Filed: 10/17/2025ACC: 0001911735-25-000005
📋 What this filing means
SS&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $329.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$329.04M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
COM$281.06M85.4%
COM NEW$8.64M2.6%
CAP STK CL C$6.74M2.0%
CL A$5.49M1.7%
GOLD SHS$4.99M1.5%
COM CL A$3.43M1.0%
SHS CLASS A$2.21M0.7%
Portfolio Concentration
Top 3$80.88M24.6%
4–10$73.96M22.5%
11–25$66.78M20.3%
Rest$107.42M32.6%
Top 3 weight
24.6%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 2.32M
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
2.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
JPMORGAN CHASE & CO.
SOLEShares105.54K
TypeSH
Market value$33.29M
10.12%
Sole
0.00
Shared
0.00
None
105.54K
NVIDIA CORPORATION
SOLEShares137.38K
TypeSH
Market value$25.63M
7.79%
Sole
0.00
Shared
0.00
None
137.38K
MICROSOFT CORP
SOLEShares42.40K
TypeSH
Market value$21.96M
6.67%
Sole
0.00
Shared
0.00
None
42.40K
APPLE INC
SOLEShares73.35K
TypeSH
Market value$18.68M
5.68%
Sole
0.00
Shared
0.00
None
73.35K
ORACLE CORP
SOLEShares43.09K
TypeSH
Market value$12.12M
3.68%
Sole
0.00
Shared
0.00
None
43.09K
ABBVIE INC
SOLEShares48.82K
TypeSH
Market value$11.30M
3.44%
Sole
0.00
Shared
0.00
None
48.82K
PROCTER AND GAMBLE CO
SOLEShares63.20K
TypeSH
Market value$9.71M
2.95%
Sole
0.00
Shared
0.00
None
63.20K
AMAZON COM INC
SOLEShares38.30K
TypeSH
Market value$8.41M
2.56%
Sole
0.00
Shared
0.00
None
38.30K
INTERNATIONAL BUSINESS MACHS
SOLEShares24.82K
TypeSH
Market value$7.00M
2.13%
Sole
0.00
Shared
0.00
None
24.82K
ALPHABET INC
SOLEShares27.66K
TypeSH
Market value$6.74M
2.05%
Sole
0.00
Shared
0.00
None
27.66K
EXXON MOBIL CORP
SOLEShares53.56K
TypeSH
Market value$6.04M
1.84%
Sole
0.00
Shared
0.00
None
53.56K
S&P GLOBAL INC
SOLEShares11.89K
TypeSH
Market value$5.79M
1.76%
Sole
0.00
Shared
0.00
None
11.89K
SHERWIN WILLIAMS CO
SOLEShares15.03K
TypeSH
Market value$5.20M
1.58%
Sole
0.00
Shared
0.00
None
15.03K
CORNING INC
SOLEShares63.02K
TypeSH
Market value$5.17M
1.57%
Sole
0.00
Shared
0.00
None
63.02K
SPDR GOLD TR
SOLEShares14.05K
TypeSH
Market value$4.99M
1.52%
Sole
0.00
Shared
0.00
None
14.05K
CISCO SYS INC
SOLEShares67.43K
TypeSH
Market value$4.61M
1.40%
Sole
0.00
Shared
0.00
None
67.43K
GE AEROSPACE
SOLEShares14.96K
TypeSH
Market value$4.50M
1.37%
Sole
0.00
Shared
0.00
None
14.96K
MERCK & CO INC
SOLEShares53.09K
TypeSH
Market value$4.46M
1.35%
Sole
0.00
Shared
0.00
None
53.09K
AMGEN INC
SOLEShares15.30K
TypeSH
Market value$4.32M
1.31%
Sole
0.00
Shared
0.00
None
15.30K
AT&T INC
SOLEShares134.41K
TypeSH
Market value$3.80M
1.15%
Sole
0.00
