Institutional
McHugh Group, LLC
CIK 0002052657
$195.7M
Reported AUM
86
Positions
Q2 2026
Period
2026-07-16
Filed
Editorial summary
Summary for McHugh Group, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | 20.62% | 75.74% | $27.3M | 13.94% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $23.9M | 12.23% | — | HELD |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $11.5M | 5.86% | — | HELD |
| 4 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $10.2M | 5.19% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $9.7M | 4.98% | — | HELD |
| 6 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $9.3M | 4.77% | — | HELD |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $214.95 | -0.20% | 19.76% | 48.72% | $8.5M | 4.34% | — | HELD |
| 8 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | 3.76% | 71.76% | $5.7M | 2.90% | — | HELD |
| 9 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $5.7M | 2.89% | — | HELD |
| 10 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $5.6M | 2.87% | — | HELD |
| 11 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $5.0M | 2.57% | — | HELD |
| 12 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $4.8M | 2.46% | — | HELD |
| 13 | SPYM | SPDR SERIES TRUST | $87.91 | 0.69% | 20.71% | 76.35% | $4.6M | 2.37% | — | HELD |
| 14 | XLK | SELECT SECTOR SPDR TR | $175.28 | -0.26% | 37.13% | 129.18% | $3.7M | 1.87% | — | HELD |
| 15 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $2.7M | 1.39% | — | HELD |
| 16 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $2.7M | 1.37% | — | HELD |
| 17 | SOXX | ISHARES TR | $504.89 | 0.07% | 113.66% | 236.40% | $2.6M | 1.32% | — | HELD |
| 18 | GLD | SPDR GOLD TR | $371.53 | -1.49% | 22.01% | 122.26% | $2.4M | 1.20% | — | HELD |
| 19 | PH | PARKER-HANNIFIN CORP | $976.53 | 1.43% | 38.13% | 249.41% | $1.9M | 0.97% | — | HELD |
| 20 | WFC 7.5 PERP L | WELLS FARGO & CO | — | — | — | — | $1.8M | 0.94% | — | HELD |
| 21 | PGR | PROGRESSIVE CORP | $211.42 | -0.87% | -5.79% | 147.45% | $1.8M | 0.92% | — | HELD |
| 22 | URA | GLOBAL X FDS | $39.07 | -1.64% | 8.89% | 130.77% | $1.8M | 0.90% | — | HELD |
| 23 | VPL | VANGUARD INTL EQUITY INDEX F | $109.03 | -1.01% | 37.62% | 54.97% | $1.6M | 0.84% | — | HELD |
| 24 | MCD | MCDONALDS CORP | $270.67 | 0.83% | -9.02% | 26.40% | $1.6M | 0.83% | — | HELD |
| 25 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $1.6M | 0.81% | — | HELD |
| 26 | ACWI | ISHARES TR | $156.43 | 0.49% | 22.98% | 62.51% | $1.6M | 0.80% | — | HELD |
| 27 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | 73.36% | 267.64% | $1.5M | 0.76% | — | HELD |
| 28 | IVW | ISHARES TR | $135.21 | 1.41% | 19.82% | 75.31% | $1.4M | 0.72% | — | HELD |
| 29 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | 20.53% | 30.20% | $1.4M | 0.71% | — | HELD |
| 30 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $1.4M | 0.71% | — | HELD |
| 31 | TDG | TRANSDIGM GROUP INC | $1254.38 | 0.36% | — | — | $1.4M | 0.69% | — | HELD |
| 32 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $1.2M | 0.63% | — | HELD |
| 33 | VGK | VANGUARD INTL EQUITY INDEX F | $90.59 | -0.44% | — | — | $1.2M | 0.62% | — | HELD |
| 34 | IQLT | ISHARES TR | $50.16 | -0.83% | — | — | $1.2M | 0.60% | — | HELD |
| 35 | EWJ | ISHARES INC | $92.39 | -0.96% | — | — | $1.2M | 0.59% | — | HELD |
| 36 | BLK | BLACKROCK INC | $1090.39 | -0.73% | — | — | $1.1M | 0.57% | — | HELD |
| 37 | AOR | ISHARES TR | $68.53 | 0.06% | — | — | $1.0M | 0.53% | — | HELD |
| 38 | XLV | SELECT SECTOR SPDR TR | $162.55 | -0.59% | — | — | $1.0M | 0.51% | — | HELD |
| 39 | MRVL | MARVELL TECHNOLOGY INC | $187.56 | 2.32% | — | — | $953K | 0.49% | — | HELD |
| 40 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $918K | 0.47% | — | HELD |
| 41 | ORCL | ORACLE CORP | $129.88 | 1.82% | — | — | $894K | 0.46% | — | HELD |
| 42 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $863K | 0.44% | — | HELD |
