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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 750.0 $542K 0.36% $723.00 -36.1%
62 MUB ISHARES TR 5,000.0 $538K 0.35% $107.62 -2.2%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 1,902.0 $535K 0.35% $281.21 -16.2%
64 BIL SPDR SERIES TRUST 5,700.0 $522K 0.34% $91.64 +0.0%
65 MMKT TEXAS CAPITAL FUNDS TRUST 5,000.0 $501K 0.33% $100.22 -0.0%
66 VTEB VANGUARD MUN BD FDS 9,600.0 $486K 0.32% $50.58 -2.3%
67 USB US BANCORP Financial Services 7,959.0 $485K 0.32% $60.92 +2.5%
68 GEV GE VERNOVA INC Utilities 404.0 $475K 0.31% $1175.36 -22.4%
69 ALL ALLSTATE CORP Financial Services 1,986.0 $475K 0.31% $239.02 +9.0%
70 AVY AVERY DENNISON CORP Industrials 2,910.0 $472K 0.31% $162.35 +9.5%
71 UDR UDR INC Real Estate 11,722.0 $468K 0.31% $39.92 -7.0%
72 NEE NEXTERA ENERGY INC Utilities 5,205.0 $457K 0.30% +75.0 +1.5% $87.77 -6.8%
73 CAH CARDINAL HEALTH INC Healthcare 1,913.0 $454K 0.30% $237.56 -1.3%
74 MCK MCKESSON CORP Healthcare 600.0 $454K 0.30% $756.42 +18.1%
75 AVAV AEROVIRONMENT INC Industrials 2,700.0 $446K 0.29% $165.07 -10.4%
76 NET CLOUDFLARE INC Technology 1,800.0 $442K 0.29% $245.28 +22.2%
77 SO SOUTHERN CO Utilities 4,550.0 $435K 0.29% $95.71 -7.8%
78 BAC BANK OF AMER CORP Financial Services 7,347.0 $419K 0.28% $56.98 +9.4%
79 ITM VANECK ETF TRUST 8,750.0 $411K 0.27% $46.99 -2.5%
80 D DOMINION ENERGY INC Utilities 6,001.0 $410K 0.27% $68.29 -4.1%
Page 4 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%