Hughes Financial Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054465
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$754.5M
Holdings
1,839
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hughes Financial Services, LLC disclosed 1,839 positions worth $754.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 237 new positions and exited 120. The portfolio is most concentrated in Other (95.1% of disclosed assets). All figures are sourced directly from Hughes Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 2054465.
AI Fund Analysis
StableSTATE STREET SPDR PORTFOLI
20.8% weight
Held 7 quarters
JPMORGAN CORE PLUS BOND ET
10.1% weight
Held 7 quarters
JPMORGAN INTERNATIONAL RES
9.9% weight
Held 7 quarters
JPMORGAN U.S. QUALITY FACT
9.7% weight
Held 6 quarters
ISHARES MSCI EMERGING MARK
8.8% weight
Held 7 quarters
JPMORGAN INTERNATIONAL RES
6 quarters accumulating
STATE STREET SPDR PORTFOLI
6 quarters accumulating
JPMORGAN MUNICIPAL ETF - E
6 quarters accumulating
$JPM6 quarters accumulating
$D6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETF
—Quality
$157.1M1,730,399 shJPMORGAN CORE PLUS BOND ETF - ETF
—Quality
$76.1M1,620,206 shJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF
—Quality
$74.8M907,369 shJPMORGAN U.S. QUALITY FACTOR ETF - ETF
—Quality
$73.1M1,011,274 shISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF
—Quality
$66.3M647,996 shJPMORGAN U.S. TECH LEADERS ETF - ETF
—Quality
$42.6M381,610 shISHARES CORE DIVIDEND GROWTH ETF - ETF
—Quality
$36.6M483,103 shJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF
—Quality
$23.9M495,030 shSTATE STREET SPDR PORTFOLIO TIPS ETF - ETF
—Quality
$20.8M808,835 shSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF
—Quality
$16.0M552,224 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | — | $157.1M | 1,730,399 |
| JPMORGAN CORE PLUS BOND ETF - ETF | — | $76.1M | 1,620,206 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | — | $74.8M | 907,369 |
| JPMORGAN U.S. QUALITY FACTOR ETF - ETF | — | $73.1M | 1,011,274 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | — | $66.3M | 647,996 |
| JPMORGAN U.S. TECH LEADERS ETF - ETF | — | $42.6M | 381,610 |
| ISHARES CORE DIVIDEND GROWTH ETF - ETF | — | $36.6M | 483,103 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | — | $23.9M | 495,030 |
| STATE STREET SPDR PORTFOLIO TIPS ETF - ETF | — | $20.8M | 808,835 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | — | $16.0M | 552,224 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hughes Financial Services, LLC's 1,839 positions.
Showing top 10 of 1,839 holdings.
Sector Allocation
Other
$717.5M
Technology
$12.3M
Financials
$10.3M
Consumer Discretionary
$3.1M
Industrials
$2.6M
Utilities
$2.3M
Healthcare
$2.1M
Consumer Staples
$1.3M
Top Holdings — Hughes Financial Services, LLC (Q2 2026)
Top 150 of 1,839 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | $157.1M | 20.8% | +3% | — |
| 2 | — | JPMORGAN CORE PLUS BOND ETF - ETF | $76.1M | 10.1% | +8% | — |
| 3 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | $74.8M | 9.9% | +6% | — |
| 4 | — | JPMORGAN U.S. QUALITY FACTOR ETF - ETF | $73.1M | 9.7% | +6% | — |
