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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 44 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CHRD CHORD ENERGY CORPORATION COM NEW Energy 7.0 $649.0 NEW $92.71 +34.2%
862 SLM SLM CORP COM Financial Services 24.0 $649.0 NEW $27.04 -15.5%
863 FLUTTER ENTMT PLC SHS 3.0 $645.0 NEW $215.00
864 IPGP IPG PHOTONICS CORP COM Technology 9.0 $644.0 NEW $71.56 +64.9%
865 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 22.0 $644.0 NEW $29.27 +21.1%
866 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 24.0 $643.0 NEW $26.79 -31.6%
867 MTG MGIC INVT CORP WIS COM Financial Services 22.0 $643.0 NEW $29.23 -10.0%
868 DIOD DIODES INC COM Technology 13.0 $641.0 NEW $49.31 +149.0%
869 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 10.0 $637.0 NEW $63.70 +11.1%
870 ALLE ALLEGION PLC ORD SHS Industrials 4.0 $637.0 NEW $159.25 -17.8%
871 FNB F N B CORP COM Financial Services 37.0 $633.0 NEW $17.11 +7.3%
872 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 11.0 $632.0 NEW $57.45 +32.8%
873 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 13.0 $632.0 NEW $48.62 +78.9%
874 FR FIRST INDL RLTY TR INC COM Real Estate 11.0 $630.0 NEW $57.27 +10.2%
875 HZO MARINEMAX INC COM Consumer Cyclical 26.0 $630.0 NEW $24.23 +43.7%
876 DCI DONALDSON INC COM Industrials 7.0 $621.0 NEW $88.71 -3.1%
877 ASG LIBERTY ALL-STAR GROWTH FD INC COM Financial Services 117.0 $620.0 NEW $5.30 +1.7%
878 AME AMETEK INC COM Industrials 3.0 $616.0 NEW $205.33 +17.6%
879 DOCU DOCUSIGN INC COM Technology 9.0 $616.0 NEW $68.44 -37.6%
880 TCBK TRICO BANCSHARES COM Financial Services 13.0 $616.0 NEW $47.38 +8.8%
Page 44 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%