Hughes Financial Services, LLC
Top Portfolio Positions
1,551 positions ·
$29,028,885 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
3,816 | $2,481,697 | 8.55% | |
| AAPL |
Apple Inc.
Technology
|
8,406 | $2,133,358 | 7.35% | |
| NVDA |
Nvidia Corp
Technology
|
6,381 | $1,112,846 | 3.83% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
3,239 | $1,106,636 | 3.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,647 | $1,072,801 | 3.70% | |
| MSFT |
Microsoft Corp
Technology
|
2,222 | $822,517 | 2.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,749 | $636,055 | 2.19% | |
| D |
Dominion Energy, Inc
Utilities
|
10,028 | $619,930 | 2.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
7,332 | $557,598 | 1.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,125 | $539,100 | 1.86% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379 | 3 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $124 | 1 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||