Hershey Financial Advisers, LLC reported 14 positions worth $33.42M for the quarter ended Jun 30, 2026, up 81.2% on the prior quarter. It opened 9 new positions, added to 5, trimmed 0 and exited 8. Its largest holding is Dell Technologies Inc. at 20.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +5,602 | – | $3.25M | 9.74% |
| INTC Intel Corp | +21.9K | – | $3.05M | 9.13% |
| MU Micron Technology Inc | +2,407 | +238.8% | $2.78M | 11.8% |
| CRWD CrowdStrike Holdings, Inc. | +12.6K | – | $2.40M | 7.2% |
| ON On Semiconductor Corp | +18.1K | – | $1.71M | 5.11% |
| FIX Comfort Systems Usa Inc | +604 | – | $1.20M | 3.58% |
| JBHT Hunt J B Transport Services Inc | +3,578 | – | $1.04M | 3.1% |
| DELL Dell Technologies Inc. | +2,313 | +17.5% | $997.97K | 20.08% |
| WDC Western Digital Corp | +452 | +7.8% | $288.70K | 11.94% |
| AAPL Apple Inc. | +778 | – | $225.12K | 0.674% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ALB Albemarle Corp | -12.1K | -100.0% | $2.16M | Exited |
| ALGN Align Technology Inc | -10.7K | -100.0% | $1.83M | Exited |
| APA APA Corp | -42.3K | -100.0% | $1.79M | Exited |
| GEV GE Vernova Inc. | -1,974 | -100.0% | $1.72M | Exited |
| GLW Corning Inc | -11.1K | -100.0% | $1.51M | Exited |
| RTX RTX Corp | -6,342 | -100.0% | $1.22M | Exited |
| FDX Fedex Corp | -3,355 | -100.0% | $1.19M | Exited |
| MSFT Microsoft Corp | -736 | -100.0% | $272.45K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +5,602 | $3.25M | 9.74% |
| INTC Intel Corp | +21.9K | $3.05M | 9.13% |
| CRWD CrowdStrike Holdings, Inc. | +12.6K | $2.40M | 7.2% |
| ON On Semiconductor Corp | +18.1K | $1.71M | 5.11% |
| FIX Comfort Systems Usa Inc | +604 | $1.20M | 3.58% |
| JBHT Hunt J B Transport Services Inc | +3,578 | $1.04M | 3.1% |
| AAPL Apple Inc. | +778 | $225.12K | 0.674% |
| MRVL Marvell Technology, Inc. | +741 | $220.74K | 0.661% |
| GOOGL Alphabet Inc. | +569 | $203.34K | 0.609% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ALB Albemarle Corp | -12.1K | $2.16M | 11.74% |
| ALGN Align Technology Inc | -10.7K | $1.83M | 9.91% |
| APA APA Corp | -42.3K | $1.79M | 9.73% |
| GEV GE Vernova Inc. | -1,974 | $1.72M | 9.35% |
| GLW Corning Inc | -11.1K | $1.51M | 8.19% |
| RTX RTX Corp | -6,342 | $1.22M | 6.63% |
| FDX Fedex Corp | -3,355 | $1.19M | 6.48% |
| MSFT Microsoft Corp | -736 | $272.45K | 1.48% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DELL Dell Technologies Inc. | Technology | 15.5K | $6.71M | 20.08% | +2,313 | +17.5% | Added | 0% |
| 2 | AMAT Applied Materials Inc | Technology | 7,064 | $5.11M | 15.28% | +241 | +3.5% | Added | 0% |
| 3 | WDC Western Digital Corp | Technology | 6,245 | $3.99M | 11.94% | +452 | +7.8% | Added | 0% |
| 4 | MU Micron Technology Inc | Technology | 3,415 | $3.94M | 11.8% | +2,407 | +238.8% | Added | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 5,602 | $3.25M | 9.74% | +5,602 | – | New | 0% |
| 6 | INTC Intel Corp | Technology | 21.9K | $3.05M | 9.13% | +21.9K | – | New | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 12.6K | $2.40M | 7.2% | +12.6K | – | New | 0% |
| 8 | ON On Semiconductor Corp | Technology | 18.1K | $1.71M | 5.11% | +18.1K | – | New | 0% |
| 9 | FIX Comfort Systems Usa Inc | Industrials | 604 | $1.20M | 3.58% | +604 | – | New | 0% |
| 10 | JBHT Hunt J B Transport Services Inc | Industrials | 3,578 | $1.04M | 3.1% | +3,578 | – | New | 0% |
| 11 | NVDA Nvidia Corp | Technology | 1,834 | $366.97K | 1.1% | +16 | +0.9% | Added | 0% |
| 12 | AAPL Apple Inc. | Technology | 778 | $225.12K | 0.674% | +778 | – | New | 0% |
| 13 | MRVL Marvell Technology, Inc. | Technology | 741 | $220.74K | 0.661% | +741 | – | New | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 569 | $203.34K | 0.609% | +569 | – | New | 0% |
Tip. Select a row to see that position’s full history at Hershey Financial Advisers.
As of its Q2 2026 13F filing, Hershey Financial Advisers, LLC’s five largest positions were Dell Technologies Inc. (DELL) at 20.1%, Applied Materials Inc (AMAT) at 15.3%, Western Digital Corp (WDC) at 11.9%, Micron Technology Inc (MU) at 11.8%, Advanced Micro Devices Inc (AMD) at 9.7% of the reported portfolio.
Hershey Financial Advisers, LLC reported a 13F portfolio worth $33.42M across 14 positions for Q2 2026. That is up 81.2% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($3.25M), Intel Corp ($3.05M), Micron Technology Inc ($2.78M). It opened 9 new positions.
Its largest sales by value were Albemarle Corp ($2.16M), Align Technology Inc ($1.83M), APA Corp ($1.79M). It exited 8 positions entirely.
From the Form 13F-HR reports Hershey Financial Advisers, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.