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CIK: 0002052657
Total reported value
$195.7M
$195.7M
68 檔
32.4%
According to the latest 13F quarterly dataset, McHugh Group, LLC managed an equity portfolio of $195.7M at the end of Q4 2024, spanning 68 distinct U.S. exchange-listed positions.
During Q4 2024, McHugh Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.76% | -0.27% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.68% | -0.11% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.18% | -0.75% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.94% | -0.70% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.81% | -0.12% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 6.19% | -0.11% | — | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.06% | -0.52% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.69% | +0.09% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | -0.04% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +0.20% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | +0.16% | — | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.01% | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.72% | +0.36% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.54% | -0.43% | — | |
| 15 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.48% | -0.14% | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.06% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | -0.27% | — | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.29% | -0.04% | — | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 0.96% | -0.01% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.04% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.07% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.01% | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.07% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +0.03% | — | |
| 25 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.70% | -0.28% | — | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.65% | -0.04% | — | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.65% | +0.54% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.64% | +1.77% | — | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.59% | -0.03% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.09% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.02% | — | |
| 32 | LIN | Linde plc | Stock-Materials | 0.46% | -0.04% | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.14% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | — | |
| 36 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.07% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.01% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.03% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.01% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.35% | -0.02% | — | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.06% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.32% | -0.12% | EXIT | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.10% | — | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.26% | +0.30% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.22% | -0.01% | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 50 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.21% | +0.04% | — |
According to official SEC Form 13F filings, McHugh Group, LLC reported a total U.S. public equity portfolio value of $195.7M across 68 disclosed positions in Q4 2024.
During Q4 2024, McHugh Group, LLC's top holdings by market value included NVDA (12.8%)、SPY (11.7%)、MSFT (8.2%). The largest single position, NVDA, represented 12.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, MSFT) accounted for 32.4% of total reported equity market value during Q4 2024.
In Q4 2024, McHugh Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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