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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 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 IPAR INTERPARFUMS INC COM Consumer Defensive 1 $85.0 SOLD
42 RHI ROBERT HALF INC. COM Industrials 3 $81.0 SOLD
43 HAE HAEMONETICS CORP MASS COM Healthcare 1 $80.0 SOLD
44 MLAB MESA LABS INC COM Technology 1 $79.0 SOLD
45 CNX CNX RES CORP COM Energy 2 $74.0 SOLD
46 ROOT INC CL A NEW 1 $72.0 SOLD
47 DLB DOLBY LABORATORIES INC COM CL A Technology 1 $64.0 SOLD
48 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 1 $61.0 SOLD
49 HROW HARROW INC COM Healthcare 1 $49.0 SOLD
50 GEO GEO GROUP INC NEW COM Industrials 3 $48.0 SOLD
51 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 1 $44.0 SOLD
52 LGIH LGI HOMES INC COM Consumer Cyclical 1 $43.0 SOLD
53 CNMD CONMED CORP COM Healthcare 1 $41.0 SOLD
54 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 1 $40.0 SOLD
55 POTLATCHDELTIC CORPORATION COM 1 $40.0 SOLD
56 KMX CARMAX INC COM Consumer Cyclical 1 $39.0 SOLD
57 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 1 $37.0 SOLD
58 MTCH MATCH GROUP INC NEW COM Communication Services 1 $32.0 SOLD
59 KFRC KFORCE INC COM Industrials 1 $31.0 SOLD
60 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 1 $29.0 SOLD
Page 3 of 5  ·  94 positions
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%