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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 54 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 WLK WESTLAKE CORPORATION COM Basic Materials 2.0 $234.0 +1.0 +100.0% $117.00 -31.4%
1062 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 2.0 $234.0 NEW $117.00 +3.5%
1063 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 4.0 $233.0 -5.0 -55.6% $58.25 +22.9%
1064 XENE XENON PHARMACEUTICALS INC COM Healthcare 4.0 $233.0 NEW $58.25 -9.2%
1065 ANIP ANI PHARMACEUTICALS INC COM Healthcare 3.0 $231.0 NEW $77.00 +4.6%
1066 CCB COASTAL FINL CORP WA COM NEW Financial Services 3.0 $228.0 NEW $76.00 -5.2%
1067 LNTH LANTHEUS HLDGS INC COM Healthcare 3.0 $228.0 +2.0 +200.0% $76.00 +39.7%
1068 AWR AMER STATES WTR CO COM Utilities 3.0 $227.0 +1.0 +50.0% $75.67 +2.6%
1069 REGCO REGENCY CTRS CORP COM Real Estate 3.0 $227.0 +2.0 +200.0% $75.67 -70.6%
1070 UMBF UMB FINL CORP COM Financial Services 2.0 $226.0 NEW $113.00 +21.2%
1071 INGR INGREDION INC COM Consumer Defensive 2.0 $225.0 NEW $112.50 -13.4%
1072 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 10.0 $224.0 $22.40 -0.7%
1073 BBIO BRIDGEBIO PHARMA INC COM Healthcare 3.0 $223.0 NEW $74.33 -7.3%
1074 EQH EQUITABLE HLDGS INC COM Financial Services 6.0 $223.0 -9.0 -60.0% $37.17 +21.0%
1075 MGRC MCGRATH RENTCORP COM Industrials 2.0 $221.0 NEW $110.50 +7.2%
1076 VIKING HOLDINGS LTD ORD SHS 3.0 $220.0 NEW $73.33
1077 CRVL CORVEL CORP COM Financial Services 4.0 $219.0 +2.0 +100.0% $54.75 +5.2%
1078 ITIC INVESTORS TITLE CO NC COM Financial Services 1.0 $217.0 NEW $217.00 +19.2%
1079 TBBK BANCORP INC DEL COM Financial Services 4.0 $215.0 NEW $53.75 +5.8%
1080 GKOS GLAUKOS CORP COM Healthcare 2.0 $215.0 NEW $107.50 +22.0%
Page 54 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%