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Portfolio (Quarterly) Guide ↗

Hughes Financial Services, LLC

· CIK 0002054465
13F Portfolio $651M AUM 1,720 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 538 New 585 Added 275 Reduced 94 Exited
Page 3 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION COM Energy 1,252.0 $259K 0.04% +37.0 +3.0% $206.90 -16.1%
42 GEV GE VERNOVA INC COM Utilities 273.0 $238K 0.04% +34.0 +14.2% $872.90 +27.1%
43 CSCO CISCO SYS INC COM Technology 3,019.0 $234K 0.04% +330.0 +12.3% $77.60 +54.0%
44 JNJ JOHNSON & JOHNSON COM Healthcare 952.0 $233K 0.04% +159.0 +20.1% $244.43 -6.6%
45 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,744.0 $228K 0.04% +12.0 +0.7% $130.94 -5.4%
46 T AT&T INC COM Communication Services 7,557.0 $219K 0.03% +572.0 +8.2% $28.99 -24.1%
47 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,361.0 $199K 0.03% +42.0 +3.2% $146.28 -12.2%
48 NOC NORTHROP GRUMMAN CORP COM Industrials 291.0 $199K 0.03% +276.0 +1840.0% $682.24 -23.6%
49 NVR NVR INC COM Consumer Cyclical 30.0 $198K 0.03% +2.0 +7.1% $6589.83 -1.5%
50 TSLA TESLA INC COM Consumer Cyclical 510.0 $190K 0.03% +31.0 +6.5% $371.75 +7.7%
51 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 554.0 $181K 0.03% +4.0 +0.7% $327.07 +21.1%
52 ORCL ORACLE CORP COM Technology 1,229.0 $181K 0.03% +11.0 +0.9% $147.12 +25.3%
53 AMAT APPLIED MATLS INC COM Technology 527.0 $180K 0.03% +31.0 +6.2% $341.79 +80.6%
54 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,203.0 $174K 0.03% +50.0 +4.3% $144.44 +4.1%
55 WMT WALMART INC COM Consumer Defensive 1,375.0 $171K 0.03% +470.0 +51.9% $124.24 -5.7%
56 CRM SALESFORCE INC COM Technology 893.0 $167K 0.03% +62.0 +7.5% $186.67 -18.7%
57 SRE SEMPRA COM Utilities 1,708.0 $166K 0.03% +9.0 +0.5% $97.17 -6.7%
58 WM WASTE MGMT INC DEL COM Industrials 720.0 $166K 0.03% +7.0 +1.0% $229.93 -6.7%
59 VTI VANGUARD TOTAL STOCK MARKET ETF 509.0 $163K 0.03% +169.0 +49.7% $320.81 +15.3%
60 CAT CATERPILLAR INC COM Industrials 223.0 $158K 0.02% +4.0 +1.8% $708.46 +39.1%
Page 3 of 30  ·  585 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.0%
Technology 24.1%
Consumer Cyclical 8.5%
Communication Services 8.0%
Utilities 7.7%
Industrials 7.2%
Healthcare 6.7%
Consumer Defensive 5.6%
Energy 4.4%
Real Estate 1.2%