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Portfolio (Quarterly) Guide ↗

Hughes Financial Services, LLC

· CIK 0002054465
13F Portfolio $637M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1276 New
Page 13 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AVB AVALONBAY CMNTYS INC COM Real Estate 94.0 $17K 0.00% NEW $180.98 -2.0%
242 CSTL CASTLE BIOSCIENCES INC COM Healthcare 436.0 $17K 0.00% NEW $38.90 -45.7%
243 JPMORGAN ULTRA-SHORT INCOME ETF 335.0 $17K 0.00% NEW $50.59
244 DHR DANAHER CORPORATION COM Healthcare 74.0 $17K 0.00% NEW $228.92 -22.6%
245 VICR VICOR CORP COM Technology 150.0 $16K 0.00% NEW $109.60 +202.3%
246 NRG NRG ENERGY INC COM NEW Utilities 103.0 $16K 0.00% NEW $159.24 -15.2%
247 BA BOEING CO COM Industrials 75.0 $16K 0.00% NEW $217.12 +2.6%
248 LRCX LAM RESEARCH CORP COM NEW Technology 95.0 $16K 0.00% NEW $171.18 +127.3%
249 FAST FASTENAL CO COM Industrials 404.0 $16K 0.00% NEW $40.13 +14.3%
250 BX BLACKSTONE INC COM Financial Services 105.0 $16K 0.00% NEW $154.14 -19.7%
251 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 3.0 $16K 0.00% NEW $5355.33 -96.8%
252 F FORD MTR CO COM Consumer Cyclical 1,197.0 $16K 0.00% NEW $13.12 +7.1%
253 MS MORGAN STANLEY COM NEW Financial Services 88.0 $16K 0.00% NEW $177.53 +25.7%
254 TT TRANE TECHNOLOGIES PLC SHS Industrials 40.0 $16K 0.00% NEW $389.20 +24.2%
255 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 100.0 $16K 0.00% NEW $155.12 +16.6%
256 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 54.0 $16K 0.00% NEW $287.26 +21.4%
257 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 81.0 $15K 0.00% NEW $184.02 +16.0%
258 DTM DT MIDSTREAM INC COMMON STOCK Energy 124.0 $15K 0.00% NEW $119.68 +19.7%
259 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 105.0 $15K 0.00% NEW $141.16 +20.9%
260 BSX BOSTON SCIENTIFIC CORP COM Healthcare 154.0 $15K 0.00% NEW $95.35 -52.5%
Page 13 of 64  ·  1,276 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 28.4%
Technology 25.8%
Consumer Cyclical 8.4%
Utilities 7.2%
Communication Services 7.1%
Healthcare 6.9%
Industrials 6.0%
Consumer Defensive 5.2%
Energy 3.3%
Real Estate 1.1%