Hummer Financial Advisory Services Inc - Portfolio overview

Hummer Financial Advisory Services Inc has 130 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 15.45%
2. MDY - STATE STR SPDR S&P MIDCAP 40, 7.50%
3. ACN - ACCENTURE PLC IRELAND, 7.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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