Hoge Financial Services, LLC

Hoge Financial Services, LLC reported 83 holdings worth US$209M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Hoge Financial Services, LLC reported 83 holdings worth US$209M as of Jun 30, 2026. Largest: Nvidia Corporation, Qualcomm Incorporated and Microsoft Corp. Filed Jul 29, 2026 (Form 13F).

Holdings
83
Value as reported
US$209M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation19,315US$3.86M1.9%
Qualcomm Incorporated18,047US$3.33M1.6%
Microsoft Corp.7,024US$2.62M1.3%
Apple Inc7,616US$2.2M1.1%
Meta Platforms, Inc.3,791US$2.14M1.0%
Alphabet Inc (google) Class C5,079US$1.82M0.87%
Taiwan Semiconductor Manufacturing Co., Ltd.2,973US$1.42M0.68%
Amazon.com, Inc.4,962US$1.18M0.57%
Rockwell Automation, Inc.2,215US$1.1M0.53%
Manulife Financial Corporation26,939US$1.09M0.52%
Exxon Mobil Corporation5,683US$777K0.37%
Broadcom Inc.1,965US$742K0.36%
Mvb Financial Corp.23,764US$689K0.33%
Eli Lilly And Company444US$533K0.25%
Micron Technology, Inc.440US$508K0.24%
Pepsico, Inc.3,557US$482K0.23%
Jp Morgan Chase & Co.1,453US$475K0.23%
Mcdonald's Corporation1,718US$464K0.22%
Tesla, Inc.1,092US$459K0.22%
Berkshire Hathaway Inc.892US$446K0.21%
Walmart Inc.3,842US$435K0.21%
Johnson & Johnson1,683US$427K0.20%
Advanced Micro Devices Inc675US$392K0.19%
First18,953US$385K0.18%
Coca-cola Company (the)4,719US$383K0.18%
Intel Corporation2,601US$363K0.17%
Dick's Sporting Goods Inc1,552US$352K0.17%
Norfolk Southern Corporation1,078US$339K0.16%
Altria Group, Inc.4,598US$331K0.16%
Caterpillar, Inc.301US$320K0.15%
American Express Company818US$277K0.13%
Nextera Energy, Inc.3,117US$274K0.13%
Applied Materials, Inc.371US$268K0.13%
Abbvie Inc.1,038US$261K0.13%
Pnc Financial Services Group, Inc. (the)1,031US$254K0.12%
Unitedhealth Group Incorporated601US$250K0.12%
Visa Inc.709US$243K0.12%
Merck & Company, Inc.1,865US$240K0.11%
Lam Research Corporation536US$232K0.11%
Philip Morris International Inc1,205US$218K0.10%
Amgen Inc.601US$218K0.10%
Constellation Energy Corporation856US$212K0.10%
Cisco Systems, Inc.1,804US$212K0.10%
Kimberly-clark Corporation1,917US$210K0.10%
Marriott International557US$207K0.10%
Novartis Ag1,291US$202K0.10%
Palantir Technologies Inc.0US$00.00%
At&t Inc.0US$00.00%
Chevron Corporation0US$00.00%

Source

View original at SEC

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