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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 10 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GD GENERAL DYNAMICS CORP COM Industrials 124.0 $43K 0.01% +102.0 +463.6% $343.22 +2.0%
182 QQQM INVESCO NASDAQ 100 ETF 176.0 $42K 0.01% $237.62 +28.2%
183 CBOE CBOE GLOBAL MKTS INC COM Financial Services 147.0 $41K 0.01% +1.0 +0.7% $281.07 -11.4%
184 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,491.0 $41K 0.01% +166.0 +12.5% $27.46 -4.6%
185 WELL WELLTOWER INC COM Real Estate 207.0 $41K 0.01% +4.0 +2.0% $197.71 +4.5%
186 IWV ISHARES RUSSELL 3000 ETF 108.0 $40K 0.01% $370.68 +14.6%
187 AXP AMERICAN EXPRESS CO COM Financial Services 132.0 $40K 0.01% +5.0 +3.9% $301.40 +12.1%
188 OXY OCCIDENTAL PETE CORP COM Energy 612.0 $40K 0.01% +7.0 +1.2% $65.00 -20.3%
189 IWF ISHARES RUSSELL 1000 GROWTH ETF 92.0 $39K 0.01% $426.40 -71.1%
190 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 100.0 $39K 0.01% +91.0 +1011.1% $391.76 +173.2%
191 WMB WILLIAMS COS INC COM Energy 534.0 $39K 0.01% +19.0 +3.7% $72.78 +0.5%
192 TRV TRAVELERS COMPANIES INC COM Financial Services 128.0 $37K 0.01% +2.0 +1.6% $291.68 +5.5%
193 INTU INTUIT COM Technology 86.0 $37K 0.01% -3.0 -3.4% $432.23 -38.2%
194 QCOM QUALCOMM INC COM Technology 287.0 $37K 0.01% +252.0 +720.0% $128.78 +75.6%
195 IWS ISHARES RUSSELL MID-CAP VALUE ETF 247.0 $36K 0.01% $145.74 +11.8%
196 MA MASTERCARD INCORPORATED CL A Financial Services 72.0 $36K 0.01% +8.0 +12.5% $499.67 -2.0%
197 BOX BOX INC CL A Technology 1,502.0 $36K 0.01% NEW $23.64 +5.1%
198 DE DEERE & CO COM Industrials 62.0 $35K 0.01% +4.0 +6.9% $563.31 +4.6%
199 MO ALTRIA GROUP INC COM Consumer Defensive 524.0 $35K 0.01% +14.0 +2.8% $65.93 +4.8%
200 PFE PFIZER INC COM Healthcare 1,222.0 $34K 0.01% +168.0 +15.9% $28.09 -10.3%
Page 10 of 86  ·  1,720 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%