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CIK: 0002052657
Total reported value
$195.7M
$195.7M
81 檔
41.3%
As reported in its official Q4 2025 Form 13F filing, McHugh Group, LLC's tracked investment portfolio stood at $195.7M with 81 total positions.
In Q4 2025, McHugh Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | 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 | 13.89% | -0.11% | +15.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.70% | -0.27% | -4.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.13% | -0.75% | -0.76% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.64% | -0.70% | -0.53% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.60% | -0.11% | -0.40% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.12% | — | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.88% | -0.52% | -2.69% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.74% | +0.09% | +3.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | +0.20% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | -0.04% | -0.62% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.61% | +0.16% | — | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -0.01% | +3.63% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.62% | +0.36% | +99.40% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.44% | -0.43% | +1.59% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.06% | -16.64% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.01% | +14.05% | |
| 17 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.11% | -0.14% | -1.53% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.06% | -0.04% | — | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.27% | +0.05% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.04% | — | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.91% | +1.77% | -34.90% | |
| 22 | URA | Global X Uranium ETF | ETF-Other | 0.90% | -0.22% | +4.09% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.83% | +0.10% | — | |
| 24 | TDG | Transdigm Group Inc | Stock-Industrials | 0.76% | -0.01% | — | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.03% | — | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.71% | -0.09% | -4.53% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.69% | +0.54% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.07% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.07% | +0.02% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | +0.06% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | -0.04% | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.14% | — | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.52% | +0.02% | +37.01% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | -0.03% | +100.00% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.47% | -0.02% | +45.00% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.03% | +41.98% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.46% | -0.05% | +45.11% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.05% | — | |
| 39 | IQLT | Ishares Msci International Q | ETF-Other | 0.42% | -0.05% | — | |
| 40 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.07% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.05% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | — | |
| 44 | LIN | Linde plc | Stock-Materials | 0.36% | -0.04% | — | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.36% | -0.28% | -4.69% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.36% | -0.03% | +0.10% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.02% | — | |
| 48 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.31% | -0.02% | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.09% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | -0.06% | +8.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +15.03% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Unchanged |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | — | Unchanged |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.1% | +45.11% | Add |
| 5 | ACWI | Ishares Msci Acwi ETF | +0.1% | +45.00% | Add |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +37.01% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +41.98% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +14.05% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +1.59% | Add |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | COHR | Coherent CORP | +0.1% | — | Unchanged |
| 12 | ACHR | Archer Aviation Inc-a | +0.1% | +123.92% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | -34.90% | Trim |
| 14 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 15 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 16 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 17 | NEE | Nextera Energy Inc | 0% | +8.09% | Add |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +3.63% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 21 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 22 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 23 | CEG | Constellation Energy | 0% | — | Unchanged |
| 24 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.79% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | -0.62% | Trim |
| 26 | ASML | ASML Holding N.V. | -0.1% | -31.75% | Trim |
| 27 | XLK | Ss Technology Select Sector | -0.1% | +99.40% | Add |
| 28 | LIN | Linde plc | -0.1% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 30 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 31 | OXY | Occidental Petroleum CORP | -0.1% | -4.69% | Trim |
| 32 | WFC 7.5 PERP LBond | Wells Fargo & Company | -0.1% | -1.53% | Trim |
| 33 | URA | Global X Uranium ETF | -0.1% | +4.09% | Add |
| 34 | BLK | Blackrock Inc | -0.1% | -4.53% | Trim |
| 35 | PGR | Progressive CORP | -0.2% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | -0.2% | -0.40% | Trim |
| 37 | AVGO | Broadcom Inc | -0.3% | -16.64% | Trim |
| 38 | MA | Mastercard Inc - A | -0.3% | -2.69% | Trim |
| 39 | ORCL | Oracle CORP | -0.3% | +0.02% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.53% | Trim |
| 41 | MSFT | Microsoft CORP | -1% | -0.76% | Trim |
| 42 | NVDA | Nvidia CORP | -1.3% | -4.77% | Trim |
| 43 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 44 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
| 45 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 46 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 48 | MAR | Marriott International -cl A | — | NEW | New buy |
| 49 | AIG | American International Group | — | NEW | New buy |
| 50 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
According to official SEC Form 13F filings, McHugh Group, LLC reported a total U.S. public equity portfolio value of $195.7M across 81 disclosed positions in Q4 2025.
During Q4 2025, McHugh Group, LLC's top holdings by market value included SPY (13.9%)、NVDA (12.7%)、MSFT (7.1%). The largest single position, SPY, represented 13.9% 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, NVDA, MSFT) accounted for 41.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
PH
市值: $1.5M
Top Position Liquidated / Trimmed
ETN
前期市值: $232.0K
In Q4 2025, McHugh Group, LLC made 34 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 2 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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