Hummer Financial Advisory Services Inc

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

Import this data to Google Sheets with:

=jivedata("hummer-financial-advisory-services-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $153.0M127 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$937K	0.6%Prev: 0.7%	5,711 SH	Increased-75 SH
ABBOTT LABORATORIES	COM	$785K	0.5%	7,940 SH	New
ABBVIE INC	COM	$2.1M	1.4%Prev: 1.4%	7,920 SH	Increased-300 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$9.3M	6.1%Prev: 9.1%	50,900 SH	Decreased
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.9%Prev: 0.3%	2,350 SH	Increased
AEROVIRONMENT INC	COM	$384K	0.3%Prev: 0.6%	2,700 SH	Decreased
ALLIANT ENERGY CORP	COM	$298K	0.2%Prev: 0.2%	4,700 SH	Decreased
ALLSTATE CORP	COM	$443K	0.3%Prev: 0.4%	1,986 SH	Decreased-400 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.9%Prev: 0.7%	3,845 SH	Increased
ALPHABET INC	CAP STK CL C	$2.9M	1.9%Prev: 1.5%	8,389 SH	Increased+29 SH
AMAZON COM INC	COM	$8.1M	5.3%Prev: 5.5%	32,680 SH	Increased-1,500 SH
AON PLC	SHS CL A	$466K	0.3%Prev: 0.4%	1,683 SH	Decreased
APPLE INC	COM	$1.7M	1.1%Prev: 0.9%	5,103 SH	Increased
APPLIED MATLS INC	COM	$384K	0.3%	750 SH	New
ARROW ELECTRS INC	COM	$272K	0.2%	1,200 SH	New
AUTODESK INC	COM	$1.3M	0.8%Prev: 1.4%	6,150 SH	Decreased
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.8%Prev: 1.1%	4,800 SH	Decreased-150 SH
AVERY DENNISON CORP	COM	$497K	0.3%Prev: 0.3%	2,910 SH	Increased
BANK OF AMER CORP	COM	$400K	0.3%	7,347 SH	New
BANK OF NY MELLON CORP	COM	$296K	0.2%	2,050 SH	New
BLACKROCK ETF TRUST	ISHA PR MONE ETF	$1.6M	1.0%	16,000 SH	New
BLACKROCK ETF TRUST	ISHARES GOVT MON	$3.1M	2.0%Prev: 2.0%	31,000 SH	Increased+3,400 SH
BLACKROCK INC	COM	$836K	0.5%Prev: 0.7%	790 SH	Decreased+5 SH
BP PLC	SPONSORED ADR	$205K	0.1%	4,668 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$268K	0.2%	4,300 SH	New
BRIXMOR PPTY GROUP INC	COM	$237K	0.2%Prev: 0.2%	8,600 SH	Decreased
CAMDEN PPTY TR	SH BEN INT	$771K	0.5%Prev: 0.6%	7,889 SH	Decreased
CARDINAL HEALTH INC	COM	$426K	0.3%Prev: 0.2%	1,913 SH	Increased
CHEVRON CORPORATION	COM	$915K	0.6%	4,483 SH	New
CINTAS CORP	COM	$1.1M	0.7%Prev: 0.8%	5,600 SH	Decreased
CISCO SYS INC	COM	$1.0M	0.7%Prev: 0.5%	9,755 SH	Increased-100 SH
CLOUDFLARE INC	CL A COM	$625K	0.4%Prev: 0.3%	1,800 SH	Increased+150 SH
CONOCOPHILLIPS	COM	$369K	0.2%Prev: 0.2%	2,952 SH	Increased
CORNING INC	COM	$410K	0.3%	2,665 SH	New
CROWDSTRIKE HLDGS INC	CL A	$312K	0.2%	1,180 SH	New
DANAHER CORP DEL	COM	$363K	0.2%	1,635 SH	New
DEERE & CO	COM	$235K	0.2%	349 SH	New
DIGITAL RLTY TR INC	COM	$281K	0.2%Prev: 0.2%	1,600 SH	Increased
DOMINION ENERGY INC	COM	$363K	0.2%Prev: 0.3%	6,001 SH	Decreased
DOVER CORP	COM	$219K	0.1%	1,170 SH	New
DT MIDSTREAM INC	COMMON STOCK	$265K	0.2%Prev: 0.2%	2,205 SH	Increased
DTE ENERGY CO	COM	$543K	0.4%Prev: 0.5%	4,413 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$487K	0.3%Prev: 0.4%	4,274 SH	Decreased-200 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$260K	0.2%Prev: 0.2%	2,200 SH	Increased
