SS&H Financial Advisors, Inc.
•CIK: 1911735•Filing: Q4 2025
**SS&H Financial Advisors, Inc.** manages $343M across a diversified portfolio of 125 holdings. The firm maintains significant exposure to large-cap technology and financial sectors, with JPM representing the largest single position at $33.9M. Key allocations also include substantial weights in NVDA ($24.9M), MSFT ($20.2M), and AAPL ($19.9M). This concentration suggests a strategic focus on established market leaders across diverse industrial verticals.
Total AUM
$342.7M
QoQ Performance
+4.2%
Positions
121
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM
NVDA
MSFT
AAPL
JPM9.9%
NVDA7.3%
MSFT5.9%
AAPL5.8%
ABBV3.2%
AMZN2.8%
ORCL2.7%
PG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.6%
Other23.3%
Financial13.5%
Healthcare12.2%
Industrial5.4%
Consumer4.8%
Energy3.5%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑24 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022