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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 5 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALB ALBEMARLE CORP COM Basic Materials 2.0 $359.0 NEW $179.50 -10.7%
82 MDLN MEDLINE INC COM CL A Healthcare 8.0 $356.0 NEW $44.50 -19.2%
83 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 18.0 $353.0 NEW $19.61 -4.4%
84 SAIA SAIA INC COM Industrials 1.0 $351.0 NEW $351.00 +24.0%
85 SATS ECHOSTAR CORP CL A Technology 3.0 $351.0 NEW $117.00 -6.7%
86 TECHNIPFMC PLC COM 5.0 $346.0 NEW $69.20
87 ALGN ALIGN TECHNOLOGY INC COM Healthcare 2.0 $343.0 NEW $171.50 +6.2%
88 KIM KIMCO REALTY CORP COM Real Estate 15.0 $337.0 NEW $22.47 +8.5%
89 SNX TD SYNNEX CORPORATION COM Technology 2.0 $337.0 NEW $168.50 +68.9%
90 CSL CARLISLE COS INC COM Industrials 1.0 $334.0 NEW $334.00 +8.1%
91 CAPR CAPRICOR THERAPEUTICS INC COM NEW Healthcare 11.0 $334.0 NEW $30.36 -6.5%
92 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 1.0 $331.0 NEW $331.00 -5.4%
93 GDDY GODADDY INC CL A Technology 4.0 $331.0 NEW $82.75 -6.9%
94 ASTS AST SPACEMOBILE INC COM CL A Technology 4.0 $331.0 NEW $82.75 -2.5%
95 DLTR DOLLAR TREE INC COM Consumer Defensive 3.0 $329.0 NEW $109.67 +1.8%
96 LMAT LEMAITRE VASCULAR INC COM Healthcare 3.0 $328.0 NEW $109.33 -14.1%
97 PRAXIS PRECISION MEDICINES INC COM NEW 1.0 $322.0 NEW $322.00
98 BBY BEST BUY INC COM Consumer Cyclical 5.0 $321.0 NEW $64.20 +16.4%
99 TLN TALEN ENERGY CORP COM Utilities 1.0 $319.0 NEW $319.00 +36.8%
100 CVLT COMMVAULT SYS INC COM Technology 4.0 $312.0 NEW $78.00 +66.7%
Page 5 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%