Hughes Financial Services, LLC

CIK
2054465
City
HERNDON
State / Country
VA

Top Portfolio Positions

1,549 positions · $28,503,782 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
3,816 $2,481,697 8.71%
AAPL
Apple Inc.
Technology
8,406 $2,133,358 7.48%
NVDA
Nvidia Corp
Technology
6,381 $1,112,846 3.90%
KNSL
Kinsale Capital Group, Inc.
Financial Services
3,239 $1,106,636 3.88%
JPM
Jpmorgan Chase & Co
Financial Services
3,647 $1,072,801 3.76%
MSFT
Microsoft Corp
Technology
2,222 $822,517 2.89%
XOM
Exxon Mobil Corp
Energy
3,749 $636,055 2.23%
D
Dominion Energy, Inc
Utilities
10,028 $619,930 2.17%
KO
Coca Cola Co
Consumer Defensive
7,332 $557,598 1.96%
FULT
Fulton Financial Corp
Financial Services
25,247 $513,523 1.80%

Portfolio Trend

6 quarters · across all stocks

Holdings in BELFA

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Report Date Value (USD) Shares
2026-03-31 $180 1