Hughes Financial Services, LLC

13F filer · CIK 0002054465

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$755MU.S. long equity reported on 13F

Positions1,709235 new · 114 closed

Net flow last quarter+$11.6MBuys minus sells

Top 10 positions weight12.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 20261,709 positions
EMXCEmax Holdings Corp	$66.3M	8.79%	Not reported	-10.1%	Q4 2024
SPTSSports Media Inc	$16M	2.12%	Not reported	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$2.81M	0.37%	Not reported	-1.4%	Q4 2024
AAPLApple Inc.	$2.63M	0.35%	0.00%	+8.0%	Q4 2024
IBTGInternational Building Technologies Group, Inc.	$1.83M	0.24%	Not reported	-9.0%	Q4 2024
NVDANvidia Corp	$1.46M	0.19%	0.00%	+14.3%	Q4 2024
JPMJPMorgan Chase & Co	$1.22M	0.16%	0.00%	+1.8%	Q4 2024
KNSLKinsale Capital Group, Inc.	$1.07M	0.14%	0.01%	+0.2%	Q4 2024
MSFTMicrosoft Corp	$943K	0.13%	0.00%	+13.8%	Q4 2024
GOOGAlphabet Inc.	$920K	0.12%	Not reported	+12.2%	Q4 2024
AMZNAmazon Com Inc	$757K	0.10%	0.00%	+29.8%	Q4 2024
DDominion Energy, Inc	$688K	0.09%	0.00%	+0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$613K	0.08%	Not reported	+8.9%	Q4 2024
KOCoca Cola Co	$612K	0.08%	0.00%	+2.6%	Q4 2024
FULTFulton Financial Corp	$611K	0.08%	0.01%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$567K	0.08%	0.00%	+28.7%	Q1 2025
LLYELI LILLY & Co	$531K	0.07%	0.00%	+18.5%	Q4 2024
XOMExxonMobil Holdings Corp	$497K	0.07%	0.00%	-3.1%	Q4 2024
AVGOBroadcom Inc.	$486K	0.06%	0.00%	+34.1%	Q1 2025
AMATApplied Materials Inc	$401K	0.05%	0.00%	+5.3%	Q1 2025
CSCOCisco Systems, Inc.	$375K	0.05%	0.00%	+5.6%	Q1 2025
MUMicron Technology Inc	$371K	0.05%	0.00%	+15.5%	Q1 2025
HDHome Depot, Inc.	$369K	0.05%	0.00%	+3.7%	Q4 2024
GEGeneral Electric Co	$360K	0.05%	0.00%	-12.8%	Q1 2025
MCDMcdonalds Corp	$355K	0.05%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$341K	0.05%	Not reported	+18.4%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$293K	0.04%	Not reported	+2.3%	Q1 2025
WMTWalmart Inc.	$290K	0.04%	0.00%	+86.0%	Q4 2024
TMOThermo Fisher Scientific Inc.	$280K	0.04%	0.00%	+0.5%	Q4 2024
GEVGE Vernova Inc.	$269K	0.04%	0.00%	-16.1%	Q1 2025
JNJJohnson & Johnson	$267K	0.04%	0.00%	+10.5%	Q1 2025
TSLATesla, Inc.	$261K	0.03%	0.00%	+21.8%	Q1 2025
PNCPNC Financial Services Group, Inc.	$261K	0.03%	0.00%	+1.3%	Q4 2024
COSTCostco Wholesale Corp	$259K	0.03%	0.00%	-0.7%	Q4 2024
CATCaterpillar Inc	$258K	0.03%	0.00%	+8.5%	Q1 2025
GLDSPDR Gold Trust	$246K	0.03%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$237K	0.03%	0.00%	+1.1%	Q1 2025
GLWCorning Inc	$228K	0.03%	0.00%	+4.2%	Q1 2025
VZVerizon Communications Inc	$228K	0.03%	0.00%	-1.1%	Q1 2025
DUKDuke Energy CORP	$225K	0.03%	0.00%	+1.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$217K	0.03%	0.00%	+37.5%	Q1 2025
CVXChevron Corp	$215K	0.03%	0.00%	+3.5%	Q1 2025
MARMarriott International Inc	$209K	0.03%	0.00%	+1.6%	Q1 2025
YUMYum Brands Inc	$207K	0.03%	0.00%	+0.8%	Q1 2025
NVRNVR Inc	$204K	0.03%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$204K	0.03%	0.00%	+37.8%	Q1 2025
ORCLOracle Corp	$194K	0.03%	0.00%	+7.7%	Q1 2025
