McHugh Group
Latest statistics and disclosures from McHugh Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, MSFT, BRK.B, V, and represent 45.97% of McHugh Group's stock portfolio.
- Added to shares of these 10 stocks: SPY, PH, XLK, EWL, XLY, ACWI, VTI, VGK, VPL, VWO.
- Started 6 new stock positions in AIG, PH, MAR, EWL, VRTX, MFC.
- Reduced shares in these 10 stocks: NVDA, MU, AVGO, ETN, AGG, MA, ASML, MSFT, BRK.B, BLK.
- Sold out of its positions in AGG, ETN.
- McHugh Group was a net buyer of stock by $6.3M.
- McHugh Group has $176M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0002052657
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Portfolio Holdings for McHugh Group
McHugh Group holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.9 | $24M | +15% | 36k | 681.94 |
|
| NVIDIA Corporation (NVDA) | 12.7 | $22M | -4% | 120k | 186.50 |
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| Microsoft Corporation (MSFT) | 7.1 | $13M | 26k | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.6 | $12M | 23k | 502.65 |
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| Visa Com Cl A (V) | 5.6 | $9.9M | 28k | 350.71 |
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| Apple (AAPL) | 5.5 | $9.7M | 36k | 271.86 |
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| Mastercard Incorporated Cl A (MA) | 3.9 | $6.8M | -2% | 12k | 570.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.7 | $6.6M | +3% | 34k | 191.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $5.0M | 16k | 313.00 |
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| Amazon (AMZN) | 2.7 | $4.8M | 21k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $4.6M | 15k | 313.80 |
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| Spdr Series Trust State Street Spd (SPYM) | 2.2 | $3.8M | +3% | 48k | 80.22 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.6 | $2.9M | +99% | 20k | 143.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $2.5M | 6.4k | 396.31 |
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| Broadcom (AVGO) | 1.4 | $2.4M | -16% | 7.0k | 346.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.0M | +14% | 6.1k | 335.27 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 1.1 | $2.0M | 1.6k | 1212.00 |
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| Progressive Corporation (PGR) | 1.1 | $1.9M | 8.2k | 227.73 |
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| McDonald's Corporation (MCD) | 1.1 | $1.9M | 6.1k | 305.64 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.6M | 5.0k | 322.22 |
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| Micron Technology (MU) | 0.9 | $1.6M | -34% | 5.6k | 285.41 |
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| Global X Fds Global X Uranium (URA) | 0.9 | $1.6M | +4% | 37k | 42.73 |
|
| Parker-Hannifin Corporation (PH) | 0.8 | $1.5M | NEW | 1.7k | 878.96 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $1.3M | 1.0k | 1329.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.3M | 10k | 123.26 |
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| Blackrock (BLK) | 0.7 | $1.2M | -4% | 1.2k | 1070.34 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $1.2M | 4.0k | 301.15 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | 2.0k | 614.41 |
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| Oracle Corporation (ORCL) | 0.7 | $1.2M | 6.1k | 194.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | 1.6k | 684.68 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $979k | 6.3k | 154.79 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $930k | 3.1k | 303.89 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.5 | $920k | +37% | 10k | 90.40 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.5 | $830k | +100% | 7.0k | 119.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $821k | +45% | 5.8k | 141.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $818k | +41% | 15k | 53.76 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $807k | +45% | 9.7k | 83.61 |
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| Johnson & Johnson (JNJ) | 0.4 | $763k | 3.7k | 206.95 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $736k | 16k | 45.45 |
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| Constellation Energy (CEG) | 0.4 | $707k | 2.0k | 353.27 |
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| Meta Platforms Cl A (META) | 0.4 | $657k | 995.00 | 660.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $638k | 1.0k | 627.13 |
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| Bank of America Corporation (BAC) | 0.4 | $638k | 12k | 55.00 |
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| Linde SHS (LIN) | 0.4 | $629k | 1.5k | 426.39 |
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| Occidental Petroleum Corporation (OXY) | 0.4 | $626k | -4% | 15k | 41.12 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $626k | 6.0k | 104.07 |
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| Home Depot (HD) | 0.3 | $592k | 1.7k | 344.10 |
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| Ishares Msci Switzerland (EWL) | 0.3 | $552k | NEW | 9.2k | 59.96 |
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| salesforce (CRM) | 0.3 | $543k | 2.1k | 264.91 |
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| Nextera Energy (NEE) | 0.3 | $536k | +8% | 6.7k | 80.28 |
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| Boeing Company (BA) | 0.3 | $506k | -4% | 2.3k | 217.12 |
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| Procter & Gamble Company (PG) | 0.2 | $420k | 2.9k | 143.31 |
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| Chevron Corporation (CVX) | 0.2 | $415k | 2.7k | 152.41 |
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| Wal-Mart Stores (WMT) | 0.2 | $412k | 3.7k | 111.41 |
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| Monolithic Power Systems (MPWR) | 0.2 | $385k | 425.00 | 906.36 |
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| Goldman Sachs (GS) | 0.2 | $352k | 400.00 | 879.00 |
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| Coherent Corp (COHR) | 0.2 | $348k | 1.9k | 184.57 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $334k | 6.1k | 54.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $323k | 4.7k | 69.40 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $319k | 1.5k | 219.78 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $319k | 1.5k | 212.07 |
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| International Business Machines (IBM) | 0.2 | $305k | 1.0k | 296.21 |
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| Advanced Micro Devices (AMD) | 0.2 | $289k | 1.4k | 214.16 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $276k | 1.3k | 217.06 |
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| Palo Alto Networks (PANW) | 0.2 | $266k | 1.4k | 184.20 |
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| Marvell Technology (MRVL) | 0.2 | $266k | 3.1k | 84.98 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $263k | 2.5k | 104.04 |
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| Pepsi (PEP) | 0.1 | $261k | 1.8k | 143.52 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $241k | +123% | 32k | 7.52 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $239k | 1.3k | 185.56 |
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| Manulife Finl Corp (MFC) | 0.1 | $232k | NEW | 6.4k | 36.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $230k | -31% | 215.00 | 1069.86 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $228k | 1.5k | 155.12 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $227k | NEW | 500.00 | 453.36 |
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| Tidal Trust Ii Defiance Large (XMAG) | 0.1 | $226k | 10k | 22.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $219k | 462.00 | 473.30 |
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| Marriott Intl Cl A (MAR) | 0.1 | $217k | NEW | 700.00 | 310.24 |
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| Msci (MSCI) | 0.1 | $215k | 375.00 | 573.73 |
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| American Intl Group Com New (AIG) | 0.1 | $214k | NEW | 2.5k | 85.55 |
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| Hershey Company (HSY) | 0.1 | $200k | 1.1k | 181.98 |
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| Northwest Bancshares (NWBI) | 0.1 | $172k | 14k | 12.00 |
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Past Filings by McHugh Group
SEC 13F filings are viewable for McHugh Group going back to 2024
- McHugh Group 2025 Q4 filed Feb. 2, 2026
- 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