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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 84 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 SINCLAIR INC CL A 1.0 $13.0 $13.00
1662 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 1.0 $13.0 NEW $13.00 -40.6%
1663 DXC DXC TECHNOLOGY CO COM Technology 1.0 $13.0 NEW $13.00 -33.8%
1664 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 1.0 $13.0 -1.0 -50.0% $13.00 -2.5%
1665 ENTA ENANTA PHARMACEUTICALS INC COM Healthcare 1.0 $13.0 NEW $13.00 -2.6%
1666 EYPT EYEPOINT INC COM NEW Healthcare 1.0 $13.0 NEW $13.00 +4.5%
1667 HUN HUNTSMAN CORP COM Basic Materials 1.0 $13.0 NEW $13.00 -7.2%
1668 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 1.0 $12.0 NEW $12.00 +35.1%
1669 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 1.0 $12.0 NEW $12.00 +38.2%
1670 GRPN GROUPON INC COM NEW Communication Services 1.0 $12.0 NEW $12.00 +34.9%
1671 HTBK HERITAGE COMM CORP COM Financial Services 1.0 $12.0 NEW $12.00 +12.1%
1672 PD PAGERDUTY INC COM Technology 2.0 $12.0 NEW $6.00 +41.3%
1673 SGRY SURGERY PARTNERS INC COM Healthcare 1.0 $12.0 NEW $12.00 +21.3%
1674 XNCR XENCOR INC COM Healthcare 1.0 $12.0 NEW $12.00 +5.3%
1675 PAGAYA TECHNOLOGIES LTD CL A NEW 1.0 $12.0 NEW $12.00
1676 SGHC SUPER GROUP SGHC LIMITED ORD SHS Consumer Cyclical 1.0 $11.0 NEW $11.00 +21.1%
1677 ARVN ARVINAS INC COM Healthcare 1.0 $11.0 NEW $11.00 -30.3%
1678 KW KENNEDY-WILSON HOLDINGS INC COM Real Estate 1.0 $11.0 $11.00 -0.7%
1679 KROS KEROS THERAPEUTICS INC COM Healthcare 1.0 $11.0 NEW $11.00 -3.2%
1680 PHAT PHATHOM PHARMACEUTICALS INC COM Healthcare 1.0 $11.0 NEW $11.00 -1.1%
Page 84 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%