SS&H Financial Advisors, Inc.
13F Reported Value
ⓘ$342,718
Holdings
125
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
SS&H Financial Advisors, Inc. disclosed 125 positions worth $342,718 in its Form 13F-HR for Q4 2025, led by $JPM (JPMORGAN CHASE & CO) at 9.9% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $RH. The portfolio is most concentrated in Technology (32.2% of disclosed assets). All figures are sourced directly from SS&H Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1911735.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 35.6#2,134
Quality
$33.9K105,290 sh - 90.2#1
Quality
$24.9K133,291 sh - 83.7#15
Quality
$20.2K41,673 sh - 76.1
Quality
$19.9K73,166 sh - 59.3
Quality
$11.1K48,616 sh - 74.6
Quality
$9.5K41,080 sh - 67.2
Quality
$9.3K47,650 sh - 72.9
Quality
$9.0K62,660 sh - 80.2
Quality
$8.7K27,660 sh - 66.7
Quality
$7.4K24,910 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $33.9K | 105,290 |
 NVIDIA CORP$NVDA | 90.2#1 | $24.9K | 133,291 |
 MICROSOFT CORP$MSFT | 83.7#15 | $20.2K | 41,673 |
 Apple Inc.$AAPL | 76.1 | $19.9K | 73,166 |
 AbbVie Inc.$ABBV | 59.3 | $11.1K | 48,616 |
 AMAZON COM INC$AMZN | 74.6 | $9.5K | 41,080 |
 ORACLE CORP$ORCL | 67.2 | $9.3K | 47,650 |
 PROCTER & GAMBLE Co$PG | 72.9 | $9.0K | 62,660 |
 Alphabet Inc.$GOOGL | 80.2 | $8.7K | 27,660 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 66.7 | $7.4K | 24,910 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SS&H Financial Advisors, Inc.'s 125 positions.
Showing top 10 of 125 holdings.
Sector Allocation
Technology
$110,347
Financials
$59,827
Healthcare
$43,772
Industrials
$38,649
Consumer Discretionary
$25,042
Consumer Staples
$22,367
Energy
$13,772
Other
$9,599
Full Holdings — SS&H Financial Advisors, Inc. (Q4 2025)
All 125 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $JPM | JPMORGAN CHASE & CO | $33,927 | 9.9% | -0% | 35.6 |
| 2 | $NVDA | NVIDIA CORP | $24,859 | 7.3% | -3% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $20,154 | 5.9% | -2% | 83.7 |
| 4 | $AAPL | Apple Inc. | $19,891 | 5.8% | -0% | 76.1 |
| 5 | $ABBV | AbbVie Inc. | $11,108 | 3.2% | -0% | 59.3 |
| 6 | $AMZN | AMAZON COM INC | $9,482 | 2.8% | +7% | 74.6 |
| 7 | $ORCL | ORACLE CORP | $9,287 | 2.7% | +11% | 67.2 |
| 8 | $PG | PROCTER & GAMBLE Co | $8,980 | 2.6% | -1% | 72.9 |
| 9 | $GOOGL | Alphabet Inc. | $8,680 | 2.5% | +0% | 80.2 |
| 10 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7,379 | 2.1% | +0% | 66.7 |
| 11 |  $MRK | Merck & Co., Inc. | $6,873 | 2.0% | +23% | 70.9 |
| 12 |  $XOM | EXXON MOBIL CORP | $6,565 | 1.9% | +2% | 61.8 |
| 13 |  $SPGI | S&P Global Inc. | $6,212 | 1.8% | +0% | 79.4 |
| 14 |  $AMGN | AMGEN INC | $5,893 | 1.7% | +18% | 79.5 |
| 15 |  $MU | MICRON TECHNOLOGY INC | $5,884 | 1.7% | -1% | 88.4 |
| 16 |  $GLD | SPDR GOLD TRUST | $5,568 | 1.6% | +0% | — |
| 17 |  $GLW | CORNING INC /NY | $5,474 | 1.6% | -1% | 72.7 |
| 18 |  $CSCO | CISCO SYSTEMS, INC. | $5,142 | 1.5% | -1% | 72.3 |
| 19 |  $SHW | SHERWIN WILLIAMS CO | $4,870 | 1.4% | +0% | 65.3 |
| 20 |  $GE | GENERAL ELECTRIC CO | $4,608 | 1.3% | +0% | 74.8 |
| 21 |  $LRCX | LAM RESEARCH CORP | $4,281 | 1.3% | -3% | 82.4 |
| 22 |  $BMY | BRISTOL MYERS SQUIBB CO | $3,741 | 1.1% | +24% | 70.1 |
| 23 |  $BAC | BANK OF AMERICA CORP /DE/ | $3,728 | 1.1% | +0% | 68.4 |
