Filed: 1/20/2026ACC: 0001911735-26-000001
📋 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 $342.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$342.7K
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$289.9K84.6%
COM NEW$9.6K2.8%
CAP STK CL C$8.7K2.5%
GOLD SHS$5.6K1.6%
CL A$5.5K1.6%
COM CL A$3.9K1.1%
SHS CLASS A$2.4K0.7%
Portfolio Concentration
Top 3$78.9K23.0%
4–10$74.8K21.8%
11–25$76.1K22.2%
Rest$112.9K32.9%
Top 3 weight
23.0%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 2.38M
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
2.38M
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.
SOLEShares105.29K
TypeSH
Market value$33.9K
9.90%
Sole
0.00
Shared
0.00
None
105.29K
NVIDIA CORPORATION
SOLEShares133.29K
TypeSH
Market value$24.9K
7.25%
Sole
0.00
Shared
0.00
None
133.29K
MICROSOFT CORP
SOLEShares41.67K
TypeSH
Market value$20.2K
5.88%
Sole
0.00
Shared
0.00
None
41.67K
APPLE INC
SOLEShares73.17K
TypeSH
Market value$19.9K
5.80%
Sole
0.00
Shared
0.00
None
73.17K
ABBVIE INC
SOLEShares48.62K
TypeSH
Market value$11.1K
3.24%
Sole
0.00
Shared
0.00
None
48.62K
AMAZON COM INC
SOLEShares41.08K
TypeSH
Market value$9.5K
2.77%
Sole
0.00
Shared
0.00
None
41.08K
ORACLE CORP
SOLEShares47.65K
TypeSH
Market value$9.3K
2.71%
Sole
0.00
Shared
0.00
None
47.65K
PROCTER AND GAMBLE CO
SOLEShares62.66K
TypeSH
Market value$9.0K
2.62%
Sole
0.00
Shared
0.00
None
62.66K
ALPHABET INC
SOLEShares27.66K
TypeSH
Market value$8.7K
2.53%
Sole
0.00
Shared
0.00
None
27.66K
INTERNATIONAL BUSINESS MACHS
SOLEShares24.91K
TypeSH
Market value$7.4K
2.15%
Sole
0.00
Shared
0.00
None
24.91K
MERCK & CO INC
SOLEShares65.29K
TypeSH
Market value$6.9K
2.01%
Sole
0.00
Shared
0.00
None
65.29K
EXXON MOBIL CORP
SOLEShares54.56K
TypeSH
Market value$6.6K
1.92%
Sole
0.00
Shared
0.00
None
54.56K
S&P GLOBAL INC
SOLEShares11.89K
TypeSH
Market value$6.2K
1.81%
Sole
0.00
Shared
0.00
None
11.89K
AMGEN INC
SOLEShares18K
TypeSH
Market value$5.9K
1.72%
Sole
0.00
Shared
0.00
None
18K
MICRON TECHNOLOGY INC
SOLEShares20.61K
TypeSH
Market value$5.9K
1.72%
Sole
0.00
Shared
0.00
None
20.61K
SPDR GOLD TR
SOLEShares14.05K
TypeSH
Market value$5.6K
1.62%
Sole
0.00
Shared
0.00
None
14.05K
CORNING INC
SOLEShares62.52K
TypeSH
Market value$5.5K
1.60%
Sole
0.00
Shared
0.00
None
62.52K
CISCO SYS INC
SOLEShares66.76K
TypeSH
Market value$5.1K
1.50%
Sole
0.00
Shared
0.00
None
66.76K
SHERWIN WILLIAMS CO
SOLEShares15.03K
TypeSH
Market value$4.9K
1.42%
Sole
0.00
Shared
0.00
None
15.03K
GE AEROSPACE
SOLEShares14.96K
TypeSH
Market value$4.6K
1.34%
Sole
0.00
Shared
0.00
None
14.96K
LAM RESEARCH CORP
