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CIK: 0002052657
Total reported value
$195.7M
$195.7M
77 檔
40.4%
According to the latest 13F quarterly dataset, McHugh Group, LLC managed an equity portfolio of $195.7M at the end of Q3 2025, spanning 77 distinct U.S. exchange-listed positions.
In Q3 2025, McHugh Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.03% | -0.27% | +0.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.40% | -0.11% | +2.56% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.10% | -0.75% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.02% | -0.70% | +2.30% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.76% | -0.11% | -0.21% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.45% | -0.12% | -0.21% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 4.17% | -0.52% | -4.77% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.76% | +0.09% | +0.02% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.04% | +0.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.20% | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.01% | +0.50% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | +0.16% | -6.41% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.67% | +0.36% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.06% | +0.37% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.43% | +0.80% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.21% | -0.04% | — | |
| 17 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.21% | -0.14% | -1.21% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.27% | +0.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.01% | +2.90% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.07% | -14.10% | |
| 21 | URA | Global X Uranium ETF | ETF-Other | 1.01% | -0.22% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.04% | — | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.86% | +1.77% | — | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.85% | -0.09% | -3.19% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 0.80% | -0.01% | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.07% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | — | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.65% | +0.54% | — | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | -0.04% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | +0.14% | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.50% | -0.03% | — | |
| 33 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.45% | -0.28% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.05% | — | |
| 35 | IQLT | Ishares Msci International Q | ETF-Other | 0.43% | -0.05% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.42% | -0.04% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.02% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.05% | — | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.39% | -0.07% | — | |
| 40 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.39% | +0.02% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | +4.85% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.37% | -0.03% | +0.18% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.03% | — | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | -0.02% | — | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.32% | -0.05% | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.31% | -0.02% | -5.81% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.29% | -0.09% | -8.89% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | -0.06% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.03% | -4.87% |
According to official SEC Form 13F filings, McHugh Group, LLC reported a total U.S. public equity portfolio value of $195.7M across 77 disclosed positions in Q3 2025.
During Q3 2025, McHugh Group, LLC's top holdings by market value included NVDA (14.0%)、SPY (12.4%)、MSFT (8.1%). The largest single position, NVDA, represented 14.0% 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 40.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
URA
市值: $1.7M
Top Position Liquidated / Trimmed
VRTX
前期市值: $242.4K
In Q3 2025, McHugh Group, LLC made 41 total portfolio adjustments, initiating 15 new buys, adding to 9 positions, trimming 13 holdings, and fully liquidating 4 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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