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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 18 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LOAR LOAR HOLDINGS INC COM SHS Industrials 1.0 $57.0 NEW $57.00 +25.7%
342 TWO HARBORS INVENTMENT CORPOR COM 5.0 $57.0 NEW $11.40
343 RDNT RADNET INC COM Healthcare 1.0 $56.0 NEW $56.00 -4.0%
344 SPSC SPS COMM INC COM Technology 1.0 $56.0 NEW $56.00 -5.1%
345 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 6.0 $55.0 NEW $9.17 +4.0%
346 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 1.0 $55.0 NEW $55.00 +20.8%
347 CBZ CBIZ INC COM Industrials 2.0 $54.0 NEW $27.00 +15.2%
348 MLYS MINERALYS THERAPEUTICS INC COM Healthcare 2.0 $54.0 NEW $27.00 -8.8%
349 WHR WHIRLPOOL CORP COM Consumer Cyclical 1.0 $54.0 NEW $54.00 -28.0%
350 URGN UROGEN PHARMA LTD COM Healthcare 3.0 $54.0 NEW $18.00 +86.5%
351 RRR RED ROCK RESORTS INC CL A Consumer Cyclical 1.0 $53.0 NEW $53.00 +15.7%
352 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 1.0 $52.0 NEW $52.00 +92.5%
353 BXP BXP INC COM Real Estate 1.0 $52.0 NEW $52.00 +24.4%
354 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 1.0 $52.0 NEW $52.00 +12.7%
355 MOS MOSAIC CO COM Basic Materials 2.0 $51.0 NEW $25.50 -10.2%
356 TRUP TRUPANION INC COM Financial Services 2.0 $51.0 NEW $25.50 -7.7%
357 AMBA AMBARELLA INC SHS Technology 1.0 $51.0 NEW $51.00 +37.2%
358 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 2.0 $50.0 NEW $25.00 +16.0%
359 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 2.0 $50.0 NEW $25.00 -13.1%
360 CALX CALIX INC COM Technology 1.0 $49.0 NEW $49.00 -22.6%
Page 18 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%