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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 4 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC CL A Communication Services 511.0 $292K 0.04% +102.0 +24.9% $572.15 +0.9%
62 GLD SPDR GOLD SHARES Financial Services 667.0 $287K 0.04% $430.29 -10.0%
63 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 279.0 $278K 0.04% +13.0 +4.9% $996.76 -4.5%
64 LMT LOCKHEED MARTIN CORP COM Industrials 460.0 $278K 0.04% +5.0 +1.1% $604.39 -15.5%
65 VZ VERIZON COMMUNICATIONS INC COM Communication Services 5,446.0 $273K 0.04% +284.0 +5.5% $50.20 -9.6%
66 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 555.0 $273K 0.04% $491.53 -5.5%
67 CVX CHEVRON CORPORATION COM Energy 1,252.0 $259K 0.04% +37.0 +3.0% $206.90 -16.1%
68 GEV GE VERNOVA INC COM Utilities 273.0 $238K 0.04% +34.0 +14.2% $872.90 +27.1%
69 CSCO CISCO SYS INC COM Technology 3,019.0 $234K 0.04% +330.0 +12.3% $77.60 +54.0%
70 IJR ISHARES CORE S&P SMALL CAP ETF 1,872.0 $233K 0.04% $124.31 +15.2%
71 JNJ JOHNSON & JOHNSON COM Healthcare 952.0 $233K 0.04% +159.0 +20.1% $244.43 -6.6%
72 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,744.0 $228K 0.04% +12.0 +0.7% $130.94 -5.4%
73 QQQ INVESCO QQQ TRUST SERIES I Financial Services 389.0 $225K 0.03% $577.18 +28.3%
74 T AT&T INC COM Communication Services 7,557.0 $219K 0.03% +572.0 +8.2% $28.99 -24.1%
75 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,046.0 $218K 0.03% $208.09 +11.5%
76 LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 1,155.0 $206K 0.03% $178.10 -0.0%
77 YUM YUM BRANDS INC COM Consumer Cyclical 1,288.0 $200K 0.03% $155.48 -2.2%
78 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,361.0 $199K 0.03% +42.0 +3.2% $146.28 -12.2%
79 NOC NORTHROP GRUMMAN CORP COM Industrials 291.0 $199K 0.03% +276.0 +1840.0% $682.24 -23.6%
80 NVR NVR INC COM Consumer Cyclical 30.0 $198K 0.03% +2.0 +7.1% $6589.83 -1.5%
Page 4 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%