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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 1 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMURFIT WESTROCK PLC SHS 3,556.0 $142K 0.02% NEW $39.85
2 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 1,223.0 $62K 0.01% NEW $51.00 -0.8%
3 GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD Technology 1,000.0 $45K 0.01% NEW $45.38 -25.1%
4 BOX BOX INC CL A Technology 1,502.0 $36K 0.01% NEW $23.64 +5.1%
5 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 693.0 $34K 0.01% NEW $48.46 +12.7%
6 DVA DAVITA INC COM Healthcare 152.0 $23K 0.00% NEW $153.69 +35.3%
7 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 185.0 $20K 0.00% NEW $106.21 +13.4%
8 FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 682.0 $19K 0.00% NEW $27.81 +24.7%
9 FS SPECIALTY LENDING FD COM SH BEN INT 1,498.0 $19K 0.00% NEW $12.51
10 FQAL FIDELITY QUALITY FACTOR ETF 258.0 $19K 0.00% NEW $72.60 +11.4%
11 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 309.0 $16K 0.00% NEW $50.81 +15.3%
12 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 331.0 $11K 0.00% NEW $33.97 +11.7%
13 FUTY FIDELITY MSCI UTILITIES INDEX ETF 166.0 $10K 0.00% NEW $59.07 -2.7%
14 FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - FEBRUARY 270.0 $8K 0.00% NEW $29.43
15 MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF 83.0 $4K 0.00% NEW $44.71 +3.8%
16 SANDISK CORP COM 5.0 $3K NEW $635.40
17 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 80.0 $3K NEW $37.02 +3.2%
18 NTNX NUTANIX INC CL A Technology 66.0 $3K NEW $38.02 +23.4%
19 SHLD GLOBAL X DEFENSE TECH ETF 35.0 $2K NEW $70.83 -12.0%
20 CASY CASEYS GEN STORES INC COM Consumer Cyclical 3.0 $2K NEW $728.00 +15.7%
Page 1 of 27  ·  538 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%