Skip to main content

McHugh Group, LLC

SEC CIK
0002052657
Latest filing
Jul 16, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only.

Institution overview
Positions
68
No filing for Q3 2024
Portfolio value
$134.0M
No filing for Q3 2024
Filed
Jan 27, 2025
SEC

McHugh Group, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of McHugh Group, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock127,270$17.1M12.8%––History
SPYSPDR S&P 500 ETF TrustETF26,700$15.6M11.7%––History
MSFTMicrosoft CorpStock26,004$11.0M8.2%––History
BRK.BBerkshire Hathaway IncStock23,473$10.6M7.9%––History
AAPLApple Inc.Stock36,436$9.12M6.8%––History
VVisa Inc.Stock26,261$8.30M6.2%––History
MAMastercard IncStock12,882$6.78M5.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT28,185$4.94M3.7%–––
AMZNAmazon Com IncStock20,770$4.56M3.4%––History
GOOGLAlphabet Inc.Stock16,600$3.14M2.3%––History
GOOGAlphabet Inc.Stock15,265$2.91M2.2%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF38,943$2.70M2.0%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF9,932$2.31M1.7%–––
GLDSPDR Gold TrustETF8,495$2.06M1.5%––History
WFC.PLWells Fargo & CompanyPERP PFD CNV A1,664$1.99M1.5%––History
AVGOBroadcom Inc.Stock8,401$1.95M1.5%––History
MCDMcDonalds CorpStock6,087$1.76M1.3%––History
PGRProgressive CorpStock7,200$1.73M1.3%––History
TDGTransDigm Group INCCOM1,010$1.28M1.0%––History
JPMJPMorgan Chase & CoStock4,975$1.19M0.9%––History
ORCLOracle CorpStock7,084$1.18M0.9%––History
iShares Core S&P 500 ETF464287200ETF1,967$1.16M0.9%–––
Invesco QQQ Trust Series I46090E103ETF2,262$1.16M0.9%–––
iShares S&P 500 Growth ETF464287309ETF10,250$1.04M0.8%–––
OXYOccidental Petroleum CorpStock18,983$938.0K0.7%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,322$869.7K0.6%–––
iShares Semiconductor ETF464287523ETF4,033$869.1K0.6%–––
MUMicron Technology IncStock10,201$858.5K0.6%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,550$796.5K0.6%–––
CRMSalesforce, Inc.Stock2,050$685.4K0.5%––History
HDHome Depot, Inc.Stock1,745$678.8K0.5%––History
LINLinde PLCStock1,475$617.5K0.5%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,061$604.5K0.5%––History
JNJJohnson & JohnsonStock4,085$590.8K0.4%––History
METAMeta Platforms, Inc.Stock995$582.6K0.4%––History
CEGConstellation Energy CorpStock2,400$536.9K0.4%––History
Vanguard S&P 500 ETF922908363ETF970$522.6K0.4%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF1,800$521.7K0.4%–––
PGProcter & Gamble CoStock3,082$516.7K0.4%––History
BACBank of America CorpStock11,590$509.4K0.4%––History
BABoeing CoStock2,680$474.4K0.4%––History
NEENextera Energy IncStock6,180$443.0K0.3%––History
LMTLockheed Martin CorpStock890$432.5K0.3%––History
CVXChevron CorpStock2,725$394.7K0.3%––History
MRVLMarvell Technology, Inc.COM3,125$345.2K0.3%––History
WMTWalmart Inc.Stock3,700$334.3K0.2%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF6,100$294.8K0.2%–––
iShares S&P 500 Value ETF464287408ETF1,502$286.7K0.2%–––
Vanguard Dividend Appreciation ETF921908844ETF1,450$284.0K0.2%–––
DALDelta Air Lines, Inc.COM NEW4,650$281.3K0.2%––History
PEPPepsiCo IncStock1,820$276.7K0.2%––History
DHRDanaher CorpStock1,150$264.0K0.2%––History
NXPINXP Semiconductors N.V.COM1,270$264.0K0.2%––History
PANWPalo Alto Networks IncStock1,440$262.0K0.2%––History
MPWRMonolithic Power Systems, Inc.COM425$251.5K0.2%––History
CHKPCheck Point Software Technologies LtdORD1,290$240.8K0.2%––History
GSGoldman Sachs Group IncStock400$229.0K0.2%––History
iShares Tr464287119MORNINGSTAR GRWT2,530$226.7K0.2%–––
IBMInternational Business Machines CorpStock1,029$226.2K0.2%––History
MSCIMSCI Inc.Stock375$225.0K0.2%––History
ASMLASML Holding NVADR315$218.3K0.2%––History
XYZBlock, Inc.CL A2,550$216.7K0.2%––History
iShares Tr464288687PFD AND INCM SEC6,775$213.0K0.2%–––
ETNEaton Corp plcStock620$205.8K0.2%––History
SHWSherwin Williams CoCOM600$204.0K0.2%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF2,089$202.4K0.2%–––
VRTXVertex Pharmaceuticals IncStock500$201.3K0.2%––History
NWBINorthwest Bancshares, Inc.COM14,359$189.4K0.1%––History