SS&H Financial Advisors, Inc.

CIK

1911735

Location

TROY, MI

Portfolio Value

Small $383,112,363

Diversification

Diversified

Filing Date

Global Rank

#3,270 / 8,633 ▲ 144

Top Industry

Semiconductors 15.0%

3Y Alpha vs SPY

+27.1%

Period ended 51 days ago

Filed Aug 4, 2026 · 16d

16 quarters · since Mar 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+223.8%

SPY

+76.2%

Annualised alpha

+27.2%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

120 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−1.2 pts

Top 5

31.7%

−1.1 pts

Top 10

47.6%

+1.2 pts

HHI

321

Diversified−11

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.9%	$148,881,550	25
Financial Services	14.2%	$54,455,976	13
Healthcare	13.3%	$50,946,794	15
Industrials	9.8%	$37,646,512	23
Consumer Defensive	6.7%	$25,478,792	12
Consumer Cyclical	5.3%	$20,427,160	10
Communication Services	4.7%	$18,088,750	4
Utilities	1.9%	$7,422,756	7
Unclassified	1.9%	$7,328,640	3
Energy	1.7%	$6,656,770	5
Basic Materials	1.4%	$5,441,043	2
Real Estate	0.1%	$337,620	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	+65,500	113,686	$3,593,614
PFE	Pfizer Inc	+40,980	153,923	$3,706,465
AMZN	Amazon Com Inc	+6,725	47,805	$11,393,843
ORCL	Oracle Corp	+4,940	52,590	$7,707,064
IBM	International Business Machines Corp	+4,555	29,465	$8,285,852
MSFT	Microsoft Corp	+3,025	44,698	$16,673,247
ACN	Accenture plc	+3,000	11,898	$1,480,587
BMY	Bristol Myers Squibb Co	+2,950	72,300	$4,165,926
BAC	Bank Of America Corp /De/	+2,700	70,483	$4,016,121
MRK	Merck & Co., Inc.	+2,350	67,643	$8,692,125
RH	Rh	+2,000	4,000	$658,920
MDT	Medtronic plc	+2,000	19,871	$1,554,508
CVX	Chevron Corp	+1,550	11,662	$1,933,093
AMGN	Amgen Inc	+1,000	19,003	$6,881,366
BA	Boeing Co	+805	10,550	$2,283,758
PG	PROCTER & GAMBLE Co	+750	63,410	$9,298,442
NVDA	Nvidia Corp	+415	133,706	$26,753,233
FDX	Fedex Corp	+400	3,275	$1,025,500
WMT	Walmart Inc.	+200	10,938	$1,238,837
META	Meta Platforms, Inc.	+95	1,891	$1,065,181
NOC	Northrop Grumman Corp /De/	+50	2,055	$1,046,632
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−11,789	123,117	$2,548,521
VTRS	Viatris Inc	−2,607	54,304	$862,347
HON	Honeywell International Inc	−2,351	2,351	$526,388
GLW	Corning Inc /Ny	−2,300	60,217	$15,381,228
CSCO	Cisco Systems, Inc.	−1,740	65,016	$7,636,779
LRCX	Lam Research Corp	−1,700	23,310	$10,100,922
AAPL	Apple Inc.	−1,265	71,901	$20,805,273
GLD	Spdr Gold Trust	−1,000	13,049	$4,806,990
CRWV	CoreWeave, Inc.	−1,000	8,050	$801,297
VZ	Verizon Communications Inc	−900	59,173	$2,505,384
NEE	Nextera Energy Inc	−760	22,133	$1,942,613
JNJ	Johnson & Johnson	−735	16,211	$4,117,107
ABBV	AbbVie Inc.	−700	47,916	$12,057,582
ABT	Abbott Laboratories	−675	26,758	$2,428,020
MU	Micron Technology Inc	−650	19,965	$23,045,399
AFL	Aflac Inc	−600	22,016	$2,581,376
PEP	Pepsico Inc	−600	24,544	$3,323,257
AWK	American Water Works Company, Inc.	−500	9,612	$1,264,746
EMR	Emerson Electric Co	−500	13,900	$1,989,785
JPM	Jpmorgan Chase & Co	−500	104,790	$34,300,910
AEP	American Electric Power Co Inc	−475	11,423	$1,562,780
SLB	Slb Limited/Nv	−450	51,436	$2,391,259
MAIN	Main Street Capital CORP	−150	18,950	$983,126
KMB	Kimberly Clark Corp	−150	6,350	$697,039
GOOGL	Alphabet Inc.	−140	33,806	$11,969,664
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	17,239	$971,762
CRWD	CrowdStrike Holdings, Inc.	1,000	$763,140
DELL	Dell Technologies Inc.	1,400	$604,044
HONA	Honeywell Aerospace Inc.	2,349	$519,316
NOW	ServiceNow, Inc.	5,000	$496,400
CRM	Salesforce, Inc.	2,000	$313,320
PLTR	Palantir Technologies Inc.	2,500	$291,675
FDXF	FedEx Freight Holding Company, Inc.	1,637	$247,187
BX	Blackstone Inc.	2,000	$235,340
SBUX	Starbucks Corp	2,144	$219,095
SMCI	Super Micro Computer, Inc.	7,000	$205,310
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	54,556	$6,565,269
COP	Conocophillips	10,913	$1,021,565
LUMN	Lumen Technologies, Inc.	46,943	$364,747
NKE	NIKE, Inc.	4,218	$268,728
NFLX	Netflix Inc	2,250	$210,960
ADBE	Adobe Inc.	576	$201,594
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $383,112,363 total · filing declares 130 positions · $390,935 · as of Jun 30, 2026

