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CIK: 0002052657
Total reported value
$195.7M
$195.7M
66 檔
32.6%
During the Q1 2025 filing period, McHugh Group, LLC (CIK: 0002052657) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $195.7M across 66 reported positions.
During Q1 2025, 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.86% | -0.11% | +13.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.44% | -0.70% | +10.44% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 10.31% | -0.27% | -1.13% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.70% | -0.75% | +4.33% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.96% | -0.11% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 6.03% | -0.12% | -1.51% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.34% | -0.52% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.39% | +0.09% | +18.82% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.04% | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.01% | +10.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.20% | -1.75% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.16% | +4.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.55% | +0.36% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.52% | -0.43% | -17.66% | |
| 15 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.50% | -0.14% | -0.60% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.44% | -0.27% | +0.05% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.40% | -0.04% | -9.03% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.06% | +0.01% | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 1.06% | -0.01% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.04% | — | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 0.90% | -0.09% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.07% | +0.01% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.03% | — | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.71% | -0.28% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | -12.69% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | -16.42% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.70% | -0.04% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +1.77% | — | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.57% | +0.54% | — | |
| 30 | LIN | Linde plc | Stock-Materials | 0.52% | -0.04% | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.52% | -0.03% | -2.11% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.02% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | -9.79% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.09% | +9.76% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.03% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.14% | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 40 | CEG | Constellation Energy | Stock-Utilities | 0.37% | -0.07% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.01% | — | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.35% | -0.02% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.06% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.23% | -0.01% | — | |
| 47 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.22% | — | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 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 66 disclosed positions in Q1 2025.
During Q1 2025, McHugh Group, LLC's top holdings by market value included SPY (12.9%)、BRK-B (10.4%)、NVDA (10.3%). The largest single position, SPY, represented 12.9% 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 SPY, BRK-B, NVDA) accounted for 32.6% of total reported equity market value during Q1 2025.
In Q1 2025, 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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