Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$165,379
+$23,673 QoQ
Shares Held
3,575
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#462
of 635 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Hughes Financial Services, LLC holds $178,187 across 12 Packaging & Containers names. SW ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
3,575 | $165,379 | |
| 2 | PKG |
Packaging Corp Of America
|
28 | $6,671 | |
| 3 | AMCR |
Amcor plc
|
37 | $1,603 | |
| 4 | IP |
International Paper Co /New/
|
37 | $1,409 | |
| 5 | CCK |
Crown Holdings, Inc.
|
8 | $894 | |
| 6 | AVY |
Avery Dennison Corp
|
4 | $649 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
23 | $617 | |
| 8 | BALL |
BALL Corp
|
8 | $499 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,379 | 3,575 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $141,706 | 3,556 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $2,838 | 63 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||