PGPROCTER & GAMBLE Co	$189K	0.03%	0.00%	+7.0%	Q4 2024
PLTRPalantir Technologies Inc.	$175K	0.02%	0.00%	+10.3%	Q1 2025
ASMLAsml Holding NV	$171K	0.02%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 29, 20261,586 positions
EMXCEmax Holdings Corp	$56.7M	8.71%	Not reported	+1.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.48M	0.38%	Not reported	-2.1%	Q4 2024
AAPLApple Inc.	$2.13M	0.33%	0.00%	+1.8%	Q4 2024
IBTGInternational Building Technologies Group, Inc.	$2.01M	0.31%	Not reported	-14.1%	Q4 2024
NVDANvidia Corp	$1.11M	0.17%	0.00%	+34.9%	Q4 2024
KNSLKinsale Capital Group, Inc.	$1.11M	0.17%	0.01%	+2.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.07M	0.16%	0.00%	+19.1%	Q4 2024
MSFTMicrosoft Corp	$823K	0.13%	0.00%	+6.4%	Q4 2024
GOOGAlphabet Inc.	$666K	0.10%	Not reported	+28.3%	Q4 2024
XOMExxonMobil Holdings Corp	$636K	0.10%	0.00%	+1.2%	Q4 2024
DDominion Energy, Inc	$620K	0.10%	0.00%	+5.2%	Q4 2024
KOCoca Cola Co	$558K	0.09%	0.00%	+2.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$539K	0.08%	Not reported	-6.1%	Q4 2024
FULTFulton Financial Corp	$514K	0.08%	0.01%	Not reported	Q4 2024
AMZNAmazon Com Inc	$510K	0.08%	0.00%	+53.9%	Q4 2024
MCDMcdonalds Corp	$408K	0.06%	0.00%	+0.8%	Q4 2024
GOOGLAlphabet Inc.	$355K	0.05%	0.00%	+4.9%	Q1 2025
LLYELI LILLY & Co	$344K	0.05%	0.00%	+1.1%	Q4 2024
HDHome Depot, Inc.	$332K	0.05%	0.00%	+3.6%	Q4 2024
GEGeneral Electric Co	$313K	0.05%	0.00%	+14.3%	Q1 2025
AVGOBroadcom Inc.	$297K	0.05%	0.00%	+6.3%	Q1 2025
METAMeta Platforms, Inc.	$292K	0.04%	Not reported	+24.9%	Q1 2025
GLDSPDR Gold Trust	$287K	0.04%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$278K	0.04%	0.00%	+4.9%	Q4 2024
LMTLockheed Martin Corp	$278K	0.04%	0.00%	+1.1%	Q1 2025
VZVerizon Communications Inc	$273K	0.04%	0.00%	+5.5%	Q1 2025
TMOThermo Fisher Scientific Inc.	$273K	0.04%	0.00%	+0.4%	Q4 2024
CVXChevron Corp	$259K	0.04%	0.00%	+3.1%	Q1 2025
GEVGE Vernova Inc.	$238K	0.04%	0.00%	+14.2%	Q1 2025
CSCOCisco Systems, Inc.	$234K	0.04%	0.00%	+12.3%	Q1 2025
JNJJohnson & Johnson	$233K	0.04%	0.00%	+20.1%	Q1 2025
DUKDuke Energy CORP	$228K	0.04%	0.00%	+0.7%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$225K	0.03%	Not reported	Not reported	Q1 2025
TAt&T Inc.	$219K	0.03%	0.00%	+8.2%	Q1 2025
PNCPNC Financial Services Group, Inc.	$218K	0.03%	0.00%	+0.5%	Q4 2024
YUMYum Brands Inc	$200K	0.03%	0.00%	Not reported	Q1 2025
PLTRPalantir Technologies Inc.	$199K	0.03%	0.00%	+3.2%	Q1 2025
NOCNorthrop Grumman Corp	$199K	0.03%	0.00%	+1840.0%	Q1 2025
NVRNVR Inc	$198K	0.03%	0.00%	+7.1%	Q4 2024
TSLATesla, Inc.	$190K	0.03%	0.00%	+6.5%	Q1 2025
MARMarriott International Inc	$181K	0.03%	0.00%	+0.7%	Q1 2025
ORCLOracle Corp	$181K	0.03%	0.00%	+0.9%	Q1 2025
AMATApplied Materials Inc	$180K	0.03%	0.00%	+6.3%	Q1 2025
PGPROCTER & GAMBLE Co	$174K	0.03%	0.00%	+4.3%	Q4 2024
WMTWalmart Inc.	$171K	0.03%	0.00%	+51.9%	Q4 2024
CRMSalesforce, Inc.	$167K	0.03%	0.00%	+7.5%	Q4 2024
PEPPepsico Inc	$166K	0.03%	0.00%	-19.3%	Q4 2024
SRESempra	$166K	0.03%	0.00%	+0.5%	Q1 2025
WMWaste Management Inc	$166K	0.03%	0.00%	+1.0%	Q1 2025
CATCaterpillar Inc	$158K	0.02%	0.00%	+1.8%	Q1 2025

