Hershey Financial Advisers, LLC

CIK

2034214

Location

LANCASTER, PA

Portfolio Value

Micro $43,838,205

Diversification

Diversified

Filing Date

Global Rank

#7,101 / 8,517 ▲ 757

Top Industry

Semiconductors 37.5%

3Y Alpha vs SPY

-2.6%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

7 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical 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

+39.9%

SPY

+42.8%

Annualised alpha

-1.2%

Max drawdown

−12.3%

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 7 quarters. Past performance does not predict future results.

Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

−3.8 pts

Top 5

54.4%

−0.3 pts

Top 10

87.2%

+4.0 pts

HHI

874

Diversified−45

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	70.7%	$30,979,121	11
Unclassified	23.8%	$10,423,065	6
Industrials	5.1%	$2,232,677	2
Communication Services	0.5%	$203,342	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	+2,407	3,415	$3,941,899
DELL	Dell Technologies Inc.	+2,313	15,548	$6,708,339
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+1,022	39,746	$3,980,959
WDC	Western Digital Corp	+452	6,245	$3,988,805
AMAT	Applied Materials Inc /De	+241	7,064	$5,107,272
VXF	Vanguard Extended Market ETF	+140	1,946	$479,124
NVDA	Nvidia Corp	+16	1,834	$366,964
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−17,170	44,456	$4,073,947
BIV	Vanguard Intermediate-Term Bond ETF	−1,208	11,434	$876,987
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	5,602	$3,254,257
INTC	Intel Corp	21,859	$3,052,171
CRWD	CrowdStrike Holdings, Inc.	3,151	$2,404,653
ON	On Semiconductor Corp	18,076	$1,708,904
FIX	Comfort Systems USA Inc	604	$1,197,097
JBHT	Hunt J B Transport Services Inc	3,578	$1,035,580
QQQ	Invesco Qqq Trust, Series 1	946	$696,634
VIG	Vanguard Dividend Appreciation ETF	1,333	$315,414
AAPL	Apple Inc.	778	$225,121
MRVL	Marvell Technology, Inc.	741	$220,736
GOOGL	Alphabet Inc.	569	$203,342
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ALB	Albemarle Corp	12,058	$2,164,772
ALGN	Align Technology Inc	10,655	$1,826,586
APA	APA Corp	42,287	$1,794,660
GEV	GE Vernova Inc.	1,974	$1,723,104
GLW	Corning Inc /Ny	11,101	$1,509,402
RTX	RTX Corp	6,342	$1,223,371
FDX	Fedex Corp	3,355	$1,194,983
MSFT	Microsoft Corp	736	$272,444
EDV	Vanguard World Funds Extended Duration ETF	4,084	$265,255
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $43,838,205 total · filing declares 137 positions · $139,239,831 · as of Jun 30, 2026

All sectors Communication Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DELL	Dell Technologies Inc. Technology	Added	15,548	+2,313	$6,708,339	+208.8%	15.30%
AMAT	Applied Materials Inc /De Technology	Added	7,064	+241	$5,107,272	+119.0%	11.65%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Reduced	44,456	-17,170	$4,073,947	−27.9%	9.29%
WDC	Western Digital Corp Technology	Added	6,245	+452	$3,988,805	+154.6%	9.10%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	39,746	+1,022	$3,980,959	+2.6%	9.08%
MU	Micron Technology Inc Technology	Added	3,415	+2,407	$3,941,899	+1057.5%	8.99%
AMD	Advanced Micro Devices Inc Technology	NEW	5,602	NEW	$3,254,257	NEW	7.42%
INTC	Intel Corp Technology	NEW	21,859	NEW	$3,052,171	NEW	6.96%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	3,151	NEW	$2,404,653	NEW	5.49%
ON	On Semiconductor Corp Technology	NEW	18,076	NEW	$1,708,904	NEW	3.90%
FIX	Comfort Systems USA Inc Industrials	NEW	604	NEW	$1,197,097	NEW	2.73%
JBHT	Hunt J B Transport Services Inc Industrials	NEW	3,578	NEW	$1,035,580	NEW	2.36%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	11,434	-1,208	$876,987	−10.1%	2.00%
QQQ	Invesco Qqq Trust, Series 1	NEW	946	NEW	$696,634	NEW	1.59%
VXF	Vanguard Extended Market ETF	Added	1,946	+140	$479,124	+28.9%	1.09%
NVDA	Nvidia Corp Technology	Added	1,834	+16	$366,964	+15.7%	0.84%
VIG	Vanguard Dividend Appreciation ETF	NEW	1,333	NEW	$315,414	NEW	0.72%
AAPL	Apple Inc. Technology	NEW	778	NEW	$225,121	NEW	0.51%
MRVL	Marvell Technology, Inc. Technology	NEW	741	NEW	$220,736	NEW	0.50%
GOOGL	Alphabet Inc. Communication Services	NEW	569	NEW	$203,342	NEW	0.46%

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.