SS&H Financial Advisors, Inc. — 13F Holdings & Portfolio

CIK 1911735 · latest 13F-HR filed 2026-08-04

SS&H Financial Advisors, Inc. manages $390.9K in 13F-reported U.S. long-equity assets across 130 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JPM (8.77%), NVDA (6.84%), MU (5.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 8, added to 69, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
50 WEST BIG BEAVER RD
SUITE 225
TROY, MI 48084
Phone
(248) 538-9755
Filing Manager
SS&H Financial Advisors, Inc.
TROY, MI
Signatory
Robert Sinnaeve
CCO
Loading holdings…
AUM

$390.9K

Long-equity book

Holdings

130

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+13 / −8 / ↑69 / ↓30

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$17.2K +291.7%
  • CORNING INC$9.9K +181.0%
  • LAM RESEARCH CORP$5.8K +135.9%
  • ADVANCED MICRO DEVICES INC$2.8K +171.2%
  • CISCO SYS INC$2.5K +48.5%
Show all 69 →

Top Trims

  • MICROSOFT CORP-$3.5K -17.3%
  • ORACLE CORP-$1.6K -17.0%
  • S&P GLOBAL INC-$1.4K -22.1%
  • ABBOTT LABORATORIES-$1.0K -29.4%
  • ACCENTURE PLC IRELAND-$906 -38.0%
Show all 30 →

New Positions

  • FIFTH THIRD BANCORP$972
  • CROWDSTRIKE HLDGS INC$763
  • DELL TECHNOLOGIES INC$604
  • HONEYWELL INTL INC$526
  • HONEYWELL AEROSPACE INC$519
Show all 13 →

Exited Positions

  • EXXON MOBIL CORP$6.6K
  • CONOCOPHILLIPS$1.0K
  • HONEYWELL INTL INC$917
  • COMERICA INC$747
  • LUMEN TECHNOLOGIES INC$365
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JPMORGAN CHASE & CO JPM 46625H100 $34.3K 8.77% 104,790 SH
2 NVIDIA CORPORATION NVDA 67066G104 $26.8K 6.84% 133,706 SH
3 MICRON TECHNOLOGY INC MU 595112103 $23.0K 5.89% 19,965 SH
4 APPLE INC AAPL 037833100 $20.8K 5.32% 71,901 SH
5 MICROSOFT CORP MSFT 594918104 $16.7K 4.26% 44,698 SH
6 CORNING INC GLW 219350105 $15.4K 3.93% 60,217 SH
7 ABBVIE INC ABBV 00287Y109 $12.1K 3.08% 47,916 SH
8 AMAZON COM INC AMZN 023135106 $11.4K 2.91% 47,805 SH
9 LAM RESEARCH CORP LRCX 512807306 $10.1K 2.58% 23,310 SH
10 ALPHABET INC GOOG 02079K107 $9.8K 2.50% 27,620 SH
11 PROCTER & GAMBLE CO PG 742718109 $9.3K 2.38% 63,410 SH
12 MERCK & CO INC MRK 58933Y105 $8.7K 2.22% 67,643 SH
13 INTERNATIONAL BUSINESS MACHS IBM 459200101 $8.3K 2.12% 29,465 SH
14 ORACLE CORP ORCL 68389X105 $7.7K 1.97% 52,590 SH
15 CISCO SYS INC CSCO 17275R102 $7.6K 1.95% 65,016 SH
16 AMGEN INC AMGN 031162100 $6.9K 1.76% 19,003 SH
17 GE AEROSPACE GE 369604301 $5.6K 1.43% 14,959 SH
18 SHERWIN WILLIAMS CO SHW 824348106 $5.2K 1.32% 15,030 SH
19 S&P GLOBAL INC SPGI 78409V104 $4.8K 1.24% 11,887 SH
20 SPDR GOLD TR GLD 78463V107 $4.8K 1.23% 13,049 SH
21 CATERPILLAR INC CAT 149123101 $4.8K 1.22% 4,475 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $4.4K 1.12% 7,550 SH
23 UNION PAC CORP UNP 907818108 $4.3K 1.10% 15,738 SH
24 BRISTOL-MYERS SQUIBB CO BMY 110122108 $4.2K 1.07% 72,300 SH
25 JOHNSON & JOHNSON JNJ 478160104 $4.1K 1.05% 16,211 SH
26 BANK OF AMER CORP BAC 060505104 $4.0K 1.03% 70,483 SH
27 PFIZER INC PFE 717081103 $3.7K 0.95% 153,923 SH
28 TRACTOR SUPPLY CO TSCO 892356106 $3.6K 0.92% 113,686 SH
29 PEPSICO INC PEP 713448108 $3.3K 0.85% 24,544 SH
30 COLGATE PALMOLIVE CO CL 194162103 $3.2K 0.83% 35,213 SH
31 COCA COLA CO KO 191216100 $3.2K 0.82% 39,556 SH
32 VISA INC V 92826C839 $3.1K 0.80% 9,146 SH
33 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.0K 0.75% 3,155 SH
34 AFLAC INC AFL 001055102 $2.6K 0.66% 22,016 SH
35 MCKESSON CORP MCK 58155Q103 $2.6K 0.66% 3,400 SH
36 AT&T INC T 00206R102 $2.5K 0.65% 123,117 SH
37 DEERE & CO DE 244199105 $2.5K 0.65% 3,979 SH
38 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.5K 0.64% 59,173 SH
39 ELI LILLY & CO LLY 532457108 $2.4K 0.62% 2,034 SH
40 ABBOTT LABORATORIES ABT 002824100 $2.4K 0.62% 26,758 SH
41 SLB LIMITED SLB 806857108 $2.4K 0.61% 51,436 SH
42 ISHARES TR ITA 464288760 $2.3K 0.60% 9,675 SH
43 FLUOR CORP FLR 343412102 $2.3K 0.60% 44,600 SH
44 BOEING CO BA 097023105 $2.3K 0.58% 10,550 SH
45 HUNTINGTON INGALLS INDS INC HII 446413106 $2.3K 0.58% 8,120 SH
46 ALPHABET INC GOOGL 02079K305 $2.2K 0.57% 6,186 SH
47 EMERSON ELEC CO EMR 291011104 $2.0K 0.51% 13,900 SH
48 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.0K 0.51% 2,656 SH
49 NEXTERA ENERGY INC NEE 65339F101 $1.9K 0.50% 22,133 SH
50 CHEVRON CORPORATION CVX 166764100 $1.9K 0.49% 11,662 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $390.9K 130 0001911735-26-000003
2025-12-31 2026-01-20 $342.7K 125 0001911735-26-000001
2025-09-30 2025-10-17 $329.0M 125 0001911735-25-000005