Hershey Financial Advisers, LLC

Q2 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$139,240
Net value change ($000)
+23,440 (20.2%)
New positions
27
Sold out positions
22
Turnover %
61.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
MINT 5,527 NEW
DELL 4,536 208.8%
VNLA 4,168 NEW
AOK 3,997 NEW
JPST 3,884 1559.8%
MU 3,601 1056.0%
AMD 3,254 NEW
INTC 3,052 NEW
AMAT 2,775 119.0%
SPYG 2,505 NEW
Top Reduces (Value $000, Stocks/ETFs)
ICVT -6,421 -100.0%
ANGL -4,081 -100.0%
STIP -3,897 -100.0%
TFLO -3,791 -100.0%
FDL -2,869 -100.0%
ALB -2,165 -100.0%
ALGN -1,827 -100.0%
APA -1,795 -100.0%
GEV -1,723 -100.0%
QQEW -1,612 -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