| 24 |  $UNP | UNION PACIFIC CORP | $3,641 | 1.1% | +0% | 74 |
| 25 |  $PEP | PEPSICO INC | $3,609 | 1.1% | -1% | 62.7 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $3,507 | 1.0% | -1% | 72.8 |
| 27 |  $ABT | ABBOTT LABORATORIES | $3,437 | 1.0% | +0% | 67 |
| 28 |  $T | AT&T INC. | $3,351 | 1.0% | +0% | 71.9 |
| 29 |  $V | VISA INC. | $3,243 | 0.9% | +0% | 83.5 |
| 30 |  $PFE | PFIZER INC | $2,812 | 0.8% | +33% | 69 |
| 31 |  $MCK | MCKESSON CORP | $2,789 | 0.8% | +0% | 63.7 |
| 32 |  $CL | COLGATE PALMOLIVE CO | $2,783 | 0.8% | +0% | 72.4 |
| 33 |  $KO | COCA COLA CO | $2,765 | 0.8% | +0% | 74 |
| 34 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $2,761 | 0.8% | +0% | 55.4 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,720 | 0.8% | +0% | 67 |
| 36 |  $CAT | CATERPILLAR INC | $2,592 | 0.8% | +28% | 67.8 |
| 37 |  $AFL | AFLAC INC | $2,494 | 0.7% | +0% | 60.3 |
| 38 |  $VZ | VERIZON COMMUNICATIONS INC | $2,447 | 0.7% | -5% | 71.6 |
| 39 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2,410 | 0.7% | +0% | 60.7 |
| 40 |  $ACN | Accenture plc | $2,387 | 0.7% | -1% | — |
| 41 |  $LLY | ELI LILLY & Co | $2,186 | 0.6% | +0% | 89.3 |
| 42 |  $BA | BOEING CO | $2,116 | 0.6% | +16% | 51.8 |
| 43 | — | ISHARES TR | $2,077 | 0.6% | +0% | — |
| 44 |  $SLB | SLB LIMITED/NV | $1,991 | 0.6% | +1% | 63.2 |
| 45 |  $GOOG | Alphabet Inc. | $1,968 | 0.6% | -2% | 80.2 |
| 46 |  $EMR | EMERSON ELECTRIC CO | $1,911 | 0.6% | +0% | 65.9 |
| 47 |  $DE | DEERE & CO | $1,853 | 0.5% | +0% | 57.4 |
| 48 |  $NEE | NEXTERA ENERGY INC | $1,838 | 0.5% | +0% | 71.7 |
| 49 |  $MA | Mastercard Inc | $1,825 | 0.5% | -5% | 81.7 |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $1,811 | 0.5% | +0% | — |
| 51 |  $FLR | FLUOR CORP | $1,767 | 0.5% | -2% | 66.2 |
| 52 |  $MDT | Medtronic plc | $1,717 | 0.5% | +9% | — |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $1,617 | 0.5% | +113% | 78.8 |
| 54 | — | ISHARES TR | $1,592 | 0.5% | +35% | — |
| 55 |  $NSC | NORFOLK SOUTHERN CORP | $1,588 | 0.5% | +0% | 70.8 |
| 56 |  $CVX | CHEVRON CORP | $1,541 | 0.5% | +7% | 54.7 |
| 57 |  $ITW | ILLINOIS TOOL WORKS INC | $1,515 | 0.4% | +0% | 71.2 |
| 58 |  $RTX | RTX Corp | $1,409 | 0.4% | +0% | 70 |
| 59 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1,372 | 0.4% | +0% | 75.4 |
| 60 |  $AWK | American Water Works Company, Inc. | $1,320 | 0.4% | +0% | 61.7 |
| 61 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1,210 | 0.3% | +0% | 65.9 |
| 62 |  $WMT | Walmart Inc. | $1,196 | 0.3% | +4% | 63.2 |
| 63 |  $META | Meta Platforms, Inc. | $1,186 | 0.3% | +10% | 80.9 |
| 64 |  $MAIN | Main Street Capital CORP | $1,153 | 0.3% | -1% | — |
| 65 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1,143 | 0.3% | +0% | 60.5 |
| 66 |  $COP | CONOCOPHILLIPS | $1,022 | 0.3% | +0% | 74.8 |
| 67 |  $ATO | ATMOS ENERGY CORP | $933 | 0.3% | +0% | 72 |
| 68 |  $HON | HONEYWELL INTERNATIONAL INC | $917 | 0.3% | +0% | 65.7 |
| 69 |  $TJX | TJX COMPANIES INC /DE/ | $915 | 0.3% | -1% | 70.7 |
| 70 |  $FDX | FEDEX CORP | $830 | 0.2% | +0% | 60.3 |
| 71 |  $MPC | Marathon Petroleum Corp | $789 | 0.2% | +0% | 50.7 |
| 72 | — | COMERICA INC | $747 | 0.2% | +0% | — |
| 73 | — | VANECK ETF TRUST | $729 | 0.2% | +0% | — |
| 74 |  $VTRS | Viatris Inc | $709 | 0.2% | -2% | 47.1 |