| 43 | XLY | SELECT SECTOR SPDR TR | $116.09 | 3.29% | — | — | $815K | 0.42% | — | HELD |
| 44 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | — | — | $796K | 0.41% | — | HELD |
| 45 | COHR | COHERENT CORP | $262.98 | 5.59% | — | — | $746K | 0.38% | — | HELD |
| 46 | LIN | LINDE PLC | $478.38 | -5.95% | — | — | $719K | 0.37% | — | HELD |
| 47 | BAC | BANK OF AMER CORP | $61.97 | 0.39% | — | — | $681K | 0.35% | — | HELD |
| 48 | NOBL | PROSHARES TR | $57.08 | -0.19% | — | — | $677K | 0.35% | — | HELD |
| 49 | OXY | OCCIDENTAL PETE CORP | $57.07 | 2.00% | — | — | $608K | 0.31% | — | HELD |
| 50 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $607K | 0.31% | — | HELD |
| 51 | EWL | ISHARES INC | $63.16 | -1.19% | — | — | $578K | 0.30% | — | HELD |
| 52 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $559K | 0.29% | — | HELD |
| 53 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | — | — | $542K | 0.28% | — | HELD |
| 54 | PANW | PALO ALTO NETWORKS INC | $331.83 | 1.89% | — | — | $493K | 0.25% | — | HELD |
| 55 | BA | BOEING CO | $216.14 | -2.15% | — | — | $491K | 0.25% | — | HELD |
| 56 | CEG | CONSTELLATION ENERGY CORP | $262.75 | -0.31% | — | — | $472K | 0.24% | — | HELD |
| 57 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | — | — | $438K | 0.22% | — | HELD |
| 58 | DAL | DELTA AIR LINES INC | $87.44 | -1.30% | — | — | $436K | 0.22% | — | HELD |
| 59 | ASML | ASML HLDG NV | $1629.00 | -1.36% | — | — | $431K | 0.22% | — | HELD |
| 60 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $424K | 0.22% | — | HELD |
| 61 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $419K | 0.21% | — | HELD |
| 62 | GS | GOLDMAN SACHS GROUP INC | $1017.98 | -0.67% | — | — | $405K | 0.21% | — | HELD |
| 63 | IVE | ISHARES TR | $231.71 | -0.19% | — | — | $353K | 0.18% | — | HELD |
| 64 | VIG | VANGUARD SPECIALIZED FUNDS | $239.14 | -0.38% | — | — | $343K | 0.18% | — | HELD |
| 65 | XLF | SELECT SECTOR SPDR TR | $56.93 | -0.12% | — | — | $306K | 0.16% | — | HELD |
| 66 | ILCG | ISHARES TR | $111.78 | 1.01% | — | — | $296K | 0.15% | — | HELD |
| 67 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $289K | 0.15% | — | HELD |
| 68 | IALT | BLACKROCK ETF TRUST | $28.67 | 0.14% | — | — | $281K | 0.14% | — | HELD |
| 69 | CRM | SALESFORCE INC | $184.03 | 1.84% | — | — | $278K | 0.14% | — | HELD |
| 70 | ETN | EATON CORP PLC | $415.69 | 7.44% | — | — | $272K | 0.14% | — | HELD |
| 71 | XLI | SELECT SECTOR SPDR TR | $179.79 | 0.78% | — | — | $272K | 0.14% | — | HELD |
| 72 | MAR | MARRIOTT INTL INC NEW | $372.83 | -0.71% | — | — | $268K | 0.14% | — | HELD |
| 73 | RWL | INVESCO EXCH TRADED FD TR II | $131.71 | 0.47% | — | — | $266K | 0.14% | — | HELD |
| 74 | JPLD | J P MORGAN EXCHANGE TRADED F | $52.07 | 0.04% | — | — | $261K | 0.13% | — | HELD |
| 75 | XMAG | TIDAL TRUST II | $25.36 | -0.04% | — | — | $261K | 0.13% | — | HELD |
| 76 | MFC | MANULIFE FINL CORP | $44.44 | -0.25% | — | — | $259K | 0.13% | — | HELD |
| 77 | VCSH | VANGUARD SCOTTSDALE FDS | $78.62 | -0.06% | — | — | $250K | 0.13% | — | HELD |
| 78 | VRTX | VERTEX PHARMACEUTICALS INC | $477.10 | -0.95% | — | — | $248K | 0.13% | — | HELD |
| 79 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $246K | 0.13% | — | HELD |
| 80 | IWF | ISHARES TR | $118.35 | 0.78% | — | — | $229K | 0.12% | — | HELD |
| 81 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $224K | 0.11% | — | HELD |
| 82 | NWBI | NORTHWEST BANCSHARES INC | $15.74 | 0.32% | — | — | $218K | 0.11% | — | HELD |
| 83 | NXPI | NXP SEMICONDUCTORS N V | $229.16 | -6.53% | — | — | $216K | 0.11% | — | HELD |
| 84 | MSCI | MSCI INC | $572.24 | -0.61% | — | — | $210K | 0.11% | — | HELD |
| 85 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | — | — | $204K | 0.10% | — | HELD |
| 86 | ACHR | ARCHER AVIATION INC | $4.64 | -2.11% | — | — | $152K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000750. 13F discloses long positions only — shorts, foreign equities, and options are excluded.