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SS&H Financial Advisors, Inc.
hedge fundUpdated 8 days agoManaged by Ss&H Financial Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$394.2M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
32.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $342.7M |
| Q2 2026 | $390.9M |
| Q3 2026 | $394.2M |
Top holdings
131 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $30.4M | 132.9K | 7.70% | Trimmed(-0.6%) | |
| 2 | $26.2M | 79.1K | 6.63% | Trimmed(-24.6%) | |
| 3 | $24.2M | 72.5K | 6.13% | Added(+0.9%) | |
| 4 | $22.7M | 44.3K | 5.76% | Trimmed(-0.9%) | |
| 5 | $21.2M | 19.9K | 5.38% | Trimmed(-0.2%) | |
| 6 | $12.6M | 48.1K | 3.19% | Added(+0.4%) | |
| 7 | $12M | 48.0K | 3.03% | Added(+0.4%) | |
| 8 | $9.9M | 29.1K | 2.52% | Added(+5.4%) | |
| 9 | $9.8M | 67.4K | 2.49% | Trimmed(-0.3%) | |
| 10 | $9.1M | 62.3K | 2.30% | Trimmed(-1.7%) | |
| 11 | $9M | 58.7K | 2.29% | Trimmed(-2.5%) | |
| 12 | $8.1M | 49.5K | 2.04% | — | |
| 13 | $7.9M | 18.9K | 2.02% | Trimmed(-0.8%) | |
| 14 | $7.4M | 22.7K | 1.89% | Trimmed(-2.8%) | |
| 15 | $7.3M | 52.9K | 1.84% | Added(+0.6%) | |
| 16 | $6.8M | 63.0K | 1.72% | Trimmed(-3.1%) | |
| 17 | $6.5M | 29.6K | 1.65% | Added(+0.4%) | |
| 18 | $5M | 13.2K | 1.28% | Added(+1.5%) | |
| 19 | $4.7M | 14.5K | 1.19% | Trimmed(-3.3%) | |
| 20 | $4.7M | 150.0K | 1.19% | Added(+32.0%) |