Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| JPMORGAN Chase & COCOM | COM | $34.3K | 8.8% |
| Nvidia CorporationCOM | COM | $26.8K | 6.8% |
| Micron Technology Inc.COM | COM | $23K | 5.9% |
| Apple Inc.COM | COM | $20.8K | 5.3% |
| Microsoft Corp.COM | COM | $16.7K | 4.3% |
| Corning Inc.COM | COM | $15.4K | 3.9% |
| Abbvie Inc.COM | COM | $12.1K | 3.1% |
| Amazon Com Inc.COM | COM | $11.4K | 2.9% |
| Lam Research Corp.COM NEW | COM NEW | $10.1K | 2.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $9.76K | 2.5% |
| Procter & Gamble COCOM | COM | $9.3K | 2.4% |
| Merck & CO Inc.COM | COM | $8.69K | 2.2% |
| International Business MachsCOM | COM | $8.29K | 2.1% |
| Oracle Corp.COM | COM | $7.71K | 2.0% |
| Cisco Sys Inc.COM | COM | $7.64K | 2.0% |
| Amgen Inc.COM | COM | $6.88K | 1.8% |
| GE AerospaceCOM NEW | COM NEW | $5.59K | 1.4% |
| Sherwin Williams COCOM | COM | $5.18K | 1.3% |
| S&P Global Inc.COM | COM | $4.84K | 1.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $4.81K | 1.2% |
| Caterpillar Inc.COM | COM | $4.77K | 1.2% |
| Advanced Micro Devices Inc.COM | COM | $4.39K | 1.1% |
| Union Pac Corp.COM | COM | $4.28K | 1.1% |
| Bristol-myers Squibb COCOM | COM | $4.17K | 1.1% |
| Johnson & JohnsonCOM | COM | $4.12K | 1.1% |
| Bank OF Amer Corp.COM | COM | $4.02K | 1.0% |
| Pfizer Inc.COM | COM | $3.71K | 0.9% |
| Tractor Supply COCOM | COM | $3.59K | 0.9% |
| Pepsico Inc.COM | COM | $3.32K | 0.9% |
| Colgate Palmolive COCOM | COM | $3.23K | 0.8% |
| Coca Cola COCOM | COM | $3.22K | 0.8% |
| Visa Inc.COM CL A | COM CL A | $3.14K | 0.8% |
| Costco Wholesale CorporationCOM | COM | $2.95K | 0.8% |
| Aflac Inc.COM | COM | $2.58K | 0.7% |
| Mckesson Corp.COM | COM | $2.57K | 0.7% |
| AT&T Inc.COM | COM | $2.55K | 0.7% |
| Deere & COCOM | COM | $2.52K | 0.6% |
| Verizon Communications Inc.COM | COM | $2.51K | 0.6% |
| Eli Lilly & COCOM | COM | $2.44K | 0.6% |
| Abbott LaboratoriesCOM | COM | $2.43K | 0.6% |
| Slb LimitedCOM STK | COM STK | $2.39K | 0.6% |
| iShares TRUS AER DEF ETF | US AER DEF ETF | $2.35K | 0.6% |
| Fluor Corp.COM | COM | $2.34K | 0.6% |
| Boeing COCOM | COM | $2.28K | 0.6% |
| Huntington Ingalls Inds Inc.COM | COM | $2.27K | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.21K | 0.6% |
| Emerson Elec COCOM | COM | $1.99K | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.98K | 0.5% |
| Nextera Energy Inc.COM | COM | $1.94K | 0.5% |
| Chevron CorporationCOM | COM | $1.93K | 0.5% |
- Class
- COM
- Share
- 8.8%
- Class
- COM
- Share
- 6.8%
- Class
- COM
- Share
- 5.9%
- Class
- COM
- Share
- 5.3%
- Class
- COM
- Share
- 4.3%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 2.9%
- Class
- COM NEW
- Share
- 2.6%
- Class
- CAP STK CL C
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM NEW
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- GOLD SHS
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM CL A
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM STK
- Share
- 0.6%
- Class
- US AER DEF ETF
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- CAP STK CL A
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- TR UNIT
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 130 positions by value, with holdings of the same security combined. The 130 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1911735
- File number
- 028-22494
- Options
- 0 call, 0 put
- In the 25 largest
- 69.3%
Common questions
What are SS&H Financial Advisors’ 13F holdings worth?
$391 thousand across 130 positions for the quarter ended 30 June 2026.
What is SS&H Financial Advisors’ largest 13F holding?
JPMORGAN CHASE & CO (COM) was the largest position at $34.3 thousand, or 8.8% of reported 13F value, as of 30 June 2026.
How concentrated is SS&H Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 46.1% of reported value and the twenty-five largest for 69.3%, across 130 positions as of 30 June 2026.
Does Form 13F show everything SS&H Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does SS&H Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.