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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 11 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 123.0 $34K 0.01% +4.0 +3.4% $275.18 +13.6%
202 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 693.0 $34K 0.01% NEW $48.46 +12.7%
203 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 441.0 $33K 0.01% +72.0 +19.5% $75.71 +13.7%
204 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 774.0 $33K 0.01% $42.54 +15.2%
205 LNT ALLIANT ENERGY CORP COM Utilities 425.0 $30K 0.01% +5.0 +1.2% $71.76 +1.7%
206 CCJ CAMECO CORP COM Energy 275.0 $30K 0.01% $108.61 -2.0%
207 CBRE CBRE GROUP INC CL A Real Estate 218.0 $30K 0.01% +6.0 +2.8% $135.46 -2.9%
208 AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 253.0 $29K 0.00% $115.71 +11.5%
209 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 2,121.0 $29K 0.00% $13.79 +5.5%
210 UAVS AGEAGLE AERIAL SYS INC NEW COM SHS Technology 31,934.0 $29K 0.00% +14K +78.1% $0.90 +4.2%
211 WEC WEC ENERGY GROUP INC COM Utilities 247.0 $29K 0.00% +9.0 +3.8% $115.77 -3.1%
212 TXNM ENERGY INC COM 471.0 $28K 0.00% $58.46
213 PCTY PAYLOCITY HLDG CORP COM Technology 252.0 $27K 0.00% $108.04 -6.5%
214 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 557.0 $27K 0.00% $48.78 -12.0%
215 RNR RENAISSANCERE HLDGS LTD COM Financial Services 91.0 $27K 0.00% +3.0 +3.4% $297.23 +0.7%
216 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 1,617.0 $27K 0.00% $16.60 +8.1%
217 COWZ PACER US CASH COWS 100 ETF 427.0 $27K 0.00% $62.56 -1.2%
218 TJX TJX COS INC NEW COM Consumer Cyclical 167.0 $27K 0.00% +17.0 +11.3% $159.70 +2.6%
219 DVN DEVON ENERGY CORP NEW COM Energy 529.0 $27K 0.00% +505.0 +2104.2% $50.32 -16.3%
220 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 700.0 $26K 0.00% $37.84 -3.3%
Page 11 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%