| 5 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $66.3M | 8.8% | -10% | — |
| 6 | — | JPMORGAN U.S. TECH LEADERS ETF - ETF | $42.6M | 5.6% | +0% | — |
| 7 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $36.6M | 4.8% | +5% | — |
| 8 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $23.9M | 3.2% | +10% | — |
| 9 | — | STATE STREET SPDR PORTFOLIO TIPS ETF - ETF | $20.8M | 2.8% | +8% | — |
| 10 | — | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | $16.0M | 2.1% | NEW | — |
| 11 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $12.5M | 1.6% | -4% | — |
| 12 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $12.2M | 1.6% | -1% | — |
| 13 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | $10.6M | 1.4% | NEW | — |
| 14 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF - ETF | $8.2M | 1.1% | +8% | — |
| 15 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $8.1M | 1.1% | -3% | — |
| 16 | — | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF - ETF | $8.0M | 1.1% | -1% | — |
| 17 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $6.9M | 0.9% | +1% | — |
| 18 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $6.3M | 0.8% | -1% | — |
| 19 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $5.2M | 0.7% | -1% | — |
| 20 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $5.2M | 0.7% | -1% | — |
| 21 | — | JPMORGAN MUNICIPAL ETF - ETF | $4.9M | 0.7% | +9% | — |
| 22 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $4.2M | 0.6% | -5% | — |
| 23 | — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF - ETF | $4.0M | 0.5% | +0% | — |
| 24 | — | ISHARES CORE S&P 500 ETF - ETF | $3.6M | 0.5% | -1% | — |
| 25 |  $GS | GOLDMAN SACHS GROUP INC | $3.3M | 0.4% | -2% | 73.5 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.4% | -1% | — |
| 27 | — | ISHARES TIPS BOND ETF - ETF | $2.7M | 0.3% | +5% | — |
| 28 |  $AAPL | Apple Inc. | $2.6M | 0.3% | +8% | 76.4 |
| 29 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF - ETF | $2.3M | 0.3% | +3% | — |
| 30 | — | ISHARES IBONDS DEC 2028 TERM TREASURY ETF - ETF | $2.3M | 0.3% | +3% | — |
| 31 | — | ISHARES IBONDS DEC 2029 TERM TREASURY ETF - ETF | $2.2M | 0.3% | +3% | — |
| 32 | — | ISHARES IBONDS DEC 2030 TERM TREASURY ETF - ETF | $2.2M | 0.3% | -0% | — |
| 33 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF - ETF | $1.8M | 0.2% | -9% | — |
| 34 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $1.8M | 0.2% | -2% | — |
| 35 |  $NVDA | NVIDIA CORP | $1.5M | 0.2% | +14% | 85.9 |
| 36 | — | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF - ETF | $1.3M | 0.2% | -11% | — |
| 37 | $JPM | JPMORGAN CHASE & CO | $1.2M | 0.2% | +2% | 70.7 |
| 38 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $1.2M | 0.2% | +1% | — |
| 39 | — | VANGUARD GROWTH ETF - ETF | $1.2M | 0.2% | +500% | — |
| 40 |  $KNSL | Kinsale Capital Group, Inc. | $1.1M | 0.1% | +0% | 77.3 |
| 41 | — | VANGUARD SMALL-CAP ETF - ETF | $1.0M | 0.1% | +1% | — |
| 42 |  $MSFT | MICROSOFT CORP | $943,368 | 0.1% | +14% | 79.8 |
| 43 |  $GOOGL | Alphabet Inc. | $920,071 | 0.1% | +12% | 78.2 |
