SS&H Financial Advisors, Inc.
130 holdingsFiling period: 2026-06-30Current AUM: $394.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co | 104.8K | $34.3M | $35.1M | 8.90% | -500 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 133.7K | $26.8M | $28.9M | 7.33% | +415 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 20.0K | $23.0M | $17.9M | 4.53% | -650 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 71.9K | $20.8M | $24.4M | 6.18% | -1,265 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 44.7K | $16.7M | $23.8M | 6.02% | +3.0K | 2026-06-30 |
| 6 | GLW | Corning Inc | 60.2K | $15.4M | $8.0M | 2.02% | -2,300 | 2026-06-30 |
| 7 | ABBV | Abbvie Inc | 47.9K | $12.1M | $13.9M | 3.51% | -700 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 47.8K | $11.4M | $12.6M | 3.18% | +6.7K | 2026-06-30 |
| 9 | LRCX | Lam Research Corp | 23.3K | $10.1M | $6.1M | 1.56% | -1,700 | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 27.6K | $9.8M | $9.3M | 2.35% | -40 | 2026-06-30 |
| 11 | PG | Procter & Gamble Co | 63.4K | $9.3M | $10.1M | 2.56% | +750 | 2026-06-30 |
| 12 | MRK | Merck & Co Inc | 67.6K | $8.7M | $10.0M | 2.54% | +2.4K | 2026-06-30 |
| 13 | IBM | International Business Machs | 29.5K | $8.3M | $7.1M | 1.81% | +4.6K | 2026-06-30 |
| 14 | ORCL | Oracle Corp | 52.6K | $7.7M | $6.9M | 1.75% | +4.9K | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 65.0K | $7.6M | $6.9M | 1.76% | -1,740 | 2026-06-30 |
| 16 | AMGN | Amgen Inc | 19.0K | $6.9M | $8.3M | 2.11% | +1.0K | 2026-06-30 |
| 17 | GE | GE Aerospace | 15.0K | $5.6M | $4.5M | 1.14% | -- | 2026-06-30 |
| 18 | SHW | Sherwin Williams Co | 15.0K | $5.2M | $5.1M | 1.28% | -- | 2026-06-30 |
| 19 | SPGI | S&P Global Inc | 11.9K | $4.8M | $5.2M | 1.32% | -- | 2026-06-30 |
| 20 | GLD | Spdr Gold TR | 13.0K | $4.8M | $4.9M | 1.25% | -1,000 | 2026-06-30 |
| 21 | CAT | Caterpillar Inc | 4.5K | $4.8M | $3.2M | 0.82% | -50 | 2026-06-30 |
| 22 | AMD | Advanced Micro Devices Inc | 7.5K | $4.4M | $4.0M | 1.02% | -- | 2026-06-30 |
| 23 | UNP | Union Pac Corp | 15.7K | $4.3M | $4.5M | 1.15% | -- | 2026-06-30 |
| 24 | BMY | Bristol-Myers Squibb Co | 72.3K | $4.2M | $4.5M | 1.13% | +3.0K | 2026-06-30 |
| 25 | JNJ | Johnson & Johnson | 16.2K | $4.1M | $4.2M | 1.06% | -735 | 2026-06-30 |
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