Portfolio (Quarterly)
Guide ↗
Hummer Financial Advisory Services Inc
· CIK 0001802279| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 2,270 | $513K | 0.36% | SOLD |
| 2 | KLAC | KLA CORP | Technology | 300 | $442K | 0.31% | SOLD |
| 3 | INTU | INTUIT | Technology | 640 | $277K | 0.20% | SOLD |
| 4 | SHEL | SHELL PLC | Energy | 2,569 | $239K | 0.17% | SOLD |
| 5 | BP | BP PLC | Energy | 4,668 | $219K | 0.15% | SOLD |
| 6 | PFE | PFIZER INC | Healthcare | 7,586 | $213K | 0.15% | SOLD |
| 7 | MDT | MEDTRONIC PLC | Healthcare | 2,307 | $202K | 0.14% | SOLD |
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%