| 44 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $898,573 | 0.1% | +4% | — |
| 45 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $879,794 | 0.1% | -8% | — |
| 46 |  $AMZN | AMAZON COM INC | $756,968 | 0.1% | +30% | 68.7 |
| 47 | $D | DOMINION ENERGY, INC | $687,723 | 0.1% | +0% | 69.9 |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $612,978 | 0.1% | +9% | 73.8 |
| 49 |  $KO | COCA COLA CO | $611,557 | 0.1% | +3% | 69.5 |
| 50 |  $FULT | FULTON FINANCIAL CORP | $610,725 | 0.1% | +0% | 62.4 |
| 51 |  $GOOG | Alphabet Inc. | $567,146 | 0.1% | +29% | 78.2 |
| 52 |  $LLY | ELI LILLY & Co | $530,784 | 0.1% | +18% | 87.5 |
| 53 |  $XOM.R34088 | EXXON MOBIL CORP | $496,737 | 0.1% | -3% | 57.9 |
| 54 |  $AVGO | Broadcom Inc. | $485,787 | 0.1% | +34% | 84.5 |
| 55 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $456,374 | 0.1% | +5% | — |
| 56 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | $402,540 | 0.1% | +303% | — |
| 57 |  $AMAT | APPLIED MATERIALS INC /DE | $401,265 | 0.1% | +5% | 72.3 |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $374,521 | 0.1% | +6% | 70.3 |
| 59 |  $MU | MICRON TECHNOLOGY INC | $370,527 | 0.1% | +15% | 86.2 |
| 60 |  $HD | HOME DEPOT, INC. | $368,903 | 0.1% | +4% | 60.3 |
| 61 |  $GE | GENERAL ELECTRIC CO | $359,528 | 0.1% | -13% | 73.8 |
| 62 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $356,141 | 0.1% | +1% | — |
| 63 |  $MCD | MCDONALDS CORP | $355,187 | 0.1% | +0% | 69 |
| 64 |  $META | Meta Platforms, Inc. | $340,850 | 0.1% | +18% | 79.6 |
| 65 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $293,087 | 0.0% | +2% | — |
| 66 |  $WMT | Walmart Inc. | $289,726 | 0.0% | +86% | 60.2 |
| 67 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $279,759 | 0.0% | +1% | 65.1 |
| 68 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $277,636 | 0.0% | +0% | — |
| 69 |  $GEV | GE Vernova Inc. | $269,043 | 0.0% | -16% | 81.1 |
| 70 |  $JNJ | JOHNSON & JOHNSON | $267,103 | 0.0% | +11% | 69 |
| 71 |  $TSLA | Tesla, Inc. | $261,193 | 0.0% | +22% | 53.9 |
| 72 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $260,993 | 0.0% | +1% | 73.7 |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $259,212 | 0.0% | -1% | 66.2 |
| 74 |  $CAT | CATERPILLAR INC | $257,706 | 0.0% | +9% | 66.5 |
| 75 |  $GLD | SPDR GOLD TRUST | $245,709 | 0.0% | +0% | — |
| 76 |  $LMT | LOCKHEED MARTIN CORP | $236,899 | 0.0% | +1% | 65.6 |
| 77 | — | VANGUARD EXTENDED MARKET ETF - ETF | $228,483 | 0.0% | -1% | — |
| 78 |  $GLW | CORNING INC /NY | $228,099 | 0.0% | +4% | 73.7 |
| 79 |  $VZ | VERIZON COMMUNICATIONS INC | $227,947 | 0.0% | -1% | 65.8 |
| 80 |  $DUK | Duke Energy CORP | $224,680 | 0.0% | +2% | 56.4 |
| 81 |  $AMD | ADVANCED MICRO DEVICES INC | $217,260 | 0.0% | +38% | 79.8 |
| 82 |  $CVX | CHEVRON CORP | $214,825 | 0.0% | +4% | 62.8 |
| 83 | — | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF - ETF | $210,223 | 0.0% | +10% | — |
| 84 | — | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF - ETF | $209,586 | 0.0% | +0% | — |
| 85 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $208,642 | 0.0% | +2% | 61.7 |
| 86 |  $YUM | YUM BRANDS INC | $207,498 | 0.0% | +1% | 73.7 |
