Hummer Financial Advisory Services Inc

CIK 0001802279 • 7 13F filings • Apr 9, 2025 – Oct 9, 2026

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Filer information

Filed by: Hummer Financial Advisory Services Inc, President
Address: 680 N Lake Shore Dr Apt 906, Chicago, IL, 60611
Phone: 312-787-2114
AUM: $141.5M

AUM over time

$153.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $141.5M117 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$893K	0.6%Prev: 0.6%	5,580 SH	Decreased-131 SH
ABBOTT LABS	COM	$995K	0.7%	7,940 SH	New
ABBVIE INC	COM	$1.9M	1.3%Prev: 1.4%	8,220 SH	Decreased+300 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$13.7M	9.6%Prev: 6.1%	50,900 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$503K	0.4%Prev: 0.9%	2,350 SH	Decreased
AEROVIRONMENT INC	COM	$653K	0.5%Prev: 0.3%	2,700 SH	Increased
ALLIANT ENERGY CORP	COM	$286K	0.2%Prev: 0.2%	4,400 SH	Decreased-300 SH
ALLSTATE CORP	COM	$436K	0.3%Prev: 0.3%	2,086 SH	Decreased+100 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.9%Prev: 0.9%	3,845 SH	Decreased
ALPHABET INC	CAP STK CL C	$2.5M	1.8%Prev: 1.9%	8,064 SH	Decreased-325 SH
AMAZON COM INC	COM	$7.8M	5.5%Prev: 5.3%	33,980 SH	Decreased+1,300 SH
AON PLC	SHS CL A	$594K	0.4%Prev: 0.3%	1,683 SH	Increased
APPLE INC	COM	$1.4M	1.0%Prev: 1.1%	5,048 SH	Decreased-55 SH
AST SPACEMOBILE INC	COM CL A	$240K	0.2%	3,300 SH	New
AUTODESK INC	COM	$1.8M	1.3%Prev: 0.8%	6,150 SH	Increased
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.9%Prev: 0.8%	4,750 SH	Decreased-50 SH
AVERY DENNISON CORP	COM	$529K	0.4%Prev: 0.3%	2,910 SH	Increased
BANK AMERICA CORP	COM	$400K	0.3%	7,272 SH	New
BANK NEW YORK MELLON CORP	COM	$250K	0.2%	2,150 SH	New
BLACKROCK ETF TRUST	ISHARES GOVT MON	$2.7M	1.9%Prev: 2.0%	26,900 SH	Decreased-4,100 SH
BLACKROCK ETF TRUST	ISHARES PRIME MO	$1.3M	0.9%	12,500 SH	New
BLACKROCK INC	COM	$840K	0.6%Prev: 0.5%	785 SH	Increased-5 SH
BRISTOL-MYERS SQUIBB CO	COM	$232K	0.2%Prev: 0.2%	4,300 SH	Decreased
BRIXMOR PPTY GROUP INC	COM	$225K	0.2%Prev: 0.2%	8,600 SH	Decreased
CAMDEN PPTY TR	SH BEN INT	$833K	0.6%Prev: 0.5%	7,498 SH	Increased-391 SH
CARDINAL HEALTH INC	COM	$393K	0.3%Prev: 0.3%	1,913 SH	Decreased
CHEVRON CORP NEW	COM	$683K	0.5%	4,483 SH	New
CINTAS CORP	COM	$1.1M	0.7%Prev: 0.7%	5,600 SH	Decreased
CISCO SYS INC	COM	$749K	0.5%Prev: 0.7%	9,725 SH	Decreased-30 SH
CLOROX CO DEL	COM	$214K	0.2%	2,124 SH	New
CLOUDFLARE INC	CL A COM	$325K	0.2%Prev: 0.4%	1,650 SH	Decreased-150 SH
CONOCOPHILLIPS	COM	$276K	0.2%Prev: 0.2%	2,952 SH	Decreased
CORNING INC	COM	$204K	0.1%Prev: 0.3%	2,325 SH	Decreased-340 SH
DANAHER CORPORATION	COM	$362K	0.3%	1,581 SH	New
DIGITAL RLTY TR INC	COM	$249K	0.2%Prev: 0.2%	1,600 SH	Decreased
DOMINION ENERGY INC	COM	$352K	0.2%Prev: 0.2%	6,001 SH	Decreased
DOVER CORP	COM	$228K	0.2%Prev: 0.1%	1,170 SH	Increased
DT MIDSTREAM INC	COMMON STOCK	$254K	0.2%Prev: 0.2%	2,105 SH	Decreased-100 SH
DTE ENERGY CO	COM	$548K	0.4%Prev: 0.4%	4,213 SH	Increased-200 SH
