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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 55 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SIGI SELECTIVE INS GROUP INC COM Financial Services 1.0 $84.0 NEW $84.00 +9.9%
1082 OTTR OTTER TAIL CORP COM Utilities 1.0 $81.0 NEW $81.00 +8.0%
1083 RHI ROBERT HALF INC. COM Industrials 3.0 $81.0 NEW $27.00 +17.0%
1084 HAE HAEMONETICS CORP MASS COM Healthcare 1.0 $80.0 NEW $80.00 -7.3%
1085 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 3.0 $80.0 NEW $26.67 +38.5%
1086 STRA STRATEGIC ED INC COM Consumer Defensive 1.0 $80.0 NEW $80.00 -5.8%
1087 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 1.0 $79.0 NEW $79.00 +1.6%
1088 MLAB MESA LABS INC COM Technology 1.0 $79.0 NEW $79.00 +20.4%
1089 SOLV SOLVENTUM CORP COM SHS Healthcare 1.0 $79.0 NEW $79.00 -4.5%
1090 ATLANTA BRAVES HLDGS INC COM SER C 2.0 $79.0 NEW $39.50
1091 DISC MEDICINE INC COM 1.0 $79.0 NEW $79.00
1092 LMB LIMBACH HLDGS INC COM Industrials 1.0 $78.0 NEW $78.00 +2.8%
1093 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 2.0 $78.0 NEW $39.00 -29.9%
1094 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 2.0 $77.0 NEW $38.50 -2.8%
1095 CSGS CSG SYS INTL INC COM Technology 1.0 $77.0 NEW $77.00 +4.8%
1096 NSP INSPERITY INC COM Industrials 2.0 $77.0 NEW $38.50 -5.9%
1097 VNOM VIPER ENERGY INC CL A Energy 2.0 $77.0 NEW $38.50 +12.2%
1098 OGS ONE GAS INC COM Utilities 1.0 $77.0 NEW $77.00 -0.3%
1099 TRTX TPG RE FIN TR INC COM Real Estate 9.0 $77.0 NEW $8.56 +0.5%
1100 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 2.0 $77.0 NEW $38.50 +37.6%
Page 55 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%