McHugh Group, LLC

SEC CIK
0002052657

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 16, 2026.SEC

Positions
86
+4 vs. Q1 2026
Total value
$195.66M
+$26.7M (+15.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

McHugh Group, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPYSTATE STREET SPDR S&P 500 ETFETF36,527$27.28M13.94%+37+0.1%AddedView
NVDANVIDIA CORPORATION COMStock119,594$23.93M12.23%−1,555−1.3%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock22,915$11.47M5.86%−215−0.9%ReducedView
AAPLAPPLE INC COMStock35,113$10.16M5.19%−215−0.6%ReducedView
MSFTMICROSOFT CORP COMStock26,108$9.74M4.98%−49−0.2%ReducedView
VVISA INC COM CL AStock27,216$9.34M4.77%−60−0.2%ReducedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT39,902$8.49M4.34%+2,523+6.7%Added–
MAMASTERCARD INCORPORATED CL AStock11,066$5.68M2.90%−510−4.4%ReducedView
GOOGLALPHABET INC CAP STK CL AStock15,810$5.65M2.89%00.0%UnchangedView
MUMICRON TECHNOLOGY INC COMStock4,856$5.61M2.87%−650−11.8%ReducedView
GOOGALPHABET INC CAP STK CL CStock14,210$5.02M2.57%00.0%UnchangedView
AMZNAMAZON COM INC COMStock20,235$4.82M2.46%−40−0.2%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF52,685$4.63M2.37%+165+0.3%Added–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF19,164$3.65M1.87%−90−0.5%Reduced–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF7,358$2.72M1.39%+10.0%Added–
AVGOBROADCOM INC COMStock7,086$2.68M1.37%−50−0.7%ReducedView
ISHARES SEMICONDUCTOR ETF464287523ETF4,033$2.58M1.32%00.0%Unchanged–
GLDSPDR GOLD SHARESETF6,385$2.35M1.20%00.0%UnchangedView
PHPARKER-HANNIFIN CORP COMStock1,950$1.91M0.97%+300+18.2%AddedView
WELLS FARGO & CO949746804PERP PFD CNV A1,584$1.83M0.94%00.0%Unchanged–
PGRPROGRESSIVE CORP COMStock8,200$1.79M0.92%00.0%UnchangedView
GLOBAL X URANIUM ETF37954Y871ETF40,239$1.76M0.90%+1,000+2.5%Added–
VANGUARD INTL EQUITY INDEX F922042866FTSE PACIFIC ETF14,240$1.65M0.84%00.0%Unchanged–
MCDMCDONALDS CORP COMStock6,006$1.62M0.83%+4+0.1%AddedView
JPMJPMORGAN CHASE & CO COMStock4,869$1.59M0.81%00.0%UnchangedView
ISHARES TR464288257MSCI ACWI ETF10,000$1.57M0.80%00.0%Unchanged–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR3,108$1.48M0.76%00.0%UnchangedView
ISHARES S&P 500 GROWTH ETF464287309ETF10,250$1.41M0.72%00.0%Unchanged–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF23,269$1.39M0.71%00.0%Unchanged–
INVESCO QQQ TRUST SERIES I46090E103ETF1,877$1.38M0.71%00.0%Unchanged–
TDGTRANSDIGM GROUP INCCOM1,014$1.35M0.69%00.0%UnchangedView
ISHARES CORE S&P 500 ETF464287200ETF1,645$1.23M0.63%00.0%Unchanged–
VANGUARD INTL EQUITY INDEX F922042874FTSE EUROPE ETF13,750$1.22M0.62%00.0%Unchanged–
ISHARES TR46434V456MSCI INTL QUALTY23,700$1.17M0.60%00.0%Unchanged–
ISHARES INC46434G822MSCI JAPAN ETF12,455$1.16M0.59%+50.0%Added–
BLKBLACKROCK INC COMStock1,164$1.12M0.57%00.0%UnchangedView
ISHARES TR464289867CORE 60 BALA ETF15,000$1.04M0.53%+15,000New–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF6,322$1M0.51%00.0%Unchanged–
MRVLMARVELL TECHNOLOGY INCCOM3,200$953.19K0.49%00.0%UnchangedView
JNJJOHNSON & JOHNSON COMStock3,615$918.02K0.47%00.0%UnchangedView
ORCLORACLE CORP COMStock6,099$893.76K0.46%+20.0%AddedView
VANGUARD S&P 500 ETF922908363ETF1,257$863.32K0.44%00.0%Unchanged–
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF6,950$815.1K0.42%00.0%Unchanged–
AMDADVANCED MICRO DEVICES INC COMStock1,369$795.58K0.41%00.0%UnchangedView
COHRCOHERENT CORPCOM1,891$745.81K0.38%00.0%UnchangedView
