SC&H Financial Advisors, Inc.
SC&H Financial Advisors, Inc. reported 160 holdings worth US$754M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
SC&H Financial Advisors, Inc. reported 160 holdings worth US$754M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 160
- Value as reported
- US$754M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 40,034 | US$11.6M | 1.5% |
| Alphabet Inc (google) Class C | 20,156 | US$7.2M | 0.96% |
| Microsoft Corp. | 15,538 | US$5.8M | 0.77% |
| Lam Research Corporation | 9,439 | US$4.09M | 0.54% |
| Berkshire Hathaway Inc. | 6,622 | US$3.31M | 0.44% |
| Costco Wholesale Corporation | 2,664 | US$2.49M | 0.33% |
| Jp Morgan Chase & Co. | 6,997 | US$2.29M | 0.30% |
| Visa Inc. | 6,654 | US$2.28M | 0.30% |
| Nvidia Corporation | 9,042 | US$1.81M | 0.24% |
| Amazon.com, Inc. | 6,297 | US$1.5M | 0.20% |
| Mastercard Incorporated | 2,723 | US$1.4M | 0.19% |
| Cincinnati Financial Corporation | 6,600 | US$1.22M | 0.16% |
| Meta Platforms, Inc. | 2,008 | US$1.13M | 0.15% |
| Unitedhealth Group Incorporated | 2,447 | US$1.02M | 0.13% |
| Broadcom Inc. | 2,580 | US$975K | 0.13% |
| Corning Incorporated | 3,760 | US$961K | 0.13% |
| Amphenol Corporation | 5,220 | US$920K | 0.12% |
| Cintas Corporation | 4,533 | US$771K | 0.10% |
| Home Depot, Inc. (the) | 1,907 | US$673K | 0.09% |
| Mccormick & Company, Incorporated | 13,122 | US$662K | 0.09% |
| Mcdonald's Corporation | 2,312 | US$625K | 0.08% |
| Procter & Gamble Company (the) | 4,225 | US$620K | 0.08% |
| Walmart Inc. | 5,358 | US$607K | 0.08% |
| Prologis, Inc. | 4,212 | US$571K | 0.08% |
| Paychex, Inc. | 5,802 | US$570K | 0.08% |
| Caterpillar, Inc. | 507 | US$540K | 0.07% |
| M&t Bank Corporation | 2,242 | US$534K | 0.07% |
| Thermo Fisher Scientific Inc | 1,021 | US$512K | 0.07% |
| Lowe's Companies, Inc. | 2,169 | US$478K | 0.06% |
| American Electric Power Company, Inc. | 3,440 | US$471K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 464 | US$469K | 0.06% |
| Xcel Energy Inc. | 5,592 | US$449K | 0.06% |
| Pnc Financial Services Group, Inc. (the) | 1,743 | US$429K | 0.06% |
| Johnson & Johnson | 1,580 | US$401K | 0.05% |
| Bank Of America Corporation | 6,697 | US$382K | 0.05% |
| Eli Lilly And Company | 296 | US$355K | 0.05% |
| Coca-cola Company (the) | 4,293 | US$349K | 0.05% |
| American Water Works Company, Inc. | 2,593 | US$341K | 0.05% |
| Pultegroup, Inc. | 2,480 | US$340K | 0.05% |
| Textron Inc. | 3,691 | US$339K | 0.04% |
| Abbvie Inc. | 1,327 | US$334K | 0.04% |
| Eversource Energy (d/b/a) | 4,262 | US$308K | 0.04% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 8,182 | US$299K | 0.04% |
| Assurant, Inc. | 1,110 | US$298K | 0.04% |
| Edwards Lifesciences Corporation | 3,162 | US$286K | 0.04% |
| Starbucks Corporation | 2,787 | US$285K | 0.04% |
| Mondelez International, Inc. | 4,819 | US$279K | 0.04% |
| Northrop Grumman Corporation | 542 | US$276K | 0.04% |
| Nnn Reit, Inc. | 5,744 | US$267K | 0.04% |
| Hca Healthcare, Inc. | 676 | US$263K | 0.03% |
| Cisco Systems, Inc. | 2,194 | US$258K | 0.03% |
| Sysco Corporation | 3,081 | US$258K | 0.03% |
| International Business Machines Corporation | 912 | US$256K | 0.03% |
| Atmos Energy Corporation | 1,455 | US$251K | 0.03% |
| Valero Energy Corporation | 940 | US$245K | 0.03% |
| Tesla, Inc. | 581 | US$244K | 0.03% |
| T. Rowe Price Group, Inc. | 2,115 | US$240K | 0.03% |
| Blackstone Inc. | 1,996 | US$235K | 0.03% |
| Mettler-toledo International, Inc. | 171 | US$218K | 0.03% |
| Tjx Companies, Inc. (the) | 1,436 | US$218K | 0.03% |
| Lamar Advertising Company | 1,290 | US$201K | 0.03% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
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