| 75 |  $DTM | DT Midstream, Inc. | $706 | 0.2% | +0% | 74.5 |
| 76 |  $GD | GENERAL DYNAMICS CORP | $688 | 0.2% | +0% | 73 |
| 77 |  $GIS | GENERAL MILLS INC | $679 | 0.2% | +0% | 64.1 |
| 78 |  $DRI | DARDEN RESTAURANTS INC | $662 | 0.2% | -7% | 68.6 |
| 79 |  $KMB | KIMBERLY CLARK CORP | $656 | 0.2% | +0% | 61.7 |
| 80 |  $SLV | iShares Silver Trust | $648 | 0.2% | +0% | — |
| 81 |  $CRWV | CoreWeave, Inc. | $648 | 0.2% | +353% | 46.5 |
| 82 |  $TSLA | Tesla, Inc. | $639 | 0.2% | +0% | 50.1 |
| 83 |  $ADP | AUTOMATIC DATA PROCESSING INC | $635 | 0.2% | +0% | 77.9 |
| 84 |  $MCD | MCDONALDS CORP | $608 | 0.2% | +0% | 73.9 |
| 85 |  $DTB | DTE ENERGY CO | $593 | 0.2% | +0% | — |
| 86 |  $SCHW | SCHWAB CHARLES CORP | $589 | 0.2% | +0% | 77.2 |
| 87 |  $INTU | INTUIT INC. | $566 | 0.2% | -10% | 82 |
| 88 |  $APH | AMPHENOL CORP /DE/ | $541 | 0.2% | +0% | 80.5 |
| 89 | — | AMPLIFY ETF TR | $522 | 0.1% | +7% | — |
| 90 |  $IVZ | Invesco Ltd. | $507 | 0.1% | +0% | — |
| 91 |  $CI | Cigna Group | $504 | 0.1% | +0% | 66.8 |
| 92 |  $D | DOMINION ENERGY, INC | $498 | 0.1% | +0% | 74.9 |
| 93 |  $SYK | STRYKER CORP | $492 | 0.1% | +0% | 69.8 |
| 94 |  $USB | US BANCORP DE | $489 | 0.1% | +0% | 71.4 |
| 95 |  $LMT | LOCKHEED MARTIN CORP | $484 | 0.1% | +0% | 65 |
| 96 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $478 | 0.1% | +0% | — |
| 97 | — | SELECT SECTOR SPDR TR | $473 | 0.1% | +100% | — |
| 98 |  $CRUS | CIRRUS LOGIC, INC. | $438 | 0.1% | +0% | 75.3 |
| 99 |  $ETN | Eaton Corp plc | $426 | 0.1% | +0% | — |
| 100 |  $WTRG | Essential Utilities, Inc. | $425 | 0.1% | +0% | 70.9 |
| 101 |  $ZTS | Zoetis Inc. | $415 | 0.1% | -20% | 72.6 |
| 102 |  $MAS | MASCO CORP /DE/ | $389 | 0.1% | +0% | 59.9 |
| 103 |  $GEHC | GE HealthCare Technologies Inc. | $378 | 0.1% | +0% | 58.2 |
| 104 |  $SHOP | SHOPIFY INC. | $373 | 0.1% | +0% | — |
| 105 |  $LUMN | Lumen Technologies, Inc. | $365 | 0.1% | -18% | 39.8 |
| 106 |  $RH | RH | $358 | 0.1% | NEW | 53.2 |
| 107 |  $GS | GOLDMAN SACHS GROUP INC | $352 | 0.1% | +0% | — |
| 108 |  $HD | HOME DEPOT, INC. | $342 | 0.1% | +0% | 69.2 |
| 109 |  $INTC | INTEL CORP | $330 | 0.1% | +0% | 41.5 |
| 110 |  $EL | ESTEE LAUDER COMPANIES INC | $317 | 0.1% | +0% | 52.5 |
| 111 |  $O | REALTY INCOME CORP | $307 | 0.1% | -5% | 74.6 |
| 112 |  $GPN | GLOBAL PAYMENTS INC | $294 | 0.1% | -7% | 42.9 |
| 113 |  $AVGO | Broadcom Inc. | $284 | 0.1% | +0% | 86.4 |
| 114 | — | SELECT SECTOR SPDR TR | $279 | 0.1% | +100% | — |
| 115 |  $NKE | NIKE, Inc. | $269 | 0.1% | -59% | 53.4 |
| 116 |  $CLX | CLOROX CO /DE/ | $262 | 0.1% | +0% | 63.5 |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $245 | 0.1% | +0% | 64.5 |
| 118 |  $SJM | J M SMUCKER Co | $240 | 0.1% | +0% | 46.4 |
| 119 |  $BP | BP PLC | $225 | 0.1% | -7% | — |
| 120 |  $APD | Air Products & Chemicals, Inc. | $224 | 0.1% | +0% | 41.2 |
| 121 | — | ISHARES TR | $216 | 0.1% | -37% | — |
| 122 |  $DOV | DOVER Corp | $215 | 0.1% | NEW | 63.1 |
| 123 |  $NFLX | NETFLIX INC | $211 | 0.1% | +900% | 86.7 |
| 124 |  $MO | ALTRIA GROUP, INC. | $205 | 0.1% | +0% | 72.1 |
| 125 |  $ADBE | ADOBE INC. | $202 | 0.1% | +0% | 80.4 |
Exited Positions (2)
$GEV GE Vernova Inc.Browse Top Institutional Investors
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