SS&H Financial Advisors, Inc.

13F filer · CIK 0001911735

Reported Aug 4, 2026

13F portfolio value$391MU.S. long equity reported on 13F

Positions121Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight46.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026121 positions
JPMJPMorgan Chase & Co	$34.3M	8.77%	0.00%	-0.5%	Q1 2022
NVDANvidia Corp	$26.8M	6.84%	0.00%	+0.3%	Q1 2022
MUMicron Technology Inc	$23M	5.89%	0.00%	-3.2%	Q1 2022
AAPLApple Inc.	$20.8M	5.32%	0.00%	-1.7%	Q1 2022
MSFTMicrosoft Corp	$16.7M	4.26%	0.00%	+7.3%	Q1 2022
GLWCorning Inc	$15.4M	3.93%	0.01%	-3.7%	Q1 2022
ABBVAbbVie Inc.	$12.1M	3.08%	0.00%	-1.4%	Q1 2022
AMZNAmazon Com Inc	$11.4M	2.91%	0.00%	+16.4%	Q2 2022
LRCXLam Research Corp	$10.1M	2.58%	0.00%	-6.8%	Q1 2022
GOOGAlphabet Inc.	$9.76M	2.50%	Not reported	-0.1%	Q1 2022
PGPROCTER & GAMBLE Co	$9.3M	2.38%	0.00%	+1.2%	Q1 2022
MRKMerck & Co., Inc.	$8.69M	2.22%	0.00%	+3.6%	Q1 2022
IBMInternational Business Machines Corp	$8.29M	2.12%	0.00%	+18.3%	Q1 2022
ORCLOracle Corp	$7.71M	1.97%	0.00%	+10.4%	Q1 2022
CSCOCisco Systems, Inc.	$7.64M	1.95%	0.00%	-2.6%	Q1 2022
AMGNAmgen Inc	$6.88M	1.76%	0.00%	+5.6%	Q1 2022
GEGeneral Electric Co	$5.59M	1.43%	0.00%	Not reported	Q1 2022
SHWSherwin Williams Co	$5.18M	1.32%	0.01%	Not reported	Q1 2022
SPGIS&P Global Inc.	$4.84M	1.24%	0.00%	Not reported	Q1 2022
GLDSPDR Gold Trust	$4.81M	1.23%	0.00%	-7.1%	Q1 2022
CATCaterpillar Inc	$4.77M	1.22%	0.00%	-1.1%	Q1 2022
AMDAdvanced Micro Devices Inc	$4.39M	1.12%	0.00%	Not reported	Q3 2025
UNPUnion Pacific Corp	$4.28M	1.10%	0.00%	Not reported	Q1 2022
BMYBristol Myers Squibb Co	$4.17M	1.07%	0.00%	+4.3%	Q1 2022
JNJJohnson & Johnson	$4.12M	1.05%	0.00%	-4.3%	Q1 2022
BACBank of America Corp	$4.02M	1.03%	0.00%	+4.0%	Q1 2022
PFEPfizer Inc	$3.71M	0.95%	0.00%	+36.3%	Q1 2022
TSCOTractor Supply Co	$3.59M	0.92%	0.02%	+135.9%	Q1 2022
PEPPepsico Inc	$3.32M	0.85%	0.00%	-2.4%	Q1 2022
CLColgate Palmolive Co	$3.23M	0.83%	0.00%	Not reported	Q1 2022
KOCoca Cola Co	$3.22M	0.82%	0.00%	Not reported	Q1 2022
VVisa Inc.	$3.14M	0.80%	0.00%	-1.1%	Q1 2022
COSTCostco Wholesale Corp	$2.95M	0.75%	0.00%	Not reported	Q1 2022
AFLAflac Inc	$2.58M	0.66%	0.00%	-2.7%	Q1 2022
MCKMckesson Corp	$2.57M	0.66%	0.00%	Not reported	Q1 2022
TAt&T Inc.	$2.55M	0.65%	0.00%	-8.7%	Q1 2022
DEDeere & Co	$2.52M	0.65%	0.00%	Not reported	Q1 2022
VZVerizon Communications Inc	$2.51M	0.64%	0.00%	-1.5%	Q1 2022
