SS&H Financial Advisors, Inc. — 13F Holdings & Portfolio
CIK 1911735 · latest 13F-HR filed 2026-01-20
SS&H Financial Advisors, Inc. manages $342.7K in 13F-reported U.S. long-equity assets across 125 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are JPM (9.90%), NVDA (7.25%), MSFT (5.88%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 2 new positions, exited 2, added to 0, and trimmed 123.
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.
$342.7K
Long-equity book
125
Distinct positions
2025-12-31
Filed 2026-01-20
+2 / −2 / ↑0 / ↓123
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- JPMORGAN CHASE & CO.-$33.3M -99.9%
- NVIDIA CORPORATION-$25.6M -99.9%
- MICROSOFT CORP-$21.9M -99.9%
- APPLE INC-$18.7M -99.9%
- ORACLE CORP-$12.1M -99.9%
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 | $33.9K | 9.90% | 105,290 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $24.9K | 7.25% | 133,291 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $20.2K | 5.88% | 41,673 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $19.9K | 5.80% | 73,166 | SH |
| 5 | ABBVIE INC | ABBV | 00287Y109 | $11.1K | 3.24% | 48,616 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $9.5K | 2.77% | 41,080 | SH |
| 7 | ORACLE CORP | ORCL | 68389X105 | $9.3K | 2.71% | 47,650 | SH |
| 8 | PROCTER AND GAMBLE CO | PG | 742718109 | $9.0K | 2.62% | 62,660 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $8.7K | 2.53% | 27,660 | SH |
| 10 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $7.4K | 2.15% | 24,910 | SH |
| 11 | MERCK & CO INC | MRK | 58933Y105 | $6.9K | 2.01% | 65,293 | SH |
| 12 | EXXON MOBIL CORP | XOM | 30231G102 | $6.6K | 1.92% | 54,556 | SH |
| 13 | S&P GLOBAL INC | SPGI | 78409V104 | $6.2K | 1.81% | 11,887 | SH |
| 14 | AMGEN INC | AMGN | 031162100 | $5.9K | 1.72% | 18,003 | SH |
| 15 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.9K | 1.72% | 20,615 | SH |
| 16 | SPDR GOLD TR | GLD | 78463V107 | $5.6K | 1.62% | 14,049 | SH |
| 17 | CORNING INC | GLW | 219350105 | $5.5K | 1.60% | 62,517 | SH |
| 18 | CISCO SYS INC | CSCO | 17275R102 | $5.1K | 1.50% | 66,756 | SH |
| 19 | SHERWIN WILLIAMS CO | SHW | 824348106 | $4.9K | 1.42% | 15,030 | SH |
| 20 | GE AEROSPACE | GE | 369604301 | $4.6K | 1.34% | 14,959 | SH |
| 21 | LAM RESEARCH CORP | LRCX | 512807306 | $4.3K | 1.25% | 25,010 | SH |
| 22 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $3.7K | 1.09% | 69,350 | SH |
| 23 | BANK AMERICA CORP | BAC | 060505104 | $3.7K | 1.09% | 67,783 | SH |
| 24 | UNION PAC CORP | UNP | 907818108 | $3.6K | 1.06% | 15,738 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $3.6K | 1.05% | 25,144 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.5K | 1.02% | 16,946 | SH |
| 27 | ABBOTT LABS | ABT | 002824100 | $3.4K | 1.00% | 27,433 | SH |
| 28 | AT&T INC | T | 00206R102 | $3.4K | 0.98% | 134,906 | SH |
| 29 | VISA INC | V | 92826C839 | $3.2K | 0.95% | 9,246 | SH |
| 30 | PFIZER INC | PFE | 717081103 | $2.8K | 0.82% | 112,943 | SH |
| 31 | MCKESSON CORP | MCK | 58155Q103 | $2.8K | 0.81% | 3,400 | SH |
| 32 | COLGATE PALMOLIVE CO | CL | 194162103 | $2.8K | 0.81% | 35,213 | SH |
| 33 | COCA COLA CO | KO | 191216100 | $2.8K | 0.81% | 39,556 | SH |
| 34 | HUNTINGTON INGALLS INDS INC | HII | 446413106 | $2.8K | 0.81% | 8,120 | SH |
| 35 | COSTCO WHSL CORP NEW | COST | 22160K105 | $2.7K | 0.79% | 3,155 | SH |
| 36 | CATERPILLAR INC | CAT | 149123101 | $2.6K | 0.76% | 4,525 | SH |
| 37 | AFLAC INC | AFL | 001055102 | $2.5K | 0.73% | 22,616 | SH |
| 38 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.4K | 0.71% | 60,073 | SH |
| 39 | TRACTOR SUPPLY CO | TSCO | 892356106 | $2.4K | 0.70% | 48,186 | SH |
| 40 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $2.4K | 0.70% | 8,898 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $2.2K | 0.64% | 2,034 | SH |
| 42 | BOEING CO | BA | 097023105 | $2.1K | 0.62% | 9,745 | SH |
| 43 | ISHARES TR | ITA | 464288760 | $2.1K | 0.61% | 9,675 | SH |
| 44 | SLB LIMITED | SLB | 806857108 | $2.0K | 0.58% | 51,886 | SH |
| 45 | ALPHABET INC | GOOGL | 02079K305 | $2.0K | 0.57% | 6,286 | SH |
| 46 | EMERSON ELEC CO | EMR | 291011104 | $1.9K | 0.56% | 14,400 | SH |
| 47 | DEERE & CO | DE | 244199105 | $1.9K | 0.54% | 3,979 | SH |
| 48 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.8K | 0.54% | 22,893 | SH |
| 49 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.8K | 0.53% | 3,197 | SH |
| 50 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $1.8K | 0.53% | 2,656 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-20 | $342.7K | 125 | 0001911735-26-000001 |
| 2025-09-30 | 2025-10-17 | $329.0M | 125 | 0001911735-25-000005 |