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Hughes Financial Services, LLC

Q1 2026 Holdings

Filed 2026-04-29 | 1720 holdings | $650.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Lennar Corp CL A(LEN)Stock526057104$78290.0%
Cooper COS Inc COM(COO)Stock216648501$787110.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$789110.0%
Ubiquiti Inc COM(UI)Stock90353W103$79010.0%
Helmerich & Payne Inc COM(HP)Stock423452101$793220.0%
Global Pmts Inc COM(GPN)Stock37940X102$808120.0%
NOV Inc COM(NOV)Stock62955J103$809430.0%
Reinsurance Group Amer Inc COM New(RGA)Stock759351604$81740.0%
Iron MTN Inc del COM(IRM)REIT46284V101$81780.0%
Onto Innovation Inc COM(ONTO)Stock683344105$82040.0%
Bright Horizons FAM SOL in del COM(BFAM)Stock109194100$821100.0%
Ishares Ethereum Trust ETF(ETHA)ETF46438R105$823520.0%
Armstrong World Inds Inc New COM(AWI)Stock04247X102$82450.0%
Irhythm Holdings Inc COM(IRTC)Stock450056106$82670.0%
Palomar Hldgs Inc COM(PLMR)Stock69753M105$83770.0%
Shell PLC Spon ADS(SHEL)ADR780259305$83790.0%
Insulet Corp COM(PODD)Stock45784P101$83940.0%
Acuity Inc COM(AYI)Stock00508Y102$84130.0%
Gulfport Energy Corp Common Shares(GPOR)Stock402635502$84640.0%
Credit Accep Corp Mich COM(CACC)Stock225310101$84720.0%
MGM Resorts International COM(MGM)Stock552953101$851230.0%
Delek US Hldgs Inc New COM(DK)Stock24665A103$856190.0%
Relay Therapeutics Inc COM(RLAY)Stock75943R102$866870.0%
Humana Inc COM(HUM)Stock444859102$86750.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$87350.0%
Flowserve Corp COM(FLS)Stock34354P105$882120.0%
Oshkosh Corp COM(OSK)Stock688239201$88360.0%
Steris PLC SHS USD(STE)StockG8473T100$88540.0%
Alector Inc COM(ALEC)Stock014442107$8864120.0%
Diodes Inc COM(DIOD)Stock254543101$887130.0%
Erasca Inc COM(ERAS)Stock29479A108$890550.0%
Allegiant Travel Co COM(ALGT)Stock01748X102$891110.0%
Equifax Inc COM(EFX)Stock294429105$90050.0%
Crispr Therapeutics AG Namen AKT(CRSP)StockH17182108$904190.0%
Boyd Gaming Corp COM(BYD)Stock103304101$904110.0%
Tractor Supply Co COM(TSCO)Stock892356106$906200.0%
Royalty Pharma PLC SHS Class A(RPRX)StockG7709Q104$911190.0%
Marriott Vacations Worldwide C COM(VAC)Stock57164Y107$912140.0%
Five Below Inc COM(FIVE)Stock33829M101$91440.0%
First Horizon Corporation COM(FHN)Stock320517105$933410.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$938200.0%
Firstcash Holdings Inc COM(FCFS)Stock33768G107$94050.0%
Incyte Corp COM(INCY)Stock45337C102$941100.0%
Alexanders Inc COM(ALX)REIT014752109$94540.0%
Dauch Corp COM(DCH)Stock024061103$9491600.0%
Centene Corp del COM(CNC)Stock15135B101$949290.0%
Edison Intl COM(EIX)Stock281020107$951130.0%
Sensata Technologies Hldg PLC SHS(ST)StockG8060N102$951270.0%
TG Therapeutics Inc COM(TGTX)Stock88322Q108$963290.0%
Integer Hldgs Corp COM(ITGR)Stock45826H109$968110.0%
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