McHugh Group
Latest statistics and disclosures from McHugh Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, MSFT, BRK.B, V, and represent 47.31% of McHugh Group's stock portfolio.
- Added to shares of these 10 stocks: URA, VPL, VWO, ACWI, VGK, SPY, BRK.B, AMD, IWF, HSY.
- Started 10 new stock positions in VWO, ACWI, HSY, ACHR, AMD, COHR, IWF, VGK, VPL, URA.
- Reduced shares in these 10 stocks: MA, ORCL, GOOG, , AIG, SHW, , CRM, BLK, BA.
- Sold out of its positions in AIG, MFC, SHW, VRTX.
- McHugh Group was a net buyer of stock by $4.0M.
- McHugh Group has $167M in assets under management (AUM), dropping by 11.74%.
- Central Index Key (CIK): 0002052657
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Portfolio Holdings for McHugh Group
McHugh Group holds 77 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.0 | $24M | 126k | 186.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.4 | $21M | +2% | 31k | 666.21 |
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| Microsoft Corporation (MSFT) | 8.1 | $14M | 26k | 517.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.0 | $12M | +2% | 23k | 502.74 |
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| Visa Com Cl A (V) | 5.8 | $9.6M | 28k | 341.38 |
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| Apple (AAPL) | 5.5 | $9.1M | 36k | 254.63 |
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| Mastercard Incorporated Cl A (MA) | 4.2 | $7.0M | -4% | 12k | 568.83 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.8 | $6.3M | 33k | 189.70 |
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| Amazon (AMZN) | 2.7 | $4.6M | 21k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.9M | 16k | 243.10 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.2 | $3.6M | 46k | 78.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $3.6M | -6% | 15k | 243.55 |
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| Select Sector Spdr Tr Technology (XLK) | 1.7 | $2.8M | 9.9k | 281.86 |
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| Broadcom (AVGO) | 1.7 | $2.8M | 8.4k | 329.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $2.2M | 6.3k | 355.47 |
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| Progressive Corporation (PGR) | 1.2 | $2.0M | 8.2k | 246.96 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 1.2 | $2.0M | 1.6k | 1234.29 |
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| McDonald's Corporation (MCD) | 1.1 | $1.9M | 6.1k | 303.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $1.8M | +2% | 5.4k | 328.17 |
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| Oracle Corporation (ORCL) | 1.0 | $1.7M | -14% | 6.1k | 281.25 |
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| Global X Fds Global X Uranium (URA) | 1.0 | $1.7M | NEW | 36k | 47.67 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.6M | 5.0k | 315.43 |
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| Micron Technology (MU) | 0.9 | $1.4M | 8.6k | 167.33 |
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| Blackrock (BLK) | 0.8 | $1.4M | -3% | 1.2k | 1165.87 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $1.3M | 1.0k | 1318.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.2M | 10k | 120.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | 2.0k | 600.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.1M | 1.6k | 669.44 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $1.1M | 4.0k | 271.12 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $880k | 6.3k | 139.16 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $855k | 3.1k | 279.29 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $833k | 3.5k | 239.64 |
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| Occidental Petroleum Corporation (OXY) | 0.5 | $755k | 16k | 47.25 |
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| Meta Platforms Cl A (META) | 0.4 | $731k | 995.00 | 734.38 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $716k | 16k | 44.19 |
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| Linde SHS (LIN) | 0.4 | $701k | 1.5k | 475.00 |
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| Home Depot (HD) | 0.4 | $697k | 1.7k | 405.19 |
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| Johnson & Johnson (JNJ) | 0.4 | $683k | 3.7k | 185.42 |
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| Constellation Energy (CEG) | 0.4 | $658k | 2.0k | 329.07 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.4 | $653k | NEW | 7.4k | 87.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $623k | +4% | 1.0k | 612.38 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $620k | 6.0k | 103.07 |
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| Bank of America Corporation (BAC) | 0.4 | $598k | 12k | 51.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $581k | NEW | 11k | 54.18 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $553k | NEW | 4.0k | 138.24 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $531k | NEW | 6.7k | 79.80 |
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| Boeing Company (BA) | 0.3 | $525k | -5% | 2.4k | 215.83 |
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| salesforce (CRM) | 0.3 | $486k | -8% | 2.1k | 237.00 |
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| Nextera Energy (NEE) | 0.3 | $467k | 6.2k | 75.49 |
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| Procter & Gamble Company (PG) | 0.3 | $451k | -4% | 2.9k | 153.65 |
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| Chevron Corporation (CVX) | 0.3 | $423k | 2.7k | 155.29 |
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| Monolithic Power Systems (MPWR) | 0.2 | $391k | 425.00 | 920.64 |
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| Wal-Mart Stores (WMT) | 0.2 | $381k | 3.7k | 103.06 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $329k | 6.1k | 53.87 |
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| Goldman Sachs (GS) | 0.2 | $319k | 400.00 | 796.35 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $313k | 1.5k | 215.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $310k | 1.5k | 206.51 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $305k | 315.00 | 968.09 |
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| Palo Alto Networks (PANW) | 0.2 | $294k | 1.4k | 203.62 |
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| International Business Machines (IBM) | 0.2 | $290k | 1.0k | 282.16 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $289k | 1.3k | 227.73 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $267k | 1.3k | 206.91 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $264k | 4.7k | 56.75 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $264k | 2.5k | 104.30 |
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| Marvell Technology (MRVL) | 0.2 | $263k | 3.1k | 84.07 |
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| Pepsi (PEP) | 0.2 | $256k | 1.8k | 140.44 |
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| Eaton Corp SHS (ETN) | 0.1 | $232k | 620.00 | 374.25 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $227k | 1.5k | 154.23 |
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| Tidal Trust Ii Defiance Large (XMAG) | 0.1 | $222k | 10k | 22.15 |
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| Advanced Micro Devices (AMD) | 0.1 | $218k | NEW | 1.4k | 161.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $216k | NEW | 462.00 | 468.41 |
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| Msci (MSCI) | 0.1 | $213k | 375.00 | 567.41 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $209k | 2.1k | 100.25 |
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| Hershey Company (HSY) | 0.1 | $206k | NEW | 1.1k | 187.05 |
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| Coherent Corp (COHR) | 0.1 | $203k | NEW | 1.9k | 107.72 |
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| Northwest Bancshares (NWBI) | 0.1 | $178k | 14k | 12.39 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $137k | NEW | 14k | 9.58 |
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Past Filings by McHugh Group
SEC 13F filings are viewable for McHugh Group going back to 2024
- McHugh Group 2025 Q3 filed Oct. 9, 2025
- McHugh Group 2025 Q2 filed July 10, 2025
- McHugh Group 2025 Q1 filed April 21, 2025
- McHugh Group 2024 Q4 filed Jan. 27, 2025