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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) |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,500 shares | $468 |
| SALESFORCE INC | COM | 79466L302 | — | 2,000 shares | $459 |
| MCDONALDS CORP | COM | 580135101 | — | 1,940 shares | $448 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 11,074 shares | $434 |
| MASCO CORP | COM | 574599106 | — | 6,125 shares | $413 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,400 shares | $386 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 2,349 shares | $364 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 400 shares | $360 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,320 shares | $344 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,600 shares | $313 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 3,795 shares | $310 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 4,526 shares | $296 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 2,450 shares | $291 |
| REALTY INCOME CORP | COM | 756109104 | — | 5,328 shares | $289 |
| BROADCOM INC | COM | 11135F101 | — | 820 shares | $288 |
| INTUIT | COM | 461202103 | — | 1,045 shares | $288 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 7,000 shares | $287 |
| BP PLC | SPONSORED ADR | 055622104 | — | 6,480 shares | $285 |
| HOME DEPOT INC | COM | 437076102 | — | 995 shares | $283 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 2,830 shares | $263 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,334 shares | $254 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 907 shares | $252 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 488 shares | $243 |
| ZOETIS INC | CL A | 98978V103 | — | 3,300 shares | $230 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,000 shares | $224 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 332 shares | $224 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 1,098 shares | $222 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 2,000 shares | $208 |
| DOVER CORP | COM | 260003108 | — | 1,100 shares | $206 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 11,887 shares | $204 |
| STARBUCKS CORP | COM | 855244109 | — | 2,144 shares | $201 |