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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 82 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 GNL GLOBAL NET LEASE INC COM NEW Real Estate 2.0 $19.0 NEW $9.50 -2.9%
1622 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 1.0 $19.0 NEW $19.00 +20.3%
1623 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 1.0 $19.0 NEW $19.00 -2.1%
1624 PSTL POSTAL REALTY TRUST INC CL A Real Estate 1.0 $19.0 $19.00 +19.9%
1625 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 1.0 $18.0 NEW $18.00 +21.4%
1626 BANC BANC OF CALIFORNIA INC COM Financial Services 1.0 $18.0 NEW $18.00 +11.6%
1627 CTO CTO RLTY GROWTH INC NEW COM Real Estate 1.0 $18.0 NEW $18.00 +14.4%
1628 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 2.0 $18.0 $9.00 -13.3%
1629 OGN ORGANON & CO COMMON STOCK Healthcare 3.0 $18.0 -1.0 -25.0% $6.00 +123.8%
1630 PRAA PRA GROUP INC COM Financial Services 1.0 $18.0 NEW $18.00 -17.0%
1631 VTS VITESSE ENERGY INC COMMON STOCK Energy 1.0 $18.0 $18.00 -11.1%
1632 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 1.0 $18.0 -1.0 -50.0% $18.00 +12.9%
1633 CLVT CLARIVATE PLC ORD SHS Technology 7.0 $18.0 NEW $2.57 -20.7%
1634 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 2.0 $18.0 NEW $9.00 -46.8%
1635 LILA LIBERTY LATIN AMERICA LTD COM CL A Communication Services 2.0 $17.0 $8.50 -43.5%
1636 BIOHAVEN LTD COM 2.0 $17.0 NEW $8.50
1637 AI C3 AI INC CL A Technology 2.0 $17.0 NEW $8.50 +21.2%
1638 CERT CERTARA INC COM Healthcare 3.0 $17.0 NEW $5.67 -2.2%
1639 DGICA DONEGAL GROUP INC CL A Financial Services 1.0 $17.0 -1.0 -50.0% $17.00 +2.9%
1640 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK Real Estate 2.0 $17.0 NEW $8.50 -0.8%
Page 82 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%