| 87 |  $NVR | NVR INC | $204,402 | 0.0% | +0% | 56.3 |
| 88 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $204,233 | 0.0% | +38% | 62.9 |
| 89 |  $ORCL | ORACLE CORP | $194,044 | 0.0% | +8% | 66.2 |
| 90 |  $PG | PROCTER & GAMBLE Co | $188,726 | 0.0% | +7% | 64.6 |
| 91 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $188,350 | 0.0% | +0% | — |
| 92 |  $PLTR | Palantir Technologies Inc. | $175,122 | 0.0% | +10% | 84.6 |
| 93 | — | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF - ETF | $172,946 | 0.0% | +12% | — |
| 94 |  $ASML | ASML HOLDING NV | $171,092 | 0.0% | +0% | — |
| 95 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $169,288 | 0.0% | +14% | 70 |
| 96 |  $IVZ | Invesco Ltd. | $167,426 | 0.0% | +0% | — |
| 97 |  $SW | Smurfit Westrock plc | $165,380 | 0.0% | +1% | — |
| 98 |  $ABBV | AbbVie Inc. | $164,573 | 0.0% | +15% | 72.6 |
| 99 |  $WM | WASTE MANAGEMENT INC | $162,579 | 0.0% | +1% | 67.6 |
| 100 |  $SRE | SEMPRA | $161,964 | 0.0% | +2% | 41.9 |
| 101 |  $RTX | RTX Corp | $156,717 | 0.0% | +8% | 73.2 |
| 102 |  $T | AT&T INC. | $155,385 | 0.0% | -1% | 65.7 |
| 103 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $153,859 | 0.0% | +0% | — |
| 104 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $151,933 | 0.0% | +0% | — |
| 105 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $149,593 | 0.0% | +0% | — |
| 106 | — | VANECK SEMICONDUCTOR ETF - ETF | $149,543 | 0.0% | +0% | — |
| 107 |  $MRK | Merck & Co., Inc. | $149,317 | 0.0% | +10% | 59.9 |
| 108 |  $AMGN | AMGEN INC | $145,210 | 0.0% | +6% | 79.2 |
| 109 | — | VANGUARD LARGE-CAP ETF - ETF | $143,754 | 0.0% | +0% | — |
| 110 |  $V | VISA INC. | $143,207 | 0.0% | +38% | 82.9 |
| 111 |  $PEP | PEPSICO INC | $142,712 | 0.0% | -2% | 63.4 |
| 112 | — | ISHARES U.S. REAL ESTATE ETF - ETF | $141,719 | 0.0% | +0% | — |
| 113 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $141,598 | 0.0% | +2% | 66.8 |
| 114 |  $CRM | Salesforce, Inc. | $138,331 | 0.0% | -1% | 77 |
| 115 |  $ES | EVERSOURCE ENERGY | $134,494 | 0.0% | +1% | 66.1 |
| 116 |  $MNSB | MainStreet Bancshares, Inc. | $134,314 | 0.0% | +0% | 36.3 |
| 117 |  $PLD | Prologis, Inc. | $126,123 | 0.0% | +5% | 68.3 |
| 118 | — | FIRST TRUST MUNICIPAL HIGH INCOME ETF - ETF | $123,019 | 0.0% | -12% | — |
| 119 |  $NFLX | NETFLIX INC | $120,380 | 0.0% | +9% | 78.8 |
| 120 | $IVZ | Invesco Ltd. | $120,104 | 0.0% | +0% | — |
| 121 |  $PM | Philip Morris International Inc. | $119,853 | 0.0% | +10% | 75.9 |
| 122 |  $PPL | PPL Corp | $119,421 | 0.0% | +1% | 55.7 |
| 123 | $IVZ | Invesco Ltd. | $117,518 | 0.0% | -3% | — |
| 124 |  $TFC | TRUIST FINANCIAL CORP | $117,480 | 0.0% | +2% | 76.4 |
| 125 | — | ISHARES RUSSELL 1000 ETF - ETF | $117,117 | 0.0% | +0% | — |
| 126 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $113,374 | 0.0% | +0% | — |
| 127 |  $SO | SOUTHERN CO | $113,129 | 0.0% | +3% | 62 |
| 128 | — | VANGUARD VALUE ETF - ETF | $110,273 | 0.0% | +0% | — |
| 129 |  $TXN | TEXAS INSTRUMENTS INC | $109,094 | 0.0% | +7% | 73.4 |
| 130 |  $BMY | BRISTOL MYERS SQUIBB CO | $107,980 | 0.0% | +5% | 70.4 |
