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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 24 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 USB US BANCORP COM NEW Financial Services 77.0 $4K 0.00% +38.0 +97.4% $52.01 +11.8%
462 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 18.0 $4K 0.00% -1.0 -5.3% $222.06 +76.3%
463 SNOW SNOWFLAKE INC COM SHS Technology 26.0 $4K 0.00% -2.0 -7.1% $150.81 +54.0%
464 ANGLOGOLD ASHANTI PLC COM SHS 40.0 $4K 0.00% -7.0 -14.9% $97.35
465 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 133.0 $4K 0.00% $29.13 +16.4%
466 SLB SLB LIMITED COM STK Energy 75.0 $4K 0.00% +18.0 +31.6% $51.39 -6.4%
467 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 52.0 $4K 0.00% +11.0 +26.8% $73.90 -0.6%
468 CNP CENTERPOINT ENERGY INC COM Utilities 87.0 $4K 0.00% +13.0 +17.6% $43.16 -0.8%
469 DASH DOORDASH INC CL A Communication Services 25.0 $4K 0.00% +2.0 +8.7% $150.16 +15.5%
470 ED CONSOLIDATED EDISON INC COM Utilities 33.0 $4K 0.00% +6.0 +22.2% $113.18 -6.0%
471 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 16.0 $4K 0.00% +1.0 +6.7% $233.25 +2.2%
472 RSG REPUBLIC SVCS INC COM Industrials 17.0 $4K 0.00% +3.0 +21.4% $219.00 -6.4%
473 BOKF BOK FINL CORP COM NEW Financial Services 29.0 $4K 0.00% +1.0 +3.6% $128.07 +1.8%
474 GRMN GARMIN LTD SHS Technology 16.0 $4K 0.00% -1.0 -5.9% $232.00 +0.9%
475 MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF 83.0 $4K 0.00% NEW $44.71 +3.8%
476 BAX BAXTER INTL INC COM Healthcare 220.0 $4K 0.00% -212.0 -49.1% $16.80 +18.4%
477 MKSI MKS INC. COM Technology 16.0 $4K 0.00% -2.0 -11.1% $229.81 +76.8%
478 A AGILENT TECHNOLOGIES INC COM Healthcare 32.0 $4K 0.00% +8.0 +33.3% $113.97 +11.5%
479 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 51.0 $4K 0.00% +37.0 +264.3% $71.18 -13.5%
480 PHYL PGIM ACTIVE HIGH YIELD BOND ETF 104.0 $4K 0.00% $34.63 +1.3%
Page 24 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%