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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 79 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 PPTA PERPETUA RESOURCES CORP COM Basic Materials 1.0 $28.0 $28.00 -13.1%
1562 AXTA AXALTA COATING SYS LTD COM Basic Materials 1.0 $28.0 -34.0 -97.1% $28.00 +24.2%
1563 SKYT SKYWATER TECHNOLOGY INC COM Technology 1.0 $27.0 NEW $27.00 +35.4%
1564 IBEX IBEX LTD SHS NEW Technology 1.0 $27.0 NEW $27.00 +11.9%
1565 GBANK FINL HLDGS INC COM 1.0 $27.0 $27.00
1566 OUTFRONT MEDIA INC COM NEW 1.0 $27.0 NEW $27.00
1567 MWA MUELLER WTR PRODS INC COM SER A Industrials 1.0 $27.0 NEW $27.00 -3.2%
1568 ASB ASSOCIATED BANC-CORP COM Financial Services 1.0 $26.0 NEW $26.00 +12.3%
1569 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 1.0 $26.0 NEW $26.00 +12.4%
1570 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 1.0 $26.0 NEW $26.00 +15.8%
1571 SAIL SAILPOINT INC COM Technology 2.0 $26.0 NEW $13.00 +2.5%
1572 S SENTINELONE INC CL A Technology 2.0 $26.0 NEW $13.00 +15.5%
1573 TDC TERADATA CORP DEL COM Technology 1.0 $26.0 NEW $26.00 +18.8%
1574 TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 5.0 $25.0 $5.00
1575 BRIGHTSTAR LOTTERY PLC SHS USD 2.0 $25.0 NEW $12.50
1576 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 3.0 $25.0 NEW $8.33 +47.4%
1577 EGBN EAGLE BANCORPORATION INC COM Financial Services 1.0 $25.0 NEW $25.00 +10.4%
1578 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 1.0 $25.0 $25.00 +3.6%
1579 IMVT IMMUNOVANT INC COM Healthcare 1.0 $25.0 NEW $25.00 +41.4%
1580 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 1.0 $25.0 NEW $25.00 +11.6%
Page 79 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%