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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 80 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 PHR PHREESIA INC COM Healthcare 3.0 $25.0 NEW $8.33 +12.6%
1582 GRND GRINDR INC COM Technology 2.0 $24.0 NEW $12.00 +11.2%
1583 INVX INNOVEX INTERNATIONAL INC COM Energy 1.0 $24.0 NEW $24.00 +6.5%
1584 KURA KURA ONCOLOGY INC COM Healthcare 3.0 $24.0 -78.0 -96.3% $8.00 +24.1%
1585 CXM SPRINKLR INC CL A Technology 4.0 $24.0 +3.0 +300.0% $6.00 -16.0%
1586 VERX VERTEX INC CL A Technology 2.0 $24.0 +1.0 +100.0% $12.00 -7.3%
1587 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 4.0 $24.0 -60.0 -93.8% $6.00 -53.2%
1588 LIBERTY GLOBAL LTD COM CL A 2.0 $24.0 $12.00
1589 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 4.0 $23.0 NEW $5.75 +20.9%
1590 CMCL CALEDONIA MNG CORP SHS NEW Basic Materials 1.0 $23.0 $23.00 -9.3%
1591 GAMESTOP CORP CL A 1.0 $23.0 NEW $23.00
1592 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 2.0 $23.0 NEW $11.50
1593 ACHC ACADIA HEALTHCARE COMPANY INC COM Healthcare 1.0 $23.0 NEW $23.00 +8.1%
1594 PMT PENNYMAC MTG INVT TR COM Real Estate 2.0 $23.0 NEW $11.50 -10.9%
1595 SDGR SCHRODINGER INC COM Healthcare 2.0 $23.0 NEW $11.50 +37.0%
1596 RCUS ARCUS BIOSCIENCES INC COM Healthcare 1.0 $22.0 NEW $22.00 +10.5%
1597 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 1.0 $22.0 $22.00 -3.9%
1598 GTLB GITLAB INC CLASS A COM Technology 1.0 $22.0 NEW $22.00 +20.7%
1599 IMNM IMMUNOME INC COM Healthcare 1.0 $22.0 NEW $22.00 -14.8%
1600 NTGR NETGEAR INC COM Technology 1.0 $22.0 NEW $22.00 +4.8%
Page 80 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%