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Melanie S Hummer

Hummer Financial Advisory Services Inc

Assets Managed
$141.449M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
-0.06%(2Q avg: 1.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hummer Financial Advisory Services Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Hummer Financial Advisory Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.449M in assets, with a quarterly growth rate of -0.06% and a 2-quarter average growth rate of 1.51%. The portfolio is managed by Melanie S Hummer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.93%
15.48%
$21.888M
33,564 shares@ $652.14 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 0.57%
7.52%
$10.628M
17,189 shares@ $618.28 avg price
ACN
Accenture Plc-cl A
Recent Activity
7.14%
$10.093M
50,900 shares@ $198.29 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.03%
4.96%
$7.004M
33,630 shares@ $208.27 avg price
GWW
Ww Grainger Inc
Recent Activity
Increased 6.32%
2.6%
$3.673M
3,367 shares@ $1090.81 avg price
GMMF
Ishares Govt Mmkt Etf
Recent Activity
Increased 18.96%
2.28%
$3.217M
32,000 shares@ $100.52 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.51%
2.18%
$3.082M
11,767 shares@ $261.93 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 4.09%
1.99%
$2.808M
16,550 shares@ $169.66 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 6.28%
1.82%
$2.571M
8,740 shares@ $294.16 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 1.31%
1.81%
$2.552M
10,442 shares@ $244.44 avg price

1-10 of 129