Hoge Financial Services, LLC
Net buyer this quarter
$209M
54
+$3.82M
10.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $3.86M | 1.85% | 0.00% | +4.0% | Q4 2023 |
 QCOM | $3.33M | 1.60% | 0.00% | +6.3% | Q1 2024 |
 IDEV | $2.69M | 1.29% | Not reported | +0.3% | Q4 2023 |
 MSFT | $2.62M | 1.25% | 0.00% | -1.4% | Q4 2023 |
 AAPL | $2.2M | 1.05% | 0.00% | +1.0% | Q4 2023 |
 META | $2.14M | 1.02% | Not reported | +10.4% | Q4 2023 |
 GOOGL | $1.47M | 0.70% | 0.00% | +3.6% | Q2 2024 |
 TSM | $1.42M | 0.68% | 0.00% | +0.2% | Q3 2025 |
 AMZN | $1.18M | 0.57% | 0.00% | +4.3% | Q1 2024 |
 ROK | $1.1M | 0.53% | 0.00% | +0.1% | Q4 2023 |
 MFC | $1.09M | 0.52% | Not reported | +0.7% | Q4 2023 |
 XOM | $777K | 0.37% | 0.00% | -1.9% | Q4 2023 |
 AVGO | $742K | 0.36% | 0.00% | +2.8% | Q4 2024 |
 MVBF | $689K | 0.33% | 0.18% | +0.6% | Q4 2023 |
 SPY | $671K | 0.32% | Not reported | -1.0% | Q4 2023 |
 LLY | $533K | 0.25% | 0.00% | -15.6% | Q1 2024 |
 MU | $508K | 0.24% | 0.00% | New | Q2 2026 |
 PEP | $482K | 0.23% | 0.00% | -2.6% | Q4 2023 |
 JPM | $475K | 0.23% | 0.00% | +4.3% | Q4 2024 |
 MCD | $464K | 0.22% | 0.00% | -8.0% | Q4 2023 |
 TSLA | $459K | 0.22% | 0.00% | -3.1% | Q4 2024 |
 BRK.B | $446K | 0.21% | Not reported | +0.8% | Q4 2023 |
 WMT | $435K | 0.21% | 0.00% | +0.6% | Q4 2024 |
 JNJ | $427K | 0.20% | 0.00% | +3.3% | Q1 2025 |
 BSVN | $402K | 0.19% | 0.05% | +0.7% | Q3 2024 |
 AMD | $392K | 0.19% | 0.00% | Not reported | Q1 2024 |
 QQQ | $390K | 0.19% | Not reported | Not reported | Q1 2025 |
| GLD | $386K | 0.18% | 0.00% | +0.2% | Q4 2023 |
 FCF | $385K | 0.18% | 0.02% | +0.8% | Q2 2024 |
 KO | $383K | 0.18% | 0.00% | +1.8% | Q4 2023 |
 INTC | $363K | 0.17% | 0.00% | New | Q2 2026 |
 DKS | $352K | 0.17% | 0.00% | +1.0% | Q4 2023 |
| GOOG | $344K | 0.16% | Not reported | New | Q2 2026 |
 LIN | $342K | 0.16% | 0.00% | +1.9% | Q4 2023 |
 NSC | $339K | 0.16% | 0.00% | +0.6% | Q4 2024 |
 MO | $331K | 0.16% | 0.00% | +1.7% | Q3 2024 |
 CAT | $320K | 0.15% | 0.00% | +5.2% | Q1 2026 |
 AXP | $277K | 0.13% | 0.00% | +4.7% | Q4 2024 |
 NEE | $274K | 0.13% | 0.00% | -1.6% | Q4 2023 |
 AMAT | $268K | 0.13% | 0.00% | New | Q2 2026 |
 ABBV | $261K | 0.13% | 0.00% | +2.6% | Q3 2025 |
 PNC | $254K | 0.12% | 0.00% | +0.8% | Q3 2025 |
 UNH | $250K | 0.12% | 0.00% | New | Q2 2026 |
 V | $243K | 0.12% | 0.00% | Not reported | Q4 2024 |
