Hummer Financial Advisory Services Inc

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$152,001
Net value change ($000)
+10,552 (7.5%)
New positions
7
Sold out positions
7
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,240 14.8%
MDY 1,491 14.0%
AMZN 1,011 14.4%
GWW 907 24.7%
AMD 887 185.6%
INTC 780 216.1%
QQQ 699 27.7%
GOOGL 558 23.2%
VB 495 16.1%
CSCO 393 51.4%
Top Reduces (Value $000, Stocks/ETFs)
ACN -3,759 -37.2%
XOM -545 -19.4%
HON -513 -100.0%
KLAC -442 -100.0%
INTU -277 -100.0%
ADSK -276 -18.8%
SHEL -239 -100.0%
BP -219 -100.0%
PFE -213 -100.0%
MDT -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type