ELBIT SYS LTD	ORD	$888K	0.6%Prev: 0.5%	1,300 SH	Increased
ELI LILLY & CO	COM	$1.4M	0.9%Prev: 0.7%	1,241 SH	Increased+11 SH
EMERSON ELEC CO	COM	$768K	0.5%Prev: 0.5%	4,950 SH	Increased
EXTRA SPACE STORAGE INC	COM	$747K	0.5%Prev: 0.6%	5,678 SH	Decreased-242 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$2.7M	1.8%	16,550 SH	New
GE AEROSPACE	COM NEW	$510K	0.3%Prev: 0.4%	1,633 SH	Increased
GE VERNOVA INC	COM	$384K	0.3%Prev: 0.2%	404 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$290K	0.2%Prev: 0.2%	2,000 SH	Increased
HOME DEPOT INC	COM	$882K	0.6%Prev: 1.0%	3,100 SH	Decreased-150 SH
HONEYWELL INTL INC	COM	$244K	0.2%Prev: 0.3%	1,155 SH	Decreased-1,115 SH
ILLINOIS TOOL WKS INC	COM	$632K	0.4%Prev: 0.5%	2,440 SH	Decreased
INTEL CORP	COM	$983K	0.6%Prev: 0.2%	8,175 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$385K	0.3%Prev: 0.4%	1,752 SH	Decreased-300 SH
INVESCO QQQ TR	UNIT SER 1	$3.2M	2.1%	4,366 SH	New
ISHARES TR	1 3 YR TREAS BD	$203K	0.1%	2,500 SH	New
ISHARES TR	CORE S&P MCP ETF	$621K	0.4%Prev: 0.4%	8,625 SH	Increased+165 SH
ISHARES TR	CORE S&P500 ETF	$2.1M	1.4%Prev: 1.3%	2,774 SH	Increased+70 SH
ISHARES TR	NATIONAL MUN ETF	$506K	0.3%Prev: 0.4%	5,000 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$549K	0.4%Prev: 0.3%	1,975 SH	Increased
JOHNSON & JOHNSON	COM	$2.7M	1.8%Prev: 1.4%	10,162 SH	Increased-430 SH
JPMORGAN CHASE & CO	COM	$2.9M	1.9%	8,740 SH	New
KIMBERLY-CLARK CORP	COM	$224K	0.1%Prev: 0.2%	2,265 SH	Decreased-100 SH
KLA CORP	COM NEW	$585K	0.4%Prev: 0.2%	3,000 SH	Increased+2,700 SH
KROGER CO	COM	$302K	0.2%Prev: 0.3%	5,146 SH	Decreased
L3HARRIS TECHNOLOGIES INC	COM	$323K	0.2%Prev: 0.2%	1,365 SH	Decreased+265 SH
MARATHON PETE CORP	COM	$1.9M	1.2%Prev: 0.7%	4,732 SH	Increased
MCCORMICK & CO INC	COM NON VTG	$223K	0.1%Prev: 0.2%	4,800 SH	Decreased
MCDONALDS CORP	COM	$612K	0.4%Prev: 0.6%	2,650 SH	Decreased-100 SH
MCKESSON CORP	COM	$513K	0.3%Prev: 0.3%	600 SH	Increased
MERCK & CO INC	COM	$773K	0.5%Prev: 0.3%	5,289 SH	Increased+173 SH
MICROSOFT CORP	COM	$3.2M	2.1%Prev: 2.3%	6,243 SH	Decreased+14 SH
NETFLIX INC.	COM	$276K	0.2%	3,970 SH	New
NEXTERA ENERGY INC	COM	$394K	0.3%Prev: 0.3%	5,205 SH	Increased+75 SH
NORTHERN TR CORP	COM	$323K	0.2%Prev: 0.2%	1,900 SH	Increased
NOVARTIS AG	SPONSORED ADR	$275K	0.2%	1,926 SH	New
NVIDIA CORPORATION	COM	$1.0M	0.7%Prev: 0.6%	4,576 SH	Increased+6 SH
OLD REP INTL CORP	COM	$333K	0.2%Prev: 0.3%	8,912 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$331K	0.2%Prev: 0.2%	1,770 SH	Increased+50 SH
PARKER-HANNIFIN CORP	COM	$1.0M	0.7%Prev: 0.7%	1,060 SH	Increased-160 SH
PFIZER INC	COM	$216K	0.1%	7,586 SH	New
PROCTER & GAMBLE CO	COM	$1.7M	1.1%	11,694 SH	New
PUBLIC STORAGE	COM	$927K	0.6%	3,244 SH	New
QUALCOMM INC	COM	$1.2M	0.8%Prev: 0.8%	6,395 SH	Increased+25 SH
QUEST DIAGNOSTICS INC	COM	$204K	0.1%	875 SH	New
RPM INTL INC	COM	$1.4M	0.9%Prev: 1.3%	14,491 SH	Decreased-155 SH
RTX CORPORATION	COM	$1.3M	0.8%Prev: 0.8%	6,844 SH	Increased+146 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$623K	0.4%Prev: 0.5%	24,800 SH	Decreased
