Hershey Financial Advisers, LLC

CIK

2034214

Location

LANCASTER, PA

Portfolio Value

Micro $18,438,162

Diversification

Diversified

Filing Date

Global Rank

#7,781 / 8,592 ▲ 125

Top Industry

Computer Hardware 20.3%

3Y Alpha vs SPY

+16.1%

Period ended 3 months ago

Filed May 6, 2026 · 44d

6 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+77.5%

SPY

+40.9%

Annualised alpha

+16.1%

Max drawdown

−22.2%

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

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

Top Position

12.6%

+1.9 pts

Top 5

55.8%

+7.4 pts

Top 10

95.0%

+4.2 pts

HHI

951

Diversified+94

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.2%	$8,510,686	7
Industrials	22.5%	$4,141,458	3
Basic Materials	11.7%	$2,164,772	1
Healthcare	9.9%	$1,826,586	1
Energy	9.7%	$1,794,660	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
ALB	Albemarle Corp	+552	12,058	$2,164,772
ALGN	Align Technology Inc	+373	10,655	$1,826,586
AMAT	Applied Materials Inc /De	+347	6,823	$2,332,032
RTX	RTX Corp	+118	6,342	$1,223,371
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−5,597	1,008	$340,542
NVDA	Nvidia Corp	−964	1,818	$317,058
MSFT	Microsoft Corp	−261	736	$272,444
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	13,235	$2,172,260
APA	APA Corp	42,287	$1,794,660
GEV	GE Vernova Inc.	1,974	$1,723,104
WDC	Western Digital Corp	5,793	$1,566,948
GLW	Corning Inc /Ny	11,101	$1,509,402
FDX	Fedex Corp	3,355	$1,194,983
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
EXPE	Expedia Group, Inc.	5,938	$1,682,294
DLTR	Dollar Tree, Inc.	13,380	$1,645,873
DG	Dollar General Corp	12,310	$1,634,398
LLY	ELI LILLY & Co	1,464	$1,573,330
TSLA	Tesla, Inc.	3,317	$1,491,721
AAPL	Apple Inc.	1,260	$342,543
GOOGL	Alphabet Inc.	886	$277,318
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $18,438,162 total · as of Mar 31, 2026

All sectors Basic Materials Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMAT	Applied Materials Inc /De Technology	Added	6,823	+347	$2,332,032	+40.1%	12.65%
DELL	Dell Technologies Inc. Technology	NEW	13,235	NEW	$2,172,260	NEW	11.78%
ALB	Albemarle Corp Basic Materials	Added	12,058	+552	$2,164,772	+33.0%	11.74%
ALGN	Align Technology Inc Healthcare	Added	10,655	+373	$1,826,586	+13.8%	9.91%
APA	APA Corp Energy	NEW	42,287	NEW	$1,794,660	NEW	9.73%
GEV	GE Vernova Inc. Industrials	NEW	1,974	NEW	$1,723,104	NEW	9.35%
WDC	Western Digital Corp Technology	NEW	5,793	NEW	$1,566,948	NEW	8.50%
GLW	Corning Inc /Ny Technology	NEW	11,101	NEW	$1,509,402	NEW	8.19%
RTX	RTX Corp Industrials	Added	6,342	+118	$1,223,371	+7.2%	6.63%
FDX	Fedex Corp Industrials	NEW	3,355	NEW	$1,194,983	NEW	6.48%
MU	Micron Technology Inc Technology	Reduced	1,008	-5,597	$340,542	−81.9%	1.85%
NVDA	Nvidia Corp Technology	Reduced	1,818	-964	$317,058	−38.9%	1.72%
MSFT	Microsoft Corp Technology	Reduced	736	-261	$272,444	−43.5%	1.48%