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SS&H Financial Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $394,234
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $30,360
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $26,155
- APPLE INC · COM · 037833100 · shares: $24,159
- MICROSOFT CORP · COM · 594918104 · shares: $22,718
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $21,228
- ABBVIE INC · COM · 00287Y109 · shares: $12,580
- AMAZON COM INC · COM · 023135106 · shares: $11,963
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $9,922
- MERCK & CO INC · COM · 58933Y105 · shares: $9,800
- PROCTER & GAMBLE CO · COM · 742718109 · shares: $9,058
Reported holdings
131 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 132,935 shares | $30,360 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 79,060 shares | $26,155 |
| APPLE INC | COM | 037833100 | — | 72,546 shares | $24,159 |
| MICROSOFT CORP | COM | 594918104 | — | 44,293 shares | $22,718 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 19,930 shares | $21,228 |
| ABBVIE INC | COM | 00287Y109 | — | 48,091 shares | $12,580 |
| AMAZON COM INC | COM | 023135106 | — | 48,015 shares | $11,963 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 29,120 shares | $9,922 |
| MERCK & CO INC | COM | 58933Y105 | — | 67,443 shares | $9,800 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 62,347 shares | $9,058 |
| CORNING INC | COM | 219350105 | — | 58,717 shares | $9,028 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 49,472 shares | $8,052 |
| AMGEN INC | COM | 031162100 | — | 18,853 shares | $7,947 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 22,658 shares | $7,443 |
| ORACLE CORP | COM | 68389X105 | — | 52,880 shares | $7,260 |
| CISCO SYS INC | COM | 17275R102 | — | 63,016 shares | $6,782 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 29,590 shares | $6,508 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 13,249 shares | $5,046 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 14,530 shares | $4,697 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 150,036 shares | $4,695 |
| S&P GLOBAL INC | COM | 78409V104 | — | 11,887 shares | $4,689 |
| GE AEROSPACE | COM NEW | 369604301 | — | 14,884 shares | $4,648 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 7,550 shares | $4,619 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 72,320 shares | $4,513 |
| PFIZER INC | COM | 717081103 | — | 151,598 shares | $4,324 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 16,211 shares | $4,292 |
| UNION PAC CORP | COM | 907818108 | — | 15,738 shares | $4,283 |
| BANK OF AMER CORP | COM | 060505104 | — | 70,283 shares | $3,826 |
| CATERPILLAR INC | COM | 149123101 | — | 4,475 shares | $3,628 |
| COCA COLA CO | COM | 191216100 | — | 38,556 shares | $3,319 |
| VISA INC | COM CL A | 92826C839 | — | 9,146 shares | $3,286 |
| PEPSICO INC | COM | 713448108 | — | 24,544 shares | $3,110 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,305 shares | $3,008 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 35,213 shares | $3,004 |
| MCKESSON CORP | COM | 58155Q103 | — | 3,400 shares | $2,903 |
| AT&T INC | COM | 00206R102 | — | 118,616 shares | $2,894 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 57,691 shares | $2,646 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 26,758 shares | $2,644 |
| DEERE & CO | COM | 244199105 | — | 3,879 shares | $2,605 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 13,898 shares | $2,548 |
| SLB LIMITED | COM STK | 806857108 | — | 51,336 shares | $2,501 |
| AFLAC INC | COM | 001055102 | — | 21,816 shares | $2,439 |
| CHEVRON CORPORATION | COM | 166764100 | — | 11,562 shares | $2,361 |
| ELI LILLY & CO | COM | 532457108 | — | 2,034 shares | $2,354 |
| EMERSON ELEC CO | COM | 291011104 | — | 13,900 shares | $2,156 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 8,070 shares | $2,155 |
| FLUOR CORP | COM | 343412102 | — | 44,600 shares | $2,135 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,086 shares | $2,094 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,656 shares | $2,026 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 9,675 shares | $2,004 |
| BOEING CO | COM | 097023105 | — | 10,650 shares | $1,981 |
| MARATHON PETE CORP | COM | 56585A102 | — | 4,800 shares | $1,898 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 3,162 shares | $1,744 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 5,500 shares | $1,700 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 19,571 shares | $1,689 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 22,133 shares | $1,676 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 6,150 shares | $1,582 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,046 shares | $1,484 |
| RTX CORPORATION | COM | 75513E101 | — | 7,684 shares | $1,427 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 3,850 shares | $1,369 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 11,123 shares | $1,320 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 44,525 shares | $1,313 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 9,612 shares | $1,245 |
| WALMART INC | COM | 931142103 | — | 10,813 shares | $1,124 |
| INTEL CORP | COM | 458140100 | — | 8,955 shares | $1,077 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 4,000 shares | $1,059 |
| MAIN STR CAP CORP | COM | 56035L104 | — | 18,691 shares | $1,029 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 2,055 shares | $994 |
| VIATRIS INC | COM | 92556V106 | — | 54,042 shares | $958 |
| FEDEX CORP | COM | 31428X106 | — | 3,275 shares | $934 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 17,239 shares | $872 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 5,450 shares | $853 |
| CIRRUS LOGIC INC | COM | 172755100 | — | 6,900 shares | $828 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 6,600 shares | $800 |
| TJX COS INC NEW | COM | 872540109 | — | 5,955 shares | $788 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,400 shares | $753 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 8,500 shares | $746 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 5,900 shares | $705 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 8,050 shares | $701 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 3,600 shares | $696 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 2,045 shares | $679 |
| AMPHENOL CORP | CL A | 032095101 | — | 8,000 shares | $674 |
| SERVICENOW INC | COM | 81762P102 | — | 5,000 shares | $670 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 2,470 shares | $637 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 6,350 shares | $619 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 5,899 shares | $577 |
| EATON CORP PLC | SHS | G29183103 | — | 1,337 shares | $575 |
| DTE ENERGY CO | COM | 233331107 | — | 4,600 shares | $560 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 6,489 shares | $552 |
| CLOROX CO DEL | COM | 189054109 | — | 6,800 shares | $551 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 10,066 shares | $549 |
| US BANCORP | COM NEW | 902973304 | — | 9,161 shares | $529 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 8,493 shares | $514 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,000 shares | $509 |
| TESLA INC | COM | 88160R101 | — | 1,420 shares | $504 |
| THE CIGNA GROUP | COM | 125523100 | — | 1,832 shares | $498 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,349 shares | $495 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | — | 7,200 shares | $488 |
| RH | COM | 74967X103 | — | 4,000 shares | $487 |
| GENERAL MILLS INC | COM | 370334104 | — | 14,608 shares | $470 |