Q4 2025Reported Feb 11, 20261,151 positions
EMXCEmax Holdings Corp	$51.6M	8.10%	Not reported	-3.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.66M	0.42%	Not reported	-2.3%	Q4 2024
IBTGInternational Building Technologies Group, Inc.	$2.34M	0.37%	Not reported	-0.2%	Q4 2024
AAPLApple Inc.	$2.24M	0.35%	0.00%	+2.2%	Q4 2024
KNSLKinsale Capital Group, Inc.	$1.24M	0.19%	0.01%	0.0%	Q4 2024
MSFTMicrosoft Corp	$1.01M	0.16%	0.00%	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$987K	0.16%	0.00%	+1.5%	Q4 2024
NVDANvidia Corp	$882K	0.14%	0.00%	-0.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$602K	0.09%	Not reported	+241.3%	Q4 2024
GOOGAlphabet Inc.	$568K	0.09%	Not reported	+26.5%	Q4 2024
DDominion Energy, Inc	$559K	0.09%	0.00%	+11.1%	Q4 2024
KOCoca Cola Co	$499K	0.08%	0.00%	+1.0%	Q4 2024
FULTFulton Financial Corp	$488K	0.08%	0.01%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$446K	0.07%	0.00%	-25.4%	Q4 2024
MCDMcdonalds Corp	$398K	0.06%	0.00%	+11.3%	Q4 2024
LLYELI LILLY & Co	$397K	0.06%	0.00%	-2.4%	Q4 2024
GOOGLAlphabet Inc.	$368K	0.06%	0.00%	-11.0%	Q1 2025
AMZNAmazon Com Inc	$367K	0.06%	0.00%	+5.1%	Q4 2024
HDHome Depot, Inc.	$335K	0.05%	0.00%	-2.4%	Q4 2024
TMOThermo Fisher Scientific Inc.	$320K	0.05%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$312K	0.05%	0.00%	-4.6%	Q1 2025
GEGeneral Electric Co	$297K	0.05%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$270K	0.04%	Not reported	+18.9%	Q1 2025
GLDSPDR Gold Trust	$264K	0.04%	0.00%	+3.4%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$239K	0.04%	Not reported	+6.0%	Q1 2025
ORCLOracle Corp	$237K	0.04%	0.00%	-0.4%	Q1 2025
PLTRPalantir Technologies Inc.	$234K	0.04%	0.00%	-1.1%	Q1 2025
COSTCostco Wholesale Corp	$229K	0.04%	0.00%	-0.8%	Q4 2024
CRMSalesforce, Inc.	$220K	0.03%	0.00%	-0.4%	Q4 2024
LMTLockheed Martin Corp	$220K	0.03%	0.00%	+9.6%	Q1 2025
PNCPNC Financial Services Group, Inc.	$217K	0.03%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$215K	0.03%	0.00%	-2.4%	Q1 2025
VZVerizon Communications Inc	$210K	0.03%	0.00%	+2.5%	Q1 2025
CSCOCisco Systems, Inc.	$207K	0.03%	0.00%	+52.4%	Q1 2025
NVRNVR Inc	$204K	0.03%	0.00%	Not reported	Q4 2024
DUKDuke Energy CORP	$203K	0.03%	0.00%	-1.2%	Q1 2025
YUMYum Brands Inc	$195K	0.03%	0.00%	+1.9%	Q1 2025
PEPPepsico Inc	$190K	0.03%	0.00%	-1.6%	Q4 2024
GIBCgi Inc	$187K	0.03%	Not reported	Not reported	Q3 2025
CVXChevron Corp	$185K	0.03%	0.00%	-1.9%	Q1 2025
TAt&T Inc.	$174K	0.03%	0.00%	+18.9%	Q1 2025
MARMarriott International Inc	$171K	0.03%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$165K	0.03%	0.00%	-2.6%	Q4 2024
JNJJohnson & Johnson	$164K	0.03%	0.00%	+14.3%	Q1 2025
LDOSLeidos Holdings, Inc.	$163K	0.03%	0.00%	Not reported	Q1 2025
WMWaste Management Inc	$157K	0.02%	0.00%	+32.3%	Q1 2025
IBMInternational Business Machines Corp	$156K	0.02%	0.00%	+86.6%	Q1 2025
GEVGE Vernova Inc.	$156K	0.02%	0.00%	Not reported	Q1 2025
SRESempra	$150K	0.02%	0.00%	Not reported	Q1 2025
RTXRTX Corp	$138K	0.02%	0.00%	+0.3%	Q1 2025