Shared
0.00
None
134.41K
UNION PAC CORP
SOLEShares15.74K
TypeSH
Market value$3.72M
1.13%
Sole
0.00
Shared
0.00
None
15.74K
ABBOTT LABS
SOLEShares27.43K
TypeSH
Market value$3.67M
1.12%
Sole
0.00
Shared
0.00
None
27.43K
PEPSICO INC
SOLEShares25.29K
TypeSH
Market value$3.55M
1.08%
Sole
0.00
Shared
0.00
None
25.29K
BANK AMERICA CORP
SOLEShares67.51K
TypeSH
Market value$3.48M
1.06%
Sole
0.00
Shared
0.00
None
67.51K
MICRON TECHNOLOGY INC
SOLEShares20.77K
TypeSH
Market value$3.47M
1.06%
Sole
0.00
Shared
0.00
None
20.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 105.54K | SH | $33.29M 10.12% | 0.00 | 0.00 | 105.54K |
NVIDIA CORPORATIONSOLE | COM | 137.38K | SH | $25.63M 7.79% | 0.00 | 0.00 | 137.38K |
MICROSOFT CORPSOLE | COM | 42.40K | SH | $21.96M 6.67% | 0.00 | 0.00 | 42.40K |
APPLE INCSOLE | COM | 73.35K | SH | $18.68M 5.68% | 0.00 | 0.00 | 73.35K |
ORACLE CORPSOLE | COM | 43.09K | SH | $12.12M 3.68% | 0.00 | 0.00 | 43.09K |
ABBVIE INCSOLE | COM | 48.82K | SH | $11.30M 3.44% | 0.00 | 0.00 | 48.82K |
PROCTER AND GAMBLE COSOLE | COM | 63.20K | SH | $9.71M 2.95% | 0.00 | 0.00 | 63.20K |
AMAZON COM INCSOLE | COM | 38.30K | SH | $8.41M 2.56% | 0.00 | 0.00 | 38.30K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 24.82K | SH | $7.00M 2.13% | 0.00 | 0.00 | 24.82K |
ALPHABET INCSOLE | CAP STK CL C | 27.66K | SH | $6.74M 2.05% | 0.00 | 0.00 | 27.66K |
EXXON MOBIL CORPSOLE | COM | 53.56K | SH | $6.04M 1.84% | 0.00 | 0.00 | 53.56K |
S&P GLOBAL INCSOLE | COM | 11.89K | SH | $5.79M 1.76% | 0.00 | 0.00 | 11.89K |
SHERWIN WILLIAMS COSOLE | COM | 15.03K | SH | $5.20M 1.58% | 0.00 | 0.00 | 15.03K |
CORNING INCSOLE | COM | 63.02K | SH | $5.17M 1.57% | 0.00 | 0.00 | 63.02K |
SPDR GOLD TRSOLE | GOLD SHS | 14.05K | SH | $4.99M 1.52% | 0.00 | 0.00 | 14.05K |
CISCO SYS INCSOLE | COM | 67.43K | SH | $4.61M 1.40% | 0.00 | 0.00 | 67.43K |
GE AEROSPACESOLE | COM NEW | 14.96K | SH | $4.50M 1.37% | 0.00 | 0.00 | 14.96K |
MERCK & CO INCSOLE | COM | 53.09K | SH | $4.46M 1.35% | 0.00 | 0.00 | 53.09K |
AMGEN INCSOLE | COM | 15.30K | SH | $4.32M 1.31% | 0.00 | 0.00 | 15.30K |
AT&T INCSOLE | COM | 134.41K | SH | $3.80M 1.15% | 0.00 | 0.00 | 134.41K |
UNION PAC CORPSOLE | COM | 15.74K | SH | $3.72M 1.13% | 0.00 | 0.00 | 15.74K |
ABBOTT LABSSOLE | COM | 27.43K | SH | $3.67M 1.12% | 0.00 | 0.00 | 27.43K |
PEPSICO INCSOLE | COM | 25.29K | SH | $3.55M 1.08% | 0.00 | 0.00 | 25.29K |
BANK AMERICA CORPSOLE | COM | 67.51K | SH | $3.48M 1.06% | 0.00 | 0.00 | 67.51K |
MICRON TECHNOLOGY INCSOLE | COM | 20.77K | SH | $3.47M 1.06% | 0.00 | 0.00 | 20.77K |
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