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$204K	0.1%	1,040 SH	New
SHELL PLC	SPON ADS	$244K	0.2%	2,569 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$385K	0.3%Prev: 0.3%	2,595 SH	Decreased
SNAP ON INC	COM	$2.0M	1.3%Prev: 1.4%	5,450 SH	Increased-150 SH
SOUTHERN CO	COM	$377K	0.2%Prev: 0.3%	4,550 SH	Decreased
SPDR SERIES TRUST	ST STR BLO 1 ETF	$522K	0.3%	5,700 SH	New
STANDEX INTL CORP	COM	$246K	0.2%	900 SH	New
STATE STR CORP	COM	$419K	0.3%Prev: 0.2%	2,400 SH	Increased
STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.7M	16.8%	33,564 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$11.3M	7.4%	17,189 SH	New
STERIS PLC	SHS USD	$315K	0.2%Prev: 0.3%	1,500 SH	Decreased
STRYKER CORPORATION	COM	$318K	0.2%Prev: 0.3%	1,150 SH	Decreased
SYSCO CORP	COM	$238K	0.2%	3,050 SH	New
TARGET CORP	COM	$302K	0.2%	1,930 SH	New
TELEFLEX INCORPORATED	COM	$222K	0.1%Prev: 0.2%	1,775 SH	Increased
TESLA INC	COM	$624K	0.4%Prev: 0.6%	1,760 SH	Decreased+25 SH
TEXAS CAPITAL FUNDS TRUST	GOVT MONEY MKT	$501K	0.3%Prev: 0.2%	5,000 SH	Increased+2,000 SH
THE CIGNA GROUP	COM	$229K	0.1%Prev: 0.2%	841 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$409K	0.3%Prev: 0.2%	605 SH	Increased
UDR INC	COM	$393K	0.3%Prev: 0.3%	11,722 SH	Decreased
UNILEVER PLC	SPON ADR NEW	$233K	0.2%Prev: 0.2%	3,838 SH	Decreased-1,022 SH
US BANCORP	COM NEW	$464K	0.3%	7,959 SH	New
VANECK ETF TRUST	BIOTECH ETF	$345K	0.2%Prev: 0.2%	1,410 SH	Increased
VANECK ETF TRUST	INTRMDT MUNI ETF	$385K	0.3%Prev: 0.3%	8,750 SH	Decreased
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$208K	0.1%Prev: 0.2%	4,200 SH	Decreased
VANGUARD INDEX FDS	MRNGSTR MID CAP	$768K	0.5%	9,796 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$3.4M	2.2%	11,802 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	0.2%Prev: 0.2%	345 SH	Decreased-168 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$455K	0.3%Prev: 0.4%	9,600 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.8%Prev: 0.9%	20,000 SH	Decreased
VERTIV HOLDINGS CO	COM CL A	$845K	0.6%Prev: 0.4%	3,500 SH	Increased
WALMART INC	COM	$599K	0.4%Prev: 0.4%	5,765 SH	Decreased-200 SH
WEC ENERGY GROUP INC	COM	$1.2M	0.8%Prev: 1.0%	11,544 SH	Decreased-78 SH
WELLS FARGO & CO	COM	$250K	0.2%	3,126 SH	New
WILLIAMS COS INC	COM	$224K	0.1%	3,300 SH	New
WW GRAINGER INC	COM	$3.8M	2.5%	3,017 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.1M
BANK AMERICA CORP — $379K
BANK NEW YORK MELLON CORP — $234K
BLACKROCK ETF TRUST — $1.3M
CHEVRON CORP NEW — $696K
CLOROX CO DEL — $262K
DANAHER CORPORATION — $325K
EXXON MOBIL CORP — $1.9M
GENUINE PARTS CO — $279K
GRAINGER W W INC — $3.2M
INTUIT — $437K
JPMORGAN CHASE & CO. — $2.8M
MEDTRONIC PLC — $221K
NETFLIX INC — $476K
PROCTER AND GAMBLE CO — $1.9M
PUBLIC STORAGE OPER CO — $937K
SERVICENOW INC — $235K
SPDR S&P 500 ETF TR — $22.4M
SPDR S&P MIDCAP 400 ETF TR — $10.3M
SPDR SERIES TRUST — $523K
… and 5 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