Hummer Financial Advisory Services Inc

CIK 0001802279 · Q2 2026

13F Equity AUM

$152.0M

+7.5% QoQ

Positions

129

0 QoQ

AUM Rank

#9,163

Top 73%

Skill Alpha (FF)

-2.5%/yr^ns

No Clear Edge

Rank #6,459 · Top 78%

vs S&P -4.9%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 37.0%Top 10: 47.3%Top 20: 60.6%

SPY16.5%

MDY8.0%

AMZN5.3%

ACN4.2%

GWW3.0%

VB2.4%

NDQ2.1%

GMMF2.0%

GOOG1.9%

JPM1.9%

Others (119)52.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services44.1%

Technology13.6%

Industrials11.7%

Consumer Cyclical7.1%

Healthcare7.1%

Energy3.3%

Utilities3.1%

Communication Services3.0%

Other6.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 129Median: 0.33%Avg: 0.78%

0–0.5%

86(22.4%)

0.5–1%

24(18.0%)

1–3%

14(22.6%)

3–5%

2(7.2%)

5%+

3(29.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 129vs 20 funds

0%Low

129

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased13Decreased1Exited7

New Positions

HONEYWELL INTL INC0.2%

+1K

ARW0.2%

+1K

HONEYWELL AEROSPACE …0.2%

+1K

CAT0.2%

+230

DE0.1%

+349

CARR0.1%

+3K

CRWD0.1%

+295

Increased

VO0.5%

+7K(+300%)

RTX0.9%

+105(+1%)

RPM1.1%

+90(+1%)

IJH0.4%

+85(+1%)

NEE0.3%

+75(+1%)

PLTR0.1%

+50(+3%)

VB2.4%

+35(+0%)

QCOM0.8%

+25(+0%)

TSLA0.5%

+22(+1%)

JNJ1.8%

+20(+0%)

Decreased

GMMF2.0%

-1,000(-3%)

Exited

-2,270

-300

-640

-2,569

-4,668

PFE

-7,586

MDT

-2,307

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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