Portfolio (Quarterly) Guide ↗

HOGE FINANCIAL SERVICES, LLC

· CIK 0001989834

13F Portfolio $187M AUM 72 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 31 Added 25 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SLV	ISHARES SILVER TR	Financial Services	4,379	$282K	0.15%	SOLD
2	V	VISA INC	Financial Services	720	$252K	0.14%	SOLD
3	PM	PHILIP MORRIS INTL INC	Consumer Defensive	1,405	$225K	0.12%	SOLD
4	VTWO	VANGUARD SCOTTSDALE FDS	—	2,144	$213K	0.12%	SOLD

Sector Allocation

Technology 42.4%

Financial Services 14.3%

Communication Services 11.8%

Consumer Cyclical 8.1%

Consumer Defensive 6.0%

Healthcare 5.4%

Industrials 4.6%

Energy 4.2%

Utilities 1.9%

Basic Materials 1.1%