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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TXT TEXTRON INC Industrials 3,691.0 $339K 0.04% NEW $91.73 -8.4%
122 ABBV ABBVIE INC Healthcare 1,327.0 $334K 0.04% NEW $251.73 +5.9%
123 MGK VANGUARD WORLD FD 3,680.0 $324K 0.04% NEW $87.91 +1.1%
124 MTUM ISHARES TR 941.0 $322K 0.04% NEW $342.66 -11.5%
125 ES EVERSOURCE ENERGY Utilities 4,262.0 $308K 0.04% NEW $72.28 -1.3%
126 XLC SELECT SECTOR SPDR TR 2,856.0 $306K 0.04% NEW $107.13 +4.4%
127 AVSC AMERICAN CENTY ETF TR 4,074.0 $299K 0.04% NEW $73.35 +0.2%
128 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,182.0 $299K 0.04% NEW $36.49 +6.4%
129 IYY ISHARES TR 1,636.0 $298K 0.04% NEW $182.28 +2.4%
130 AIZ ASSURANT INC Financial Services 1,110.0 $298K 0.04% NEW $268.53 +6.1%
131 EW EDWARDS LIFESCIENCES CORP Healthcare 3,162.0 $286K 0.04% NEW $90.46 -0.4%
132 SBUX STARBUCKS CORP Consumer Cyclical 2,787.0 $285K 0.04% NEW $102.20 +3.7%
133 VBK VANGUARD INDEX FDS 773.0 $283K 0.04% NEW $365.48 -2.3%
134 IWF ISHARES TR 2,254.0 $280K 0.04% NEW $124.19 -1.7%
135 MDLZ MONDELEZ INTL INC Consumer Defensive 4,819.0 $279K 0.04% NEW $57.84 +11.9%
136 NOC NORTHROP GRUMMAN CORP Industrials 542.0 $276K 0.04% NEW $509.70 +9.1%
137 MCCORMICK & CO INC 5,376.0 $271K 0.04% NEW $50.50
138 VNQ VANGUARD INDEX FDS 2,781.0 $268K 0.04% NEW $96.44 +2.2%
139 NNN NNN REIT INC Real Estate 5,744.0 $267K 0.04% NEW $46.53 -1.6%
140 HCA HCA HEALTHCARE INC Healthcare 676.0 $263K 0.04% NEW $389.71 +9.9%
Page 7 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%