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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 75 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 VRNS VARONIS SYS INC COM Technology 2.0 $43.0 +1.0 +100.0% $21.50 +55.3%
1482 AAL AMERICAN AIRLINES GROUP INC COM Industrials 4.0 $43.0 NEW $10.75 +48.7%
1483 EPC EDGEWELL PERSONAL CARE CO COM Consumer Defensive 2.0 $43.0 NEW $21.50 +7.5%
1484 GSHD GOOSEHEAD INS INC COM CL A Financial Services 1.0 $43.0 -12.0 -92.3% $43.00 -14.2%
1485 CRK COMSTOCK RES INC COM Energy 2.0 $42.0 NEW $21.00 -37.6%
1486 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 2.0 $42.0 NEW $21.00 -0.0%
1487 OCGN OCUGEN INC COM Healthcare 23.0 $42.0 $1.83 -32.1%
1488 TNGX TANGO THERAPEUTICS INC COM Healthcare 2.0 $42.0 NEW $21.00 +33.2%
1489 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 3.0 $41.0 -116.0 -97.5% $13.67 -23.6%
1490 GOLD GOLD COM INC COM Financial Services 1.0 $40.0 $40.00 +5.6%
1491 APLS APELLIS PHARMACEUTICALS INC COM Healthcare 1.0 $40.0 -70.0 -98.6% $40.00 +2.6%
1492 FRSH FRESHWORKS INC CLASS A COM Technology 5.0 $40.0 NEW $8.00 +10.7%
1493 SONO SONOS INC COM Technology 3.0 $40.0 NEW $13.33 +10.1%
1494 RGR STURM RUGER & CO INC COM Industrials 1.0 $40.0 $40.00 +0.5%
1495 UE URBAN EDGE PPTYS COM Real Estate 2.0 $40.0 NEW $20.00 +11.3%
1496 FDP FRESH DEL MONTE PRODUCE INC ORD Consumer Defensive 1.0 $40.0 NEW $40.00 -31.4%
1497 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 4.0 $40.0 NEW $10.00 -11.8%
1498 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 3.0 $40.0 $13.33
1499 ABM ABM INDS INC COM Industrials 1.0 $39.0 NEW $39.00 +13.2%
1500 BGC BGC GROUP INC CL A Financial Services 4.0 $39.0 +2.0 +100.0% $9.75 +23.6%
Page 75 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%