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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 32 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ROG ROGERS CORP COM Technology 17.0 $2K -1.0 -5.6% $107.35 +54.7%
622 FTV FORTIVE CORP COM Technology 33.0 $2K +3.0 +10.0% $55.27 +11.8%
623 NE NOBLE CORP PLC ORD SHS A Energy 37.0 $2K -13.0 -26.0% $49.08 -13.8%
624 SENEA SENECA FOODS CORP NEW CL A Consumer Defensive 12.0 $2K +4.0 +50.0% $151.08 +2.3%
625 PYPL PAYPAL HLDGS INC COM Financial Services 40.0 $2K +31.0 +344.4% $45.23 -6.2%
626 TROW PRICE T ROWE GROUP INC COM Financial Services 20.0 $2K +2.0 +11.1% $90.15 +19.6%
627 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12.0 $2K +3.0 +33.3% $150.00 -5.5%
628 WWD WOODWARD INC COM Industrials 5.0 $2K +2.0 +66.7% $358.00 +19.4%
629 WAT WATERS CORP COM Healthcare 6.0 $2K +2.0 +50.0% $297.83 +20.1%
630 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 24.0 $2K $74.46 +7.0%
631 SOFI SOFI TECHNOLOGIES INC COM Financial Services 112.0 $2K -3.0 -2.6% $15.88 +7.9%
632 AMP AMERIPRISE FINL INC COM Financial Services 4.0 $2K +3.0 +300.0% $444.50 +5.9%
633 MUR MURPHY OIL CORP COM Energy 43.0 $2K -7.0 -14.0% $41.26 -16.9%
634 DDOG DATADOG INC CL A COM Technology 15.0 $2K +5.0 +50.0% $118.07 +86.5%
635 HAL HALLIBURTON CO COM Energy 45.0 $2K +7.0 +18.4% $39.00 -10.5%
636 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 7.0 $2K +3.0 +75.0% $250.57 +31.0%
637 NU NU HLDGS LTD ORD SHS CL A Financial Services 122.0 $2K NEW $14.37 -10.6%
638 PRI PRIMERICA INC COM Financial Services 7.0 $2K +5.0 +250.0% $250.43 +11.5%
639 RF REGIONS FINANCIAL CORP NEW COM Financial Services 67.0 $2K +18.0 +36.7% $26.12 +10.0%
640 OGE OGE ENERGY CORP COM Utilities 36.0 $2K -2.0 -5.3% $47.97 -0.6%
Page 32 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%