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McHugh Group

Latest statistics and disclosures from McHugh Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, NVDA, BRK.B, AAPL, MSFT, and represent 42.20% of McHugh Group's stock portfolio.
Added to shares of these 10 stocks: AOR, RSP, NOBL, PH, IALT, JPLD, VCSH, IWF, VZ, URA.
Started 6 new stock positions in VZ, IALT, JPLD, IWF, AOR, VCSH.
Reduced shares in these 10 stocks: MU, NVDA, MA, HSY, LMT, NXPI, OXY, BRK.B, AAPL, CRM.
Sold out of its positions in HSY, LMT.
McHugh Group was a net buyer of stock by $1.2M.
McHugh Group has $196M in assets under management (AUM), dropping by 15.80%.
Central Index Key (CIK): 0002052657

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Portfolio Holdings for McHugh Group

McHugh Group holds 86 positions in its portfolio as reported in the June 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)	13.9	$27M		37k	746.80	View chart
NVIDIA Corporation (NVDA)	12.2	$24M		120k	200.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.9	$12M		23k	500.39	View chart
Apple (AAPL)	5.2	$10M		35k	289.36	View chart
Microsoft Corporation (MSFT)	5.0	$9.7M		26k	373.03	View chart
Visa Com Cl A (V)	4.8	$9.3M		27k	343.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.3	$8.5M	+6%	40k	212.77	View chart
Mastercard Incorporated Cl A (MA)	2.9	$5.7M	-4%	11k	513.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$5.7M		16k	357.37	View chart
Micron Technology (MU)	2.9	$5.6M	-11%	4.9k	1154.52	View chart
Alphabet Cap Stk Cl C (GOOG)	2.6	$5.0M		14k	353.33	View chart
Amazon (AMZN)	2.5	$4.8M		20k	238.33	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.4	$4.6M		53k	87.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.9	$3.7M		19k	190.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.7M		7.4k	370.05	View chart
Broadcom (AVGO)	1.4	$2.7M		7.1k	377.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.3	$2.6M		4.0k	640.76	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$2.4M		6.4k	368.38	View chart
Parker-Hannifin Corporation (PH)	1.0	$1.9M	+18%	2.0k	978.12	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.9	$1.8M		1.6k	1157.00	View chart
Progressive Corporation (PGR)	0.9	$1.8M		8.2k	218.46	View chart
Global X Fds Global X Uranium (URA)	0.9	$1.8M	+2%	40k	43.70	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.8	$1.6M		14k	115.69	View chart
McDonald's Corporation (MCD)	0.8	$1.6M		6.0k	270.30	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.6M		4.9k	327.30	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.8	$1.6M		10k	156.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$1.5M		3.1k	477.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.4M		10k	137.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$1.4M		23k	59.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.4M		1.9k	736.23	View chart
TransDigm Group Incorporated (TDG)	0.7	$1.4M		1.0k	1331.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.2M		1.6k	748.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.6	$1.2M		14k	88.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$1.2M		24k	49.55	View chart
Ishares Msci Japan Etf (EWJ)	0.6	$1.2M		13k	93.27	View chart
Blackrock (BLK)	0.6	$1.1M		1.2k	961.29	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.5	$1.0M	NEW	15k	69.50	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.5	$1.0M		6.3k	158.65	View chart
Marvell Technology (MRVL)	0.5	$953k		3.2k	297.87	View chart
Johnson & Johnson (JNJ)	0.5	$918k		3.6k	253.95	View chart
Oracle Corporation (ORCL)	0.5	$894k		6.1k	146.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$863k		1.3k	686.81	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$815k		7.0k	117.28	View chart
Advanced Micro Devices (AMD)	0.4	$796k		1.4k	581.14	View chart
Coherent Corp (COHR)	0.4	$746k		1.9k	394.40	View chart
Linde SHS (LIN)	0.4	$719k		1.4k	518.96	View chart
Bank of America Corporation (BAC)	0.3	$681k		12k	56.98	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$677k	+100%	12k	56.16	View chart
Occidental Petroleum Corporation (OXY)	0.3	$608k	-17%	13k	48.57	View chart
Home Depot (HD)	0.3	$607k		1.7k	352.68	View chart
Ishares Msci Switzerland (EWL)	0.3	$578k		9.2k	62.85	View chart
Meta Platforms Cl A (META)	0.3	$559k		992.00	563.64	View chart
Nextera Energy (NEE)	0.3	$542k		6.2k	87.77	View chart
Palo Alto Networks (PANW)	0.3	$493k		1.4k	341.02	View chart
Boeing Company (BA)	0.3	$491k	-2%	2.3k	216.44	View chart
Constellation Energy (CEG)	0.2	$472k		1.9k	248.37	View chart
Chevron Corporation (CVX)	0.2	$438k		2.6k	165.76	View chart
Delta Air Lines Com New (DAL)	0.2	$436k		4.7k	93.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$431k		217.00	1986.88	View chart
Procter & Gamble Company (PG)	0.2	$424k		2.9k	146.62	View chart
Wal-Mart Stores (WMT)	0.2	$419k		3.7k	113.26	View chart
Goldman Sachs (GS)	0.2	$405k		400.00	1011.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$353k		1.6k	227.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$343k		1.5k	236.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$306k		5.7k	53.61	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$296k		2.5k	117.02	View chart
International Business Machines (IBM)	0.1	$289k		1.0k	281.21	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$281k	NEW	10k	28.05	View chart
salesforce (CRM)	0.1	$278k	-14%	1.8k	156.60	View chart
Eaton Corp SHS (ETN)	0.1	$272k		639.00	426.17	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$272k		1.5k	185.23	View chart
Marriott Intl Cl A (MAR)	0.1	$268k		724.00	370.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$266k		2.1k	127.76	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$261k	NEW	5.0k	52.19	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.1	$261k		10k	26.08	View chart
Manulife Finl Corp (MFC)	0.1	$259k		6.4k	40.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$250k	NEW	3.2k	79.03	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$248k		500.00	496.73	View chart
Pepsi (PEP)	0.1	$246k		1.8k	135.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k	NEW	1.8k	124.17	View chart
Coca-Cola Company (KO)	0.1	$224k		2.8k	81.26	View chart
Northwest Bancshares (NWBI)	0.1	$218k		14k	15.16	View chart
Nxp Semiconductors N V (NXPI)	0.1	$216k	-39%	770.00	281.03	View chart
Msci (MSCI)	0.1	$210k		375.00	560.04	View chart
Verizon Communications (VZ)	0.1	$204k	NEW	4.8k	42.34	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$152k		32k	4.73	View chart

Past Filings by McHugh Group

SEC 13F filings are viewable for McHugh Group going back to 2024

McHugh Group 2026 Q2 filed July 16, 2026
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

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