 MRK | $240K | 0.11% | 0.00% | +3.6% | Q1 2026 |
| EMXC | $236K | 0.11% | Not reported | New | Q2 2026 |
 LRCX | $232K | 0.11% | 0.00% | New | Q2 2026 |
 PM | $218K | 0.10% | 0.00% | Not reported | Q1 2025 |
 AMGN | $218K | 0.10% | 0.00% | +2.0% | Q3 2024 |
 CEG | $212K | 0.10% | 0.00% | +0.1% | Q2 2025 |
| Q1 2026 | |||||
| NVDA | $3.24M | 1.73% | 0.00% | +3.5% | Q4 2023 |
| MSFT | $2.64M | 1.42% | 0.00% | +25.5% | Q4 2023 |
| IDEV | $2.52M | 1.35% | Not reported | -2.6% | Q4 2023 |
| QCOM | $2.19M | 1.17% | 0.00% | -1.1% | Q1 2024 |
| META | $1.96M | 1.05% | Not reported | -1.6% | Q4 2023 |
| AAPL | $1.9M | 1.02% | 0.00% | +4.9% | Q4 2023 |
| GOOGL | $1.14M | 0.61% | 0.00% | +6.3% | Q2 2024 |
| TSM | $1M | 0.54% | 0.00% | +0.1% | Q3 2025 |
| AMZN | $992K | 0.53% | 0.00% | +0.1% | Q1 2024 |
| XOM | $982K | 0.53% | 0.00% | -1.0% | Q4 2023 |
| MFC | $921K | 0.49% | Not reported | -16.4% | Q4 2023 |
| ROK | $794K | 0.42% | 0.00% | +0.5% | Q4 2023 |
| AVGO | $593K | 0.32% | 0.00% | -1.4% | Q4 2024 |
| SPY | $591K | 0.32% | Not reported | -0.7% | Q4 2023 |
| MVBF | $587K | 0.31% | 0.18% | -29.0% | Q4 2023 |
| MCD | $580K | 0.31% | 0.00% | -5.4% | Q4 2023 |
| PEP | $567K | 0.30% | 0.00% | -9.3% | Q4 2023 |
| LLY | $478K | 0.26% | 0.00% | +2.1% | Q1 2024 |
| WMT | $475K | 0.25% | 0.00% | -6.6% | Q4 2024 |
| GLD | $451K | 0.24% | 0.00% | +19.4% | Q4 2023 |
| BRK.B | $430K | 0.23% | Not reported | +4.2% | Q4 2023 |
| TSLA | $419K | 0.22% | 0.00% | +6.4% | Q4 2024 |
 PLTR | $412K | 0.22% | 0.00% | +1.7% | Q2 2025 |
| JPM | $408K | 0.22% | 0.00% | +0.2% | Q4 2024 |
| BSVN | $402K | 0.21% | 0.05% | +5.8% | Q3 2024 |
| JNJ | $398K | 0.21% | 0.00% | +2.2% | Q1 2025 |
| KO | $352K | 0.19% | 0.00% | +0.2% | Q4 2023 |
| FCF | $331K | 0.18% | 0.02% | +0.7% | Q2 2024 |
| LIN | $321K | 0.17% | 0.00% | +13.1% | Q4 2023 |
| NSC | $308K | 0.16% | 0.00% | -0.2% | Q4 2024 |
| QQQ | $306K | 0.16% | Not reported | +0.2% | Q1 2025 |
| DKS | $305K | 0.16% | 0.00% | -0.1% | Q4 2023 |
| MO | $298K | 0.16% | 0.00% | +1.9% | Q3 2024 |
| NEE | $293K | 0.16% | 0.00% | -10.5% | Q4 2023 |
 T | $242K | 0.13% | 0.00% | Not reported | Q3 2024 |
| AXP | $242K | 0.13% | 0.00% | -3.6% | Q4 2024 |
| CEG | $239K | 0.13% | 0.00% | +0.4% | Q2 2025 |
| ABBV | $222K | 0.12% | 0.00% | +6.8% | Q3 2025 |
 CVX | $218K | 0.12% | 0.00% | New | Q1 2026 |
