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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 53 of 64  ·  1,276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SMMT SUMMIT THERAPEUTICS INC COM Healthcare 7.0 $122.0 NEW $17.43 -21.1%
1042 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 19.0 $121.0 NEW $6.37 -45.0%
1043 TERN TERNS PHARMACEUTICALS INC COM Healthcare 3.0 $121.0 NEW $40.33 +31.3%
1044 SPMO INVESCO S&P 500 MOMENTUM ETF 1.0 $119.0 NEW $119.00 +34.4%
1045 NVEC NVE CORP COM NEW Technology 2.0 $119.0 NEW $59.50 +85.6%
1046 ASH ASHLAND INC COM Basic Materials 2.0 $117.0 NEW $58.50 +16.1%
1047 WTRG ESSENTIAL UTILS INC COM Utilities 3.0 $115.0 NEW $38.33 -4.3%
1048 USRT ISHARES CORE U.S. REIT ETF 2.0 $114.0 NEW $57.00 +13.4%
1049 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 3.0 $112.0 NEW $37.33 +77.5%
1050 MHK MOHAWK INDS INC COM Consumer Cyclical 1.0 $109.0 NEW $109.00 +3.0%
1051 PLNT PLANET FITNESS INC CL A Consumer Cyclical 1.0 $108.0 NEW $108.00 -50.9%
1052 AZZ AZZ INC COM Industrials 1.0 $107.0 NEW $107.00 +46.9%
1053 AXS AXIS CAP HLDGS LTD SHS Financial Services 1.0 $107.0 NEW $107.00 -5.6%
1054 EHC ENCOMPASS HEALTH CORP COM Healthcare 1.0 $106.0 NEW $106.00 -7.5%
1055 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 1.0 $105.0 NEW $105.00 +7.7%
1056 BROWN FORMAN CORP CL B 4.0 $104.0 NEW $26.00
1057 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 2.0 $103.0 NEW $51.50 -32.1%
1058 CLX CLOROX CO DEL COM Consumer Defensive 1.0 $101.0 NEW $101.00 -5.1%
1059 VERA VERA THERAPEUTICS INC CL A Healthcare 2.0 $101.0 NEW $50.50 -30.5%
1060 TGLS TECNOGLASS INC ORD SHS Basic Materials 2.0 $101.0 NEW $50.50 -9.0%
Page 53 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%