13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052657
Total reported value
$204.1M
$204.1M
86 檔
40.5%
At the close of Q2 2026, McHugh Group, LLC disclosed equity holdings valued at approximately $204.1M, spread across 86 reported holdings.
McHugh Group, LLC executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 2 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, BRK-B) accounted for 40.5% of total reported equity market value during Q2 2026.
| # | 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 | 13.94% | -0.16% | +0.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.23% | +0.97% | -1.28% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.86% | -0.42% | -0.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.54% | -0.61% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | +1.32% | -0.19% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.77% | — | -0.22% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.34% | +0.04% | +6.75% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.90% | +0.06% | -4.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | -0.22% | — | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.87% | -0.33% | -11.81% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.57% | -0.20% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | — | -0.20% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.02% | +0.31% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.87% | -0.03% | -0.47% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | -0.04% | +0.01% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | -0.15% | -0.70% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.32% | -0.20% | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.02% | — | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 0.97% | +0.13% | +18.18% | |
| 20 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.94% | -0.17% | — | |
| 21 | PGR | Progressive CORP | Stock-Financials | 0.92% | -0.09% | — | |
| 22 | URA | Global X Uranium ETF | ETF-Other | 0.90% | -0.14% | +2.55% | |
| 23 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.84% | +0.22% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.15% | +0.07% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.02% | — | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.80% | -0.02% | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | -0.07% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | -0.01% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.03% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | -0.03% | — | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.69% | -0.15% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | — | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.62% | -0.04% | — | |
| 34 | IQLT | Ishares Msci International Q | ETF-Other | 0.60% | -0.03% | — | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.59% | — | +0.04% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.57% | +0.03% | — | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.53% | +0.02% | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | +0.01% | — | |
| 39 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | -0.08% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.05% | +0.03% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | — | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | -0.05% | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | — | — | |
| 45 | COHR | Coherent CORP | Stock-Tech | 0.38% | -0.11% | — | |
| 46 | LIN | Linde plc | Stock-Materials | 0.37% | -0.05% | -1.07% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | -0.04% | — | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.35% | -0.03% | +100.18% | |
| 49 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.31% | -0.15% | -17.89% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.07% | — |
According to official SEC Form 13F filings, McHugh Group, LLC reported a total U.S. public equity portfolio value of $204.1M across 86 disclosed positions in Q2 2026.
During Q2 2026, McHugh Group, LLC's top holdings by market value included SPY (13.9%)、NVDA (12.2%)、BRK-B (5.9%). 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.
Top New Position Initiated
AOR
市值: $1.0M
Top Position Liquidated / Trimmed
HSY
前期市值: $228.7K
In Q2 2026, McHugh Group, LLC made 33 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.