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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 73 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BXP BXP INC COM Real Estate 1.0 $52.0 NEW $52.00 +24.4%
1442 CURB CURBLINE PPTYS CORP COM Real Estate 2.0 $52.0 +1.0 +100.0% $26.00 +14.8%
1443 INSP INSPIRE MED SYS INC COM Healthcare 1.0 $52.0 -5.0 -83.3% $52.00 -18.1%
1444 MSEX MIDDLESEX WTR CO COM Utilities 1.0 $52.0 $52.00 +0.1%
1445 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 1.0 $52.0 NEW $52.00 +12.7%
1446 TRUP TRUPANION INC COM Financial Services 2.0 $51.0 NEW $25.50 -7.7%
1447 AMBA AMBARELLA INC SHS Technology 1.0 $51.0 NEW $51.00 +37.2%
1448 MOS MOSAIC CO COM Basic Materials 2.0 $51.0 NEW $25.50 -10.2%
1449 PRGS PROGRESS SOFTWARE CORP COM Technology 2.0 $51.0 +1.0 +100.0% $25.50 +16.4%
1450 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 2.0 $50.0 NEW $25.00 +16.0%
1451 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 2.0 $50.0 NEW $25.00 -13.1%
1452 VTEB VANGUARD TAX-EXEMPT BOND ETF 1.0 $50.0 $50.00 +0.9%
1453 YELP YELP INC CL A Communication Services 2.0 $49.0 NEW $24.50 -6.6%
1454 CALX CALIX INC COM Technology 1.0 $49.0 NEW $49.00 -22.6%
1455 IDT IDT CORP CL B NEW Communication Services 1.0 $49.0 -2.0 -66.7% $49.00 +13.1%
1456 PRA PROASSURANCE CORP COM Financial Services 2.0 $49.0 +1.0 +100.0% $24.50 +0.6%
1457 SEM SELECT MED HLDGS CORP COM Healthcare 3.0 $49.0 NEW $16.33 +1.3%
1458 WAY WAYSTAR HLDG CORP COM Technology 2.0 $48.0 -1.0 -33.3% $24.00 -23.0%
1459 SNDX SYNDAX PHARMACEUTICALS INC COM Healthcare 2.0 $47.0 NEW $23.50 -19.1%
1460 ALKT ALKAMI TECHNOLOGY INC COM Technology 3.0 $47.0 NEW $15.67 -6.3%
Page 73 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%