McHugh Group

McHugh Group as of Sept. 30, 2025

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