Hummer Financial Advisory Services Inc
•CIK: 1802279•Filing: Q4 2025
**Hummer Financial Advisory Services Inc.** manages $142M across a diverse portfolio of 117 positions. The fund exhibits significant concentration in major indices and tech names, notably holding SPY at $22.7M and ACN at $13.7M. Further allocations include substantial positions in MDY ($10.3M) and AMZN ($7.8M). This structure suggests a core focus on broad market exposure combined with targeted, large-cap growth plays.
Total AUM
$141.5M
QoQ Performance
+3.1%
Positions
109
Top 10 Concentration
50.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
ACN
MDY
AMZN
SPY16.1%
ACN9.6%
MDY7.3%
AMZN5.5%
GWW2.3%
MSFT2.1%
VB2.1%
GMMF1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.5%
Technology18.6%
ETF17.6%
Consumer7.9%
Healthcare5.8%
Financial3.4%
Energy2.6%
Industrial2.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑8 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022