technologies Inc2024-09-30New Buy
+0.18%
●
381.47 ($414.6) 437.66
$459.37
10.80%
New holding
515
515
BMY 		Bristol-Myers Squibb Co2024-09-30New Buy
+0.17%
●
39.66 ($46.91) 51.74
$55.95
19.27%
New holding
4,300
4,300
CAH 		Cardinal Health Inc2024-09-30New Buy
+0.17%
●
93.74 ($104.55) 114.66
$113.18
8.25%
New holding
1,913
1,913
MDT 		Medtronic PLC2024-09-30New Buy
+0.17%
●
76.84 ($84.12) 91.03
$89.68
6.61%
New holding
2,357
2,357
STT 		State Street Corp2024-09-30New Buy
+0.17%
●
73.37 ($82.46) 89.31
$92.91
12.67%
New holding
2,400
2,400

Hummer Financial Advisory Services Inc Total Holding History ($B)

To

Hummer Financial Advisory Services Inc's Asset Allocation

To

Hummer Financial Advisory Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hummer Financial Advisory Services Inc's Hypothetical Growth since 2024-09-30

Hummer Financial Advisory Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Hummer Financial Advisory Services Inc's Holdings Heat Map

Size field:

Hummer Financial Advisory Services Inc's Holdings Bubble Chart

Hummer Financial Advisory Services Inc News

  • 1

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