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Portfolio (Quarterly) Guide ↗

SS&H Financial Advisors, Inc.

· CIK 0001911735
13F Portfolio $391M AUM 130 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 130 New
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 8,955.0 $1.2M 0.32% NEW $139.59 -34.0%
62 WMT WALMART INC Consumer Defensive 10,938.0 $1.2M 0.32% NEW $113.27 -9.4%
63 MPC MARATHON PETE CORP Energy 4,800.0 $1.2M 0.31% NEW $255.62 +42.2%
64 META META PLATFORMS INC Communication Services 1,891.0 $1.1M 0.27% NEW $563.19 +1.4%
65 NOC NORTHROP GRUMMAN CORP Industrials 2,055.0 $1.0M 0.27% NEW $509.49 +7.0%
66 FDX FEDEX CORP Industrials 3,275.0 $1.0M 0.26% NEW $313.28 +5.8%
67 MAIN MAIN STR CAP CORP Financial Services 18,950.0 $983K 0.25% NEW $51.87 +12.9%
68 FITB FIFTH THIRD BANCORP Financial Services 17,239.0 $972K 0.25% NEW $56.38 -2.7%
69 ATO ATMOS ENERGY CORP Utilities 5,500.0 $947K 0.24% NEW $172.18 -2.9%
70 TJX TJX COS INC NEW Consumer Cyclical 5,955.0 $902K 0.23% NEW $151.47 -11.4%
71 DTM DT MIDSTREAM INC Energy 5,900.0 $866K 0.22% NEW $146.78 -10.3%
72 VTRS VIATRIS INC Healthcare 54,304.0 $862K 0.22% NEW $15.87 +6.4%
73 CRWV COREWEAVE INC Technology 8,050.0 $801K 0.20% NEW $99.50 -12.8%
74 CRWD CROWDSTRIKE HLDGS INC Technology 1,000.0 $763K 0.20% NEW $190.75 +19.5%
75 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,600.0 $742K 0.19% NEW $206.11 +2.5%
76 GD GENERAL DYNAMICS CORP Industrials 2,045.0 $724K 0.18% NEW $354.03 +7.4%
77 APH AMPHENOL CORP Technology 4,000.0 $705K 0.18% NEW $176.25 -8.4%
78 DTE DTE ENERGY CO Utilities 4,600.0 $701K 0.18% NEW $152.39 -10.6%
79 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,350.0 $697K 0.18% NEW $109.76 +0.2%
80 HACK AMPLIFY ETF TR 6,600.0 $693K 0.18% NEW $105.00 +12.9%
Page 4 of 7  ·  130 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 40.1%
Financial Services 16.5%
Healthcare 13.7%
Industrials 9.8%
Consumer Defensive 6.8%
Consumer Cyclical 5.5%
Communication Services 2.2%
Utilities 2.0%
Energy 1.8%
Basic Materials 1.5%