LLYELI LILLY & Co	$2.44M	0.62%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$2.43M	0.62%	0.00%	-2.5%	Q1 2022
SLBSLB Limited	$2.39M	0.61%	0.00%	-0.9%	Q1 2022
FLRFluor Corp	$2.34M	0.60%	0.03%	Not reported	Q1 2022
BABoeing Co	$2.28M	0.58%	0.00%	+8.3%	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$2.27M	0.58%	0.02%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$2.21M	0.57%	0.00%	-1.6%	Q1 2022
EMREmerson Electric Co	$1.99M	0.51%	0.00%	-3.5%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.98M	0.51%	Not reported	Not reported	Q1 2022
NEENextera Energy Inc	$1.94M	0.50%	0.00%	-3.3%	Q1 2022
CVXChevron Corp	$1.93M	0.49%	0.00%	+15.3%	Q1 2022
NSCNorfolk Southern Corp	$1.73M	0.44%	0.00%	Not reported	Q1 2022

Q4 2025Reported Jan 20, 2026117 positions
JPMJPMorgan Chase & Co	$33.9M	9.90%	0.00%	-0.2%	Q1 2022
NVDANvidia Corp	$24.9M	7.25%	0.00%	-3.0%	Q1 2022
MSFTMicrosoft Corp	$20.2M	5.88%	0.00%	-1.7%	Q1 2022
AAPLApple Inc.	$19.9M	5.80%	0.00%	-0.3%	Q1 2022
ABBVAbbVie Inc.	$11.1M	3.24%	0.00%	-0.4%	Q1 2022
AMZNAmazon Com Inc	$9.48M	2.77%	0.00%	+7.3%	Q2 2022
ORCLOracle Corp	$9.29M	2.71%	0.00%	+10.6%	Q1 2022
PGPROCTER & GAMBLE Co	$8.98M	2.62%	0.00%	-0.9%	Q1 2022
GOOGAlphabet Inc.	$8.68M	2.53%	Not reported	Not reported	Q1 2022
IBMInternational Business Machines Corp	$7.38M	2.15%	0.00%	+0.4%	Q1 2022
MRKMerck & Co., Inc.	$6.87M	2.01%	0.00%	+23.0%	Q1 2022
XOMExxonMobil Holdings Corp	$6.57M	1.92%	0.00%	+1.9%	Q1 2022
SPGIS&P Global Inc.	$6.21M	1.81%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$5.89M	1.72%	0.00%	+17.6%	Q1 2022
MUMicron Technology Inc	$5.88M	1.72%	0.00%	-0.7%	Q1 2022
GLDSPDR Gold Trust	$5.57M	1.62%	0.00%	Not reported	Q1 2022
GLWCorning Inc	$5.47M	1.60%	0.01%	-0.8%	Q1 2022
CSCOCisco Systems, Inc.	$5.14M	1.50%	0.00%	-1.0%	Q1 2022
SHWSherwin Williams Co	$4.87M	1.42%	0.01%	Not reported	Q1 2022
GEGeneral Electric Co	$4.61M	1.34%	0.00%	Not reported	Q1 2022
LRCXLam Research Corp	$4.28M	1.25%	0.00%	-2.5%	Q1 2022
BMYBristol Myers Squibb Co	$3.74M	1.09%	0.00%	+24.1%	Q1 2022
BACBank of America Corp	$3.73M	1.09%	0.00%	+0.4%	Q1 2022
UNPUnion Pacific Corp	$3.64M	1.06%	0.00%	Not reported	Q1 2022
PEPPepsico Inc	$3.61M	1.05%	0.00%	-0.6%	Q1 2022
JNJJohnson & Johnson	$3.51M	1.02%	0.00%	-1.2%	Q1 2022
ABTAbbott Laboratories	$3.44M	1.00%	0.00%	Not reported	Q1 2022
TAt&T Inc.	$3.35M	0.98%	0.00%	+0.4%	Q1 2022