LINLINDE PLC SHSStock1,386$719.28K0.37%−15−1.1%ReducedView
BACBANK OF AMER CORP COMStock11,949$680.89K0.35%00.0%UnchangedView
PROSHARES TR74348A467S&P 500 DV ARIST12,055$677.03K0.35%+6,033+100.2%Added–
OXYOCCIDENTAL PETE CORP COMStock12,508$607.51K0.31%−2,725−17.9%ReducedView
HDHOME DEPOT INC COMStock1,720$606.61K0.31%00.0%UnchangedView
ISHARES INC464286749MSCI SWITZERLAND9,200$578.22K0.30%00.0%Unchanged–
METAMETA PLATFORMS INC CL AStock992$559.14K0.29%00.0%UnchangedView
NEENEXTERA ENERGY INC COMStock6,180$542.42K0.28%00.0%UnchangedView
PANWPALO ALTO NETWORKS INC COMStock1,445$492.77K0.25%00.0%UnchangedView
BABOEING CO COMStock2,267$490.66K0.25%−50−2.2%ReducedView
CEGCONSTELLATION ENERGY CORP COMStock1,900$471.9K0.24%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock2,645$438.44K0.22%00.0%UnchangedView
DALDELTA AIR LINES INCCOM NEW4,650$435.52K0.22%00.0%UnchangedView
ASMLASML HLDG NV N Y REGISTRY SHSADR217$431.15K0.22%00.0%UnchangedView
PGPROCTER & GAMBLE CO COMStock2,892$424.01K0.22%00.0%UnchangedView
WMTWALMART INC COMStock3,700$419.06K0.21%00.0%UnchangedView
GSGOLDMAN SACHS GROUP INC COMStock400$404.55K0.21%00.0%UnchangedView
ISHARES S&P 500 VALUE ETF464287408ETF1,553$352.63K0.18%00.0%Unchanged–
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF1,450$343.1K0.18%00.0%Unchanged–
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF5,700$305.58K0.16%00.0%Unchanged–
ISHARES TR464287119MORNINGSTAR GRWT2,530$296.06K0.15%00.0%Unchanged–
IBMINTERNATIONAL BUSINESS MACHS COMStock1,029$289.37K0.15%00.0%UnchangedView
BLACKROCK ETF TRUST09290C665ISHA SYST AL ETF10,000$280.5K0.14%+10,000New–
CRMSALESFORCE INC COMStock1,775$277.96K0.14%−300−14.5%ReducedView
ETNEATON CORP PLC SHSStock639$272.32K0.14%00.0%UnchangedView
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF1,470$272.29K0.14%00.0%Unchanged–
MARMARRIOTT INTL INC NEW CL AStock724$268.2K0.14%00.0%UnchangedView
INVESCO EXCH TRADED FD TR II46138G698S&P 500 REVENUE2,080$265.74K0.14%00.0%Unchanged–
J P MORGAN EXCHANGE TRADED F46654Q773JPMORGAM LTD DUR5,000$260.95K0.13%+5,000New–
TIDAL TRUST II88636R743DEFIANCE LARGE10,000$260.8K0.13%00.0%Unchanged–
MFCMANULIFE FINL CORPCOM6,400$259.26K0.13%00.0%UnchangedView
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD3,164$250.05K0.13%+3,164New–
VRTXVERTEX PHARMACEUTICALS INC COMStock500$248.37K0.13%00.0%UnchangedView
PEPPEPSICO INC COMStock1,820$246.43K0.13%00.0%UnchangedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF1,848$229.47K0.12%+1,848New–
KOCOCA COLA CO COMStock2,752$223.63K0.11%00.0%UnchangedView
NWBINORTHWEST BANCSHARES INCCOM14,359$217.68K0.11%00.0%UnchangedView
NXPINXP SEMICONDUCTORS N VCOM770$216.39K0.11%−500−39.4%ReducedView
MSCIMSCI INC COMStock375$210.02K0.11%00.0%UnchangedView
VZVERIZON COMMUNICATIONS INC COMStock4,821$204.12K0.10%+4,821NewView
ACHRARCHER AVIATION INC COM CL AStock32,074$151.71K0.08%00.0%UnchangedView

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

McHugh Group, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HSYHERSHEY COCOM1,100$228.68K0.14%
LMTLOCKHEED MARTIN CORP COMStock345$208.82K0.12%

13F filings by quarter

McHugh Group, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 16, 202686$195.66Mvs. Q1 2026SEC
Q1 2026Apr 17, 202682$168.96Mvs. Q4 2025SEC
Q4 2025Feb 2, 202681$175.78Mvs. Q3 2025SEC
Q3 2025Oct 9, 202577$167.16Mvs. Q2 2025SEC
Q2 2025Jul 10, 202571$149.6Mvs. Q1 2025SEC
Q1 2025Apr 21, 202566$132.21Mvs. Q4 2024SEC
Q4 2024Jan 27, 202568$133.98M–SEC