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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 6 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NUVL NUVALENT INC COM Healthcare 3.0 $307.0 NEW $102.33 +20.6%
102 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 4.0 $306.0 NEW $76.50 +6.9%
103 PSMT PRICESMART INC COM Consumer Defensive 2.0 $301.0 NEW $150.50 +20.9%
104 GCI LIBERTY INC COM SER C 8.0 $298.0 NEW $37.25
105 BALL BALL CORP COM Consumer Cyclical 5.0 $296.0 NEW $59.20 -2.5%
106 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 5.0 $295.0 NEW $59.00 -7.2%
107 MOOG INC CL A 1.0 $293.0 NEW $293.00
108 ESNT ESSENT GROUP LTD COM Financial Services 5.0 $292.0 NEW $58.40 +0.1%
109 ARW ARROW ELECTRS INC COM Technology 2.0 $287.0 NEW $143.50 +62.2%
110 HIFS HINGHAM INSTN SVGS MASS COM Financial Services 1.0 $286.0 NEW $286.00 -0.5%
111 MYRG MYR GROUP INC COM Industrials 1.0 $282.0 NEW $282.00 +63.5%
112 AMG AFFILIATED MANAGERS GROUP COM Financial Services 1.0 $277.0 NEW $277.00 +27.4%
113 TRU TRANSUNION COM Industrials 4.0 $277.0 NEW $69.25 -6.7%
114 NPK NATIONAL PRESTO INDS INC COM Industrials 2.0 $274.0 NEW $137.00 -3.8%
115 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 3.0 $274.0 NEW $91.33 -4.5%
116 TEAM ATLASSIAN CORPORATION CL A Technology 4.0 $273.0 NEW $68.25 +21.2%
117 TNC TENNANT CO COM Industrials 4.0 $266.0 NEW $66.50 +36.5%
118 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 1.0 $265.0 NEW $265.00 +27.5%
119 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 11.0 $263.0 NEW $23.91 +1.3%
120 ICFI ICF INTL INC COM Industrials 4.0 $261.0 NEW $65.25 +1.9%
Page 6 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%