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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 8 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC COM Healthcare 275.0 $74K 0.01% -12.0 -4.2% $270.59 +48.2%
142 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 1,737.0 $72K 0.01% $41.42 +7.2%
143 EVRG EVERGY INC COM Utilities 849.0 $70K 0.01% +5.0 +0.6% $81.91 +0.7%
144 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 543.0 $69K 0.01% $126.97 +23.5%
145 LIN LINDE PLC SHS Basic Materials 138.0 $68K 0.01% +11.0 +8.7% $495.76 +3.3%
146 TXN TEXAS INSTRS INC COM Technology 342.0 $66K 0.01% +25.0 +7.9% $194.14 +66.3%
147 IWR ISHARES RUSSELL MIDCAP ETF 668.0 $65K 0.01% $97.23 +11.6%
148 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 432.0 $64K 0.01% $148.10 +6.8%
149 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 651.0 $64K 0.01% $97.91 +22.1%
150 GTLS CHART INDS INC COM Industrials 303.0 $63K 0.01% $206.75 +0.6%
151 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 1,223.0 $62K 0.01% NEW $51.00 -0.8%
152 CMCSA COMCAST CORP NEW CL A Communication Services 2,123.0 $61K 0.01% +126.0 +6.3% $28.71 -21.9%
153 AVAV AEROVIRONMENT INC COM Industrials 323.0 $59K 0.01% +31.0 +10.6% $183.05 -7.3%
154 DELL DELL TECHNOLOGIES INC CL C Technology 359.0 $59K 0.01% +22.0 +6.5% $164.13 +149.5%
155 NEE NEXTERA ENERGY INC COM Utilities 617.0 $57K 0.01% +26.0 +4.4% $92.88 -6.6%
156 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 714.0 $56K 0.01% -151.0 -17.5% $78.03 -15.0%
157 AMD ADVANCED MICRO DEVICES INC COM Technology 272.0 $55K 0.01% +35.0 +14.8% $203.43 +164.2%
158 AIR AAR CORP COM Industrials 501.0 $55K 0.01% $109.46 +23.2%
159 MPC MARATHON PETE CORP COM Energy 217.0 $53K 0.01% +3.0 +1.4% $244.18 -0.5%
160 FANG DIAMONDBACK ENERGY INC COM Energy 260.0 $51K 0.01% -64.0 -19.8% $197.79 -7.2%
Page 8 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%