| MRK | $216K | 0.12% | 0.00% | New | Q1 2026 |
| PNC | $213K | 0.11% | 0.00% | +2.0% | Q3 2025 |
| AMGN | $208K | 0.11% | 0.00% | -22.0% | Q3 2024 |
| CAT | $202K | 0.11% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $3.35M | 1.80% | 0.00% | +15.9% | Q4 2023 |
| QCOM | $2.94M | 1.58% | 0.00% | +0.2% | Q1 2024 |
| MSFT | $2.74M | 1.48% | 0.00% | +0.7% | Q4 2023 |
| IDEV | $2.55M | 1.37% | Not reported | -1.0% | Q4 2023 |
| META | $2.3M | 1.24% | Not reported | +1.1% | Q4 2023 |
| AAPL | $1.95M | 1.05% | 0.00% | +4.9% | Q4 2023 |
| GOOGL | $1.17M | 0.63% | 0.00% | +9.2% | Q2 2024 |
| MFC | $1.16M | 0.63% | Not reported | +0.9% | Q4 2023 |
| AMZN | $1.1M | 0.59% | 0.00% | +4.2% | Q1 2024 |
| TSM | $901K | 0.49% | 0.00% | +0.3% | Q3 2025 |
| MVBF | $860K | 0.46% | 0.26% | +0.5% | Q4 2023 |
| ROK | $857K | 0.46% | 0.00% | +0.4% | Q4 2023 |
| XOM | $703K | 0.38% | 0.00% | +5.5% | Q4 2023 |
| AVGO | $671K | 0.36% | 0.00% | +6.1% | Q4 2024 |
| SPY | $623K | 0.34% | Not reported | -2.1% | Q4 2023 |
| MCD | $603K | 0.33% | 0.00% | +1.4% | Q4 2023 |
| PEP | $578K | 0.31% | 0.00% | -0.7% | Q4 2023 |
| LLY | $553K | 0.30% | 0.00% | +12.0% | Q1 2024 |
| PLTR | $491K | 0.26% | 0.00% | -1.1% | Q2 2025 |
| TSLA | $476K | 0.26% | 0.00% | +6.0% | Q4 2024 |
| WMT | $455K | 0.25% | 0.00% | +6.5% | Q4 2024 |
| JPM | $448K | 0.24% | 0.00% | +4.8% | Q4 2024 |
| BRK.B | $427K | 0.23% | Not reported | +1.0% | Q4 2023 |
| BSVN | $381K | 0.21% | 0.05% | +39.7% | Q3 2024 |
| GLD | $348K | 0.19% | 0.00% | -1.0% | Q4 2023 |
| JNJ | $330K | 0.18% | 0.00% | +3.8% | Q1 2025 |
| QQQ | $325K | 0.18% | Not reported | +0.4% | Q1 2025 |
| KO | $323K | 0.17% | 0.00% | +7.7% | Q4 2023 |
| FCF | $315K | 0.17% | 0.02% | +0.9% | Q2 2024 |
| NSC | $310K | 0.17% | 0.00% | +0.8% | Q4 2024 |
| DKS | $305K | 0.16% | 0.00% | +0.6% | Q4 2023 |
| CEG | $301K | 0.16% | 0.00% | +1.7% | Q2 2025 |
| AXP | $300K | 0.16% | 0.00% | +2.8% | Q4 2024 |
| NEE | $284K | 0.15% | 0.00% | +21.8% | Q4 2023 |
| SLV | $282K | 0.15% | 0.00% | Not reported | Q1 2025 |
| MO | $256K | 0.14% | 0.00% | -1.6% | Q3 2024 |
| V | $252K | 0.14% | 0.00% | +5.0% | Q4 2024 |
| AMGN | $247K | 0.13% | 0.00% | Not reported | Q3 2024 |
| LIN | $244K | 0.13% | 0.00% | -7.1% | Q4 2023 |
| PM | $225K | 0.12% | 0.00% | -4.4% | Q1 2025 |
| ABBV | $217K | 0.12% | 0.00% | +3.8% | Q3 2025 |
