Hummer Financial Advisory Services Inc

13F filer, CIK 1802279, Chicago, IL

Hummer Financial Advisory Services Inc reported $126,485,405 across 108 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 55.49% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000163

Period: 2024-12-31
Reported value: $126M
Holdings: 108
Top 10 weight: 55.49%
New: 4
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BLKnew	+750	$769K
CTASadded	+4,200	$767K
COPnew	+2,952	$293K
WFCnew	+3,126	$220K
CARRnew	+3,076	$211K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
RTXexited	-7,214	-$878K
BLACKROCK INCexited	-750	-$712K
BOXXexited	-2,200	-$240K
KLACexited	-300	-$232K
NVSexited	-1,926	-$222K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000163, largest first. % of portfolio is the value over $126,485,405, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	33,467	$19.7M	15.56%	0	Timeline
ACNACCENTURE PLC IRELAND	50,900	$17.9M	14.16%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	17,138	$9.8M	7.75%	0	Timeline
AMZNAMAZON COM INC	34,180	$7.5M	5.93%	0	Timeline
GWWWW GRAINGER INC	3,550	$3.74M	2.96%	0	Timeline
VBVANGUARD INDEX FDS	11,047	$2.65M	2.1%	0	Timeline
MSFTMICROSOFT CORP	6,099	$2.57M	2.03%	-100	Timeline
QQQINVESCO QQQ TR	4,366	$2.23M	1.76%	0	Timeline
JPMJPMORGAN CHASE & CO	8,790	$2.11M	1.67%	0	Timeline
PGPROCTER & GAMBLE CO	11,941	$2M	1.58%	-100	Timeline
SNASNAP ON INC	5,600	$1.9M	1.5%	0	Timeline
ADSKAUTODESK INC	6,100	$1.8M	1.43%	0	Timeline
RPMRPM INTL INC	14,646	$1.8M	1.42%	0	Timeline
XOMEXXON MOBIL CORP	16,751	$1.8M	1.42%	-100	Timeline
GOOGALPHABET INC	8,600	$1.64M	1.29%	0	Timeline
JNJJOHNSON & JOHNSON	10,417	$1.51M	1.19%	-100	Timeline
ABBVABBVIE INC	8,100	$1.44M	1.14%	-100	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,850	$1.43M	1.13%	-100	Timeline
AAPLAPPLE INC	5,437	$1.36M	1.08%	0	Timeline
HDHOME DEPOT INC	3,150	$1.23M	0.97%	-100	Timeline
VGSHVANGUARD SCOTTSDALE FDS	20,000	$1.16M	0.92%	0	Timeline
WECWEC ENERGY GROUP INC	11,101	$1.04M	0.83%	-521	Timeline
CTASCINTAS CORP	5,600	$1.02M	0.81%	+4,200	Timeline
PSAPUBLIC STORAGE	3,244	$971K	0.77%	0	Timeline
QCOMQUALCOMM INC	6,170	$948K	0.75%	-200	Timeline
IVVISHARES TR	1,610	$948K	0.75%	0	Timeline
CPTCAMDEN PPTY TR	8,039	$941K	0.74%	-200	Timeline
LLYELI LILLY & CO	1,196	$923K	0.73%	-75	Timeline
ABTABBOTT LABORATORIES	7,840	$887K	0.7%	-100	Timeline
EXREXTRA SPACE STORAGE INC	5,920	$886K	0.7%	0	Timeline
PHPARKER-HANNIFIN CORP	1,350	$859K	0.68%	0	Timeline
MCDMCDONALDS CORP	2,730	$791K	0.63%	0	Timeline
BLKBLACKROCK INC	750	$769K	0.61%	new	Timeline
MMM3M CO	5,636	$728K	0.58%	-100	Timeline
GOOGLALPHABET INC	3,645	$690K	0.55%	0	Timeline
MPCMARATHON PETE CORP	4,732	$660K	0.52%	0	Timeline
TSLATESLA INC	1,600	$646K	0.51%	0	Timeline
CVXCHEVRON CORPORATION	4,233	$613K	0.48%	-200	Timeline
CSCOCISCO SYS INC	9,925	$588K	0.46%	0	Timeline
ITWILLINOIS TOOL WKS INC	2,300	$587K	0.46%	0	Timeline
EMREMERSON ELEC CO	4,700	$582K	0.46%	-200	Timeline
NVDANVIDIA CORPORATION	4,295	$577K	0.46%	0	Timeline
AONAON PLC	1,533	$551K	0.44%	-200	Timeline
MUBISHARES TR	5,000	$533K	0.42%	0	Timeline
AVYAVERY DENNISON CORP	2,810	$526K	0.42%	-100	Timeline
WMTWALMART INC	5,765	$522K	0.41%	-400	Timeline
BILSPDR SERIES TRUST	5,700	$521K	0.41%	0	Timeline
MRKMERCK & CO INC	5,189	$520K	0.41%	-100	Timeline
DTEDTE ENERGY CO	4,213	$514K	0.41%	-200	Timeline
HONHONEYWELL INTL INC	2,265	$512K	0.4%	0	Timeline