VVisa Inc.	$3.24M	0.95%	0.00%	Not reported	Q1 2022
PFEPfizer Inc	$2.81M	0.82%	0.00%	+33.0%	Q1 2022
MCKMckesson Corp	$2.79M	0.81%	0.00%	Not reported	Q1 2022
CLColgate Palmolive Co	$2.78M	0.81%	0.00%	Not reported	Q1 2022
KOCoca Cola Co	$2.77M	0.81%	0.00%	Not reported	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$2.76M	0.81%	0.02%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$2.72M	0.79%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$2.59M	0.76%	0.00%	+28.4%	Q1 2022
AFLAflac Inc	$2.49M	0.73%	0.00%	Not reported	Q1 2022
VZVerizon Communications Inc	$2.45M	0.71%	0.00%	-4.8%	Q1 2022
TSCOTractor Supply Co	$2.41M	0.70%	0.01%	Not reported	Q1 2022
ACNAccenture plc	$2.39M	0.70%	0.00%	-0.6%	Q1 2022
LLYELI LILLY & Co	$2.19M	0.64%	0.00%	Not reported	Q1 2022
BABoeing Co	$2.12M	0.62%	0.00%	+15.7%	Q1 2022
SLBSLB Limited	$1.99M	0.58%	0.00%	+1.2%	Q1 2022
GOOGLAlphabet Inc.	$1.97M	0.57%	0.00%	-2.3%	Q1 2022
EMREmerson Electric Co	$1.91M	0.56%	0.00%	Not reported	Q1 2022
DEDeere & Co	$1.85M	0.54%	0.00%	Not reported	Q1 2022
NEENextera Energy Inc	$1.84M	0.54%	0.00%	Not reported	Q1 2022
MAMastercard Inc	$1.83M	0.53%	0.00%	-4.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.81M	0.53%	Not reported	Not reported	Q1 2022
FLRFluor Corp	$1.77M	0.52%	0.03%	-2.2%	Q1 2022

Q3 2025Reported Oct 17, 2025117 positions
JPMJPMorgan Chase & Co	$33.3M	10.12%	0.00%	Not reported	Q1 2022
NVDANvidia Corp	$25.6M	7.79%	0.00%	-2.6%	Q1 2022
MSFTMicrosoft Corp	$22M	6.67%	0.00%	-0.1%	Q1 2022
AAPLApple Inc.	$18.7M	5.68%	0.00%	+0.3%	Q1 2022
ORCLOracle Corp	$12.1M	3.68%	0.00%	+3.2%	Q1 2022
ABBVAbbVie Inc.	$11.3M	3.44%	0.00%	-0.8%	Q1 2022
PGPROCTER & GAMBLE Co	$9.71M	2.95%	0.00%	-4.5%	Q1 2022
AMZNAmazon Com Inc	$8.41M	2.56%	0.00%	+1.0%	Q2 2022
IBMInternational Business Machines Corp	$7M	2.13%	0.00%	-1.6%	Q1 2022
GOOGAlphabet Inc.	$6.74M	2.05%	Not reported	+8.1%	Q1 2022
XOMExxonMobil Holdings Corp	$6.04M	1.84%	0.00%	-0.2%	Q1 2022
SPGIS&P Global Inc.	$5.79M	1.76%	0.00%	Not reported	Q1 2022
SHWSherwin Williams Co	$5.2M	1.58%	0.01%	-13.7%	Q1 2022
GLWCorning Inc	$5.17M	1.57%	0.01%	+1.1%	Q1 2022
GLDSPDR Gold Trust	$4.99M	1.52%	0.00%	Not reported	Q1 2022
CSCOCisco Systems, Inc.	$4.61M	1.40%	0.00%	-0.3%	Q1 2022
GEGeneral Electric Co	$4.5M	1.37%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$4.46M	1.35%	0.00%	+0.3%	Q1 2022
