Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SS&H Financial Advisors, Inc. (CIK 1911735) reported $390.9M across 130 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JPM ($34.3M, 8.77%), NVDA ($26.8M, 6.84%), MU ($23.0M, 5.89%), AAPL ($20.8M, 5.32%), MSFT ($16.7M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | $34.3M | 8.77% | 104,790 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $26.8M | 6.84% | 133,706 | Added |
| 3 | MU | MICRON TECHNOLOGY INC | $23.0M | 5.89% | 19,965 | Trimmed |
| 4 | AAPL | APPLE INC | $20.8M | 5.32% | 71,901 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $16.7M | 4.26% | 44,698 | Added |
| 6 | GLW | CORNING INC | $15.4M | 3.93% | 60,217 | Trimmed |
| 7 | ABBV | ABBVIE INC | $12.1M | 3.08% | 47,916 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $11.4M | 2.91% | 47,805 | Added |
| 9 | LRCX | LAM RESEARCH CORP | $10.1M | 2.58% | 23,310 | Trimmed |
| 10 | GOOG | ALPHABET INC | $9.8M | 2.50% | 27,620 | Trimmed |
| 11 | PG | PROCTER & GAMBLE CO | $9.3M | 2.38% | 63,410 | Added |
| 12 | MRK | MERCK & CO INC | $8.7M | 2.22% | 67,643 | Added |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $8.3M | 2.12% | 29,465 | Added |
| 14 | ORCL | ORACLE CORP | $7.7M | 1.97% | 52,590 | Added |
| 15 | CSCO | CISCO SYS INC | $7.6M | 1.95% | 65,016 | Trimmed |
| 16 | AMGN | AMGEN INC | $6.9M | 1.76% | 19,003 | Added |
| 17 | GE | GE AEROSPACE | $5.6M | 1.43% | 14,959 | Hold |
| 18 | SHW | SHERWIN WILLIAMS CO | $5.2M | 1.32% | 15,030 | Hold |
| 19 | SPGI | S&P GLOBAL INC | $4.8M | 1.24% | 11,887 | Hold |
| 20 | GLD | SPDR GOLD TR | $4.8M | 1.23% | 13,049 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $4.8M | 1.22% | 4,475 | Trimmed |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $4.4M | 1.12% | 7,550 | Hold |
| 23 | UNP | UNION PAC CORP | $4.3M | 1.10% | 15,738 | Hold |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | $4.2M | 1.07% | 72,300 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.05% | 16,211 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30