McHugh Group
Latest statistics and disclosures from McHugh Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, BRK.B, MSFT, AAPL, and represent 44.15% of McHugh Group's stock portfolio.
- Added to shares of these 10 stocks: EWJ, ACWI, RSP, SPY, VWO, VTI, VPL, SPYM, IQLT, VGK.
- Started 5 new stock positions in RWL, ETN, LMT, EWJ, KO.
- Reduced shares in these 10 stocks: MPWR, V, , IWF, AIG, MA, AAPL, GOOG, AMZN, XLK.
- Sold out of its positions in AIG, IWF, MPWR, CHKP.
- McHugh Group was a net buyer of stock by $4.2M.
- McHugh Group has $169M in assets under management (AUM), dropping by -3.88%.
- Central Index Key (CIK): 0002052657
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Portfolio Holdings for McHugh Group
McHugh Group holds 82 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 14.0 | $24M | 37k | 650.35 |
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| NVIDIA Corporation (NVDA) | 12.5 | $21M | 121k | 174.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.6 | $11M | 23k | 479.20 |
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| Microsoft Corporation (MSFT) | 5.7 | $9.7M | 26k | 370.19 |
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| Apple (AAPL) | 5.3 | $9.0M | 35k | 253.79 |
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| Visa Com Cl A (V) | 4.9 | $8.2M | -2% | 27k | 302.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.2 | $7.2M | +8% | 37k | 191.92 |
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| Mastercard Incorporated Cl A (MA) | 3.4 | $5.8M | -3% | 12k | 499.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $4.5M | 16k | 287.56 |
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| Amazon (AMZN) | 2.5 | $4.2M | -2% | 20k | 208.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $4.1M | -2% | 14k | 286.86 |
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| Spdr Series Trust State Street Spd (SPYM) | 2.4 | $4.0M | +9% | 53k | 76.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $2.7M | 6.4k | 430.29 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.5 | $2.6M | -2% | 19k | 132.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $2.4M | +20% | 7.4k | 320.82 |
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| Broadcom (AVGO) | 1.3 | $2.2M | 7.1k | 309.52 |
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| Global X Fds Global X Uranium (URA) | 1.1 | $1.9M | +6% | 39k | 48.43 |
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| McDonald's Corporation (MCD) | 1.1 | $1.9M | 6.0k | 310.80 |
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| Micron Technology (MU) | 1.1 | $1.9M | 5.5k | 337.90 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 1.1 | $1.8M | 1.6k | 1155.00 |
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| Progressive Corporation (PGR) | 1.0 | $1.6M | 8.2k | 198.25 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $1.5M | 1.7k | 895.24 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | -2% | 4.9k | 294.13 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.8 | $1.4M | +39% | 14k | 97.73 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.8 | $1.4M | +72% | 10k | 138.37 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.8 | $1.3M | 4.0k | 328.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $1.3M | +52% | 23k | 54.05 |
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| TransDigm Group Incorporated (TDG) | 0.7 | $1.2M | 1.0k | 1158.70 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.2M | 10k | 113.11 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.7 | $1.1M | +42% | 14k | 82.43 |
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| Blackrock (BLK) | 0.7 | $1.1M | 1.2k | 961.44 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $1.1M | +46% | 24k | 46.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.1M | -5% | 1.9k | 577.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | 1.6k | 652.97 |
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| Ishares Msci Japan Etf (EWJ) | 0.6 | $1.1M | NEW | 13k | 84.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.1M | 3.1k | 337.89 |
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| Occidental Petroleum Corporation (OXY) | 0.6 | $990k | 15k | 65.00 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $927k | 6.3k | 146.60 |
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| Oracle Corporation (ORCL) | 0.5 | $897k | 6.1k | 147.12 |
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| Johnson & Johnson (JNJ) | 0.5 | $884k | 3.6k | 244.42 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $757k | 7.0k | 108.98 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $751k | +23% | 1.3k | 597.55 |
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| Linde SHS (LIN) | 0.4 | $695k | -5% | 1.4k | 495.78 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $638k | 6.0k | 106.01 |
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| Bank of America Corporation (BAC) | 0.3 | $583k | +3% | 12k | 48.75 |
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| Nextera Energy (NEE) | 0.3 | $574k | -7% | 6.2k | 92.88 |
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| Meta Platforms Cl A (META) | 0.3 | $568k | 992.00 | 572.49 |
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| Home Depot (HD) | 0.3 | $566k | 1.7k | 328.89 |
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| Chevron Corporation (CVX) | 0.3 | $547k | -2% | 2.6k | 206.90 |
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| Ishares Msci Switzerland (EWL) | 0.3 | $541k | 9.2k | 58.81 |
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| Constellation Energy (CEG) | 0.3 | $531k | -5% | 1.9k | 279.25 |
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| Boeing Company (BA) | 0.3 | $461k | 2.3k | 199.00 |
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| Wal-Mart Stores (WMT) | 0.3 | $460k | 3.7k | 124.28 |
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| Coherent Corp (COHR) | 0.3 | $450k | 1.9k | 238.17 |
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| Procter & Gamble Company (PG) | 0.2 | $418k | 2.9k | 144.42 |
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| salesforce (CRM) | 0.2 | $387k | 2.1k | 186.61 |
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| Goldman Sachs (GS) | 0.2 | $338k | 400.00 | 845.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $328k | +3% | 1.6k | 211.15 |
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| Marvell Technology (MRVL) | 0.2 | $317k | +2% | 3.2k | 99.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $312k | 1.5k | 215.06 |
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| Delta Air Lines Com New (DAL) | 0.2 | $309k | 4.7k | 66.48 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $286k | 217.00 | 1319.12 |
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| Pepsi (PEP) | 0.2 | $283k | 1.8k | 155.29 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $281k | -6% | 5.7k | 49.37 |
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| Advanced Micro Devices (AMD) | 0.2 | $279k | 1.4k | 203.51 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $250k | 1.3k | 196.86 |
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| International Business Machines (IBM) | 0.1 | $249k | 1.0k | 242.39 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $242k | 2.5k | 95.48 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $239k | NEW | 2.1k | 114.91 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $238k | 1.5k | 161.73 |
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| Marriott Intl Cl A (MAR) | 0.1 | $237k | +3% | 724.00 | 326.94 |
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| Palo Alto Networks (PANW) | 0.1 | $232k | 1.4k | 160.32 |
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| Hershey Company (HSY) | 0.1 | $229k | 1.1k | 207.89 |
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| Eaton Corp SHS (ETN) | 0.1 | $229k | NEW | 639.00 | 357.71 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $223k | 500.00 | 446.54 |
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| Tidal Trust Ii Defiance Large (XMAG) | 0.1 | $222k | 10k | 22.22 |
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| Manulife Finl Corp (MFC) | 0.1 | $220k | 6.4k | 34.44 |
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| Coca-Cola Company (KO) | 0.1 | $209k | NEW | 2.8k | 76.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $209k | NEW | 345.00 | 605.28 |
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| Msci (MSCI) | 0.1 | $202k | 375.00 | 539.01 |
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| Northwest Bancshares (NWBI) | 0.1 | $182k | 14k | 12.69 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $166k | 32k | 5.17 |
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Past Filings by McHugh Group
SEC 13F filings are viewable for McHugh Group going back to 2024
- McHugh Group 2026 Q1 filed April 17, 2026
- 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