SC&H Financial Advisors, Inc.
SC&H Financial Advisors, Inc. reported 158 holdings worth US$722M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
SC&H Financial Advisors, Inc. reported 158 holdings worth US$722M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 158
- Value as reported
- US$722M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 39,843 | US$13.3M | 1.8% |
| Microsoft Corp. | 15,498 | US$7.95M | 1.1% |
| Alphabet Inc (google) Class C | 20,235 | US$6.94M | 0.96% |
| Berkshire Hathaway Inc. | 5,126 | US$3.3M | 0.46% |
| Lam Research Corporation | 9,439 | US$3.1M | 0.43% |
| Costco Wholesale Corporation | 2,664 | US$2.43M | 0.34% |
| Visa Inc. | 6,649 | US$2.39M | 0.33% |
| Jp Morgan Chase & Co. | 7,007 | US$2.32M | 0.32% |
| Amazon.com, Inc. | 8,421 | US$2.1M | 0.29% |
| Nvidia Corporation | 6,946 | US$1.59M | 0.22% |
| Mastercard Incorporated | 2,640 | US$1.46M | 0.20% |
| Meta Platforms, Inc. | 2,003 | US$1.45M | 0.20% |
| Cincinnati Financial Corporation | 6,600 | US$1.05M | 0.15% |
| Broadcom Inc. | 2,578 | US$906K | 0.13% |
| Unitedhealth Group Incorporated | 2,421 | US$889K | 0.12% |
| Cintas Corporation | 4,533 | US$884K | 0.12% |
| Amphenol Corporation | 10,464 | US$882K | 0.12% |
| Thermo Fisher Scientific Inc | 1,021 | US$689K | 0.10% |
| Procter & Gamble Company (the) | 4,234 | US$615K | 0.09% |
| Corning Incorporated | 3,760 | US$578K | 0.08% |
| Paychex, Inc. | 5,802 | US$571K | 0.08% |
| Mccormick & Company, Incorporated | 12,108 | US$570K | 0.08% |
| Walmart Inc. | 5,308 | US$552K | 0.08% |
| Prologis, Inc. | 4,212 | US$547K | 0.08% |
| Home Depot, Inc. (the) | 1,907 | US$543K | 0.08% |
| Mcdonald's Corporation | 2,312 | US$534K | 0.07% |
| M&t Bank Corporation | 2,242 | US$488K | 0.07% |
| Johnson & Johnson | 1,580 | US$418K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 464 | US$418K | 0.06% |
| Caterpillar, Inc. | 507 | US$411K | 0.06% |
| American Electric Power Company, Inc. | 3,452 | US$410K | 0.06% |
| Lowe's Companies, Inc. | 2,169 | US$400K | 0.06% |
| Xcel Energy Inc. | 5,592 | US$394K | 0.05% |
| Coca-cola Company (the) | 4,315 | US$371K | 0.05% |
| Bank Of America Corporation | 6,700 | US$365K | 0.05% |
| Valero Energy Corporation | 940 | US$364K | 0.05% |
| Abbvie Inc. | 1,327 | US$347K | 0.05% |
| American Water Works Company, Inc. | 2,593 | US$336K | 0.05% |
| Pnc Financial Services Group, Inc. (the) | 1,477 | US$328K | 0.05% |
| T. Rowe Price Group, Inc. | 2,947 | US$307K | 0.04% |
| Assurant, Inc. | 1,110 | US$292K | 0.04% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 8,182 | US$291K | 0.04% |
| Hca Healthcare, Inc. | 676 | US$288K | 0.04% |
| Pultegroup, Inc. | 2,480 | US$288K | 0.04% |
| Textron Inc. | 3,692 | US$281K | 0.04% |
| Mondelez International, Inc. | 4,826 | US$279K | 0.04% |
| Eversource Energy (d/b/a) | 4,264 | US$274K | 0.04% |
| Edwards Lifesciences Corporation | 3,162 | US$273K | 0.04% |
| Eli Lilly And Company | 230 | US$266K | 0.04% |
| Northrop Grumman Corporation | 542 | US$262K | 0.04% |
| Starbucks Corporation | 2,787 | US$262K | 0.04% |
| Mettler-toledo International, Inc. | 171 | US$258K | 0.04% |
| Sysco Corporation | 3,081 | US$240K | 0.03% |
| Cisco Systems, Inc. | 2,195 | US$236K | 0.03% |
| Nnn Reit, Inc. | 5,744 | US$236K | 0.03% |
| Palantir Technologies Inc. | 1,200 | US$224K | 0.03% |
| Blackstone Inc. | 1,996 | US$224K | 0.03% |
| Mckesson Corporation | 262 | US$224K | 0.03% |
| Atmos Energy Corporation | 1,410 | US$221K | 0.03% |
| Danaher Corporation | 942 | US$209K | 0.03% |
| Tesla, Inc. | 581 | US$206K | 0.03% |
| International Business Machines Corporation | 912 | US$201K | 0.03% |
| Lamar Advertising Company | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
Source
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