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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
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GVI ISHARES TR 2,871.0 $305K 0.15% +34.0 +1.2% $106.11 -1.4%
62 IEFA ISHARES TR 3,154.0 $305K 0.15% -65.0 -2.0% $96.58 +2.9%
63 AXP AMERICAN EXPRESS CO Financial Services 818.0 $277K 0.13% +37.0 +4.7% $338.34 -4.2%
64 NEE NEXTERA ENERGY INC Utilities 3,117.0 $274K 0.13% -52.0 -1.6% $87.76 -5.5%
65 VTI VANGUARD INDEX FDS 735.0 $272K 0.13% $369.93 +1.4%
66 AMAT APPLIED MATLS INC Technology 371.0 $268K 0.13% NEW $722.34 -38.8%
67 ABBV ABBVIE INC Healthcare 1,038.0 $261K 0.12% +26.0 +2.6% $251.58 +3.3%
68 PNC PNC FINL SVCS GROUP INC Financial Services 1,031.0 $254K 0.12% +8.0 +0.8% $246.17 -3.5%
69 UNH UNITEDHEALTH GROUP INC Healthcare 601.0 $250K 0.12% NEW $415.87 -4.7%
70 V VISA INC Financial Services 709.0 $243K 0.12% NEW $342.88 +8.7%
71 MRK MERCK &CO INC Healthcare 1,865.0 $240K 0.12% +65.0 +3.6% $128.48 +16.7%
72 EMXC ISHARES INC 2,311.0 $236K 0.11% NEW $102.31 -4.2%
73 RWO SPDR INDEX SHS FDS 4,743.0 $236K 0.11% -202.0 -4.1% $49.71 -0.3%
74 LRCX LAM RESEARCH CORP Technology 536.0 $232K 0.11% NEW $433.38 -33.0%
75 BND VANGUARD BD INDEX FDS 3,069.0 $225K 0.11% +30.0 +1.0% $73.42 -2.2%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 1,205.0 $218K 0.10% NEW $180.94 +3.4%
77 AMGN AMGEN INC Healthcare 601.0 $218K 0.10% +12.0 +2.0% $361.96 +21.0%
78 CEG CONSTELLATION ENERGY CORP Utilities 856.0 $212K 0.10% $248.23 +12.9%
79 CSCO CISCO SYS INC Technology 1,804.0 $212K 0.10% NEW $117.46 -6.6%
80 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,917.0 $210K 0.10% NEW $109.75 -2.4%
Page 4 of 5  ·  83 positions

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%