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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 6 of 30  ·  585 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMB WILLIAMS COS INC COM Energy 534.0 $39K 0.01% +19.0 +3.7% $72.78 +0.5%
102 TRV TRAVELERS COMPANIES INC COM Financial Services 128.0 $37K 0.01% +2.0 +1.6% $291.68 +5.5%
103 QCOM QUALCOMM INC COM Technology 287.0 $37K 0.01% +252.0 +720.0% $128.78 +75.6%
104 MA MASTERCARD INCORPORATED CL A Financial Services 72.0 $36K 0.01% +8.0 +12.5% $499.67 -2.0%
105 DE DEERE & CO COM Industrials 62.0 $35K 0.01% +4.0 +6.9% $563.31 +4.6%
106 MO ALTRIA GROUP INC COM Consumer Defensive 524.0 $35K 0.01% +14.0 +2.8% $65.93 +4.8%
107 PFE PFIZER INC COM Healthcare 1,222.0 $34K 0.01% +168.0 +15.9% $28.09 -10.3%
108 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 123.0 $34K 0.01% +4.0 +3.4% $275.18 +13.6%
109 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 441.0 $33K 0.01% +72.0 +19.5% $75.71 +13.7%
110 LNT ALLIANT ENERGY CORP COM Utilities 425.0 $30K 0.01% +5.0 +1.2% $71.76 +1.7%
111 CBRE CBRE GROUP INC CL A Real Estate 218.0 $30K 0.01% +6.0 +2.8% $135.46 -2.9%
112 UAVS AGEAGLE AERIAL SYS INC NEW COM SHS Technology 31,934.0 $29K 0.00% +14K +78.1% $0.90 +4.2%
113 WEC WEC ENERGY GROUP INC COM Utilities 247.0 $29K 0.00% +9.0 +3.8% $115.77 -3.1%
114 RNR RENAISSANCERE HLDGS LTD COM Financial Services 91.0 $27K 0.00% +3.0 +3.4% $297.23 +0.7%
115 TJX TJX COS INC NEW COM Consumer Cyclical 167.0 $27K 0.00% +17.0 +11.3% $159.70 +2.6%
116 DVN DEVON ENERGY CORP NEW COM Energy 529.0 $27K 0.00% +505.0 +2104.2% $50.32 -16.3%
117 MCK MCKESSON CORP COM Healthcare 30.0 $26K 0.00% +1.0 +3.5% $865.37 -13.3%
118 VST VISTRA CORP COM Utilities 172.0 $26K 0.00% +3.0 +1.8% $150.33 +8.9%
119 EW EDWARDS LIFESCIENCES CORP COM Healthcare 309.0 $25K 0.00% +8.0 +2.7% $80.08 +9.1%
120 SPG SIMON PPTY GROUP INC NEW COM Real Estate 126.0 $24K 0.00% +6.0 +5.0% $186.53 +13.3%
Page 6 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%