AMGNAmgen Inc	$4.32M	1.31%	0.00%	+28.3%	Q1 2022
TAt&T Inc.	$3.8M	1.15%	0.00%	-0.1%	Q1 2022
UNPUnion Pacific Corp	$3.72M	1.13%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$3.67M	1.12%	0.00%	-5.2%	Q1 2022
PEPPepsico Inc	$3.55M	1.08%	0.00%	-1.6%	Q1 2022
BACBank of America Corp	$3.48M	1.06%	0.00%	Not reported	Q1 2022
MUMicron Technology Inc	$3.47M	1.06%	0.00%	Not reported	Q1 2022
LRCXLam Research Corp	$3.44M	1.04%	0.00%	-5.5%	Q1 2022
JNJJohnson & Johnson	$3.18M	0.97%	0.00%	+0.6%	Q1 2022
VVisa Inc.	$3.16M	0.96%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$2.92M	0.89%	0.00%	Not reported	Q1 2022
CLColgate Palmolive Co	$2.81M	0.86%	0.00%	Not reported	Q1 2022
VZVerizon Communications Inc	$2.77M	0.84%	0.00%	+0.2%	Q1 2022
TSCOTractor Supply Co	$2.74M	0.83%	0.01%	Not reported	Q1 2022
MCKMckesson Corp	$2.63M	0.80%	0.00%	Not reported	Q1 2022
KOCoca Cola Co	$2.62M	0.80%	0.00%	Not reported	Q1 2022
AFLAflac Inc	$2.53M	0.77%	0.00%	-1.9%	Q1 2022
BMYBristol Myers Squibb Co	$2.52M	0.77%	0.00%	+5.5%	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$2.34M	0.71%	0.02%	+76.7%	Q1 2022
ACNAccenture plc	$2.21M	0.67%	0.00%	Not reported	Q1 2022
PFEPfizer Inc	$2.16M	0.66%	0.00%	+5.6%	Q1 2022
FLRFluor Corp	$1.92M	0.58%	0.03%	-1.1%	Q1 2022
MAMastercard Inc	$1.91M	0.58%	0.00%	+8.1%	Q1 2022
EMREmerson Electric Co	$1.89M	0.57%	0.00%	Not reported	Q1 2022
DEDeere & Co	$1.82M	0.55%	0.00%	Not reported	Q1 2022
BABoeing Co	$1.82M	0.55%	0.00%	-0.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.77M	0.54%	Not reported	Not reported	Q1 2022
SLBSLB Limited	$1.76M	0.54%	0.00%	-9.5%	Q1 2022
NEENextera Energy Inc	$1.73M	0.53%	0.00%	-5.0%	Q1 2022
CATCaterpillar Inc	$1.68M	0.51%	0.00%	Not reported	Q1 2022
NSCNorfolk Southern Corp	$1.65M	0.50%	0.00%	-1.8%	Q1 2022
ITWIllinois Tool Works Inc	$1.6M	0.49%	0.00%	Not reported	Q1 2022

Q2 2025Reported Aug 5, 2025114 positions
JPMJPMorgan Chase & Co	$30.6M	10.22%	0.00%	+0.1%	Q1 2022
NVDANvidia Corp	$22.3M	7.45%	0.00%	-1.2%	Q1 2022
MSFTMicrosoft Corp	$21.1M	7.05%	0.00%	-3.3%	Q1 2022
AAPLApple Inc.	$15M	5.01%	0.00%	-8.5%	Q1 2022
PGPROCTER & GAMBLE Co	$10.5M	3.52%	0.00%	+50.1%	Q1 2022
ABBVAbbVie Inc.	$9.14M	3.05%	0.00%	+20.4%	Q1 2022
ORCLOracle Corp	$9.13M	3.05%	0.00%	-1.6%	Q1 2022
AMZNAmazon Com Inc	$8.32M	2.78%	0.00%	-11.9%	Q2 2022
IBMInternational Business Machines Corp	$7.43M	2.48%	0.00%	+1.6%	Q1 2022
