McHugh Group, LLC — 13F Holdings & Portfolio
CIK 2052657 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$169.0M
Long-equity book
Holdings
82
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+5 / −4 / ↑26 / ↓34
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$593.2K +9.0%
- ISHARES TR$563.1K +68.6%
- VANGUARD INTL EQUITY INDEX F$471.4K +51.2%
- VANGUARD INTL EQUITY INDEX F$439.5K +53.7%
- OCCIDENTAL PETE CORP$363.8K +58.1%
Top Trims
- MICROSOFT CORP-$2.9M -22.8%
- VISA INC-$1.6M -16.3%
- NVIDIA CORPORATION-$1.2M -5.4%
- MASTERCARD INCORPORATED-$1.0M -15.1%
- APPLE INC-$769.2K -7.9%
New Positions
- ISHARES INC$1.1M
- INVESCO EXCH TRADED FD TR II$239.0K
- EATON CORP PLC$228.6K
- COCA COLA CO$209.3K
- LOCKHEED MARTIN CORP$208.8K
Exited Positions
- MONOLITHIC PWR SYS INC$385.2K
- CHECK POINT SOFTWARE TECH LT$239.4K
- ISHARES TR$218.7K
- AMERICAN INTL GROUP INC$213.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $23.7M | 14.05% | 36,490 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $21.1M | 12.51% | 121,149 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $11.1M | 6.56% | 23,130 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $9.7M | 5.73% | 26,157 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $9.0M | 5.31% | 35,328 | SH |
| 6 | VISA INC | V | 92826C839 | $8.2M | 4.88% | 27,276 | SH |
| 7 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $7.2M | 4.25% | 37,379 | SH |
| 8 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.8M | 3.42% | 11,576 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $4.5M | 2.69% | 15,810 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 2.50% | 20,275 | SH |
| 11 | ALPHABET INC | GOOG | 02079K107 | $4.1M | 2.41% | 14,210 | SH |
| 12 | SPDR SERIES TRUST | SPYM | 78464A854 | $4.0M | 2.38% | 52,520 | SH |
| 13 | SPDR GOLD TR | GLD | 78463V107 | $2.7M | 1.63% | 6,385 | SH |
| 14 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.6M | 1.51% | 19,254 | SH |
| 15 | VANGUARD INDEX FDS | VTI | 922908769 | $2.4M | 1.40% | 7,357 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $2.2M | 1.31% | 7,136 | SH |
| 17 | GLOBAL X FDS | URA | 37954Y871 | $1.9M | 1.12% | 39,239 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $1.9M | 1.10% | 6,002 | SH |
| 19 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.9M | 1.10% | 5,506 | SH |
| 20 | WELLS FARGO & CO | WFCPL | 949746804 | $1.8M | 1.08% | 1,584 | SH |
| 21 | PROGRESSIVE CORP | PGR | 743315103 | $1.6M | 0.96% | 8,200 | SH |
| 22 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.5M | 0.87% | 1,650 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.4M | 0.85% | 4,869 | SH |
| 24 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $1.4M | 0.82% | 14,240 | SH |
| 25 | ISHARES TR | ACWI | 464288257 | $1.4M | 0.82% | 10,000 | SH |
| 26 | ISHARES TR | SOXX | 464287523 | $1.3M | 0.78% | 4,033 | SH |
| 27 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.3M | 0.74% | 23,269 | SH |
| 28 | TRANSDIGM GROUP INC | TDG | 893641100 | $1.2M | 0.70% | 1,014 | SH |
| 29 | ISHARES TR | IVW | 464287309 | $1.2M | 0.69% | 10,250 | SH |
| 30 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $1.1M | 0.67% | 13,750 | SH |
| 31 | BLACKROCK INC | BLK | 09290D101 | $1.1M | 0.66% | 1,164 | SH |
| 32 | ISHARES TR | IQLT | 46434V456 | $1.1M | 0.65% | 23,700 | SH |
| 33 | INVESCO QQQ TR | QQQ | 46090E103 | $1.1M | 0.64% | 1,877 | SH |
| 34 | ISHARES TR | IVV | 464287200 | $1.1M | 0.64% | 1,645 | SH |
| 35 | ISHARES INC | EWJ | 46434G822 | $1.1M | 0.62% | 12,450 | SH |
| 36 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.1M | 0.62% | 3,108 | SH |
| 37 | OCCIDENTAL PETE CORP | OXY | 674599105 | $990.1K | 0.59% | 15,233 | SH |
| 38 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $926.8K | 0.55% | 6,322 | SH |
| 39 | ORACLE CORP | ORCL | 68389X105 | $897.0K | 0.53% | 6,097 | SH |
| 40 | JOHNSON & JOHNSON | JNJ | 478160104 | $883.6K | 0.52% | 3,615 | SH |
| 41 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $757.4K | 0.45% | 6,950 | SH |
| 42 | VANGUARD INDEX FDS | VOO | 922908363 | $751.1K | 0.44% | 1,257 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $694.6K | 0.41% | 1,401 | SH |
| 44 | PROSHARES TR | NOBL | 74348A467 | $638.4K | 0.38% | 6,022 | SH |
| 45 | BANK AMERICA CORP | BAC | 060505104 | $582.5K | 0.34% | 11,949 | SH |
| 46 | NEXTERA ENERGY INC | NEE | 65339F101 | $574.0K | 0.34% | 6,180 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $567.9K | 0.34% | 992 | SH |
| 48 | HOME DEPOT INC | HD | 437076102 | $565.7K | 0.33% | 1,720 | SH |
| 49 | CHEVRON CORPORATION | CVX | 166764100 | $547.3K | 0.32% | 2,645 | SH |
| 50 | ISHARES INC | EWL | 464286749 | $541.1K | 0.32% | 9,200 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $169.0M | 82 | 0002085853-26-000403 |
| 2025-12-31 | 2026-02-02 | $175.8M | 81 | 0002085853-26-000167 |