SS&H Financial Advisors, Inc.

CIK 0001911735 · Q2 2026

13F Equity AUM

$391K

+14.1% QoQ

Positions

130

+5 QoQ

AUM Rank

#8,656

Top 99%

Skill Alpha (FF)

+0.7%/yr^ns

No Clear Edge

Rank #2,122 · Top 26%

vs S&P +2.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 31.1%Top 10: 46.1%Top 20: 63.7%

JPM8.8%

NVDA6.8%

MU5.9%

AAPL5.3%

MSFT4.3%

GLW3.9%

ABBV3.1%

AMZN2.9%

LRCX2.6%

GOOG2.5%

Others (120)53.9%

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

Sector Allocation

Technology38.1%

Financial Services17.6%

Healthcare13.0%

Industrials9.4%

Consumer Defensive6.5%

Consumer Cyclical5.2%

Communication Services4.6%

Other5.4%

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

Position Sizing

Positions: 130Median: 0.27%Avg: 0.77%

0–0.5%

82(14.7%)

0.5–1%

22(15.0%)

1–3%

19(32.2%)

3–5%

3(11.3%)

5%+

4(26.8%)

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

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Portfolio Overlap

Shared: 0Unique: 130vs 20 funds

0%Low

130

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

New13Increased23Decreased32Exited8

New Positions

FITB0.3%

+17K

CRWD0.2%

+1K

DELL0.1%

+1K

NOW0.1%

+5K

HONEYWELL INTL INC0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+2K

CRM0.1%

+2K

PLTR0.1%

+3K

FEDEX FGHT HLDG CO I…0.1%

+2K

SBUX0.1%

+2K

Increased

TSCO0.9%

+66K(+136%)

PFE0.9%

+41K(+36%)

AMZN2.9%

+7K(+16%)

ORCL2.0%

+5K(+10%)

PFF0.4%

+5K(+10%)

IBM2.1%

+5K(+18%)

MSFT4.3%

+3K(+7%)

ACN0.4%

+3K(+34%)

BMY1.1%

+3K(+4%)

BAC1.0%

+3K(+4%)

Decreased

T0.7%

-11,789(-9%)

VTRS0.2%

-2,607(-5%)

GLW3.9%

-2,300(-4%)

CSCO1.9%

-1,740(-3%)

LRCX2.6%

-1,700(-7%)

AAPL5.3%

-1,265(-2%)

GQ91.2%

-1,000(-7%)

CRWV0.2%

-1,000(-11%)

BAC0.6%

-900(-2%)

NEE0.5%

-760(-3%)

Exited

-54,556

-10,913

-4,702

-8,595

-46,943

-4,218

-2,250

-576

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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