SPGIS&P Global Inc.	$6.27M	2.09%	0.00%	Not reported	Q1 2022
SHWSherwin Williams Co	$5.98M	2.00%	0.01%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$5.78M	1.93%	0.00%	+43.5%	Q1 2022
CSCOCisco Systems, Inc.	$4.69M	1.57%	0.00%	-1.3%	Q1 2022
GOOGAlphabet Inc.	$4.54M	1.52%	Not reported	-16.2%	Q1 2022
GLDSPDR Gold Trust	$4.28M	1.43%	0.00%	+29.5%	Q1 2022
MRKMerck & Co., Inc.	$4.19M	1.40%	0.00%	+20.9%	Q1 2022
ABTAbbott Laboratories	$3.94M	1.31%	0.00%	+65.0%	Q1 2022
TAt&T Inc.	$3.89M	1.30%	0.00%	+2.2%	Q1 2022
GEGeneral Electric Co	$3.85M	1.29%	0.00%	Not reported	Q1 2022
UNPUnion Pacific Corp	$3.62M	1.21%	0.00%	-11.3%	Q1 2022
PEPPepsico Inc	$3.39M	1.13%	0.00%	-1.1%	Q1 2022
AMGNAmgen Inc	$3.33M	1.11%	0.00%	-8.8%	Q1 2022
VVisa Inc.	$3.28M	1.10%	0.00%	-3.1%	Q1 2022
GLWCorning Inc	$3.28M	1.09%	0.01%	+1.0%	Q1 2022
CLColgate Palmolive Co	$3.2M	1.07%	0.00%	+7.2%	Q1 2022
BACBank of America Corp	$3.19M	1.07%	0.00%	-1.5%	Q1 2022
COSTCostco Wholesale Corp	$3.12M	1.04%	0.00%	Not reported	Q1 2022
KOCoca Cola Co	$2.8M	0.93%	0.00%	Not reported	Q1 2022
VZVerizon Communications Inc	$2.73M	0.91%	0.00%	+2.6%	Q1 2022
ACNAccenture plc	$2.67M	0.89%	0.00%	-0.8%	Q1 2022
LRCXLam Research Corp	$2.64M	0.88%	0.00%	-6.1%	Q1 2022
JNJJohnson & Johnson	$2.6M	0.87%	0.00%	-12.5%	Q1 2022
MUMicron Technology Inc	$2.56M	0.86%	0.00%	Not reported	Q1 2022
TSCOTractor Supply Co	$2.54M	0.85%	0.01%	Not reported	Q1 2022
MCKMckesson Corp	$2.49M	0.83%	0.00%	Not reported	Q1 2022
BMYBristol Myers Squibb Co	$2.45M	0.82%	0.00%	-1.7%	Q1 2022
AFLAflac Inc	$2.43M	0.81%	0.00%	-3.2%	Q1 2022
FLRFluor Corp	$2.36M	0.79%	0.03%	-2.1%	Q1 2022
DEDeere & Co	$2.02M	0.68%	0.00%	Not reported	Q1 2022
PFEPfizer Inc	$1.95M	0.65%	0.00%	+24.2%	Q1 2022
EMREmerson Electric Co	$1.92M	0.64%	0.00%	+46.9%	Q1 2022
SLBSLB Limited	$1.92M	0.64%	0.00%	+10.2%	Q1 2022
BABoeing Co	$1.78M	0.59%	0.00%	-3.4%	Q1 2022
MAMastercard Inc	$1.74M	0.58%	0.00%	-0.8%	Q1 2022
NEENextera Energy Inc	$1.67M	0.56%	0.00%	-14.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.64M	0.55%	Not reported	Not reported	Q1 2022
ITWIllinois Tool Works Inc	$1.52M	0.51%	0.00%	Not reported	Q1 2022
NSCNorfolk Southern Corp	$1.43M	0.48%	0.00%	Not reported	Q1 2022
AWKAmerican Water Works Company, Inc.	$1.41M	0.47%	0.01%	-16.5%	Q1 2022
CATCaterpillar Inc	$1.37M	0.46%	0.00%	Not reported	Q1 2022

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