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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 15 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 100.0 $15K 0.00% $147.47 +96.1%
282 DVY ISHARES SELECT DIVIDEND ETF 97.0 $15K 0.00% $151.41 +1.2%
283 F FORD MTR CO COM Consumer Cyclical 1,265.0 $15K 0.00% +68.0 +5.7% $11.54 +21.8%
284 MS MORGAN STANLEY COM NEW Financial Services 88.0 $14K 0.00% $164.57 +35.6%
285 GS GOLDMAN SACHS GROUP INC COM Financial Services 17.0 $14K 0.00% +6.0 +54.5% $846.00 +29.6%
286 MORN MORNINGSTAR INC COM Financial Services 85.0 $14K 0.00% +2.0 +2.4% $169.05 -9.1%
287 ETN EATON CORP PLC SHS Industrials 40.0 $14K 0.00% +3.0 +8.1% $357.68 +17.9%
288 COP CONOCOPHILLIPS COM Energy 107.0 $14K 0.00% +20.0 +23.0% $132.00 -18.4%
289 ENVIRI CORP COM 717.0 $14K 0.00% $19.62
290 SWX SOUTHWEST GAS HLDGS INC COM Utilities 160.0 $14K 0.00% $86.90 +1.8%
291 CUBI CUSTOMERS BANCORP INC COM Financial Services 199.0 $14K 0.00% +1.0 +0.5% $69.41 +9.2%
292 FORTINET INC COM 167.0 $14K 0.00% +21.0 +14.4% $81.72
293 LSTR LANDSTAR SYS INC COM Industrials 82.0 $13K 0.00% -2.0 -2.4% $160.30 +29.4%
294 BX BLACKSTONE INC COM Financial Services 114.0 $13K 0.00% +9.0 +8.6% $114.99 +7.7%
295 SLF SUN LIFE FINANCIAL INC. COM Financial Services 205.0 $13K 0.00% $62.56 +26.2%
296 SPGI S&P GLOBAL INC COM Financial Services 30.0 $13K 0.00% +2.0 +7.1% $425.33 -3.4%
297 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 3.0 $13K 0.00% $4210.33 -95.9%
298 MBB ISHARES MBS ETF 130.0 $12K 0.00% $94.95 -0.5%
299 CAH CARDINAL HEALTH INC COM Healthcare 58.0 $12K 0.00% +1.0 +1.8% $211.31 +4.9%
300 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 60.0 $12K 0.00% +20.0 +50.0% $203.18 +7.5%
Page 15 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%