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Home > Institutional Investor > Hummer Financial Advisory Services Inc > Profile

Instuitional Investor - Hummer Financial Advisory Services Inc

Fund Profile
Filing Period:
Fund Name: Hummer Financial Advisory Services Inc
Portfolio Value $126,485,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 33,467 $19,680,120 15.55%
2.
Accenture Plc
 ACN 50,900 $17,906,111 14.15%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 17,138 $9,797,132 7.74%
4.
Amazon Com Inc
 AMZN 34,180 $7,498,750 5.92%
5.
W.w. Grainger Inc.
 GWW 3,550 $3,741,878 2.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)