Portfolio (Quarterly) Guide ↗

HOGE FINANCIAL SERVICES, LLC

· CIK 0001989834

13F Portfolio $209M AUM 83 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 33 Added 19 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,811	$412K	0.22%	SOLD
2	T	AT&T INC	Communication Services	8,324	$242K	0.13%	SOLD
3	CVX	CHEVRON CORPORATION	Energy	1,054	$218K	0.12%	SOLD
4	FUTY	FIDELITY COVINGTON TRUST	—	3,453	$204K	0.11%	SOLD

Sector Allocation

Technology 46.4%

Financial Services 14.0%

Communication Services 10.3%

Consumer Cyclical 7.6%

Healthcare 6.1%

Consumer Defensive 5.9%

Industrials 5.0%

Energy 2.2%

Utilities 1.4%

Basic Materials 1.0%