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CIK: 0002052657
Total reported value
$195.7M
$195.7M
82 檔
38.1%
According to the latest 13F quarterly dataset, McHugh Group, LLC managed an equity portfolio of $195.7M at the end of Q1 2026, spanning 82 distinct U.S. exchange-listed positions.
McHugh Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | 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 | 14.05% | -0.11% | +1.95% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.51% | -0.27% | +1.18% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.56% | -0.70% | -0.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.73% | -0.75% | +0.87% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.12% | -1.34% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.88% | -0.11% | -2.89% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.25% | +0.09% | +8.81% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.42% | -0.52% | -3.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.20% | -1.25% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -0.04% | -2.05% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | +0.16% | -2.70% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.01% | +9.69% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | -0.43% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | +0.36% | -2.78% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | -0.01% | +20.55% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.06% | +1.51% | |
| 17 | URA | Global X Uranium ETF | ETF-Other | 1.12% | -0.22% | +6.34% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.27% | -1.59% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.10% | +1.77% | -1.68% | |
| 20 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.08% | -0.14% | -1.55% | |
| 21 | PGR | Progressive CORP | Stock-Financials | 0.96% | -0.04% | — | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | +0.10% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.04% | -2.13% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.82% | +0.02% | +39.88% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.82% | -0.02% | +72.41% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.78% | +0.54% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.03% | +52.89% | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 0.70% | -0.01% | +0.40% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | — | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.67% | -0.05% | +42.49% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.09% | +0.34% | |
| 32 | IQLT | Ishares Msci International Q | ETF-Other | 0.65% | -0.05% | +46.30% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.07% | -5.01% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | — | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.62% | -0.03% | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.14% | +1.54% | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.59% | -0.28% | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.04% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.07% | +0.13% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.05% | -1.90% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.45% | -0.03% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | +23.60% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.41% | -0.04% | -5.02% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.38% | -0.03% | +0.08% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.01% | +3.10% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.06% | -7.49% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.05% | -0.30% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.02% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.10% | -2.94% | |
| 50 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.32% | -0.02% | — |
According to official SEC Form 13F filings, McHugh Group, LLC reported a total U.S. public equity portfolio value of $195.7M across 82 disclosed positions in Q1 2026.
During Q1 2026, McHugh Group, LLC's top holdings by market value included SPY (14.1%)、NVDA (12.5%)、BRK-B (6.6%). The largest single position, SPY, represented 14.1% 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, BRK-B) accounted for 38.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EWJ
市值: $1.1M
Top Position Liquidated / Trimmed
MPWR
前期市值: $385.2K
In Q1 2026, McHugh Group, LLC made 58 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 22 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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