BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STT STATE STR CORP Financial Services 2,400.0 $407K 0.27% $169.60 +14.0%
82 ORI OLD REP INTL CORP Financial Services 8,912.0 $365K 0.24% $40.92 +2.8%
83 SYK STRYKER CORPORATION Healthcare 1,150.0 $363K 0.24% $315.72 +4.7%
84 LNT ALLIANT ENERGY CORP Utilities 4,700.0 $359K 0.24% $76.29 -10.8%
85 NTRS NORTHERN TR CORP Financial Services 1,900.0 $332K 0.22% $174.64 +7.0%
86 DTM DT MIDSTREAM INC Energy 2,205.0 $326K 0.21% $147.62 -12.3%
87 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,110.0 $323K 0.21% +10.0 +0.9% $290.59 -9.6%
88 SXI STANDEX INTL CORP Industrials 900.0 $322K 0.21% $357.67 -16.6%
89 STE STERIS PLC Healthcare 1,500.0 $316K 0.21% $210.57 +11.0%
90 DHR DANAHER CORP DEL Healthcare 1,635.0 $312K 0.20% $190.88 +13.2%
91 BK BANK OF NY MELLON CORP Financial Services 2,150.0 $311K 0.20% $144.61 -1.9%
92 COP CONOCOPHILLIPS Energy 2,952.0 $307K 0.20% $103.96 +25.4%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 605.0 $304K 0.20% $501.83 +24.0%
94 NVS NOVARTIS AG Healthcare 1,926.0 $302K 0.20% $156.72 -1.9%
95 SHOP SHOPIFY INC Technology 2,595.0 $296K 0.20% $114.18 +33.9%
96 ASTS AST SPACEMOBILE INC Technology 3,300.0 $293K 0.19% $88.86 -34.7%
97 UNILEVER PLC 4,790.0 $288K 0.19% $60.12
98 DLR DIGITAL RLTY TR INC Real Estate 1,600.0 $287K 0.19% $179.58 +3.3%
99 BBH VANECK ETF TRUST 1,410.0 $287K 0.19% $203.24 +16.4%
100 KR KROGER CO Consumer Defensive 5,146.0 $286K 0.19% $55.53 +3.9%
Page 5 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%