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SS&H Financial Advisors, Inc. Current Holdings: USA Stocks, 2026 Q2, Page 2

SS&H Financial Advisors, Inc. current holdings: USA Stocks

SS&H Financial Advisors, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 119 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are JPM, NVDA, MU.

  • CRM: Country of operation United States; Class COM; Shares 2,000; Value $313.
  • AVGO: Country of operation United States; Class COM; Shares 820; Value $310.
  • PLTR: Country of operation United States; Class CL A; Shares 2,500; Value $292.
  • GEHC: Country of operation United States; Class COMMON STOCK; Shares 4,526; Value $290.

Form 13F-HR as filed (SEC CIK 1911735): quarter ended 2026-06-30, filed 2026-08-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
CRM
SALESFORCE INC
United StatesCOM2,000$3130.08%2026-06-302026-08-04+43.82%
AVGO
BROADCOM INC
United StatesCOM820$3100.08%2026-06-302026-08-04-6.00%
PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A2,500$2920.08%2026-06-302026-08-04+60.26%
GEHC
GE HEALTHCARE TECHNOLOGIES I
United StatesCOMMON STOCK4,526$2900.08%2026-06-302026-08-04+3.83%
SJM
SMUCKER J M CO
United StatesCOM NEW2,450$2760.07%2026-06-302026-08-04+7.29%
GPN
GLOBAL PMTS INC
United StatesCOM3,795$2750.07%2026-06-302026-08-04+14.84%
APD
AIR PRODUCTS AND CHEMICALS I
United StatesCOM907$2660.07%2026-06-302026-08-04-4.77%
SHOP
SHOPIFY INC
CL A SUB VTG SHS2,320$2650.07%2026-06-302026-08-04+29.85%
MO
ALTRIA GROUP INC
United StatesCOM3,550$2550.07%2026-06-302026-08-04-4.49%
CLX
CLOROX CO DEL
United StatesCOM2,600$2480.06%2026-06-302026-08-04-14.50%
DOV
DOVER CORP
United StatesCOM1,100$2470.06%2026-06-302026-08-04-15.42%
FDXF
FEDEX FGHT HLDG CO INC
United StatesCOMMON STOCK1,637$2470.06%2026-06-302026-08-04-25.79%
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW488$2440.06%2026-06-302026-08-04
EL
LAUDER ESTEE COS INC
United StatesCL A3,030$2390.06%2026-06-302026-08-04+19.53%
ZTS
ZOETIS INC
United StatesCL A3,300$2370.06%2026-06-302026-08-04-2.17%
BX
BLACKSTONE INC
United StatesCOM2,000$2350.06%2026-06-302026-08-04-3.12%
INTU
INTUIT
United StatesCOM855$2230.06%2026-06-302026-08-04+2.69%
SBUX
STARBUCKS CORP
United StatesCOM2,144$2190.06%2026-06-302026-08-04-6.62%
SMCI
SUPER MICRO COMPUTER INC
United StatesCOM NEW7,000$2050.05%2026-06-302026-08-04+39.86%

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