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Portfolio (Quarterly) Guide ↗

SC&H Financial Advisors, Inc.

· CIK 0001907898
13F Portfolio $754M AUM 160 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTAS CINTAS CORP Industrials 4,533.0 $771K 0.10% NEW $170.06 +19.7%
82 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.10% NEW $748850.00
83 HD HOME DEPOT INC Consumer Cyclical 1,907.0 $673K 0.09% NEW $352.76 -5.2%
84 MCD MCDONALDS CORP Consumer Cyclical 2,312.0 $625K 0.08% NEW $270.36 -0.5%
85 PG PROCTER & GAMBLE CO Consumer Defensive 4,225.0 $620K 0.08% NEW $146.64 -2.5%
86 WMT WALMART INC Consumer Defensive 5,358.0 $607K 0.08% NEW $113.26 -8.3%
87 PLD PROLOGIS INC. Real Estate 4,212.0 $571K 0.08% NEW $135.48 +3.8%
88 PAYX PAYCHEX INC Industrials 5,802.0 $570K 0.08% NEW $98.32 +25.0%
89 GSLC GOLDMAN SACHS ETF TR 3,935.0 $558K 0.07% NEW $141.89 +2.7%
90 VGT VANGUARD WORLD FD 4,594.0 $549K 0.07% NEW $119.51 -1.0%
91 VEA VANGUARD TAX-MANAGED FDS 7,649.0 $545K 0.07% NEW $71.25 +2.2%
92 DISV DIMENSIONAL ETF TRUST 13,497.0 $542K 0.07% NEW $40.13 +9.9%
93 CAT CATERPILLAR INC Industrials 507.0 $540K 0.07% NEW $1065.59 -23.5%
94 MTB M & T BK CORP Financial Services 2,242.0 $534K 0.07% NEW $237.98 +0.1%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,021.0 $512K 0.07% NEW $501.51 +25.1%
96 IWD ISHARES TR 2,033.0 $493K 0.07% NEW $242.39 +5.7%
97 LOW LOWES COS INC Consumer Cyclical 2,169.0 $478K 0.06% NEW $220.54 -1.4%
98 AEP AMERICAN ELEC PWR CO INC Utilities 3,440.0 $471K 0.06% NEW $136.80 -8.1%
99 GS GOLDMAN SACHS GROUP INC Financial Services 464.0 $469K 0.06% NEW $1010.62 -0.9%
100 JCI JOHNSON CONTROLS INTERNATION Industrials 3,156.0 $461K 0.06% NEW $146.11 -2.0%
Page 5 of 8  ·  160 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
Technology 38.0%
Financial Services 22.5%
Communication Services 11.9%
Consumer Defensive 7.1%
Consumer Cyclical 6.2%
Healthcare 4.8%
Industrials 4.2%
Utilities 3.0%
Real Estate 1.5%
Energy 0.3%