Hummer Financial Advisory Services Inc
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Hummer Financial Advisory Services Inc right now?
Hummer Financial Advisory Services reported $141M across 129 positions in its Q1 2026 13F-HR (period ending 2026-03-31). The portfolio is concentrated in large-cap and broad-market equity exposure: SPY leads at 15.5%, followed by MDY at 7.5% and Accenture at 7.1%. Amazon and W.W. Grainger round out the top five. Two BlackRock ETF Trust money-market positions — PMMF and GMMF — increased 28% and 19% respectively quarter-over-quarter, lifting their combined weight to roughly 4.6%.
Quarterly returns over the four periods ending Q1 2026 ranged from +5.6% to +11.0%, trailing SPY by 3.9 to 11.9 percentage points each quarter. The curator's characterization of "outsized alpha generation" is not supported by the filed performance data. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent 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 · Hummer Financial Advisory Services Inc
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 16:14 UTC.