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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GSLC GOLDMAN SACHS ETF TR 2,000.0 $284K 0.19% $141.89 +3.5%
102 NFLX NETFLIX INC. Communication Services 3,970.0 $283K 0.19% $71.40 +14.5%
103 HONEYWELL INTL INC 1,193.0 $272K 0.18% NEW $227.70
104 BRX BRIXMOR PPTY GROUP INC Real Estate 8,600.0 $271K 0.18% $31.53 -7.5%
105 DOV DOVER CORP Industrials 1,170.0 $262K 0.17% $224.28 -11.4%
106 WFC WELLS FARGO & CO Financial Services 3,126.0 $258K 0.17% $82.64 +4.9%
107 BOXX EA SERIES TRUST 2,200.0 $258K 0.17% $117.09 +0.8%
108 ARW ARROW ELECTRS INC Technology 1,200.0 $256K 0.17% NEW $213.41 -4.4%
109 HONEYWELL AEROSPACE INC 1,155.0 $255K 0.17% NEW $221.08
110 SYY SYSCO CORP Consumer Defensive 3,050.0 $255K 0.17% $83.58 -2.0%
111 TGT TARGET CORP Consumer Defensive 1,930.0 $252K 0.17% $130.61 +24.9%
112 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,265.0 $252K 0.17% $111.05 -1.4%
113 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,300.0 $248K 0.16% $57.62 +15.6%
114 CAT CATERPILLAR INC Industrials 230.0 $245K 0.16% NEW $1064.90 -24.9%
115 MKC MCCORMICK & CO INC Consumer Defensive 4,800.0 $242K 0.16% $50.42 +9.7%
116 GPC GENUINE PARTS CO Consumer Cyclical 2,000.0 $238K 0.16% $119.04 +15.5%
117 VOO VANGUARD INDEX FDS 345.0 $237K 0.16% $686.81 +3.0%
118 CI THE CIGNA GROUP Healthcare 841.0 $232K 0.15% $275.68 +1.2%
119 TDY TELEDYNE TECHNOLOGIES INC Technology 343.0 $229K 0.15% $666.90 -6.7%
120 CW CURTISS WRIGHT CORP Industrials 300.0 $227K 0.15% $758.02 -21.3%
Page 6 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%