SS&H Financial Advisors, Inc.
130 holdingsFiling period: 2026-06-30Current AUM: $391.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 104.8K | $34.3M | $36.9M | 9.43% | -500 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 133.7K | $26.8M | $28.4M | 7.24% | +415 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 20.0K | $23.0M | $18.5M | 4.73% | -650 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 71.9K | $20.8M | $23.8M | 6.08% | -1,265 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 44.7K | $16.7M | $22.2M | 5.67% | +3.0K | 2026-06-30 |
| 6 | GLW | CORNING INC | 60.2K | $15.4M | $8.6M | 2.21% | -2,300 | 2026-06-30 |
| 7 | ABBV | ABBVIE INC | 47.9K | $12.1M | $12.6M | 3.22% | -700 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 47.8K | $11.4M | $11.9M | 3.03% | +6.7K | 2026-06-30 |
| 9 | LRCX | LAM RESEARCH CORP | 23.3K | $10.1M | $6.3M | 1.61% | -1,700 | 2026-06-30 |
| 10 | GOOG | ALPHABET INC | 27.6K | $9.8M | $9.4M | 2.41% | -40 | 2026-06-30 |
| 11 | PG | PROCTER & GAMBLE CO | 63.4K | $9.3M | $9.3M | 2.37% | +750 | 2026-06-30 |
| 12 | MRK | MERCK & CO INC | 67.6K | $8.7M | $9.7M | 2.48% | +2.4K | 2026-06-30 |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | 29.5K | $8.3M | $7.3M | 1.87% | +4.6K | 2026-06-30 |
| 14 | ORCL | ORACLE CORP | 52.6K | $7.7M | $7.4M | 1.88% | +4.9K | 2026-06-30 |
| 15 | CSCO | CISCO SYS INC | 65.0K | $7.6M | $7.2M | 1.83% | -1,740 | 2026-06-30 |
| 16 | AMGN | AMGEN INC | 19.0K | $6.9M | $7.1M | 1.82% | +1.0K | 2026-06-30 |
| 17 | GE | GE AEROSPACE | 15.0K | $5.6M | $4.6M | 1.17% | -- | 2026-06-30 |
| 18 | SHW | SHERWIN WILLIAMS CO | 15.0K | $5.2M | $4.9M | 1.24% | -- | 2026-06-30 |
| 19 | SPGI | S&P GLOBAL INC | 11.9K | $4.8M | $4.9M | 1.25% | -- | 2026-06-30 |
| 20 | GLD | SPDR GOLD TR | 13.0K | $4.8M | $5.1M | 1.31% | -1,000 | 2026-06-30 |
| 21 | CAT | CATERPILLAR INC | 4.5K | $4.8M | $3.5M | 0.89% | -50 | 2026-06-30 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | 7.5K | $4.4M | $3.8M | 0.97% | -- | 2026-06-30 |
| 23 | UNP | UNION PAC CORP | 15.7K | $4.3M | $4.5M | 1.14% | -- | 2026-06-30 |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | 72.3K | $4.2M | $4.6M | 1.18% | +3.0K | 2026-06-30 |
| 25 | JNJ | JOHNSON & JOHNSON | 16.2K | $4.1M | $4.3M | 1.11% | -735 | 2026-06-30 |
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