SS&H Financial Advisors, Inc. reported 121 positions worth $385.60M for the quarter ended Sep 30, 2026, up 1.2% on the prior quarter. It opened 4 new positions, added to 16, trimmed 34 and exited 2. Its largest holding is Nvidia Corp at 7.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +49.5K | – | $8.05M | 2.09% |
| TSCO Tractor Supply Co | +36.4K | +32.0% | $1.14M | 1.22% |
| GOOG Alphabet Inc. | +1,500 | +5.4% | $511.09K | 2.57% |
| CRUS Cirrus Logic, Inc. | +3,200 | +86.5% | $384.00K | 0.215% |
| ACN Accenture plc | +2,000 | +16.8% | $366.67K | 0.661% |
| CLX Clorox Co | +4,200 | +161.5% | $340.32K | 0.143% |
| TMO Thermo Fisher Scientific Inc. | +332 | – | $224.00K | 0.058% |
| SCCO Southern Copper Corp/ | +1,098 | – | $222.00K | 0.058% |
| AAPL Apple Inc. | +645 | +0.9% | $214.80K | 6.27% |
| MBGL Mobility Global Inc. | +11.9K | – | $204.00K | 0.053% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | -25.7K | -24.6% | $8.51M | 6.78% |
| MO Altria Group, Inc. | -3,550 | -100.0% | $255.00K | Exited |
| FDXF FedEx Freight Holding Company, Inc. | -1,637 | -100.0% | $247.00K | Exited |
| GLW Corning Inc | -1,500 | -2.5% | $230.63K | 2.34% |
| CSCO Cisco Systems, Inc. | -2,000 | -3.1% | $215.25K | 1.76% |
| LRCX Lam Research Corp | -652 | -2.8% | $214.18K | 1.93% |
| MSFT Microsoft Corp | -405 | -0.9% | $207.73K | 5.89% |
| NVDA Nvidia Corp | -771 | -0.6% | $176.08K | 7.87% |
| SHW Sherwin Williams Co | -500 | -3.3% | $161.63K | 1.22% |
| PG PROCTER & GAMBLE Co | -1,063 | -1.7% | $154.44K | 2.35% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 132.9K | $30.36M | 7.87% | -771 | -0.6% | Reduced | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 79.1K | $26.16M | 6.78% | -25.7K | -24.6% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 72.5K | $24.16M | 6.27% | +645 | +0.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 44.3K | $22.72M | 5.89% | -405 | -0.9% | Reduced | 0% |
| 5 | MU Micron Technology Inc | Technology | 19.9K | $21.23M | 5.51% | -35 | -0.2% | Reduced | 0% |
| 6 | ABBV AbbVie Inc. | Healthcare | 48.1K | $12.58M | 3.26% | +175 | +0.4% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 48.0K | $11.96M | 3.1% | +210 | +0.4% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 29.1K | $9.92M | 2.57% | +1,500 | +5.4% | Added | 0% |
| 9 | MRK Merck & Co., Inc. | Healthcare | 67.4K | $9.80M | 2.54% | -200 | -0.3% | Reduced | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 62.3K | $9.06M | 2.35% | -1,063 | -1.7% | Reduced | 0% |
| 11 | GLW Corning Inc | Basic Materials | 58.7K | $9.03M | 2.34% | -1,500 | -2.5% | Reduced | 0.01% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 49.5K | $8.05M | 2.09% | +49.5K | – | New | 0% |
| 13 | AMGN Amgen Inc | Healthcare | 18.9K | $7.95M | 2.06% | -150 | -0.8% | Reduced | 0% |
| 14 | LRCX Lam Research Corp | Technology | 22.7K | $7.44M | 1.93% | -652 | -2.8% | Reduced | 0% |
| 15 | ORCL Oracle Corp | Technology | 52.9K | $7.26M | 1.88% | +290 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at SS&H Financial Advisors.
As of its Q3 2026 13F filing, SS&H Financial Advisors, Inc.’s five largest positions were Nvidia Corp (NVDA) at 7.9%, Jpmorgan Chase & Co (JPM) at 6.8%, Apple Inc. (AAPL) at 6.3%, Microsoft Corp (MSFT) at 5.9%, Micron Technology Inc (MU) at 5.5% of the reported portfolio.
SS&H Financial Advisors, Inc. reported a 13F portfolio worth $385.60M across 121 positions for Q3 2026. That is up 1.2% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($8.05M), Tractor Supply Co ($1.14M), Alphabet Inc. ($511.09K). It opened 4 new positions.
Its largest sales by value were Jpmorgan Chase & Co ($8.51M), Altria Group, Inc. ($255.00K), FedEx Freight Holding Company, Inc. ($247.00K). It exited 2 positions entirely.
From the Form 13F-HR reports SS&H Financial Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.