SC&H Financial Advisors, Inc.

CIK

1907898

Location

HUNT VALLEY, MD

Portfolio Value

Micro $61,877,430

Diversification

Diversified

Filing Date

Global Rank

#6,567 / 8,605 ▲ 56 · as of Mar 2026

Top Industry

Consumer Electronics 18.0%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+38.1%

SPY

+76.5%

Annualised alpha

-9.5%

Max drawdown

−22.8%

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

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

Top Position

16.5%

−0.5 pts

Top 5

42.4%

−2.3 pts

Top 10

59.0%

+0.1 pts

HHI

553

Diversified−48

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$22,636,262	9
Financial Services	17.6%	$10,876,649	11
Consumer Defensive	8.4%	$5,201,484	7
Unclassified	8.1%	$5,036,099	2
Communication Services	7.6%	$4,675,760	2
Consumer Cyclical	7.3%	$4,492,791	8
Healthcare	5.0%	$3,094,687	9
Utilities	3.8%	$2,369,079	7
Industrials	3.6%	$2,245,077	5
Real Estate	1.3%	$798,162	2
Energy	0.4%	$232,255	1
Basic Materials	0.4%	$219,125	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
BRK-B	Berkshire Hathaway Inc	+2,480	5,110	$2,448,712
AMZN	Amazon Com Inc	+1,402	7,961	$1,658,037
NVDA	Nvidia Corp	+1,291	10,077	$1,757,428
MDLZ	Mondelez International, Inc.	+830	4,811	$277,306
V	Visa Inc.	+486	6,637	$2,005,966
GOOGL	Alphabet Inc.	+360	12,265	$3,526,923
PNC	Pnc Financial Services Group, Inc.	+300	1,473	$306,516
PAYX	Paychex Inc	+75	5,877	$541,389
QQQ	Invesco Qqq Trust, Series 1	+59	1,753	$1,011,796
TSLA	Tesla, Inc.	+37	561	$208,551
LLY	ELI LILLY & Co	+33	296	$272,251
GLW	Corning Inc /Ny	+20	3,809	$517,909
AEP	American Electric Power Co Inc	+12	3,428	$449,342
JCI	Johnson Controls International plc	+11	3,147	$412,099
META	Meta Platforms, Inc.	+6	2,008	$1,148,837
SPY	Spdr S&P 500 ETF Trust	+3	6,188	$4,024,303
LRCX	Lam Research Corp	+2	9,437	$2,016,309
UNH	Unitedhealth Group Inc	+2	2,417	$654,016
ES	Eversource Energy	+1	4,516	$312,868
TXT	Textron Inc	+1	3,690	$323,096
JNJ	Johnson & Johnson	+1	1,579	$385,970
CTAS	Cintas Corp	+1	4,617	$780,919
JPM	Jpmorgan Chase & Co	+1	6,996	$2,057,943
NOC	Northrop Grumman Corp /De/	+1	542	$369,774
GS	Goldman Sachs Group Inc	+1	464	$392,539
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−945	5,308	$659,678
BAC	Bank Of America Corp /De/	−454	6,895	$336,131
LOW	Lowes Companies Inc	−351	2,169	$512,491
MSFT	Microsoft Corp	−330	15,680	$5,804,265
AAPL	Apple Inc.	−249	40,224	$10,208,448
PG	PROCTER & GAMBLE Co	−62	4,675	$675,257
BX	Blackstone Inc.	−41	1,996	$229,520
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	940	$232,255
LIN	Linde PLC	442	$219,125
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	758	$265,292
ACN	Accenture plc	975	$261,592
AJG	Arthur J. Gallagher & Co.	862	$223,076
TROW	Price T Rowe Group Inc	2,105	$215,509
DHR	Danaher Corp /De/	941	$215,413
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $61,877,430 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 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	40,224	-249	$10,208,448	−7.2%	16.50%
MSFT	Microsoft Corp Technology	Reduced	15,680	-330	$5,804,265	−25.0%	9.38%
SPY	Spdr S&P 500 ETF Trust	Added	6,188	+3	$4,024,303	−4.6%	6.50%
GOOGL	Alphabet Inc. Communication Services	Added	12,265	+360	$3,526,923	−5.3%	5.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	2,664	0	$2,654,489	+15.5%	4.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,110	+2,480	$2,448,712	+85.2%	3.96%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,996	+1	$2,057,943	−8.7%	3.33%
