Hummer Financial Advisory Services Inc

CIK

1802279

Location

Chicago, IL

Portfolio Value

Small $121,789,602

Diversification

Diversified

Filing Date

Global Rank

#5,277 / 8,588 ▲ 159

Top Industry

Information Technology Services 12.2%

3Y Alpha vs SPY

-9.0%

Period ended 3 months ago

Filed Apr 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.2%

SPY

+76.8%

Annualised alpha

-8.7%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

108 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.9%

−0.5 pts

Top 5

43.7%

−3.3 pts

Top 10

54.2%

−2.9 pts

HHI

562

Diversified−72

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.7%	$34,949,465	3
Technology	18.5%	$22,557,506	20
Industrials	13.1%	$15,959,404	18
Healthcare	8.7%	$10,578,000	17
Consumer Cyclical	8.4%	$10,256,704	6
Financial Services	5.3%	$6,481,457	11
Energy	5.1%	$6,254,128	8
Consumer Defensive	3.5%	$4,240,346	9
Utilities	3.4%	$4,200,464	7
Real Estate	2.8%	$3,358,496	6
Communication Services	1.2%	$1,487,383	2
Basic Materials	1.2%	$1,466,249	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+650	16,550	$2,807,873
UDR	UDR, Inc.	+540	11,722	$395,969
JPM	Jpmorgan Chase & Co	+516	8,740	$2,570,958
RPM	Rpm International Inc/De/	+505	14,751	$1,466,249
CPT	Camden Property Trust	+391	7,889	$770,439
SPY	Spdr S&P 500 ETF Trust	+307	33,564	$21,828,011
LNT	Alliant Energy Corp	+300	4,700	$337,272
PG	PROCTER & GAMBLE Co	+247	12,091	$1,746,424
HON	Honeywell International Inc	+201	2,270	$513,088
GWW	W.W. Grainger, Inc.	+200	3,367	$3,672,757
ADP	Automatic Data Processing Inc	+200	4,950	$1,005,741
SNA	Snap-on Inc	+200	5,600	$2,034,032
EMR	Emerson Electric Co	+200	4,950	$648,549
DTE	Dte Energy Co	+200	4,413	$645,268
NET	Cloudflare, Inc.	+150	1,800	$371,412
JNJ	Johnson & Johnson	+135	10,442	$2,552,442
MMM	3M Co	+131	5,711	$829,408
CSCO	Cisco Systems, Inc.	+130	9,855	$764,649
MRK	Merck & Co., Inc.	+100	5,289	$636,213
DTM	DT Midstream, Inc.	+100	2,205	$296,947
MDY	Spdr S&P Midcap 400 ETF Trust	+96	17,189	$10,601,487
BAC	Bank Of America Corp /De/	+75	7,347	$358,166
AAPL	Apple Inc.	+55	5,103	$1,295,090
DHR	Danaher Corp /De/	+54	1,635	$309,996
RTX	RTX Corp	+50	7,164	$1,381,935
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−350	33,630	$7,004,120
PH	Parker-Hannifin Corp	−160	1,060	$948,954
IBM	International Business Machines Corp	−150	1,902	$461,025
ALL	Allstate Corp	−100	1,986	$411,777
KMB	Kimberly Clark Corp	−100	2,265	$218,504
UL	Unilever PLC	−4	4,790	$272,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ESLT	Elbit Systems Ltd	1,300	$1,103,817
NFLX	Netflix Inc	3,970	$381,715
AMAT	Applied Materials Inc /De	750	$256,342
SHEL	Shell plc	2,569	$238,917
TGT	Target Corp	1,930	$233,916
SXI	Standex International Corp/De/	900	$229,374
BP	Bp PLC	4,668	$219,396
WMB	Williams Companies, Inc.	3,000	$218,340
PFE	Pfizer Inc	7,586	$213,014
TDY	Teledyne Technologies Inc	343	$207,518
CW	Curtiss Wright Corp	300	$204,336
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