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

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	104,790	-500	$34,300,910	+1.1%	8.95%
NVDA	Nvidia Corp Technology	Added	133,706	+415	$26,753,233	+7.6%	6.98%
MU	Micron Technology Inc Technology	Reduced	19,965	-650	$23,045,399	+291.7%	6.02%
AAPL	Apple Inc. Technology	Reduced	71,901	-1,265	$20,805,273	+4.6%	5.43%
MSFT	Microsoft Corp Technology	Added	44,698	+3,025	$16,673,247	−17.3%	4.35%
GLW	Corning Inc /Ny Technology	Reduced	60,217	-2,300	$15,381,228	+181.0%	4.01%
ABBV	AbbVie Inc. Healthcare	Reduced	47,916	-700	$12,057,582	+8.5%	3.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,806	-140	$11,969,664	+12.4%	3.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	47,805	+6,725	$11,393,843	+20.2%	2.97%
LRCX	Lam Research Corp Technology	Reduced	23,310	-1,700	$10,100,922	+135.9%	2.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	63,410	+750	$9,298,442	+3.5%	2.43%
MRK	Merck & Co., Inc. Healthcare	Added	67,643	+2,350	$8,692,125	+26.5%	2.27%
IBM	International Business Machines Corp Technology	Added	29,465	+4,555	$8,285,852	+12.3%	2.16%
ORCL	Oracle Corp Technology	Added	52,590	+4,940	$7,707,064	−17.0%	2.01%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,016	-1,740	$7,636,779	+48.5%	1.99%
AMGN	Amgen Inc Healthcare	Added	19,003	+1,000	$6,881,366	+16.8%	1.80%
GE	General Electric Co Industrials	Held	14,959	0	$5,590,627	+21.3%	1.46%
SHW	Sherwin Williams Co Basic Materials	Held	15,030	0	$5,175,129	+6.3%	1.35%
SPGI	S&P Global Inc. Financial Services	Held	11,887	0	$4,841,099	−22.1%	1.26%
GLD	Spdr Gold Trust	Reduced	13,049	-1,000	$4,806,990	−13.7%	1.25%
CAT	Caterpillar Inc Industrials	Reduced	4,475	-50	$4,765,427	+83.8%	1.24%
AMD	Advanced Micro Devices Inc Technology	Held	7,550	0	$4,385,870	+171.3%	1.14%
UNP	Union Pacific Corp Industrials	Held	15,738	0	$4,280,736	+17.6%	1.12%
BMY	Bristol Myers Squibb Co Healthcare	Added	72,300	+2,950	$4,165,926	+11.4%	1.09%
JNJ	Johnson & Johnson Healthcare	Reduced	16,211	-735	$4,117,107	+17.4%	1.07%
BAC	Bank Of America Corp /De/ Financial Services	Added	70,483	+2,700	$4,016,121	+7.7%	1.05%
PFE	Pfizer Inc Healthcare	Added	153,923	+40,980	$3,706,465	+31.8%	0.97%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	113,686	+65,500	$3,593,614	+49.1%	0.94%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,544	-600	$3,323,257	−7.9%	0.87%
CL	Colgate Palmolive Co Consumer Defensive	Held	35,213	0	$3,228,327	+16.0%	0.84%
KO	Coca Cola Co Consumer Defensive	Held	39,556	0	$3,214,716	+16.2%	0.84%
V	Visa Inc. Financial Services	Reduced	9,146	-100	$3,137,901	−3.2%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,155	0	$2,951,407	+8.5%	0.77%
AFL	Aflac Inc Financial Services	Reduced	22,016	-600	$2,581,376	+3.5%	0.67%
MCK	Mckesson Corp Healthcare	Held	3,400	0	$2,569,040	−7.9%	0.67%
T	At&T Inc. Communication Services	Reduced	123,117	-11,789	$2,548,521	−23.9%	0.67%
DE	Deere & Co Industrials	Held	3,979	0	$2,523,999	+36.2%	0.66%
VZ	Verizon Communications Inc Communication Services	Reduced	59,173	-900	$2,505,384	+2.4%	0.65%
LLY	ELI LILLY & Co Healthcare	Held	2,034	0	$2,439,640	+11.6%	0.64%
ABT	Abbott Laboratories Healthcare	Reduced	26,758	-675	$2,428,020	−29.4%	0.63%
SLB	Slb Limited/Nv Energy	Reduced	51,436	-450	$2,391,259	+20.1%	0.62%
FLR	Fluor Corp Industrials	Held	44,600	0	$2,336,594	+32.2%	0.61%
BA	Boeing Co Industrials	Added	10,550	+805	$2,283,758	+7.9%	0.60%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	8,120	0	$2,272,706	−17.7%	0.59%
EMR	Emerson Electric Co Industrials	Reduced	13,900	-500	$1,989,785	+4.1%	0.52%
SPY	Spdr S&P 500 ETF Trust	Held	2,656	0	$1,983,421	+9.5%	0.52%
NEE	Nextera Energy Inc Utilities	Reduced	22,133	-760	$1,942,613	+5.7%	0.51%
CVX	Chevron Corp Energy	Added	11,662	+1,550	$1,933,093	+25.4%	0.50%
NSC	Norfolk Southern Corp Industrials	Held	5,500	0	$1,730,245	+9.0%	0.45%
ITW	Illinois Tool Works Inc Industrials	Held	6,150	0	$1,663,390	+9.8%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.