HOGE FINANCIAL SERVICES, LLC

CIK

1989834

Location

CANONSBURG, PA

Portfolio Value

Micro $27,685,624

Diversification

Diversified

Filing Date

Global Rank

#7,471 / 8,603 ▲ 49 · as of Mar 2026

Top Industry

Semiconductors 26.6%

3Y Alpha vs SPY

-11.7%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.6%

SPY

+53.6%

Annualised alpha

-11.5%

Max drawdown

−25.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

+0.4 pts

Top 5

43.1%

−1.6 pts

Top 10

60.6%

−1.5 pts

HHI

508

Diversified−24

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.3%	$11,979,727	7
Communication Services	12.1%	$3,347,909	3
Financial Services	11.3%	$3,121,382	7
Consumer Cyclical	8.3%	$2,294,925	4
Consumer Defensive	6.1%	$1,692,361	4
Healthcare	5.5%	$1,525,851	5
Unclassified	4.9%	$1,346,926	3
Industrials	4.7%	$1,304,125	3
Utilities	1.9%	$533,094	2
Basic Materials	1.2%	$321,252	1
Energy	0.8%	$218,072	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,448	7,122	$2,636,350
NVDA	Nvidia Corp	+628	18,567	$3,238,084
AAPL	Apple Inc.	+354	7,539	$1,913,322
GOOGL	Alphabet Inc.	+234	3,973	$1,142,475
GLD	Spdr Gold Trust	+170	1,047	$450,513
FCF	First Commonwealth Financial Corp /Pa/	+139	18,812	$330,714
MO	Altria Group, Inc.	+86	4,522	$298,406
LIN	Linde PLC	+75	648	$321,252
TSLA	Tesla, Inc.	+68	1,127	$418,962
ABBV	AbbVie Inc.	+64	1,012	$220,099
PLTR	Palantir Technologies Inc.	+48	2,811	$411,193
BRK-B	Berkshire Hathaway Inc	+36	885	$424,092
JNJ	Johnson & Johnson	+35	1,629	$398,192
PNC	Pnc Financial Services Group, Inc.	+20	1,023	$212,876
LLY	ELI LILLY & Co	+11	526	$483,799
ROK	Rockwell Automation, Inc	+10	2,212	$793,842
KO	Coca Cola Co	+8	4,635	$352,491
AMZN	Amazon Com Inc	+5	4,758	$990,948
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3	2,967	$1,002,697
JPM	Jpmorgan Chase & Co	+3	1,393	$409,764
CEG	Constellation Energy Corp	+3	855	$238,758
QQQ	Invesco Qqq Trust, Series 1	+1	530	$305,905
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
MVBF	Mvb Financial Corp	−9,659	23,622	$586,534
MFC	Manulife Financial Corp	−5,228	26,747	$921,166
PEP	Pepsico Inc	−374	3,651	$566,963
NEE	Nextera Energy Inc	−370	3,169	$294,336
WMT	Walmart Inc.	−269	3,818	$474,501
QCOM	Qualcomm Inc/De	−185	16,977	$2,186,298
AMGN	Amgen Inc	−166	589	$207,239
MCD	Mcdonalds Corp	−107	1,867	$580,244
META	Meta Platforms, Inc.	−57	3,433	$1,964,122
AXP	American Express Co	−29	781	$236,236
AVGO	Broadcom Inc.	−28	1,912	$591,783
SPY	Spdr S&P 500 ETF Trust	−6	908	$590,508
DKS	Dick's Sporting Goods, Inc.	−2	1,537	$304,771
NSC	Norfolk Southern Corp	−2	1,072	$307,664
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
T	At&T Inc.	8,324	$241,312
CVX	Chevron Corp	1,054	$218,072
MRK	Merck & Co., Inc.	1,800	$216,522
CAT	Caterpillar Inc	286	$202,619
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	4,379	$282,095
V	Visa Inc.	720	$252,511
PM	Philip Morris International Inc.	1,405	$225,362
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $27,685,624 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	18,567	+628	$3,238,084	−3.2%	11.70%