Q3 2025Reported Nov 14, 2025904 positions
EMXCEmax Holdings Corp	$53.2M	8.47%	Not reported	+1.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.72M	0.43%	Not reported	-1.9%	Q4 2024
IBTGInternational Building Technologies Group, Inc.	$2.35M	0.37%	Not reported	+4.2%	Q4 2024
AAPLApple Inc.	$2.18M	0.35%	0.00%	-3.3%	Q4 2024
KNSLKinsale Capital Group, Inc.	$1.24M	0.20%	0.01%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.06M	0.17%	0.00%	-0.4%	Q4 2024
JPMJPMorgan Chase & Co	$957K	0.15%	0.00%	+0.1%	Q4 2024
NVDANvidia Corp	$948K	0.15%	0.00%	-8.9%	Q4 2024
XOMExxonMobil Holdings Corp	$587K	0.09%	0.00%	-8.0%	Q4 2024
DDominion Energy, Inc	$523K	0.08%	0.00%	+0.6%	Q4 2024
KOCoca Cola Co	$498K	0.08%	0.00%	+7.0%	Q4 2024
FULTFulton Financial Corp	$447K	0.07%	0.01%	Not reported	Q4 2024
GOOGAlphabet Inc.	$416K	0.07%	Not reported	Not reported	Q4 2024
GOOGLAlphabet Inc.	$383K	0.06%	0.00%	+0.4%	Q1 2025
AMZNAmazon Com Inc	$376K	0.06%	0.00%	+0.5%	Q4 2024
HDHome Depot, Inc.	$370K	0.06%	0.00%	+0.7%	Q4 2024
LLYELI LILLY & Co	$366K	0.06%	0.00%	+20.3%	Q4 2024
MCDMcdonalds Corp	$350K	0.06%	0.00%	+1.0%	Q4 2024
AVGOBroadcom Inc.	$339K	0.05%	0.00%	+0.4%	Q1 2025
TMOThermo Fisher Scientific Inc.	$319K	0.05%	0.00%	+0.9%	Q4 2024
GEGeneral Electric Co	$301K	0.05%	0.00%	-9.6%	Q1 2025
ORCLOracle Corp	$295K	0.05%	0.00%	-3.6%	Q1 2025
PLTRPalantir Technologies Inc.	$258K	0.04%	0.00%	+1.0%	Q1 2025
COSTCostco Wholesale Corp	$245K	0.04%	0.00%	+4.3%	Q4 2024
GLDSPDR Gold Trust	$244K	0.04%	0.00%	+29.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$229K	0.04%	Not reported	Not reported	Q1 2025
TSLATesla, Inc.	$219K	0.03%	0.00%	-2.6%	Q1 2025
METAMeta Platforms, Inc.	$217K	0.03%	Not reported	+42.7%	Q1 2025
DUKDuke Energy CORP	$215K	0.03%	0.00%	+0.2%	Q1 2025
WMTWalmart Inc.	$212K	0.03%	0.00%	-34.9%	Q4 2024
NVRNVR Inc	$205K	0.03%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$202K	0.03%	0.00%	+7.3%	Q4 2024
VZVerizon Communications Inc	$201K	0.03%	0.00%	+5.3%	Q1 2025
CVXChevron Corp	$193K	0.03%	0.00%	+0.7%	Q1 2025
PNCPNC Financial Services Group, Inc.	$193K	0.03%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$192K	0.03%	0.00%	+0.9%	Q4 2024
LMTLockheed Martin Corp	$188K	0.03%	0.00%	+24.6%	Q1 2025
YUMYum Brands Inc	$187K	0.03%	0.00%	-1.3%	Q1 2025
LDOSLeidos Holdings, Inc.	$178K	0.03%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$174K	0.03%	Not reported	-45.8%	Q4 2024
GIBCgi Inc	$174K	0.03%	Not reported	New	Q3 2025
PGPROCTER & GAMBLE Co	$172K	0.03%	0.00%	-0.1%	Q4 2024
MARMarriott International Inc	$160K	0.03%	0.00%	+0.7%	Q1 2025
SRESempra	$158K	0.03%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$146K	0.02%	0.00%	-5.8%	Q1 2025
GEVGE Vernova Inc.	$139K	0.02%	0.00%	-9.8%	Q1 2025
CEGConstellation Energy Corp	$138K	0.02%	0.00%	Not reported	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$137K	0.02%	Not reported	Not reported	Q1 2025
RTXRTX Corp	$134K	0.02%	0.00%	Not reported	Q1 2025
ESEversource Energy	$133K	0.02%	0.00%	Not reported	Q1 2025

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