| PNC | $209K | 0.11% | 0.00% | +0.1% | Q3 2025 |
| Q3 2025 | |||||
| MSFT | $2.92M | 1.67% | 0.00% | +4.9% | Q4 2023 |
| NVDA | $2.89M | 1.66% | 0.00% | +5.1% | Q4 2023 |
| QCOM | $2.85M | 1.63% | 0.00% | +0.2% | Q1 2024 |
| META | $2.53M | 1.45% | Not reported | +39.7% | Q4 2023 |
| IDEV | $2.5M | 1.43% | Not reported | -1.2% | Q4 2023 |
| AAPL | $1.74M | 1.00% | 0.00% | +11.2% | Q4 2023 |
| AMZN | $1M | 0.57% | 0.00% | +2.0% | Q1 2024 |
| MFC | $988K | 0.57% | Not reported | +0.9% | Q4 2023 |
| GOOGL | $832K | 0.48% | 0.00% | +14.1% | Q2 2024 |
| MVBF | $830K | 0.48% | 0.26% | -6.6% | Q4 2023 |
| TSM | $825K | 0.47% | 0.00% | New | Q3 2025 |
| ROK | $767K | 0.44% | 0.00% | +0.5% | Q4 2023 |
| XOM | $625K | 0.36% | 0.00% | -1.1% | Q4 2023 |
| SPY | $622K | 0.36% | Not reported | -2.5% | Q4 2023 |
| AVGO | $603K | 0.35% | 0.00% | +16.6% | Q4 2024 |
| MCD | $592K | 0.34% | 0.00% | +4.4% | Q4 2023 |
| PEP | $569K | 0.33% | 0.00% | +8.1% | Q4 2023 |
| PLTR | $509K | 0.29% | 0.00% | +3.5% | Q2 2025 |
| TSLA | $444K | 0.25% | 0.00% | +11.1% | Q4 2024 |
| BRK.B | $423K | 0.24% | Not reported | +11.7% | Q4 2023 |
| JPM | $418K | 0.24% | 0.00% | +9.1% | Q4 2024 |
| WMT | $396K | 0.23% | 0.00% | +9.5% | Q4 2024 |
| LLY | $352K | 0.20% | 0.00% | +1.3% | Q1 2024 |
| DKS | $340K | 0.19% | 0.00% | +0.9% | Q4 2023 |
| NSC | $320K | 0.18% | 0.00% | +0.3% | Q4 2024 |
| QQQ | $317K | 0.18% | Not reported | Not reported | Q1 2025 |
| FCF | $316K | 0.18% | 0.02% | +0.8% | Q2 2024 |
| GLD | $315K | 0.18% | 0.00% | +3.1% | Q4 2023 |
| MO | $298K | 0.17% | 0.00% | +2.3% | Q3 2024 |
| LIN | $293K | 0.17% | 0.00% | +3.2% | Q4 2023 |
| KO | $285K | 0.16% | 0.00% | -3.6% | Q4 2023 |
| JNJ | $285K | 0.16% | 0.00% | +11.2% | Q1 2025 |
| CEG | $276K | 0.16% | 0.00% | +1.0% | Q2 2025 |
| BSVN | $273K | 0.16% | 0.04% | +1.0% | Q3 2024 |
| AXP | $262K | 0.15% | 0.00% | +3.1% | Q4 2024 |
 ORCL | $262K | 0.15% | 0.00% | New | Q3 2025 |
| PM | $238K | 0.14% | 0.00% | +2.8% | Q1 2025 |
| V | $234K | 0.13% | 0.00% | -24.6% | Q4 2024 |
 NFLX | $233K | 0.13% | 0.00% | -7.6% | Q2 2025 |
| T | $220K | 0.13% | 0.00% | +2.2% | Q3 2024 |
| NEE | $219K | 0.13% | 0.00% | Not reported | Q4 2023 |
| ABBV | $212K | 0.12% | 0.00% | New | Q3 2025 |
 MA | $206K | 0.12% | 0.00% | New | Q3 2025 |
| PNC | $201K | 0.12% | 0.00% | New | Q3 2025 |
 KMB | $201K | 0.12% | 0.00% | -16.7% | Q1 2024 |