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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 7 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO COM Utilities 1,144.0 $110K 0.02% +25.0 +2.2% $96.52 -3.6%
122 XMHQ INVESCO S&P MIDCAP QUALITY ETF 1,064.0 $110K 0.02% $103.37 +7.1%
123 SDY STATE STREET SPDR S&P DIVIDEND ETF 745.0 $109K 0.02% $145.94 +3.1%
124 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,790.0 $109K 0.02% +34.0 +1.9% $60.65 -11.0%
125 CEG CONSTELLATION ENERGY CORP COM Utilities 381.0 $106K 0.02% $279.25 -1.9%
126 TFC TRUIST FINL CORP COM Financial Services 2,304.0 $106K 0.02% +25.0 +1.1% $45.98 +5.1%
127 IWB ISHARES RUSSELL 1000 ETF 286.0 $102K 0.02% -41.0 -12.5% $356.56 +14.5%
128 PM PHILIP MORRIS INTL INC COM Consumer Defensive 604.0 $100K 0.01% +24.0 +4.1% $165.20 +8.0%
129 VTV VANGUARD VALUE ETF 506.0 $99K 0.01% -24.0 -4.5% $196.20 +10.3%
130 MU MICRON TECHNOLOGY INC COM Technology 278.0 $94K 0.01% -148.0 -34.7% $337.84 +235.7%
131 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 3,631.0 $93K 0.01% -3K -45.7% $25.63 -0.0%
132 V VISA INC COM CL A Financial Services 302.0 $91K 0.01% +8.0 +2.7% $302.65 +8.1%
133 RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 1,615.0 $89K 0.01% $54.81 +16.8%
134 DIS DISNEY WALT CO COM Communication Services 912.0 $88K 0.01% +181.0 +24.8% $96.35 +7.8%
135 SMH VANECK SEMICONDUCTOR ETF 228.0 $87K 0.01% $383.40 +72.1%
136 VOT VANGUARD MID-CAP GROWTH ETF 334.0 $86K 0.01% $257.35 +19.0%
137 MFC MANULIFE FINL CORP COM Financial Services 2,477.0 $85K 0.01% $34.44 +17.9%
138 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 385.0 $84K 0.01% $218.75 +9.3%
139 LOW LOWES COS INC COM Consumer Cyclical 349.0 $82K 0.01% +79.0 +29.3% $236.19 -5.9%
140 EFA ISHARES MSCI EAFE ETF 798.0 $78K 0.01% $97.13 +7.5%
Page 7 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%