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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 30 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FMC FMC CORP COM NEW Basic Materials 2.0 $34.0 +1.0 +100.0% $17.00 -32.1%
582 CXM SPRINKLR INC CL A Technology 4.0 $24.0 +3.0 +300.0% $6.00 -16.0%
583 VERX VERTEX INC CL A Technology 2.0 $24.0 +1.0 +100.0% $12.00 -7.3%
584 CMPX COMPASS THERAPEUTICS INC COM Healthcare 3.0 $16.0 +2.0 +200.0% $5.33 -62.1%
585 BGS B & G FOODS INC COM Consumer Defensive 2.0 $10.0 +1.0 +100.0% $5.00 -22.2%
Page 30 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%