HOGE FINANCIAL SERVICES, LLC

Q3 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$211,681
Net value change ($000)
+2,791 (1.3%)
New positions
6
Sold out positions
9
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 1,162 2.5%
XOM 956 NEW
NVDA 718 18.6%
META 706 33.1%
VT 512 2.6%
AAPL 452 20.5%
MU 421 82.9%
FLOT 420 3.8%
MSFT 402 15.3%
PLTR 362 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -777 -100.0%
VB -604 -4.9%
IFRA -423 -10.2%
AMAT -268 -100.0%
LRCX -232 -100.0%
AMGN -218 -100.0%
CSCO -212 -100.0%
KMB -210 -100.0%
MAR -207 -100.0%
VTWO -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type