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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 64 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SPMO INVESCO S&P 500 MOMENTUM ETF 1.0 $112.0 $112.00 +43.5%
1262 ORA ORMAT TECHNOLOGIES INC COM Utilities 1.0 $112.0 NEW $112.00 +15.4%
1263 PECO PHILLIPS EDISON & CO INC COMMON STOCK Real Estate 3.0 $112.0 +2.0 +200.0% $37.33 +10.3%
1264 MILLROSE PPTYS INC COM CL A 4.0 $112.0 +2.0 +100.0% $28.00
1265 ASH ASHLAND INC COM Basic Materials 2.0 $111.0 $55.50 +22.1%
1266 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 1.0 $111.0 NEW $111.00 +14.0%
1267 MLI MUELLER INDS INC COM Industrials 1.0 $111.0 NEW $111.00 +25.0%
1268 PATK PATRICK INDS INC COM Consumer Cyclical 1.0 $111.0 NEW $111.00 -22.1%
1269 CRY ARTIVION INC COM 3.0 $110.0 NEW $36.67 -51.2%
1270 BANF BANCFIRST CORP COM Financial Services 1.0 $109.0 NEW $109.00 +1.9%
1271 DYN DYNE THERAPEUTICS INC COM Healthcare 6.0 $109.0 NEW $18.17 +14.1%
1272 FSS FEDERAL SIGNAL CORP COM Industrials 1.0 $108.0 NEW $108.00 +9.6%
1273 OC OWENS CORNING NEW COM Industrials 1.0 $108.0 NEW $108.00 +18.3%
1274 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 3.0 $108.0 NEW $36.00 +12.7%
1275 SWKS SKYWORKS SOLUTIONS INC COM Technology 2.0 $107.0 -35.0 -94.6% $53.50 +47.7%
1276 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 5.0 $107.0 +2.0 +66.7% $21.40 +34.0%
1277 ACA ARCOSA INC COM Industrials 1.0 $106.0 NEW $106.00 +37.2%
1278 SN SHARKNINJA INC COM SHS Consumer Cyclical 1.0 $106.0 NEW $106.00 +31.1%
1279 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 3.0 $105.0 +2.0 +200.0% $35.00 +7.0%
1280 BCO BRINKS CO COM Industrials 1.0 $104.0 NEW $104.00 -6.6%
Page 64 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%