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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 86 of 86  ·  1,720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 IMMUNITYBIO INC COM 1.0 $8.0 NEW $8.00
1702 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 1.0 $7.0 NEW $7.00 -17.1%
1703 WEN WENDYS CO COM Consumer Cyclical 1.0 $7.0 $7.00 -2.9%
1704 OEC ORION S.A. COM Basic Materials 1.0 $7.0 $7.00 +6.3%
1705 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 1.0 $7.0 -140.0 -99.3% $7.00 +61.0%
1706 GT GOODYEAR TIRE & RUBR CO COM Consumer Cyclical 1.0 $7.0 $7.00 -11.6%
1707 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 1.0 $6.0 NEW $6.00 -7.7%
1708 RXST RXSIGHT INC COM Healthcare 1.0 $6.0 NEW $6.00 -21.2%
1709 EGY VAALCO ENERGY INC COM NEW Energy 1.0 $6.0 $6.00 -7.0%
1710 UDMY UDEMY INC COM Consumer Defensive 1.0 $5.0 NEW $5.00 -7.4%
1711 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 1.0 $5.0 NEW $5.00 -9.0%
1712 DC DAKOTA GOLD CORP COM Basic Materials 1.0 $5.0 -1.0 -50.0% $5.00 -1.4%
1713 MNKD MANNKIND CORP COM NEW Healthcare 2.0 $5.0 NEW $2.50 +57.6%
1714 PAYO PAYONEER GLOBAL INC COM Technology 1.0 $5.0 NEW $5.00 +40.4%
1715 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 1.0 $4.0 NEW $4.00 +62.0%
1716 EOLS EVOLUS INC COM Healthcare 1.0 $4.0 NEW $4.00 +65.8%
1717 PGEN PRECIGEN INC COM Healthcare 1.0 $4.0 NEW $4.00 +20.5%
1718 SLS SELLAS LIFE SCIENCES GROUP INC COM NEW Healthcare 1.0 $4.0 NEW $4.00 +101.3%
1719 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 1.0 $4.0 NEW $4.00 +52.5%
1720 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 1.0 $2.0 NEW $2.00 +150.0%
Page 86 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%