LRCX	Lam Research Corp Technology	Added	9,437	+2	$2,016,309	+24.8%	3.26%
V	Visa Inc. Financial Services	Added	6,637	+486	$2,005,966	−7.0%	3.24%
NVDA	Nvidia Corp Technology	Added	10,077	+1,291	$1,757,428	+7.3%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,961	+1,402	$1,658,037	+9.5%	2.68%
MA	Mastercard Inc Financial Services	Held	2,713	0	$1,355,577	−12.5%	2.19%
META	Meta Platforms, Inc. Communication Services	Added	2,008	+6	$1,148,837	−13.1%	1.86%
CINF	Cincinnati Financial Corp Financial Services	Held	6,600	0	$1,038,510	−3.7%	1.68%
QQQ	Invesco Qqq Trust, Series 1	Added	1,753	+59	$1,011,796	−2.8%	1.64%
AVGO	Broadcom Inc. Technology	Held	2,802	0	$867,247	−10.6%	1.40%
CTAS	Cintas Corp Industrials	Added	4,617	+1	$780,919	−10.0%	1.26%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,312	0	$718,546	+1.7%	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,675	-62	$675,257	−0.5%	1.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,308	-945	$659,678	−5.3%	1.07%
APH	Amphenol Corp /De/ Technology	Held	5,220	0	$659,547	−6.5%	1.07%
UNH	Unitedhealth Group Inc Healthcare	Added	2,417	+2	$654,016	−18.0%	1.06%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,907	0	$627,193	−4.4%	1.01%
PLD	Prologis, Inc. Real Estate	Held	4,212	0	$556,742	+3.5%	0.90%
PAYX	Paychex Inc Technology	Added	5,877	+75	$541,389	−16.8%	0.87%
GLW	Corning Inc /Ny Technology	Added	3,809	+20	$517,909	+56.1%	0.84%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,169	-351	$512,491	−15.7%	0.83%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	1,021	0	$501,852	−15.2%	0.81%
MTB	M&T Bank Corp Financial Services	Held	2,242	0	$463,466	+2.6%	0.75%
AEP	American Electric Power Co Inc Utilities	Added	3,428	+12	$449,342	+14.1%	0.73%
XEL	Xcel Energy Inc Utilities	Held	5,592	0	$444,228	+7.6%	0.72%
JCI	Johnson Controls International plc Industrials	Added	3,147	+11	$412,099	+9.7%	0.67%
GS	Goldman Sachs Group Inc Financial Services	Added	464	+1	$392,539	−3.5%	0.63%
MKC	Mccormick & Co Inc Consumer Defensive	Held	7,737	0	$390,254	−25.9%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	1,579	+1	$385,970	+18.2%	0.62%
NOC	Northrop Grumman Corp /De/ Industrials	Added	542	+1	$369,774	+19.9%	0.60%
CAT	Caterpillar Inc Industrials	Held	507	0	$359,189	+23.7%	0.58%
AWK	American Water Works Company, Inc. Utilities	Held	2,593	0	$352,881	+4.3%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,895	-454	$336,131	−16.8%	0.54%
KO	Coca Cola Co Consumer Defensive	Held	4,270	0	$324,733	+8.8%	0.52%
TXT	Textron Inc Industrials	Added	3,690	+1	$323,096	+0.5%	0.52%
HCA	HCA Healthcare, Inc. Healthcare	Held	676	0	$319,910	+1.4%	0.52%
ES	Eversource Energy Utilities	Added	4,516	+1	$312,868	+2.9%	0.51%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,473	+300	$306,516	+25.2%	0.50%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	8,182	0	$295,533	+4.0%	0.48%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	2,480	0	$291,672	+0.3%	0.47%
ABBV	AbbVie Inc. Healthcare	Held	1,327	0	$288,609	−4.8%	0.47%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	4,811	+830	$277,306	+29.4%	0.45%
LLY	ELI LILLY & Co Healthcare	Added	296	+33	$272,251	−3.7%	0.44%
ATO	Atmos Energy Corp Utilities	Held	1,455	0	$268,767	+10.2%	0.43%