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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 45 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RDN RADIAN GROUP INC COM Financial Services 17.0 $612.0 NEW $36.00 -2.5%
882 AKAM AKAMAI TECHNOLOGIES INC COM Technology 7.0 $611.0 NEW $87.29 +38.3%
883 EMBC EMBECTA CORP COMMON STOCK Healthcare 51.0 $606.0 NEW $11.88 -74.5%
884 INTERNATIONAL BANCSHARES CORP COM 9.0 $598.0 NEW $66.44
885 MTH MERITAGE HOMES CORP COM Consumer Cyclical 9.0 $592.0 NEW $65.78 +14.1%
886 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 1.0 $591.0 NEW $591.00 -0.6%
887 ENTG ENTEGRIS INC COM Technology 7.0 $590.0 NEW $84.29 +118.3%
888 FSM FORTUNA MNG CORP COM NEW Basic Materials 60.0 $589.0 NEW $9.82 -7.8%
889 STAG STAG INDUSTRIAL INC COM Real Estate 16.0 $588.0 NEW $36.75 +5.0%
890 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 4.0 $586.0 NEW $146.50 -28.3%
891 RVTY REVVITY INC COM Healthcare 6.0 $581.0 NEW $96.83 +2.3%
892 ONB OLD NATL BANCORP IND COM Financial Services 26.0 $580.0 NEW $22.31 +12.1%
893 APOS APOLLO GLOBAL MGMT INC COM Financial Services 4.0 $579.0 NEW $144.75 -82.4%
894 RS RELIANCE INC COM Basic Materials 2.0 $578.0 NEW $289.00 +39.7%
895 WU WESTERN UN CO COM Financial Services 62.0 $577.0 NEW $9.31 -23.8%
896 CRBG COREBRIDGE FINL INC COM Financial Services 19.0 $573.0 NEW $30.16 -3.5%
897 SOUTHSTATE BK CORP COM 6.0 $565.0 NEW $94.17
898 KBH KB HOME COM Consumer Cyclical 10.0 $564.0 NEW $56.40 -6.9%
899 TWI TITAN INTL INC ILL COM Industrials 72.0 $564.0 NEW $7.83 -3.5%
900 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 7.0 $562.0 NEW $80.29 +0.4%
Page 45 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%