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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 35 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RMBS RAMBUS INC DEL COM Technology 13.0 $1K NEW $91.92 +52.7%
682 THC TENET HEALTHCARE CORP COM NEW Healthcare 6.0 $1K NEW $198.67 -10.0%
683 ACT ENACT HLDGS INC COM Financial Services 30.0 $1K NEW $39.63 +7.8%
684 FOLD AMICUS THERAPEUTIC COM Healthcare 83.0 $1K NEW $14.24 +1.7%
685 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 52.0 $1K NEW $22.42 -41.8%
686 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 2.0 $1K NEW $582.50 -12.0%
687 REXR REXFORD INDL RLTY INC COM Real Estate 30.0 $1K NEW $38.73 -13.8%
688 GPN GLOBAL PMTS INC COM Industrials 15.0 $1K NEW $77.40 -15.9%
689 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 14.0 $1K NEW $82.00 -26.0%
690 U UNITY SOFTWARE INC COM Technology 26.0 $1K NEW $44.15 -38.5%
691 AM ANTERO MIDSTREAM CORP COM Energy 64.0 $1K NEW $17.80 +22.8%
692 AXTA AXALTA COATING SYS LTD COM Basic Materials 35.0 $1K NEW $32.31 +6.2%
693 MEDP MEDPACE HLDGS INC COM Healthcare 2.0 $1K NEW $561.50 -18.8%
694 DAN DANA INC COM Consumer Cyclical 47.0 $1K NEW $23.77 +25.5%
695 TRGP TARGA RES CORP COM Energy 6.0 $1K NEW $184.50 +43.4%
696 IVZ INVESCO LTD SHS Financial Services 42.0 $1K NEW $26.26 +9.6%
697 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 4.0 $1K NEW $275.25 +19.1%
698 JKHY HENRY JACK & ASSOC INC COM Technology 6.0 $1K NEW $182.50 -32.4%
699 FNCL FIDELITY MSCI FINANCIALS INDEX ETF 14.0 $1K NEW $77.71 -1.7%
700 HAL HALLIBURTON CO COM Energy 38.0 $1K NEW $28.26 +24.4%
Page 35 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%