Hummer Financial Advisory Services Inc holds a focused book of 129 stocks worth $152.0M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Ishares Govt MMKT ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802279/holdings"
Use Arkolith to show Hummer Financial Advisory Services Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hummer Financial Advisory Services Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 79 / 80 | $166.6B |
| BlackRock, Inc. | 78 / 80 | $2.2T |
| ROYAL BANK OF CANADA | 78 / 80 | $157.4B |
| UBS Group AG | 77 / 80 | $146.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77 / 80 | $50.6B |
| Ken Griffin | 77 / 80 | $23.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $16.3B |
| NewEdge Advisors, LLC | 77 / 80 | $7.8B |
Ranked by how many of Hummer Financial Advisory Services Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $25.1M | 33.6K | 16.5% | —Held | |
| 2 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $12.1M | 17.2K | 8.0% | —Held | |
| 3 | Amazon Com Inc COM | $8.0M | 33.6K | 5.3% | —Held | |
| 4 | Accenture PLC Ireland SHS CLASS A | $6.3M | 50.9K | 4.2% | —Held | |
| 5 | WW Grainger Inc COM | $4.6M | 3.4K | 3.0% | —Held | |
| 6 | Vanguard Index FDS SMALL CP ETF | $3.6M | 11.8K | 2.4% | ▲+0.3% Added · +35 sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $3.2M | 4.4K | 2.1% | —Held | |
| 8 | BlackRock ETF Trust ISHARES GOVT MON | $3.1M | 31.0K | 2.0% | ▼−3.1% Reduced · −1K sh | |
| 9 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 2.0% | —Held | |
| 10 | JPMorgan Chase & Co COM | $2.9M | 8.7K | 1.9% | —Held | |
| 11 | Johnson & Johnson COM | $2.7M | 10.5K | 1.7% | ▲+0.2% Added · +20 sh | |
| 12 | Microsoft Corp COM | $2.3M | 6.2K | 1.5% | ▲+0.2% Added · +14 sh | |
| 13 | Exxon Mobil Corp COM | $2.3M | 16.6K | 1.5% | —Held | |
| 14 | Snap On Inc COM | $2.3M | 5.6K | 1.5% | —Held | |
| 15 | Ishares TR CORE S&P500 ETF | $2.1M | 2.8K | 1.4% | —Held | |
| 16 | Abbvie Inc COM | $2.1M | 8.2K | 1.4% | —Held | |
| 17 | Procter & Gamble Co COM | $1.8M | 12.1K | 1.2% | —Held | |
| 18 | RPM Intl Inc COM | $1.6M | 14.8K | 1.1% | ▲+0.6% Added · +90 sh | |
| 19 | BlackRock ETF Trust ISHA PR MONE ETF | $1.6M | 16.0K | 1.1% | —Held | |
| 20 | Eli Lilly & Co COM | $1.5M | 1.2K | 1.0% | —Held | |
| 21 | Apple Inc COM | $1.5M | 5.1K | 1.0% | —Held | |
| 22 | RTX Corporation COM | $1.4M | 7.3K | 0.9% | ▲+1.5% Added · +105 sh | |
| 23 | Alphabet Inc CAP STK CL A | $1.4M | 3.8K | 0.9% | —Held | |
| 24 | Advanced Micro Devices Inc COM | $1.4M | 2.4K | 0.9% | —Held | |
| 25 | Wec Energy Group Inc COM | $1.4M | 11.6K | 0.9% | —Held | |
| 26 | Marathon Pete Corp COM | $1.2M | 4.7K | 0.8% | —Held | |
| 27 | Autodesk Inc COM | $1.2M | 6.2K | 0.8% | —Held | |
| 28 | Qualcomm Inc COM | $1.2M | 6.4K | 0.8% | ▲+0.4% Added · +25 sh | |
| 29 | Vertiv Holdings Co COM CL A | $1.2M | 3.5K | 0.8% | —Held | |
| 30 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.2M | 20.0K | 0.8% | —Held | |
| 31 | Cisco Sys Inc COM | $1.2M | 9.9K | 0.8% | —Held | |
| 32 | Home Depot Inc COM | $1.1M | 3.3K | 0.8% | —Held | |
| 33 | Intel Corp COM | $1.1M | 8.2K | 0.8% | —Held | |
| 34 | Automatic Data Processing In COM | $1.1M | 5.0K | 0.7% | —Held | |
| 35 | Parker-Hannifin Corp COM | $1.0M | 1.1K | 0.7% | —Held | |
| 36 | Public Storage COM | $1.0M | 3.2K | 0.7% | —Held | |
| 37 | Elbit Sys Ltd ORD | $988K | 1.3K | 0.6% | —Held | |
| 38 | Cintas Corp COM | $952K | 5.6K | 0.6% | —Held | |
| 39 | 3M Co COM | $925K | 5.7K | 0.6% | —Held | |
| 40 | Nvidia Corporation COM | $916K | 4.6K | 0.6% | —Held | |
| 41 | Camden Ppty TR SH BEN INT | $912K | 7.9K | 0.6% | —Held | |
| 42 | Extra Space Storage Inc COM | $861K | 5.9K | 0.6% | —Held | |
| 43 | Vanguard Index FDS MID CAP ETF | $789K | 9.8K | 0.5% | ▲+300% Added · +7K sh | |
| 44 | BlackRock Inc COM | $760K | 790 | 0.5% | ▲+0.6% Added · +5 sh | |
| 45 | Chevron Corporation COM | $743K | 4.5K | 0.5% | —Held | |
| 46 | Tesla Inc COM | $740K | 1.8K | 0.5% | ▲+1.3% Added · +22 sh | |
| 47 | Abbott Laboratories COM | $720K | 7.9K | 0.5% | —Held | |
| 48 | McDonalds Corp COM | $716K | 2.6K | 0.5% | —Held | |
| 49 | Emerson Elec Co COM | $709K | 5.0K | 0.5% | —Held | |
| 50 | Merck & Co Inc COM | $684K | 5.3K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 129 | $152.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 129 | $141.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 117 | $141.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 114 | $137.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 114 | $133.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 107 | $123.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 108 | $126.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 112 | $127.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.