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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 55 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 JBHT HUNT J B TRANS SVCS INC COM Industrials 1.0 $212.0 NEW $212.00 +29.0%
1082 DOCS DOXIMITY INC CL A Healthcare 9.0 $210.0 +8.0 +800.0% $23.33 -14.0%
1083 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 8.0 $210.0 -23.0 -74.2% $26.25 -9.4%
1084 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 3.0 $210.0 NEW $70.00 -9.2%
1085 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 1.0 $209.0 NEW $209.00 +12.9%
1086 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3.0 $209.0 $69.67 +23.4%
1087 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 2.0 $207.0 +1.0 +100.0% $103.50 +6.2%
1088 MMSI MERIT MED SYS INC COM Healthcare 3.0 $207.0 +1.0 +50.0% $69.00 -3.6%
1089 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 9.0 $205.0 -13.0 -59.1% $22.78 +55.7%
1090 XMTR XOMETRY INC CLASS A COM Industrials 5.0 $204.0 NEW $40.80 +128.6%
1091 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 12.0 $204.0 +7.0 +140.0% $17.00 -19.9%
1092 PLXS PLEXUS CORP COM Technology 1.0 $203.0 NEW $203.00 +49.7%
1093 WYNN WYNN RESORTS LTD COM Consumer Cyclical 2.0 $203.0 NEW $101.50 +4.0%
1094 POOL POOL CORP COM Industrials 1.0 $202.0 NEW $202.00 -3.2%
1095 CCK CROWN HLDGS INC COM Consumer Cyclical 2.0 $201.0 NEW $100.50 +2.7%
1096 TKR TIMKEN CO COM Industrials 2.0 $201.0 NEW $100.50 +41.3%
1097 RKT ROCKET COS INC COM CL A Financial Services 14.0 $200.0 -8.0 -36.4% $14.29 -6.6%
1098 AMCOR PLC COM NEW 5.0 $199.0 -21.0 -80.8% $39.80
1099 BELFB BEL FUSE INC CL B Technology 1.0 $198.0 NEW $198.00 +53.7%
1100 FSLR FIRST SOLAR INC COM Energy 1.0 $197.0 NEW $197.00 +33.6%
Page 55 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%