Filed: 8/5/2025ACC: 0001911735-25-000003
📋 What this filing means
SS&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $299.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$299.33M
Total AUM (reported)
2.30M
Total Shares
Allocation by class
COM$257.71M86.1%
COM NEW$7.15M2.4%
CL A$5.30M1.8%
CAP STK CL C$4.54M1.5%
GOLD SHS$4.28M1.4%
COM CL A$3.28M1.1%
SHS CLASS A$2.67M0.9%
Portfolio Concentration
Top 3$73.99M24.7%
4–10$65.82M22.0%
11–25$61.25M20.5%
Rest$98.26M32.8%
Top 3 weight
24.7%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 2.30M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:
JPMORGAN CHASE & CO.
SOLEShares105.54K
TypeSH
Market value$30.60M
10.22%
Sole
0.00
Shared
0.00
None
105.54K
NVIDIA CORPORATION
SOLEShares141.06K
TypeSH
Market value$22.29M
7.45%
Sole
0.00
Shared
0.00
None
141.06K
MICROSOFT CORP
SOLEShares42.43K
TypeSH
Market value$21.10M
7.05%
Sole
0.00
Shared
0.00
None
42.43K
APPLE INC
SOLEShares73.12K
TypeSH
Market value$15.00M
5.01%
Sole
0.00
Shared
0.00
None
73.12K
PROCTER AND GAMBLE CO
SOLEShares66.16K
TypeSH
Market value$10.54M
3.52%
Sole
0.00
Shared
0.00
None
66.16K
ABBVIE INC
SOLEShares49.22K
TypeSH
Market value$9.14M
3.05%
Sole
0.00
Shared
0.00
None
49.22K
ORACLE CORP
SOLEShares41.74K
TypeSH
Market value$9.13M
3.05%
Sole
0.00
Shared
0.00
None
41.74K
AMAZON COM INC
SOLEShares37.91K
TypeSH
Market value$8.32M
2.78%
Sole
0.00
Shared
0.00
None
37.91K
INTERNATIONAL BUSINESS MACHS
SOLEShares25.21K
TypeSH
Market value$7.43M
2.48%
Sole
0.00
Shared
0.00
None
25.21K
S&P GLOBAL INC
SOLEShares11.89K
TypeSH
Market value$6.27M
2.09%
Sole
0.00
Shared
0.00
None
11.89K
SHERWIN WILLIAMS CO
SOLEShares17.42K
TypeSH
Market value$5.98M
2.00%
Sole
0.00
Shared
0.00
None
17.42K
EXXON MOBIL CORP
SOLEShares53.66K
TypeSH
Market value$5.78M
1.93%
Sole
0.00
Shared
0.00
None
53.66K
CISCO SYS INC
SOLEShares67.63K
TypeSH
Market value$4.69M
1.57%
Sole
0.00
Shared
0.00
None
67.63K
ALPHABET INC
SOLEShares25.59K
TypeSH
Market value$4.54M
1.52%
Sole
0.00
Shared
0.00
None
25.59K
SPDR GOLD TR
SOLEShares14.05K
TypeSH
Market value$4.28M
1.43%
Sole
0.00
Shared
0.00
None
14.05K
MERCK & CO INC
SOLEShares52.94K
TypeSH
Market value$4.19M
1.40%
Sole
0.00
Shared
0.00
None
52.94K
ABBOTT LABS
SOLEShares28.93K
TypeSH
Market value$3.94M
1.31%
Sole
0.00
Shared
0.00
None
28.93K
AT&T INC
SOLEShares134.51K
TypeSH
Market value$3.89M
1.30%
Sole
0.00
Shared
0.00
None
134.51K
GE AEROSPACE
SOLEShares14.96K
TypeSH
Market value$3.85M
1.29%
Sole
0.00
Shared
0.00
None
14.96K
UNION PAC CORP
SOLEShares15.74K
TypeSH
Market value$3.62M
1.21%
Sole
0.00
Shared
0.00
