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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 63 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ELME COMMUNITIES SH BEN INT 1.0 $17.0 NEW $17.00
1242 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 1.0 $16.0 NEW $16.00 +8.9%
1243 KALV KALVISTA PHARMACEUTICALS INC COM Healthcare 1.0 $16.0 NEW $16.00 +68.8%
1244 MCS MARCUS CORP DEL COM Communication Services 1.0 $16.0 NEW $16.00 +49.1%
1245 PSTL POSTAL REALTY TRUST INC CL A Real Estate 1.0 $16.0 NEW $16.00 +42.4%
1246 AUR AURORA INNOVATION INC CLASS A COM Technology 4.0 $15.0 NEW $3.75 +67.5%
1247 MAGN MAGNERA CORP COM SHS Industrials 1.0 $15.0 NEW $15.00 -18.7%
1248 DOLE DOLE PLC ORD SHS Consumer Defensive 1.0 $15.0 NEW $15.00 -6.7%
1249 GLRE GREENLIGHT CAPITAL RE LTD CLASS A Financial Services 1.0 $15.0 NEW $15.00 +7.1%
1250 LILA LIBERTY LATIN AMERICA LTD COM CL A Communication Services 2.0 $15.0 NEW $7.50 -36.0%
1251 SINCLAIR INC CL A 1.0 $15.0 NEW $15.00
1252 ASAN ASANA INC CL A Technology 1.0 $14.0 NEW $14.00 -50.6%
1253 FMC FMC CORP COM NEW Basic Materials 1.0 $14.0 NEW $14.00 -17.5%
1254 SD SANDRIDGE ENERGY INC COM NEW Energy 1.0 $14.0 NEW $14.00 +0.1%
1255 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 1.0 $12.0 NEW $12.00 +8.5%
1256 IART INTEGRA LIFESCIENCES HLDGS CP COM NEW Healthcare 1.0 $12.0 NEW $12.00 +46.5%
1257 SEMR SEMRUSH HLDGS INC CL A COM Technology 1.0 $12.0 NEW $12.00 +0.0%
1258 FLO FLOWERS FOODS INC COM Consumer Defensive 1.0 $11.0 NEW $11.00 -29.3%
1259 DC DAKOTA GOLD CORP COM Basic Materials 2.0 $11.0 NEW $5.50 -10.4%
1260 GO GROCERY OUTLET HLDG CORP COM Consumer Defensive 1.0 $10.0 NEW $10.00 -7.4%
Page 63 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%