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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 4 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. COM Communication Services 1,540.0 $148K 0.02% +613.0 +66.1% $96.15 -19.5%
62 RTX RTX CORPORATION COM Industrials 767.0 $148K 0.02% +16.0 +2.1% $192.90 -3.8%
63 AMGN AMGEN INC COM Healthcare 380.0 $134K 0.02% +69.0 +22.2% $351.85 -4.1%
64 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 3,425.0 $133K 0.02% +2K +121.7% $38.86 +13.7%
65 MRK MERCK & CO INC COM Healthcare 1,053.0 $127K 0.02% +60.0 +6.0% $120.29 -5.3%
66 ABBV ABBVIE INC COM Healthcare 569.0 $124K 0.02% +13.0 +2.3% $217.49 -0.5%
67 PLD PROLOGIS INC. COM Real Estate 884.0 $117K 0.02% +13.0 +1.5% $132.18 +6.3%
68 TMUS T-MOBILE US INC COM Communication Services 534.0 $112K 0.02% +382.0 +251.3% $210.03 -13.5%
69 SO SOUTHERN CO COM Utilities 1,144.0 $110K 0.02% +25.0 +2.2% $96.52 -3.6%
70 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,790.0 $109K 0.02% +34.0 +1.9% $60.65 -11.0%
71 TFC TRUIST FINL CORP COM Financial Services 2,304.0 $106K 0.02% +25.0 +1.1% $45.98 +5.1%
72 PM PHILIP MORRIS INTL INC COM Consumer Defensive 604.0 $100K 0.01% +24.0 +4.1% $165.20 +8.0%
73 V VISA INC COM CL A Financial Services 302.0 $91K 0.01% +8.0 +2.7% $302.65 +8.1%
74 DIS DISNEY WALT CO COM Communication Services 912.0 $88K 0.01% +181.0 +24.8% $96.35 +7.8%
75 LOW LOWES COS INC COM Consumer Cyclical 349.0 $82K 0.01% +79.0 +29.3% $236.19 -5.9%
76 EVRG EVERGY INC COM Utilities 849.0 $70K 0.01% +5.0 +0.6% $81.91 +0.7%
77 LIN LINDE PLC SHS Basic Materials 138.0 $68K 0.01% +11.0 +8.7% $495.76 +3.3%
78 TXN TEXAS INSTRS INC COM Technology 342.0 $66K 0.01% +25.0 +7.9% $194.14 +66.3%
79 CMCSA COMCAST CORP NEW CL A Communication Services 2,123.0 $61K 0.01% +126.0 +6.3% $28.71 -21.9%
80 AVAV AEROVIRONMENT INC COM Industrials 323.0 $59K 0.01% +31.0 +10.6% $183.05 -7.3%
Page 4 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%