Portfolio (Quarterly) Guide ↗

Hapanowicz & Associates Financial Services, Inc

· CIK 0001695959

13F Portfolio $251M AUM 31 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 14 Added 12 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JPM	JPMORGAN CHASE & CO.	Financial Services	850	$274K	0.11%	SOLD
2	CSCO	CISCO SYS INC	Technology	3,023	$233K	0.09%	SOLD
3	VTI	VANGUARD INDEX FDS	—	672	$225K	0.09%	SOLD
4	EQT	EQT CORP	Energy	4,000	$214K	0.08%	SOLD

Sector Allocation

Financial Services 84.2%

Technology 5.9%

Consumer Cyclical 4.5%

Communication Services 3.4%

Industrials 2.0%