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Portfolio (Quarterly) Guide ↗

Hummer Financial Advisory Services Inc

· CIK 0001802279
13F Portfolio $152M AUM 129 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 9 Added 1 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RPM RPM INTL INC Basic Materials 14,841.0 $1.6M 1.08% +90.0 +0.6% $111.15 -4.0%
2 RTX RTX CORPORATION Industrials 7,269.0 $1.4M 0.91% +105.0 +1.5% $189.73 +11.6%
3 VO VANGUARD INDEX FDS 9,796.0 $789K 0.52% +7K +300.0% $80.57 +2.4%
4 BLK BLACKROCK INC Financial Services 790.0 $760K 0.50% +5.0 +0.6% $961.56 +21.1%
5 TSLA TESLA INC Consumer Cyclical 1,760.0 $740K 0.49% +22.0 +1.3% $420.60 -17.1%
6 IJH ISHARES TR 8,545.0 $659K 0.43% +85.0 +1.0% $77.11 -1.8%
7 NEE NEXTERA ENERGY INC Utilities 5,205.0 $457K 0.30% +75.0 +1.5% $87.77 -6.8%
8 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,110.0 $323K 0.21% +10.0 +0.9% $290.59 -9.6%
9 PLTR PALANTIR TECHNOLOGIES INC Technology 1,770.0 $207K 0.14% +50.0 +2.9% $116.67 +59.7%

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 36.7%
Technology 15.9%
Industrials 14.7%
Healthcare 8.3%
Consumer Cyclical 8.3%
Energy 3.9%
Utilities 3.6%
Consumer Defensive 3.0%
Real Estate 2.9%
Communication Services 1.3%