Long-term investor
Hershey Financial Advisers, LLC @hersheyfinancialadvisers
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034214).
Record
- Tracked since 2025-06-30 (454 days), 301 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +15.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DELL · 4.8% · long · since 2026-03-31
- 78464A359 · 4.1% · long · since 2025-12-31
- 72201R833 · 4.0% · long · since 2026-06-30
- AMAT · 3.7% · long · since 2025-09-30
- 47103U886 · 3.0% · long · since 2025-12-31
- 46641Q837 · 3.0% · long · since 2025-06-30
- 464289875 · 2.9% · long · since 2026-03-31
- 78468R663 · 2.9% · long · since 2025-06-30
- 464289883 · 2.9% · long · since 2026-06-30
- WDC · 2.9% · long · since 2026-03-31
- 381430529 · 2.9% · long · since 2026-03-31
- MU · 2.8% · long · since 2025-12-31