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.
SUITE 225
TROY, MI 48084
$390.9K
Long-equity book
130
Distinct positions
2026-06-30
Filed 2026-08-04
+13 / −8 / ↑69 / ↓30
vs 2025-12-31
| 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%
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%
New Positions
- FIFTH THIRD BANCORP$972
- CROWDSTRIKE HLDGS INC$763
- DELL TECHNOLOGIES INC$604
- HONEYWELL INTL INC$526
- HONEYWELL AEROSPACE INC$519
Exited Positions
- EXXON MOBIL CORP$6.6K
- CONOCOPHILLIPS$1.0K
- HONEYWELL INTL INC$917
- COMERICA INC$747
- LUMEN TECHNOLOGIES INC$365
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 |
| 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 |