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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 27 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ROK ROCKWELL AUTOMATION INC COM Industrials 8.0 $3K +4.0 +100.0% $358.88 +32.0%
522 GRAL GRAIL INC COM Healthcare 55.0 $3K $51.67 +23.4%
523 SHEN SHENANDOAH TELECOMMUNICATIONS COM Communication Services 180.0 $3K $15.45 -8.2%
524 DTE DTE ENERGY CO COM Utilities 19.0 $3K +4.0 +26.7% $146.21 +0.9%
525 CFG CITIZENS FINL GROUP INC COM Financial Services 46.0 $3K +6.0 +15.0% $59.98 +11.8%
526 VNQ VANGUARD REAL ESTATE ETF 31.0 $3K $88.71 +7.7%
527 AEE AMEREN CORP COM Utilities 25.0 $3K +4.0 +19.1% $109.92 -1.1%
528 VMC VULCAN MATLS CO COM Basic Materials 10.0 $3K +1.0 +11.1% $272.30 +11.2%
529 NVT NVENT ELEC PLC SHS Industrials 23.0 $3K +5.0 +27.8% $118.26 +49.7%
530 VLO VALERO ENERGY CORP COM Energy 11.0 $3K +2.0 +22.2% $247.09 -4.4%
531 FTAI AVIATION LTD SHS 11.0 $3K +1.0 +10.0% $245.00
532 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 145.0 $3K $18.52 -15.6%
533 NDSN NORDSON CORP COM Industrials 10.0 $3K +2.0 +25.0% $266.10 +11.2%
534 FE FIRSTENERGY CORP COM Utilities 52.0 $3K +10.0 +23.8% $50.65 -8.3%
535 VTRS VIATRIS INC COM Healthcare 194.0 $3K +73.0 +60.3% $13.51 +13.8%
536 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 5.0 $3K +3.0 +150.0% $523.40 -3.4%
537 EXEL EXELIXIS INC COM Healthcare 61.0 $3K +1.0 +1.7% $42.89 +21.0%
538 EXPD EXPEDITORS INTL WASH INC COM Industrials 18.0 $3K +3.0 +20.0% $143.22 +12.6%
539 SHW SHERWIN WILLIAMS CO COM Basic Materials 8.0 $3K +1.0 +14.3% $320.50 +0.1%
540 ESTC ELASTIC N V ORD SHS Technology 51.0 $3K -19.0 -27.1% $49.98 +18.0%
Page 27 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%