108 positions · $121,789,602 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDT	Medtronic plc Healthcare	Added	2,307	+50	$199,901	−7.8%	0.16%
CW	Curtiss Wright Corp Industrials	NEW	300	NEW	$204,336	NEW	0.17%
TDY	Teledyne Technologies Inc Technology	NEW	343	NEW	$207,518	NEW	0.17%
GPC	Genuine Parts Co Consumer Cyclical	Held	2,000	0	$211,500	−14.0%	0.17%
TFX	Teleflex Inc Healthcare	Held	1,775	0	$212,307	−2.0%	0.17%
PFE	Pfizer Inc Healthcare	NEW	7,586	NEW	$213,014	NEW	0.17%
SYY	Sysco Corp Consumer Defensive	Held	3,050	0	$217,556	−3.2%	0.18%
WMB	Williams Companies, Inc. Energy	NEW	3,000	NEW	$218,340	NEW	0.18%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	2,265	-100	$218,504	−8.4%	0.18%
BP	Bp PLC Energy	NEW	4,668	NEW	$219,396	NEW	0.18%
CLX	Clorox Co /De/ Consumer Defensive	Held	2,124	0	$220,110	+2.8%	0.18%
CI	Cigna Group Healthcare	Held	841	0	$224,336	−3.1%	0.18%
SXI	Standex International Corp/De/ Industrials	NEW	900	NEW	$229,374	NEW	0.19%
TGT	Target Corp Consumer Defensive	NEW	1,930	NEW	$233,916	NEW	0.19%
SHEL	Shell plc Energy	NEW	2,569	NEW	$238,917	NEW	0.20%
MKC	Mccormick & Co Inc Consumer Defensive	Held	4,800	0	$242,112	−25.9%	0.20%
DOV	DOVER Corp Industrials	Held	1,170	0	$243,886	+6.8%	0.20%
BRX	Brixmor Property Group Inc. Real Estate	Held	8,600	0	$247,680	+9.8%	0.20%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,126	0	$248,860	−14.6%	0.20%
PLTR	Palantir Technologies Inc. Technology	Held	1,720	0	$251,601	−17.7%	0.21%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,150	0	$255,054	+2.2%	0.21%
AMAT	Applied Materials Inc /De Technology	NEW	750	NEW	$256,342	NEW	0.21%
BMY	Bristol Myers Squibb Co Healthcare	Held	4,300	0	$260,795	+12.4%	0.21%
NTRS	Northern Trust Corp Financial Services	Held	1,900	0	$265,183	+2.2%	0.22%
UL	Unilever PLC Consumer Defensive	Reduced	4,790	-4	$272,886	−13.0%	0.22%
ASTS	AST SpaceMobile, Inc. Technology	Held	3,300	0	$273,471	+14.1%	0.22%
INTU	Intuit Inc. Technology	Held	640	0	$276,723	−34.7%	0.23%
DLR	Digital Realty Trust, Inc. Real Estate	Held	1,600	0	$288,336	+16.5%	0.24%
NVS	Novartis AG Healthcare	Held	1,926	0	$294,196	+10.8%	0.24%
DTM	DT Midstream, Inc. Energy	Added	2,205	+100	$296,947	+17.9%	0.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	605	+27	$297,375	−11.2%	0.24%
STT	State Street Corp Financial Services	Held	2,400	0	$303,744	−1.9%	0.25%
SHOP	Shopify Inc. Technology	Held	2,595	0	$307,818	−26.3%	0.25%
DHR	Danaher Corp /De/ Healthcare	Added	1,635	+54	$309,996	−14.3%	0.25%
GLW	Corning Inc /Ny Technology	Held	2,325	0	$316,130	+55.3%	0.26%
STE	STERIS plc Healthcare	Held	1,500	0	$331,695	−12.8%	0.27%
LNT	Alliant Energy Corp Utilities	Added	4,700	+300	$337,272	+17.9%	0.28%
GEV	GE Vernova Inc. Industrials	Added	404	+3	$352,651	+34.6%	0.29%
ORI	Old Republic International Corp Financial Services	Held	8,912	0	$355,588	−12.6%	0.29%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,347	+75	$358,166	−10.4%	0.29%
INTC	Intel Corp Technology	Held	8,175	0	$360,762	+19.6%	0.30%
D	Dominion Energy, Inc Utilities	Held	6,001	0	$370,981	+5.5%	0.30%
NET	Cloudflare, Inc. Technology	Added	1,800	+150	$371,412	+14.2%	0.30%
KR	Kroger Co Consumer Defensive	Held	5,146	0	$372,364	+15.8%	0.31%
SYK	Stryker Corp Healthcare	Held	1,150	0	$377,878	−6.5%	0.31%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	1,100	0	$379,665	+17.6%	0.31%
NFLX	Netflix Inc Communication Services	NEW	3,970	NEW	$381,715	NEW	0.31%
COP	Conocophillips Energy	Held	2,952	0	$389,664	+41.0%	0.32%
UDR	UDR, Inc. Real Estate	Added	11,722	+540	$395,969	−3.5%	0.33%
CAH	Cardinal Health Inc Healthcare	Held	1,913	0	$404,236	+2.8%	0.33%