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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 13 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LRCX LAM RESEARCH CORP COM NEW Technology 91.0 $19K 0.00% -4.0 -4.2% $213.66 +82.1%
242 FAST FASTENAL CO COM Industrials 417.0 $19K 0.00% +13.0 +3.2% $46.40 -1.1%
243 MET METLIFE INC COM Financial Services 272.0 $19K 0.00% +8.0 +3.0% $70.72 +21.0%
244 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 1,166.0 $19K 0.00% $16.43 +19.1%
245 VOO VANGUARD S&P 500 ETF 32.0 $19K 0.00% +2.0 +6.7% $597.56 +15.2%
246 AON AON PLC SHS CL A Financial Services 59.0 $19K 0.00% -3.0 -4.8% $322.78 -1.6%
247 FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 682.0 $19K 0.00% NEW $27.81 +24.7%
248 PLUS EPLUS INC COM Technology 250.0 $19K 0.00% $75.25 +8.8%
249 ADI ANALOG DEVICES INC COM Technology 59.0 $19K 0.00% +13.0 +28.3% $318.14 +36.6%
250 FS SPECIALTY LENDING FD COM SH BEN INT 1,498.0 $19K 0.00% NEW $12.51
251 AZN ASTRAZENECA PLC ORD Healthcare 95.0 $19K 0.00% -96.0 -50.3% $197.22 -11.3%
252 FQAL FIDELITY QUALITY FACTOR ETF 258.0 $19K 0.00% NEW $72.60 +11.4%
253 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 197.0 $18K 0.00% -8.0 -3.9% $92.31 -5.9%
254 SYY SYSCO CORP COM Consumer Defensive 255.0 $18K 0.00% $71.25 +10.5%
255 TT TRANE TECHNOLOGIES PLC SHS Industrials 43.0 $18K 0.00% +3.0 +7.5% $416.74 +16.0%
256 IEFA ISHARES CORE MSCI EAFE ETF 195.0 $18K 0.00% -88.0 -31.1% $90.53 +7.5%
257 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 58.0 $18K 0.00% +4.0 +7.4% $304.09 +14.7%
258 CTVA CORTEVA INC COM Basic Materials 209.0 $18K 0.00% +9.0 +4.5% $83.75 -6.2%
259 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 29.0 $17K 0.00% +6.0 +26.1% $592.97 -9.5%
260 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 129.0 $17K 0.00% $132.10 +16.0%
Page 13 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%