SOLEShares25.01K
TypeSH
Market value$4.3K
1.25%
Sole
0.00
Shared
0.00
None
25.01K
BRISTOL-MYERS SQUIBB CO
SOLEShares69.35K
TypeSH
Market value$3.7K
1.09%
Sole
0.00
Shared
0.00
None
69.35K
BANK AMERICA CORP
SOLEShares67.78K
TypeSH
Market value$3.7K
1.09%
Sole
0.00
Shared
0.00
None
67.78K
UNION PAC CORP
SOLEShares15.74K
TypeSH
Market value$3.6K
1.06%
Sole
0.00
Shared
0.00
None
15.74K
PEPSICO INC
SOLEShares25.14K
TypeSH
Market value$3.6K
1.05%
Sole
0.00
Shared
0.00
None
25.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 105.29K | SH | $33.9K 9.90% | 0.00 | 0.00 | 105.29K |
NVIDIA CORPORATIONSOLE | COM | 133.29K | SH | $24.9K 7.25% | 0.00 | 0.00 | 133.29K |
MICROSOFT CORPSOLE | COM | 41.67K | SH | $20.2K 5.88% | 0.00 | 0.00 | 41.67K |
APPLE INCSOLE | COM | 73.17K | SH | $19.9K 5.80% | 0.00 | 0.00 | 73.17K |
ABBVIE INCSOLE | COM | 48.62K | SH | $11.1K 3.24% | 0.00 | 0.00 | 48.62K |
AMAZON COM INCSOLE | COM | 41.08K | SH | $9.5K 2.77% | 0.00 | 0.00 | 41.08K |
ORACLE CORPSOLE | COM | 47.65K | SH | $9.3K 2.71% | 0.00 | 0.00 | 47.65K |
PROCTER AND GAMBLE COSOLE | COM | 62.66K | SH | $9.0K 2.62% | 0.00 | 0.00 | 62.66K |
ALPHABET INCSOLE | CAP STK CL C | 27.66K | SH | $8.7K 2.53% | 0.00 | 0.00 | 27.66K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 24.91K | SH | $7.4K 2.15% | 0.00 | 0.00 | 24.91K |
MERCK & CO INCSOLE | COM | 65.29K | SH | $6.9K 2.01% | 0.00 | 0.00 | 65.29K |
EXXON MOBIL CORPSOLE | COM | 54.56K | SH | $6.6K 1.92% | 0.00 | 0.00 | 54.56K |
S&P GLOBAL INCSOLE | COM | 11.89K | SH | $6.2K 1.81% | 0.00 | 0.00 | 11.89K |
AMGEN INCSOLE | COM | 18K | SH | $5.9K 1.72% | 0.00 | 0.00 | 18K |
MICRON TECHNOLOGY INCSOLE | COM | 20.61K | SH | $5.9K 1.72% | 0.00 | 0.00 | 20.61K |
SPDR GOLD TRSOLE | GOLD SHS | 14.05K | SH | $5.6K 1.62% | 0.00 | 0.00 | 14.05K |
CORNING INCSOLE | COM | 62.52K | SH | $5.5K 1.60% | 0.00 | 0.00 | 62.52K |
CISCO SYS INCSOLE | COM | 66.76K | SH | $5.1K 1.50% | 0.00 | 0.00 | 66.76K |
SHERWIN WILLIAMS COSOLE | COM | 15.03K | SH | $4.9K 1.42% | 0.00 | 0.00 | 15.03K |
GE AEROSPACESOLE | COM NEW | 14.96K | SH | $4.6K 1.34% | 0.00 | 0.00 | 14.96K |
LAM RESEARCH CORPSOLE | COM NEW | 25.01K | SH | $4.3K 1.25% | 0.00 | 0.00 | 25.01K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 69.35K | SH | $3.7K 1.09% | 0.00 | 0.00 | 69.35K |
BANK AMERICA CORPSOLE | COM | 67.78K | SH | $3.7K 1.09% | 0.00 | 0.00 | 67.78K |
UNION PAC CORPSOLE | COM | 15.74K | SH | $3.6K 1.06% | 0.00 | 0.00 | 15.74K |
PEPSICO INCSOLE | COM | 25.14K | SH | $3.6K 1.05% | 0.00 | 0.00 | 25.14K |
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