Hummer Financial Advisory Services Inc.
Hummer Financial Advisory Services Inc, founded in 1999 by Melanie S. Hummer, is an independent investment advisory firm based in Chicago, Illinois. The firm supervises investment portfolios and provides investment advice to individuals and institutions, managing over $120 million in assets. It is small in size with only one employee and operates primarily in the Midwest, offering tailored financial strategies and portfolio management.
Investment Strategy
Hummer Financial Advisory Services Inc employs a diversified equity investment strategy, focusing on large-cap and mid-cap U.S. stocks, including broad ETFs such as the SPDR S&P 500 ETF Trust (SPY) and S&P MidCap 400 ETF (MDY), along with select individual equities. The firm emphasizes long-term capital appreciation with low portfolio turnover, investing across multiple industries and sectors. Their approach is driven by client goals and risk tolerance, balancing index funds and high-quality individual stocks for steady portfolio growth and risk management.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.33% | $22.4M | 33,564 | $327.48 | $666.18 | +$1.6M |
A ACN | ACCENTURE PLC IRELAND | 9.14% | $12.6M | 50,900 | $210.48 | $246.60 | -$2.7M |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 7.48% | $10.3M | 17,189 | $383.37 | $596.03 | +$482.6K |
A AMZN | AMAZON COM INC | 5.47% | $7.5M | 34,180 | $112.86 | $219.57 | +$6.2K |
M MSFT | MICROSOFT CORP | 2.35% | $3.2M | 6,229 | $166.30 | $517.95 | +$127.9K |