McHugh Group, LLC 13F Holdings · Q2 2026
McHugh Group, LLC reported 86 securities worth $195.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (13.94%), NVDA (12.23%), BRKB (5.86%). Among its top 25 positions this quarter: 7 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.3M | 13.94% | 36,527 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $23.9M | 12.23% | 119,594 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.5M | 5.86% | 22,915 | Trimmed |
| 4 | AAPL | APPLE INC | $10.2M | 5.19% | 35,113 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $9.7M | 4.98% | 26,108 | Trimmed |
| 6 | V | VISA INC | $9.3M | 4.77% | 27,216 | Trimmed |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $8.5M | 4.34% | 39,902 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $5.7M | 2.90% | 11,066 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $5.7M | 2.89% | 15,810 | Hold |
| 10 | MU | MICRON TECHNOLOGY INC | $5.6M | 2.87% | 4,856 | Trimmed |
| 11 | GOOG | ALPHABET INC | $5.0M | 2.57% | 14,210 | Hold |
| 12 | AMZN | AMAZON COM INC | $4.8M | 2.46% | 20,235 | Trimmed |
| 13 | SPYM | SPDR SERIES TRUST | $4.6M | 2.37% | 52,685 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $3.7M | 1.87% | 19,164 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $2.7M | 1.39% | 7,358 | Added |
| 16 | AVGO | BROADCOM INC | $2.7M | 1.37% | 7,086 | Trimmed |
| 17 | SOXX | ISHARES TR | $2.6M | 1.32% | 4,033 | Hold |
| 18 | GLD | SPDR GOLD TR | $2.4M | 1.20% | 6,385 | Hold |
| 19 | PH | PARKER-HANNIFIN CORP | $1.9M | 0.97% | 1,950 | Added |
| 20 | WFC/PRL | WELLS FARGO & CO | $1.8M | 0.94% | 1,584 | Hold |
| 21 | PGR | PROGRESSIVE CORP | $1.8M | 0.92% | 8,200 | Hold |
| 22 | URA | GLOBAL X FDS | $1.8M | 0.90% | 40,239 | Added |
| 23 | VPL | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.84% | 14,240 | Hold |
| 24 | MCD | MCDONALDS CORP | $1.6M | 0.83% | 6,006 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.81% | 4,869 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR