HOGE FINANCIAL SERVICES, LLC
Filing Date
Global Rank
#7,329
/ 8,517
▼ 512
Top Industry
Semiconductors
31.4%
3Y Alpha vs SPY
-0.3%
Period ended 47 days ago
Filed Jul 29, 2026 · 18d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+54.1%
SPY
+55.7%
Annualised alpha
-0.5%
Max drawdown
−14.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.0%
−30.0 pts
Top 5
40.1%
−28.7 pts
Top 10
57.9%
−21.4 pts
HHI
456
Diversified−1,559
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.8% | $16,161,165 |
| Financial Services | 10.9% | $3,861,752 |
| Communication Services | 10.2% | $3,606,366 |
| Consumer Cyclical | 7.6% | $2,664,757 |
| Healthcare | 6.0% | $2,130,583 |
| Consumer Defensive | 5.8% | $2,059,525 |
| Industrials | 5.0% | $1,756,264 |
| Unclassified | 4.1% | $1,448,068 |
| Energy | 2.2% | $776,979 |
| Utilities | 1.4% | $486,183 |
| Basic Materials | 1.0% | $342,500 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | +1,070 | 18,047 | $3,334,905 | |
| NVDA | Nvidia Corp | +748 | 19,315 | $3,864,738 | |
| META | Meta Platforms, Inc. | +358 | 3,791 | $2,135,432 | |
| AMZN | Amazon Com Inc | +204 | 4,962 | $1,182,643 | |
| MFC | Manulife Financial Corp | +192 | 26,939 | $1,091,298 | |
| GOOGL | Alphabet Inc. | +143 | 4,116 | $1,470,934 | |
| MVBF | Mvb Financial Corp | +142 | 23,764 | $689,393 | |
| FCF | First Commonwealth Financial Corp /Pa/ | +141 | 18,953 | $385,314 | |
| KO | Coca Cola Co | +84 | 4,719 | $383,513 | |
| AAPL | Apple Inc. | +77 | 7,616 | $2,203,765 | |
| MO | Altria Group, Inc. | +76 | 4,598 | $330,826 | |
| MRK | Merck & Co., Inc. | +65 | 1,865 | $239,652 | |
| JPM | Jpmorgan Chase & Co | +60 | 1,453 | $475,610 | |
| JNJ | Johnson & Johnson | +54 | 1,683 | $427,431 | |
| AVGO | Broadcom Inc. | +53 | 1,965 | $742,278 | |
| AXP | American Express Co | +37 | 818 | $276,688 | |
| ABBV | AbbVie Inc. | +26 | 1,038 | $261,202 | |
| WMT | Walmart Inc. | +24 | 3,842 | $435,144 | |
| CAT | Caterpillar Inc | +15 | 301 | $320,534 | |
| DKS | Dick's Sporting Goods, Inc. | +15 | 1,552 | $352,009 | |
| AMGN | Amgen Inc | +12 | 601 | $217,634 | |
| LIN | Linde PLC | +12 | 660 | $342,500 | |
| PNC | Pnc Financial Services Group, Inc. | +8 | 1,031 | $253,852 | |
| BRK-B | Berkshire Hathaway Inc | +7 | 892 | $446,347 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +6 | 2,973 | $1,419,815 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MCD | Mcdonalds Corp | −149 | 1,718 | $464,392 | |
| XOM | ExxonMobil Holdings Corp | −107 | 5,683 | $776,979 | |
| MSFT | Microsoft Corp | −98 | 7,024 | $2,620,092 | |
| PEP | Pepsico Inc | −94 | 3,557 | $481,617 | |
| LLY | ELI LILLY & Co | −82 | 444 | $532,546 | |
| NEE | Nextera Energy Inc | −52 | 3,117 | $273,579 | |
| TSLA | Tesla, Inc. | −35 | 1,092 | $459,295 | |
| SPY | Spdr S&P 500 ETF Trust | −9 | 899 | $671,346 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 440 | $507,887 | |
| AMD | Advanced Micro Devices Inc | 675 | $392,114 | |
| INTC | Intel Corp | 2,601 | $363,177 | |
| AMAT | Applied Materials Inc /De | 371 | $268,233 | |
| UNH | Unitedhealth Group Inc | 601 | $249,793 | |
| V | Visa Inc. | 709 | $243,250 | |
| LRCX | Lam Research Corp | 536 | $232,264 | |
| PM | Philip Morris International Inc. | 1,205 | $217,996 | |
| CSCO | Cisco Systems, Inc. | 1,804 | $211,897 | |
| KMB | Kimberly Clark Corp | 1,917 | $210,429 | |
| MAR | Marriott International Inc /Md/ | 557 | $206,418 | |
| NVS | Novartis AG | 1,291 | $202,325 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | 356,107 | $27,484,338 | |
| VB | Vanguard Morningstar Small-Cap ETF | 40,644 | $10,645,476 | |
| PLTR | Palantir Technologies Inc. | 2,811 | $411,193 | |
| VXUS | Vanguard Total International Stock ETF | 4,683 | $361,106 | |
| T | At&T Inc. | 8,324 | $241,312 | |
| CVX | Chevron Corp | 1,054 | $218,072 | |
| No positions match the current search. | ||||
50 tracked positions ·
$35,294,142 total
· filing declares
83 positions · $208,889,904
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 19,315 | $3,864,738 | 10.95% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 18,047 | $3,334,905 | 9.45% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,024 | $2,620,092 | 7.42% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,616 | $2,203,765 | 6.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,791 | $2,135,432 | 6.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,116 | $1,470,934 | 4.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,973 | $1,419,815 | 4.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,962 | $1,182,643 | 3.35% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Added | 2,215 | $1,096,602 | 3.11% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Added | 26,939 | $1,091,298 | 3.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,683 | $776,979 | 2.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,965 | $742,278 | 2.10% | |
| MVBF |
Mvb Financial Corp
Financial Services
|
Added | 23,764 | $689,393 | 1.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 899 | $671,346 | 1.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 444 | $532,546 | 1.51% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 440 | $507,887 | 1.44% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 3,557 | $481,617 | 1.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,453 | $475,610 | 1.35% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,718 | $464,392 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,092 | $459,295 | 1.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 892 | $446,347 | 1.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,842 | $435,144 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,683 | $427,431 | 1.21% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 675 | $392,114 | 1.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 530 | $390,292 | 1.11% | |
| GLD |
Spdr Gold Trust
|
Added | 1,049 | $386,430 | 1.09% | |
| FCF |
First Commonwealth Financial Corp /Pa/
Financial Services
|
Added | 18,953 | $385,314 | 1.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,719 | $383,513 | 1.09% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,601 | $363,177 | 1.03% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Added | 1,552 | $352,009 | 1.00% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 660 | $342,500 | 0.97% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 1,078 | $339,128 | 0.96% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 4,598 | $330,826 | 0.94% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 301 | $320,534 | 0.91% | |
| AXP |
American Express Co
Financial Services
|
Added | 818 | $276,688 | 0.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,117 | $273,579 | 0.78% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 371 | $268,233 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,038 | $261,202 | 0.74% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,031 | $253,852 | 0.72% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 601 | $249,793 | 0.71% | |
| V |
Visa Inc.
Financial Services
|
NEW | 709 | $243,250 | 0.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 1,865 | $239,652 | 0.68% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 536 | $232,264 | 0.66% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 1,205 | $217,996 | 0.62% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 601 | $217,634 | 0.62% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 856 | $212,604 | 0.60% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,804 | $211,897 | 0.60% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
NEW | 1,917 | $210,429 | 0.60% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 557 | $206,418 | 0.58% | |
| NVS |
Novartis AG
Healthcare
|
NEW | 1,291 | $202,325 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.