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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 29 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LEU CENTRUS ENERGY CORP CL A Energy 8.0 $2K NEW $242.75 -24.3%
562 OKLO OKLO INC COM CL A Utilities 27.0 $2K NEW $71.78 -18.6%
563 DTE DTE ENERGY CO COM Utilities 15.0 $2K NEW $129.00 +13.8%
564 WDAY WORKDAY INC CL A Technology 9.0 $2K NEW $214.78 -45.6%
565 CI THE CIGNA GROUP COM Healthcare 7.0 $2K NEW $275.29 +2.5%
566 OCCIDENTAL PETE CORP WT EXP 080327 100.0 $2K NEW $19.27
567 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 22.0 $2K NEW $87.41 -25.5%
568 NDSN NORDSON CORP COM Industrials 8.0 $2K NEW $240.38 +22.7%
569 FNV FRANCO NEV CORP COM Basic Materials 9.0 $2K NEW $211.44 +4.4%
570 CMS CMS ENERGY CORP COM Utilities 27.0 $2K NEW $69.93 +5.5%
571 FE FIRSTENERGY CORP COM Utilities 42.0 $2K NEW $44.76 +4.5%
572 EQT EQT CORP COM Energy 35.0 $2K NEW $53.60 -3.3%
573 PHM PULTE GROUP INC COM Consumer Cyclical 16.0 $2K NEW $117.25 +7.1%
574 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 21.0 $2K NEW $88.19 +26.1%
575 MAC MACERICH CO COM Real Estate 100.0 $2K NEW $18.46 +30.2%
576 RLAY RELAY THERAPEUTICS INC COM Healthcare 218.0 $2K NEW $8.46 +104.3%
577 TROW PRICE T ROWE GROUP INC COM Financial Services 18.0 $2K NEW $102.39 +5.5%
578 NVT NVENT ELECTRIC PLC SHS Industrials 18.0 $2K NEW $101.94 +80.8%
579 BLUEROCK PVT REAL ESTATE FD COM 122.0 $2K NEW $15.00
580 AVY AVERY DENNISON CORP COM Industrials 10.0 $2K NEW $181.90 -13.4%
Page 29 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%