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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 50 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CPK CHESAPEAKE UTILS CORP COM Utilities 3.0 $379.0 +2.0 +200.0% $126.33 -5.8%
982 AZZ AZZ INC COM Industrials 3.0 $375.0 +2.0 +200.0% $125.00 +26.6%
983 NWSA NEWS CORP NEW CL A Communication Services 15.0 $374.0 NEW $24.93 -1.3%
984 DT DYNATRACE INC COM NEW Technology 10.0 $370.0 -2.0 -16.7% $37.00 +9.4%
985 ULCC FRONTIER GROUP HLDGS INC COM Industrials 102.0 $360.0 -38.0 -27.1% $3.53 +102.3%
986 ALB ALBEMARLE CORP COM Basic Materials 2.0 $359.0 NEW $179.50 -12.7%
987 TFX TELEFLEX INCORPORATED COM Healthcare 3.0 $359.0 -1.0 -25.0% $119.67 +1.7%
988 MDLN MEDLINE INC COM CL A Healthcare 8.0 $356.0 NEW $44.50 -22.0%
989 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 18.0 $353.0 NEW $19.61 -3.7%
990 SATS ECHOSTAR CORP CL A Technology 3.0 $351.0 NEW $117.00 -9.1%
991 SAIA SAIA INC COM Industrials 1.0 $351.0 NEW $351.00 +24.2%
992 TECHNIPFMC PLC COM 5.0 $346.0 NEW $69.20
993 ALGN ALIGN TECHNOLOGY INC COM Healthcare 2.0 $343.0 NEW $171.50 +1.3%
994 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 80.0 $343.0 +8.0 +11.1% $4.29 +26.6%
995 KIM KIMCO REALTY CORP COM Real Estate 15.0 $337.0 NEW $22.47 +9.9%
996 SNX TD SYNNEX CORPORATION COM Technology 2.0 $337.0 NEW $168.50 +68.1%
997 CAPR CAPRICOR THERAPEUTICS INC COM NEW Healthcare 11.0 $334.0 NEW $30.36 -3.4%
998 CSL CARLISLE COS INC COM Industrials 1.0 $334.0 NEW $334.00 +8.1%
999 DOCU DOCUSIGN INC COM Technology 7.0 $332.0 -2.0 -22.2% $47.43 -9.9%
1000 ASTS AST SPACEMOBILE INC COM CL A Technology 4.0 $331.0 NEW $82.75 -11.6%
Page 50 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%