MSFT	Microsoft Corp Technology	Added	7,122	+1,448	$2,636,350	−3.9%	9.52%
QCOM	Qualcomm Inc/De Technology	Reduced	16,977	-185	$2,186,298	−25.5%	7.90%
META	Meta Platforms, Inc. Communication Services	Reduced	3,433	-57	$1,964,122	−14.7%	7.09%
AAPL	Apple Inc. Technology	Added	7,539	+354	$1,913,322	−2.0%	6.91%
GOOGL	Alphabet Inc. Communication Services	Added	3,973	+234	$1,142,475	−2.4%	4.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,967	+3	$1,002,697	+11.3%	3.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,758	+5	$990,948	−9.7%	3.58%
MFC	Manulife Financial Corp Financial Services	Reduced	26,747	-5,228	$921,166	−20.6%	3.33%
ROK	Rockwell Automation, Inc Industrials	Added	2,212	+10	$793,842	−7.3%	2.87%
AVGO	Broadcom Inc. Technology	Reduced	1,912	-28	$591,783	−11.9%	2.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	908	-6	$590,508	−5.3%	2.13%
MVBF	Mvb Financial Corp Financial Services	Reduced	23,622	-9,659	$586,534	−31.8%	2.12%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,867	-107	$580,244	−3.8%	2.10%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,651	-374	$566,963	−1.9%	2.05%
LLY	ELI LILLY & Co Healthcare	Added	526	+11	$483,799	−12.6%	1.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,818	-269	$474,501	+4.2%	1.71%
GLD	Spdr Gold Trust	Added	1,047	+170	$450,513	+29.6%	1.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	885	+36	$424,092	−0.6%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,127	+68	$418,962	−12.0%	1.51%
PLTR	Palantir Technologies Inc. Technology	Added	2,811	+48	$411,193	−16.3%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,393	+3	$409,764	−8.5%	1.48%
JNJ	Johnson & Johnson Healthcare	Added	1,629	+35	$398,192	+20.7%	1.44%
KO	Coca Cola Co Consumer Defensive	Added	4,635	+8	$352,491	+9.0%	1.27%
FCF	First Commonwealth Financial Corp /Pa/ Financial Services	Added	18,812	+139	$330,714	+5.0%	1.19%
LIN	Linde PLC Basic Materials	Added	648	+75	$321,252	+31.5%	1.16%
NSC	Norfolk Southern Corp Industrials	Reduced	1,072	-2	$307,664	−0.8%	1.11%
QQQ	Invesco Qqq Trust, Series 1	Added	530	+1	$305,905	−5.9%	1.10%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Reduced	1,537	-2	$304,771	+0.0%	1.10%
MO	Altria Group, Inc. Consumer Defensive	Added	4,522	+86	$298,406	+16.7%	1.08%
NEE	Nextera Energy Inc Utilities	Reduced	3,169	-370	$294,336	+3.6%	1.06%
T	At&T Inc. Communication Services	NEW	8,324	NEW	$241,312	NEW	0.87%
CEG	Constellation Energy Corp Utilities	Added	855	+3	$238,758	−20.7%	0.86%
AXP	American Express Co Financial Services	Reduced	781	-29	$236,236	−21.2%	0.85%
ABBV	AbbVie Inc. Healthcare	Added	1,012	+64	$220,099	+1.6%	0.79%
CVX	Chevron Corp Energy	NEW	1,054	NEW	$218,072	NEW	0.79%
MRK	Merck & Co., Inc. Healthcare	NEW	1,800	NEW	$216,522	NEW	0.78%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,023	+20	$212,876	+1.7%	0.77%
AMGN	Amgen Inc Healthcare	Reduced	589	-166	$207,239	−16.1%	0.75%
CAT	Caterpillar Inc Industrials	NEW	286	NEW	$202,619	NEW	0.73%