StockDriftsStockDriftsTop 50 Hershey Financial Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | 4.82% | 15.5K | $6.7M | +17.48%(+2.31K) | $167.77(+161.70%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 4.12% | 53.2K | $5.7M | +4.49%(+2.28K) | $80.70(+28.62%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 3.97% | 54.8K | $5.5M | new | $100.60(-0.02%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.67% | 7.1K | $5.1M | +3.53%(+241) | $217.84(+144.92%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 2.99% | 85.3K | $4.2M | new | $49.21(-0.67%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.97% | 81.7K | $4.1M | +1558.82%(+76.80K) | $50.57(-0.23%) | 2026-06-30 | |
| AOM | ISHARES TR | 2.93% | 81.9K | $4.1M | +2.59%(+2.07K) | $47.57(+4.84%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.93% | 44.5K | $4.1M | -27.86%(-17.17K) | $91.73(-0.26%) | 2026-06-30 | |
| AOK | ISHARES TR | 2.87% | 96.4K | $4.0M | new | $40.46(+2.28%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 2.86% | 6.2K | $4.0M | +7.80%(+452) | $237.58(+87.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.38% |
Hershey Financial Advisers LLC reports $139.24M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are DELL (4.8%), CWB (4.1%) and MINT (4.0%). The top 20 holdings account for 55.27% of reported assets. Its disclosed equity book has returned +20.27% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hershey Financial Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034214). View Hershey Financial Advisers LLC’s 13F filings on SEC