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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 5 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC CL C Technology 359.0 $59K 0.01% +22.0 +6.5% $164.13 +149.5%
82 NEE NEXTERA ENERGY INC COM Utilities 617.0 $57K 0.01% +26.0 +4.4% $92.88 -6.6%
83 AMD ADVANCED MICRO DEVICES INC COM Technology 272.0 $55K 0.01% +35.0 +14.8% $203.43 +164.2%
84 MPC MARATHON PETE CORP COM Energy 217.0 $53K 0.01% +3.0 +1.4% $244.18 -0.5%
85 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 513.0 $49K 0.01% +5.0 +1.0% $94.92 +7.9%
86 COF CAPITAL ONE FINL CORP COM Financial Services 264.0 $48K 0.01% +231.0 +700.0% $182.43 +10.5%
87 APH AMPHENOL CORP CL A Technology 379.0 $48K 0.01% +3.0 +0.8% $126.35 +29.8%
88 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 774.0 $47K 0.01% +750.0 +3125.0% $60.88 -33.8%
89 BAC BANK OF AMER CORP COM Financial Services 915.0 $45K 0.01% +91.0 +11.0% $48.75 +15.3%
90 CRWD CROWDSTRIKE HLDGS INC CL A Technology 111.0 $43K 0.01% +5.0 +4.7% $390.41 +75.4%
91 RIGEL PHARMACEUTICALS INC COM 1,600.0 $43K 0.01% +599.0 +59.8% $27.04
92 WFC WELLS FARGO & CO COM Financial Services 535.0 $43K 0.01% +59.0 +12.4% $79.61 +3.3%
93 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 126.0 $43K 0.01% +27.0 +27.3% $337.95 +36.7%
94 GD GENERAL DYNAMICS CORP COM Industrials 124.0 $43K 0.01% +102.0 +463.6% $343.22 +2.0%
95 CBOE CBOE GLOBAL MKTS INC COM Financial Services 147.0 $41K 0.01% +1.0 +0.7% $281.07 -11.4%
96 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,491.0 $41K 0.01% +166.0 +12.5% $27.46 -4.6%
97 WELL WELLTOWER INC COM Real Estate 207.0 $41K 0.01% +4.0 +2.0% $197.71 +4.5%
98 AXP AMERICAN EXPRESS CO COM Financial Services 132.0 $40K 0.01% +5.0 +3.9% $301.40 +12.1%
99 OXY OCCIDENTAL PETE CORP COM Energy 612.0 $40K 0.01% +7.0 +1.2% $65.00 -20.3%
100 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 100.0 $39K 0.01% +91.0 +1011.1% $391.76 +173.2%
Page 5 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%