DUKE ENERGY CORP NEW	COM NEW	$524K	0.4%Prev: 0.3%	4,474 SH	Increased+200 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$253K	0.2%Prev: 0.2%	2,200 SH	Decreased
ELI LILLY & CO	COM	$1.3M	0.9%Prev: 0.9%	1,231 SH	Decreased-10 SH
EMERSON ELEC CO	COM	$630K	0.4%Prev: 0.5%	4,750 SH	Decreased-200 SH
EXTRA SPACE STORAGE INC	COM	$772K	0.5%Prev: 0.5%	5,928 SH	Increased+250 SH
EXXON MOBIL CORP	COM	$1.9M	1.4%	15,900 SH	New
GE AEROSPACE	COM NEW	$500K	0.4%Prev: 0.3%	1,621 SH	Decreased-12 SH
GE VERNOVA INC	COM	$262K	0.2%Prev: 0.3%	401 SH	Decreased-3 SH
GENUINE PARTS CO	COM	$248K	0.2%	2,000 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$265K	0.2%Prev: 0.2%	2,000 SH	Decreased
HOME DEPOT INC	COM	$1.1M	0.8%Prev: 0.6%	3,250 SH	Increased+150 SH
HONEYWELL INTL INC	COM	$404K	0.3%Prev: 0.2%	2,069 SH	Increased+914 SH
ILLINOIS TOOL WKS INC	COM	$605K	0.4%Prev: 0.4%	2,440 SH	Decreased
INTEL CORP	COM	$302K	0.2%Prev: 0.6%	8,175 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$608K	0.4%Prev: 0.3%	2,052 SH	Increased+300 SH
INTUIT	COM	$424K	0.3%	640 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.7M	1.9%Prev: 2.1%	4,347 SH	Decreased-19 SH
ISHARES TR	CORE S&P MCP ETF	$558K	0.4%Prev: 0.4%	8,460 SH	Decreased-165 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	1.3%Prev: 1.4%	2,714 SH	Decreased-60 SH
ISHARES TR	NATIONAL MUN ETF	$536K	0.4%Prev: 0.3%	5,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$486K	0.3%Prev: 0.4%	1,975 SH	Decreased
JOHNSON & JOHNSON	COM	$2.1M	1.5%Prev: 1.8%	10,307 SH	Decreased+145 SH
JPMORGAN CHASE & CO.	COM	$2.6M	1.9%	8,224 SH	New
KIMBERLY-CLARK CORP	COM	$242K	0.2%Prev: 0.1%	2,365 SH	Increased+100 SH
KLA CORP	COM NEW	$365K	0.3%Prev: 0.4%	300 SH	Decreased-2,700 SH
KROGER CO	COM	$322K	0.2%Prev: 0.2%	5,146 SH	Increased
L3HARRIS TECHNOLOGIES INC	COM	$323K	0.2%Prev: 0.2%	1,100 SH	Decreased-265 SH
MARATHON PETE CORP	COM	$770K	0.5%Prev: 1.2%	4,732 SH	Decreased
MCCORMICK & CO INC	COM NON VTG	$329K	0.2%Prev: 0.1%	4,800 SH	Increased
MCDONALDS CORP	COM	$810K	0.6%Prev: 0.4%	2,650 SH	Increased
MCKESSON CORP	COM	$493K	0.3%Prev: 0.3%	600 SH	Decreased
MEDTRONIC PLC	SHS	$218K	0.2%	2,257 SH	New
MERCK & CO INC	COM	$551K	0.4%Prev: 0.5%	5,189 SH	Decreased-100 SH
MICROSOFT CORP	COM	$3.0M	2.1%Prev: 2.1%	6,209 SH	Decreased-34 SH
NEXTERA ENERGY INC	COM	$412K	0.3%Prev: 0.3%	5,130 SH	Increased-75 SH
NORTHERN TR CORP	COM	$261K	0.2%Prev: 0.2%	1,900 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$266K	0.2%Prev: 0.2%	1,926 SH	Decreased
NVIDIA CORPORATION	COM	$853K	0.6%Prev: 0.7%	4,576 SH	Decreased
OLD REP INTL CORP	COM	$407K	0.3%Prev: 0.2%	8,912 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$306K	0.2%Prev: 0.2%	1,720 SH	Decreased-50 SH
PARKER-HANNIFIN CORP	COM	$1.1M	0.8%Prev: 0.7%	1,220 SH	Increased+160 SH
PROCTER AND GAMBLE CO	COM	$1.7M	1.2%	11,844 SH	New
PUBLIC STORAGE OPER CO	COM	$842K	0.6%	3,244 SH	New
QUALCOMM INC	COM	$1.1M	0.8%Prev: 0.8%	6,370 SH	Decreased-25 SH
RPM INTL INC	COM	$1.5M	1.0%Prev: 0.9%	14,246 SH	Increased-245 SH
