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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 16 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UNP UNION PAC CORP COM Industrials 50.0 $12K 0.00% +6.0 +13.6% $242.62 +5.9%
302 HON HONEYWELL INTL INC COM Industrials 53.0 $12K 0.00% -10.0 -15.9% $226.04 +1.3%
303 KLAC KLA CORP COM NEW Technology 8.0 $12K 0.00% +2.0 +33.3% $1472.38 -82.4%
304 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 46.0 $12K 0.00% $255.28 +51.1%
305 ADBE ADOBE INC COM Technology 48.0 $12K 0.00% +37.0 +336.4% $243.08 -19.7%
306 KMI KINDER MORGAN INC DEL COM Energy 345.0 $12K 0.00% +29.0 +9.2% $33.53 -5.8%
307 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 331.0 $11K 0.00% NEW $33.97 +11.7%
308 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 48.0 $11K 0.00% $234.02 +13.5%
309 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 198.0 $11K 0.00% $56.58 +7.6%
310 DHR DANAHER CORP DEL COM Healthcare 59.0 $11K 0.00% -15.0 -20.3% $189.59 -6.6%
311 NET CLOUDFLARE INC CL A COM Technology 54.0 $11K 0.00% +15.0 +38.5% $206.33 +8.6%
312 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 116.0 $11K 0.00% $95.96 +15.2%
313 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 129.0 $11K 0.00% $85.15 +9.8%
314 CSTL CASTLE BIOSCIENCES INC COM Healthcare 446.0 $11K 0.00% +10.0 +2.3% $24.55 -14.0%
315 LH LABCORP HOLDINGS INC COM SHS Healthcare 41.0 $11K 0.00% +3.0 +7.9% $266.80 -4.1%
316 SBUX STARBUCKS CORP COM Consumer Cyclical 120.0 $11K 0.00% -36.0 -23.1% $89.88 +12.0%
317 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 114.0 $11K 0.00% $94.58 +12.9%
318 FTSL FIRST TRUST SENIOR LOAN FUND 240.0 $11K 0.00% $44.80 +0.4%
319 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 265.0 $11K 0.00% $40.47 +9.8%
320 CME CME GROUP INC COM Financial Services 36.0 $11K 0.00% +1.0 +2.9% $295.36 -16.6%
Page 16 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%