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Portfolio (Quarterly) Guide ↗

Hughes Financial Services, LLC

· CIK 0002054465
13F Portfolio $637M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1276 New
Page 27 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SHW SHERWIN WILLIAMS CO COM Basic Materials 7.0 $2K NEW $324.00 -2.2%
522 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 5.0 $2K NEW $453.40 +3.0%
523 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 145.0 $2K NEW $15.59 -0.8%
524 CTAS CINTAS CORP COM Industrials 12.0 $2K NEW $188.08 -9.9%
525 H HYATT HOTELS CORP COM CL A Consumer Cyclical 14.0 $2K NEW $160.29 +22.5%
526 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 35.0 $2K NEW $64.03 +26.2%
527 UAL UNITED AIRLS HLDGS INC COM Industrials 20.0 $2K NEW $111.80 +6.2%
528 EXPD EXPEDITORS INTL WASH INC COM Industrials 15.0 $2K NEW $149.00 +9.5%
529 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 36.0 $2K NEW $61.97 +1.4%
530 INGERSOLL RAND INC COM 28.0 $2K NEW $79.21
531 LASR NLIGHT INC COM Technology 59.0 $2K NEW $37.51 +73.8%
532 CW CURTISS WRIGHT CORP COM Industrials 4.0 $2K NEW $551.25 +42.2%
533 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 47.0 $2K NEW $46.68 -15.1%
534 SLB SLB LIMITED COM STK Energy 57.0 $2K NEW $38.39 +24.9%
535 EBAY EBAY INC. COM Consumer Cyclical 25.0 $2K NEW $87.12 +20.5%
536 CHE CHEMED CORP NEW COM Healthcare 5.0 $2K NEW $427.80 +1.9%
537 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 67.0 $2K NEW $31.87 -33.2%
538 ITDD ISHARES LIFEPATH TARGET DATE 2040 ETF 60.0 $2K NEW $35.20 +9.5%
539 KHC KRAFT HEINZ CO COM Consumer Defensive 87.0 $2K NEW $24.25 -9.2%
540 SYK STRYKER CORPORATION COM Healthcare 6.0 $2K NEW $351.50 -13.3%
Page 27 of 64  ·  1,276 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 28.4%
Technology 25.8%
Consumer Cyclical 8.4%
Utilities 7.2%
Communication Services 7.1%
Healthcare 6.9%
Industrials 6.0%
Consumer Defensive 5.2%
Energy 3.3%
Real Estate 1.1%