| 131 | $IVZ | Invesco Ltd. | $104,216 | 0.0% | +0% | — |
| 132 |  $DELL | Dell Technologies Inc. | $102,687 | 0.0% | -34% | 71.2 |
| 133 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $102,304 | 0.0% | +0% | — |
| 134 |  $MFC | MANULIFE FINANCIAL CORP | $100,343 | 0.0% | +0% | — |
| 135 |  $DIS | Walt Disney Co | $96,508 | 0.0% | +10% | 60.1 |
| 136 |  $STX | Seagate Technology Holdings plc | $96,500 | 0.0% | +0% | — |
| 137 |  $GIB | CGI INC | $95,822 | 0.0% | -7% | — |
| 138 |  $CEG | Constellation Energy Corp | $94,132 | 0.0% | -1% | 59.4 |
| 139 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $93,332 | 0.0% | +0% | — |
| 140 |  $CRWD | CrowdStrike Holdings, Inc. | $93,103 | 0.0% | +10% | 67.7 |
| 141 |  $TMUS | T-Mobile US, Inc. | $91,916 | 0.0% | +3% | 69.1 |
| 142 | — | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF - ETF | $86,663 | 0.0% | +0% | — |
| 143 | — | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF - ETF | $86,510 | 0.0% | -7% | — |
| 144 | — | ISHARES MSCI EAFE ETF - ETF | $82,896 | 0.0% | +0% | — |
| 145 |  $LIN | LINDE PLC | $81,993 | 0.0% | +14% | — |
| 146 |  $LOW | LOWES COMPANIES INC | $80,228 | 0.0% | +4% | 60.8 |
| 147 |  $UBSI | UNITED BANKSHARES INC/WV | $79,653 | 0.0% | +0% | 66.4 |
| 148 |  $APH | AMPHENOL CORP /DE/ | $78,462 | 0.0% | +17% | 79.3 |
| 149 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $77,462 | 0.0% | +0% | — |
| 150 |  $UNH | UNITEDHEALTH GROUP INC | $74,813 | 0.0% | -35% | 62.7 |
New Positions (237)
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF$16.0M
VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF$10.6M
$NUTX Nutex Health Inc.$52,634
$MRX Marex Group Ltd$48,821
$AMSC AMERICAN SUPERCONDUCTOR CORP /DE/$37,359
$VG Venture Global, Inc.$25,343 ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF - ETF$18,281
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$11,789
$CVCO CAVCO INDUSTRIES, INC.$7,987
$HONA Honeywell Aerospace Inc.$5,969
$INIO INNIO N.V.$5,339
$LGND LIGAND PHARMACEUTICALS INC$4,741
$WTM WHITE MOUNTAINS INSURANCE GROUP LTD$4,147
$MKL MARKEL GROUP INC.$3,906
$UFPT UFP TECHNOLOGIES INC$3,447Exited Positions (120)
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF
FIDELITY QUALITY FACTOR ETF
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
FIDELITY MSCI UTILITIES INDEX ETF
FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - FEBRUARY
FIRST TRUST INDXX AEROSPACE & DEFENSE ETF
$HOLX HOLOGIC INC
$TU TELUS CORP
$DEO DIAGEO PLC
$TECH BIO-TECHNE Corp
$MASI MASIMO CORP
$VNT Vontier Corp
$JKHY JACK HENRY & ASSOCIATES INC BANK FIRST CORPORATION COM
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Hughes Financial Services, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Hughes Financial Services, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Hughes Financial Services, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Hughes Financial Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Hughes Financial Services, LLC (SEC CIK: 2054465), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Hughes Financial Services, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.