Hummer Financial Advisory Services Inc

CIK

1802279

Location

Chicago, IL

Portfolio Value

Micro $22,557,506

Diversification

Diversified

Filing Date

Global Rank

#4,931 / 8,232 ▲ 274

Top Industry

Information Technology Services 12.2%

3Y Alpha vs SPY

-8.6%

Period ended 2 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

+41.7%

SPY

+76.5%

Annualised alpha

-8.5%

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
SNA	Snap-on Inc	+200	5,600	$2,034,032
GWW	W.W. Grainger, Inc.	+200	3,367	$3,672,757
ADP	Automatic Data Processing Inc	+200	4,950	$1,005,741
DTE	Dte Energy Co	+200	4,413	$645,268
EMR	Emerson Electric Co	+200	4,950	$648,549
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
MDT	Medtronic plc	+50	2,307	$199,901
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
KMB	Kimberly Clark Corp	−100	2,265	$218,504
ALL	Allstate Corp	−100	1,986	$411,777
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

20 positions · $22,557,506 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ACN	Accenture plc Technology	Held	50,900	0	$10,092,961	−26.1%	44.74%
MSFT	Microsoft Corp Technology	Added	6,229	+20	$2,305,788	−23.2%	10.22%
ADSK	Autodesk, Inc. Technology	Held	6,150	0	$1,472,310	−19.1%	6.53%
AAPL	Apple Inc. Technology	Added	5,103	+55	$1,295,090	−5.6%	5.74%
ADP	Automatic Data Processing Inc Technology	Added	4,950	+200	$1,005,741	−17.7%	4.46%
QCOM	Qualcomm Inc/De Technology	Held	6,370	0	$820,328	−24.7%	3.64%
NVDA	Nvidia Corp Technology	Held	4,576	0	$798,054	−6.5%	3.54%
CSCO	Cisco Systems, Inc. Technology	Added	9,855	+130	$764,649	+2.1%	3.39%
AMD	Advanced Micro Devices Inc Technology	Held	2,350	0	$478,060	−5.0%	2.12%
IBM	International Business Machines Corp Technology	Reduced	1,902	-150	$461,025	−24.2%	2.04%
KLAC	Kla Corp Technology	Held	300	0	$441,723	+21.2%	1.96%
NET	Cloudflare, Inc. Technology	Added	1,800	+150	$371,412	+14.2%	1.65%
INTC	Intel Corp Technology	Held	8,175	0	$360,762	+19.6%	1.60%
GLW	Corning Inc /Ny Technology	Held	2,325	0	$316,130	+55.3%	1.40%
SHOP	Shopify Inc. Technology	Held	2,595	0	$307,818	−26.3%	1.36%
INTU	Intuit Inc. Technology	Held	640	0	$276,723	−34.7%	1.23%
ASTS	AST SpaceMobile, Inc. Technology	Held	3,300	0	$273,471	+14.1%	1.21%
AMAT	Applied Materials Inc /De Technology	NEW	750	NEW	$256,342	NEW	1.14%
PLTR	Palantir Technologies Inc. Technology	Held	1,720	0	$251,601	−17.7%	1.12%
TDY	Teledyne Technologies Inc Technology	NEW	343	NEW	$207,518	NEW	0.92%