RTX CORPORATION	COM	$1.3M	0.9%Prev: 0.8%	7,114 SH	Increased+270 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$624K	0.4%Prev: 0.4%	24,800 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$418K	0.3%Prev: 0.3%	2,595 SH	Increased
SNAP ON INC	COM	$1.9M	1.3%Prev: 1.3%	5,400 SH	Decreased-50 SH
SOUTHERN CO	COM	$397K	0.3%Prev: 0.2%	4,550 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$22.7M	16.1%	33,257 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$10.3M	7.3%	17,093 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$475K	0.3%	5,200 SH	New
STATE STR CORP	COM	$310K	0.2%Prev: 0.3%	2,400 SH	Decreased
STERIS PLC	SHS USD	$380K	0.3%Prev: 0.2%	1,500 SH	Increased
STRYKER CORPORATION	COM	$405K	0.3%Prev: 0.2%	1,150 SH	Increased
SYSCO CORP	COM	$225K	0.2%Prev: 0.2%	3,050 SH	Decreased
TELEFLEX INCORPORATED	COM	$217K	0.2%Prev: 0.1%	1,775 SH	Decreased
TESLA INC	COM	$782K	0.6%Prev: 0.4%	1,738 SH	Increased-22 SH
TEXAS CAPITAL FUNDS TRUST	GOVT MONEY MKT	$501K	0.4%Prev: 0.3%	5,000 SH	Increased
THE CIGNA GROUP	COM	$231K	0.2%Prev: 0.1%	841 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$335K	0.2%Prev: 0.3%	578 SH	Decreased-27 SH
UDR INC	COM	$410K	0.3%Prev: 0.3%	11,182 SH	Increased-540 SH
UNILEVER PLC	SPON ADR NEW	$314K	0.2%Prev: 0.2%	4,794 SH	Increased+956 SH
US BANCORP DEL	COM NEW	$429K	0.3%	7,959 SH	New
VANECK ETF TRUST	BIOTECH ETF	$257K	0.2%Prev: 0.2%	1,360 SH	Decreased-50 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$413K	0.3%Prev: 0.3%	8,750 SH	Increased
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$209K	0.1%Prev: 0.1%	4,200 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$667K	0.5%	2,299 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$277K	0.2%Prev: 0.2%	441 SH	Increased+96 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	2.1%	11,592 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$483K	0.3%Prev: 0.3%	9,600 SH	Increased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.8%Prev: 0.8%	20,000 SH	Increased
VERTIV HOLDINGS CO	COM CL A	$567K	0.4%Prev: 0.6%	3,500 SH	Decreased
WALMART INC	COM	$641K	0.5%Prev: 0.4%	5,745 SH	Increased-20 SH
WEC ENERGY GROUP INC	COM	$1.2M	0.9%Prev: 0.8%	11,622 SH	Increased+78 SH
WELLS FARGO CO NEW	COM	$291K	0.2%	3,126 SH	New
WW GRAINGER INC	COM	$3.2M	2.3%Prev: 2.5%	3,167 SH	Decreased+150 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $785K
APPLIED MATLS INC — $384K
ARROW ELECTRS INC — $272K
BANK OF AMER CORP — $400K
BANK OF NY MELLON CORP — $296K
BLACKROCK ETF TRUST — $1.6M
BP PLC — $205K
CHEVRON CORPORATION — $915K
CROWDSTRIKE HLDGS INC — $312K
DANAHER CORP DEL — $363K
DEERE & CO — $235K
ELBIT SYS LTD — $888K
EXXONMOBIL HOLDINGS CORP — $2.7M
ISHARES TR — $203K
JPMORGAN CHASE & CO — $2.9M
NETFLIX INC. — $276K
PFIZER INC — $216K
PROCTER & GAMBLE CO — $1.7M
PUBLIC STORAGE — $927K
QUEST DIAGNOSTICS INC — $204K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001802279-26-000001	$141.5M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000832	$153.0M	View
Oct 9, 2025	Q3 2025