None
15.74K
PEPSICO INC
SOLEShares25.69K
TypeSH
Market value$3.39M
1.13%
Sole
0.00
Shared
0.00
None
25.69K
AMGEN INC
SOLEShares11.93K
TypeSH
Market value$3.33M
1.11%
Sole
0.00
Shared
0.00
None
11.93K
VISA INC
SOLEShares9.25K
TypeSH
Market value$3.28M
1.10%
Sole
0.00
Shared
0.00
None
9.25K
CORNING INC
SOLEShares62.32K
TypeSH
Market value$3.28M
1.09%
Sole
0.00
Shared
0.00
None
62.32K
COLGATE PALMOLIVE CO
SOLEShares35.21K
TypeSH
Market value$3.20M
1.07%
Sole
0.00
Shared
0.00
None
35.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 105.54K | SH | $30.60M 10.22% | 0.00 | 0.00 | 105.54K |
NVIDIA CORPORATIONSOLE | COM | 141.06K | SH | $22.29M 7.45% | 0.00 | 0.00 | 141.06K |
MICROSOFT CORPSOLE | COM | 42.43K | SH | $21.10M 7.05% | 0.00 | 0.00 | 42.43K |
APPLE INCSOLE | COM | 73.12K | SH | $15.00M 5.01% | 0.00 | 0.00 | 73.12K |
PROCTER AND GAMBLE COSOLE | COM | 66.16K | SH | $10.54M 3.52% | 0.00 | 0.00 | 66.16K |
ABBVIE INCSOLE | COM | 49.22K | SH | $9.14M 3.05% | 0.00 | 0.00 | 49.22K |
ORACLE CORPSOLE | COM | 41.74K | SH | $9.13M 3.05% | 0.00 | 0.00 | 41.74K |
AMAZON COM INCSOLE | COM | 37.91K | SH | $8.32M 2.78% | 0.00 | 0.00 | 37.91K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 25.21K | SH | $7.43M 2.48% | 0.00 | 0.00 | 25.21K |
S&P GLOBAL INCSOLE | COM | 11.89K | SH | $6.27M 2.09% | 0.00 | 0.00 | 11.89K |
SHERWIN WILLIAMS COSOLE | COM | 17.42K | SH | $5.98M 2.00% | 0.00 | 0.00 | 17.42K |
EXXON MOBIL CORPSOLE | COM | 53.66K | SH | $5.78M 1.93% | 0.00 | 0.00 | 53.66K |
CISCO SYS INCSOLE | COM | 67.63K | SH | $4.69M 1.57% | 0.00 | 0.00 | 67.63K |
ALPHABET INCSOLE | CAP STK CL C | 25.59K | SH | $4.54M 1.52% | 0.00 | 0.00 | 25.59K |
SPDR GOLD TRSOLE | GOLD SHS | 14.05K | SH | $4.28M 1.43% | 0.00 | 0.00 | 14.05K |
MERCK & CO INCSOLE | COM | 52.94K | SH | $4.19M 1.40% | 0.00 | 0.00 | 52.94K |
ABBOTT LABSSOLE | COM | 28.93K | SH | $3.94M 1.31% | 0.00 | 0.00 | 28.93K |
AT&T INCSOLE | COM | 134.51K | SH | $3.89M 1.30% | 0.00 | 0.00 | 134.51K |
GE AEROSPACESOLE | COM NEW | 14.96K | SH | $3.85M 1.29% | 0.00 | 0.00 | 14.96K |
UNION PAC CORPSOLE | COM | 15.74K | SH | $3.62M 1.21% | 0.00 | 0.00 | 15.74K |
PEPSICO INCSOLE | COM | 25.69K | SH | $3.39M 1.13% | 0.00 | 0.00 | 25.69K |
AMGEN INCSOLE | COM | 11.93K | SH | $3.33M 1.11% | 0.00 | 0.00 | 11.93K |
VISA INCSOLE | COM CL A | 9.25K | SH | $3.28M 1.10% | 0.00 | 0.00 | 9.25K |
CORNING INCSOLE | COM | 62.32K | SH | $3.28M 1.09% | 0.00 | 0.00 | 62.32K |
COLGATE PALMOLIVE COSOLE | COM | 35.21K | SH | $3.20M 1.07% | 0.00 | 0.00 | 35.21K |
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