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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PHO INVESCO EXCHANGE TRADED FD T 7,200.0 $497K 0.13% NEW $69.03 +4.6%
102 NOW SERVICENOW INC Technology 5,000.0 $496K 0.13% NEW $99.20 +39.5%
103 SYK STRYKER CORPORATION Healthcare 1,400.0 $441K 0.11% NEW $315.00 +2.3%
104 WTRG ESSENTIAL UTILS INC Utilities 11,074.0 $424K 0.11% NEW $38.29 +5.9%
105 GS GOLDMAN SACHS GROUP INC Financial Services 400.0 $405K 0.10% NEW $1012.50 +2.8%
106 HD HOME DEPOT INC Consumer Cyclical 995.0 $351K 0.09% NEW $352.76 -6.8%
107 O REALTY INCOME CORP Real Estate 5,449.0 $338K 0.09% NEW $62.03 -0.4%
108 CRM SALESFORCE INC Technology 2,000.0 $313K 0.08% NEW $156.50 +61.1%
109 AVGO BROADCOM INC Technology 820.0 $310K 0.08% NEW $378.05 -1.7%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 2,500.0 $292K 0.07% NEW $116.80 +59.2%
111 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,526.0 $290K 0.07% NEW $64.07 +13.1%
112 SJM SMUCKER J M CO Consumer Defensive 2,450.0 $276K 0.07% NEW $112.65 +17.0%
113 GPN GLOBAL PMTS INC Industrials 3,795.0 $275K 0.07% NEW $72.46 +28.0%
114 XLY SELECT SECTOR SPDR TR 2,334.0 $274K 0.07% NEW $117.39 -1.3%
115 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 907.0 $266K 0.07% NEW $293.27 +4.2%
116 SHOP SHOPIFY INC Technology 2,320.0 $265K 0.07% NEW $114.22 +35.1%
117 MO ALTRIA GROUP INC Consumer Defensive 3,550.0 $255K 0.07% NEW $71.83 -5.8%
118 CLX CLOROX CO DEL Consumer Defensive 2,600.0 $248K 0.06% NEW $95.38 +8.6%
119 DOV DOVER CORP Industrials 1,100.0 $247K 0.06% NEW $224.55 -10.1%
120 FEDEX FGHT HLDG CO INC 1,637.0 $247K 0.06% NEW $150.89
Page 6 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%