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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
Page 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPT CAMDEN PPTY TR Real Estate 7,889.0 $912K 0.60% $115.55 -8.0%
42 EXR EXTRA SPACE STORAGE INC Real Estate 5,928.0 $861K 0.57% $145.30 -1.6%
43 VO VANGUARD INDEX FDS 9,796.0 $789K 0.52% +7K +300.0% $80.57 +2.4%
44 BLK BLACKROCK INC Financial Services 790.0 $760K 0.50% +5.0 +0.6% $961.56 +21.1%
45 CVX CHEVRON CORPORATION Energy 4,483.0 $743K 0.49% $165.76 +21.8%
46 TSLA TESLA INC Consumer Cyclical 1,760.0 $740K 0.49% +22.0 +1.3% $420.60 -17.1%
47 ABT ABBOTT LABORATORIES Healthcare 7,940.0 $720K 0.47% $90.74 +23.9%
48 MCD MCDONALDS CORP Consumer Cyclical 2,650.0 $716K 0.47% $270.31 -2.0%
49 EMR EMERSON ELEC CO Industrials 4,950.0 $709K 0.47% $143.15 +8.4%
50 MRK MERCK & CO INC Healthcare 5,289.0 $684K 0.45% $129.35 +14.6%
51 DTE DTE ENERGY CO Utilities 4,413.0 $678K 0.45% $153.53 -11.5%
52 ITW ILLINOIS TOOL WKS INC Industrials 2,440.0 $664K 0.44% $272.08 +2.9%
53 IJH ISHARES TR 8,545.0 $659K 0.43% +85.0 +1.0% $77.11 -1.8%
54 WMT WALMART INC Consumer Defensive 5,765.0 $653K 0.43% $113.26 -9.0%
55 SCUS SCHWAB STRATEGIC TR 24,800.0 $624K 0.41% $25.18 +0.0%
56 GE GE AEROSPACE Industrials 1,633.0 $611K 0.40% $374.20 -8.5%
57 GLW CORNING INC Technology 2,325.0 $594K 0.39% $255.43 -41.7%
58 IWM ISHARES TR 1,975.0 $593K 0.39% $300.45 -1.6%
59 DUK DUKE ENERGY CORP NEW Utilities 4,474.0 $566K 0.37% $126.58 -5.0%
60 AON AON PLC Financial Services 1,683.0 $558K 0.37% $331.69 +7.1%
Page 3 of 7  ·  129 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 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%