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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 24 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EBF ENNIS INC COM Industrials 1.0 $21.0 NEW $21.00 -3.2%
462 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 1.0 $21.0 NEW $21.00 +20.0%
463 NBBK NB BANCORP INC COM Financial Services 1.0 $21.0 NEW $21.00 -4.1%
464 RYN RAYONIER INC COM Real Estate 1.0 $21.0 NEW $21.00 -0.1%
465 TRIP TRIPADVISOR INC COM Consumer Cyclical 2.0 $21.0 NEW $10.50 +23.5%
466 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 1.0 $21.0 NEW $21.00 +30.7%
467 ADT ADT INC DEL COM Industrials 3.0 $20.0 NEW $6.67 -1.3%
468 AMPL AMPLITUDE INC COM CL A Technology 3.0 $20.0 NEW $6.67 -2.1%
469 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 2.0 $19.0 NEW $9.50 -5.4%
470 GNL GLOBAL NET LEASE INC COM NEW Real Estate 2.0 $19.0 NEW $9.50 -2.9%
471 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 1.0 $19.0 NEW $19.00 +20.3%
472 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 1.0 $19.0 NEW $19.00 -2.1%
473 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 1.0 $18.0 NEW $18.00 +21.4%
474 BANC BANC OF CALIFORNIA INC COM Financial Services 1.0 $18.0 NEW $18.00 +11.6%
475 CTO CTO RLTY GROWTH INC NEW COM Real Estate 1.0 $18.0 NEW $18.00 +14.4%
476 PRAA PRA GROUP INC COM Financial Services 1.0 $18.0 NEW $18.00 -17.0%
477 CLVT CLARIVATE PLC ORD SHS Technology 7.0 $18.0 NEW $2.57 -20.7%
478 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 2.0 $18.0 NEW $9.00 -46.8%
479 AI C3 AI INC CL A Technology 2.0 $17.0 NEW $8.50 +21.2%
480 CERT CERTARA INC COM Healthcare 3.0 $17.0 NEW $5.67 -2.2%
Page 24 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%