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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 64 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 KW KENNEDY-WILSON HOLDINGS INC COM Real Estate 1.0 $10.0 NEW $10.00 +9.2%
1262 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 1.0 $10.0 NEW $10.00 -49.8%
1263 SWBI SMITH & WESSON BRANDS INC COM Industrials 1.0 $10.0 NEW $10.00 +60.8%
1264 GT GOODYEAR TIRE & RUBR CO COM Consumer Cyclical 1.0 $9.0 NEW $9.00 -31.2%
1265 CXM SPRINKLR INC CL A Technology 1.0 $8.0 NEW $8.00 -37.0%
1266 WEN WENDYS CO COM Consumer Cyclical 1.0 $8.0 NEW $8.00 -15.0%
1267 YEXT YEXT INC COM Technology 1.0 $8.0 NEW $8.00 -52.5%
1268 KRMD KORU MEDICAL SYSTEMS INC COM Healthcare 1.0 $6.0 NEW $6.00 -35.0%
1269 CMPX COMPASS THERAPEUTICS INC COM Healthcare 1.0 $5.0 NEW $5.00 -59.6%
1270 NEXT NEXTDECADE CORP COM Energy 1.0 $5.0 NEW $5.00 +47.0%
1271 AIOT POWERFLEET INC COM Technology 1.0 $5.0 NEW $5.00 -20.4%
1272 OEC ORION S.A. COM Basic Materials 1.0 $5.0 NEW $5.00 +48.8%
1273 BGS B & G FOODS INC NEW COM Consumer Defensive 1.0 $4.0 NEW $4.00 -2.7%
1274 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 1.0 $4.0 NEW $4.00 -44.5%
1275 EGY VAALCO ENERGY INC COM NEW Energy 1.0 $4.0 NEW $4.00 +39.5%
1276 CMTG CLAROS MTG TR INC COMMON STOCK Real Estate 1.0 $3.0 NEW $3.00 -9.0%
Page 64 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%