Hummer Financial Advisory Services Inc
Annual return '25
+70.7%
SPY '25
+17.7%
Alpha
+53.0ptsvs SPY
Invested
$141.4M
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 99.2% (33.3k → 257 shares)
15.5%
02
$MDY
STATE STR SPDR S&P MIDCAP 40
Q1 2026: Sold 95.8% (17.1k → 725 shares)
7.5%
03
$ACN
ACCENTURE PLC IRELAND
Q1 2026: Exited (was 50.9k shares)
7.1%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 91.4% (34.0k → 2.9k shares)
5.0%
05
$GWW
WW GRAINGER INC
Q1 2026: Exited (was 3.2k shares)
2.6%
06
$GMMF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 26.9k shares)
2.3%
07
$VB
VANGUARD INDEX FDS
Q1 2026: Sold 42.4% (11.6k → 6.7k shares)
2.2%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 15.9k shares)
2.0%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 89.7% (8.2k → 848 shares)
1.8%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 85.5% (10.3k → 1.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.