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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 440.0 $508K 0.24% NEW $1154.29 -19.1%
2 AMD ADVANCED MICRO DEVICES INC Technology 675.0 $392K 0.19% NEW $580.91 -20.9%
3 INTC INTEL CORP Technology 2,601.0 $363K 0.17% NEW $139.63 -36.3%
4 GOOG ALPHABET INC 974.0 $344K 0.17% NEW $353.44
5 AMAT APPLIED MATLS INC Technology 371.0 $268K 0.13% NEW $722.34 -38.8%
6 UNH UNITEDHEALTH GROUP INC Healthcare 601.0 $250K 0.12% NEW $415.87 -4.7%
7 V VISA INC Financial Services 709.0 $243K 0.12% NEW $342.88 +8.7%
8 EMXC ISHARES INC 2,311.0 $236K 0.11% NEW $102.31 -4.2%
9 LRCX LAM RESEARCH CORP Technology 536.0 $232K 0.11% NEW $433.38 -33.0%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 1,205.0 $218K 0.10% NEW $180.94 +3.4%
11 CSCO CISCO SYS INC Technology 1,804.0 $212K 0.10% NEW $117.46 -6.6%
12 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,917.0 $210K 0.10% NEW $109.75 -2.4%
13 MAR MARRIOTT INTL INC NEW Consumer Cyclical 557.0 $207K 0.10% NEW $370.76 -9.8%
14 NVS NOVARTIS AG Healthcare 1,291.0 $202K 0.10% NEW $156.77 +2.9%
15 VTWO VANGUARD SCOTTSDALE FDS 1,666.0 $202K 0.10% NEW $121.44 -3.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%