IJHISHARES TR	8,210	$512K	0.4%	0	Timeline
UDRUDR INC	11,506	$499K	0.39%	-216	Timeline
DUKDUKE ENERGY CORP NEW	4,474	$482K	0.38%	0	Timeline
VTEBVANGUARD MUN BD FDS	9,600	$481K	0.38%	0	Timeline
ALLALLSTATE CORP	2,286	$443K	0.35%	-100	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,991	$438K	0.35%	0	Timeline
IWMISHARES TR	1,975	$436K	0.35%	0	Timeline
AVAVAEROVIRONMENT INC	2,700	$416K	0.33%	0	Timeline
SYKSTRYKER CORPORATION	1,150	$415K	0.33%	0	Timeline
TOTLSSGA ACTIVE ETF TR	10,500	$414K	0.33%	-200	Timeline
NFLXNETFLIX INC.	453	$404K	0.32%	0	Timeline
ITMVANECK ETF TRUST	8,750	$403K	0.32%	0	Timeline
INTUINTUIT	640	$402K	0.32%	0	Timeline
VRTVERTIV HOLDINGS CO	3,500	$398K	0.31%	0	Timeline
USBUS BANCORP	7,912	$383K	0.3%	-300	Timeline
DHRDANAHER CORP DEL	1,635	$376K	0.3%	0	Timeline
MKCMCCORMICK & CO INC	4,800	$368K	0.29%	0	Timeline
SCUSSCHWAB STRATEGIC TR	14,400	$362K	0.29%	0	Timeline
SOSOUTHERN CO	4,350	$358K	0.28%	-200	Timeline
MCKMCKESSON CORP	600	$342K	0.27%	0	Timeline
KMBKIMBERLY-CLARK CORP	2,565	$339K	0.27%	-100	Timeline
CLXCLOROX CO DEL	2,074	$337K	0.27%	0	Timeline
NEENEXTERA ENERGY INC	4,600	$330K	0.26%	-800	Timeline
BACBANK OF AMER CORP	7,422	$326K	0.26%	0	Timeline
DDOMINION ENERGY INC	6,001	$323K	0.26%	0	Timeline
ORIOLD REP INTL CORP	8,912	$323K	0.25%	0	Timeline
TFXTELEFLEX INCORPORATED	1,775	$316K	0.25%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	605	$315K	0.25%	0	Timeline
KRKROGER CO	5,146	$315K	0.25%	0	Timeline
STESTERIS PLC	1,500	$308K	0.24%	0	Timeline
UNILEVER PLCUNILEVER PLC	5,394	$306K	0.24%	0
COPCONOCOPHILLIPS	2,952	$293K	0.23%	new	Timeline
VOOVANGUARD INDEX FDS	538	$290K	0.23%	0	Timeline
AMDADVANCED MICRO DEVICES INC	2,350	$284K	0.22%	0	Timeline
GEGE AEROSPACE	1,645	$275K	0.22%	0	Timeline
DLRDIGITAL RLTY TR INC	1,500	$268K	0.21%	0	Timeline
SHOPSHOPIFY INC	2,500	$266K	0.21%	0	Timeline
TGTTARGET CORP	1,930	$261K	0.21%	+100	Timeline
NOWSERVICENOW INC	230	$244K	0.19%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,300	$243K	0.19%	0	Timeline
LNTALLIANT ENERGY CORP	4,100	$242K	0.19%	-600	Timeline
BRXBRIXMOR PPTY GROUP INC	8,600	$239K	0.19%	0	Timeline
TDYTELEDYNE TECHNOLOGIES INC	515	$239K	0.19%	0	Timeline
STTSTATE STR CORP	2,400	$236K	0.19%	0	Timeline
GPCGENUINE PARTS CO	2,000	$236K	0.19%	0	Timeline
CAGCONAGRA BRANDS INC	8,480	$235K	0.19%	-500	Timeline
SYYSYSCO CORP	3,050	$233K	0.18%	0	Timeline
CITHE CIGNA GROUP	841	$232K	0.18%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,100	$231K	0.18%	0	Timeline
GSLCGOLDMAN SACHS ETF TR	2,000	$230K	0.18%	0	Timeline
CAHCARDINAL HEALTH INC	1,913	$226K	0.18%	0	Timeline
BBHVANECK ETF TRUST	1,410	$221K	0.17%	0	Timeline
WFCWELLS FARGO & CO	3,126	$220K	0.17%	new	Timeline
VOVANGUARD INDEX FDS	825	$218K	0.17%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	3,076	$211K	0.17%	new	Timeline
PAYXPAYCHEX INC	1,500	$210K	0.17%	0	Timeline
VUSBVANGUARD BD INDEX FDS	4,200	$208K	0.16%	0	Timeline
PFEPFIZER INC	7,786	$207K	0.16%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
RTXRTX CORPORATION	7,214	$878K	shares
BLACKROCK INCBLACKROCK INC	750	$712K	shares
BOXXEA SERIES TRUST	2,200	$240K	shares
KLACKLA CORP	300	$232K	shares
NVSNOVARTIS AG	1,926	$222K	shares
INTCINTEL CORP	9,375	$220K	shares
MDTMEDTRONIC PLC	2,357	$214K	shares
MARATHON OIL CORPMARATHON OIL CORP	7,600	$202K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000163	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC