SS&H Financial Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Troy, MI
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$342,718
Net value change ($000)
+13,678 (4.2%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
MRK 2,417 54.2%
MU 2,410 69.4%
GOOGL 1,943 28.8%
AMGN 1,574 36.4%
BMY 1,220 48.4%
AAPL 1,214 6.5%
AMZN 1,072 12.7%
AMD 1,043 181.7%
CAT 910 54.1%
LRCX 845 24.6%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,832 -23.4%
MSFT -1,806 -8.2%
NVDA -774 -3.0%
PG -730 -7.5%
T -445 -11.7%
NKE -444 -62.3%
SHW -334 -6.4%
GLTR -331 -100.0%
TSCO -330 -12.0%
VZ -327 -11.8%
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