McHugh Group, LLC

CIK 0002052657 • 7 13F filings • Apr 21, 2025 – Oct 19, 2026

Import this data to Google Sheets with:

=jivedata("mchugh-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $167.2M77 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$218K	0.1%Prev: 0.4%	1,350 SH	Decreased-19 SH
ALPHABET INC	CAP STK CL A	$3.9M	2.3%Prev: 2.9%	16,010 SH	Decreased+200 SH
ALPHABET INC	CAP STK CL C	$3.6M	2.1%Prev: 2.6%	14,605 SH	Decreased+395 SH
AMAZON COM INC	COM	$4.6M	2.7%Prev: 2.5%	20,829 SH	Decreased+594 SH
APPLE INC	COM	$9.1M	5.5%Prev: 5.2%	35,809 SH	Decreased+696 SH
ARCHER AVIATION INC	COM CL A	$137K	0.1%Prev: 0.1%	14,324 SH	Decreased-17,750 SH
ASML HOLDING N V	N Y REGISTRY SHS	$305K	0.2%	315 SH	New
BANK AMERICA CORP	COM	$598K	0.4%	11,590 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.7M	7.0%Prev: 5.9%	23,348 SH	Increased+433 SH
BLACKROCK INC	COM	$1.4M	0.8%Prev: 0.6%	1,215 SH	Increased+51 SH
BOEING CO	COM	$524K	0.3%Prev: 0.3%	2,430 SH	Increased+163 SH
BROADCOM INC	COM	$2.8M	1.7%Prev: 1.4%	8,433 SH	Increased+1,347 SH
CHECK POINT SOFTWARE TECH LT	ORD	$267K	0.2%	1,290 SH	New
CHEVRON CORP NEW	COM	$423K	0.3%	2,725 SH	New
COHERENT CORP	COM	$203K	0.1%Prev: 0.4%	1,887 SH	Decreased-4 SH
CONSTELLATION ENERGY CORP	COM	$658K	0.4%Prev: 0.2%	2,000 SH	Increased+100 SH
DELTA AIR LINES INC DEL	COM NEW	$264K	0.2%	4,650 SH	New
EATON CORP PLC	SHS	$232K	0.1%Prev: 0.1%	620 SH	Decreased-19 SH
GLOBAL X FDS	GLOBAL X URANIUM	$1.7M	1.0%Prev: 0.9%	35,450 SH	Decreased-4,789 SH
GOLDMAN SACHS GROUP INC	COM	$319K	0.2%Prev: 0.2%	400 SH	Decreased
HERSHEY CO	COM	$206K	0.1%	1,100 SH	New
HOME DEPOT INC	COM	$697K	0.4%Prev: 0.3%	1,720 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$290K	0.2%Prev: 0.1%	1,029 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.3M	3.8%Prev: 4.3%	33,099 SH	Decreased-6,803 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.7%Prev: 0.7%	1,976 SH	Decreased+99 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.7%Prev: 0.6%	1,644 SH	Decreased-1 SH
ISHARES TR	CORE US AGGBD ET	$209K	0.1%	2,089 SH	New
ISHARES TR	ISHARES SEMICDTR	$1.1M	0.7%Prev: 1.3%	4,033 SH	Decreased
ISHARES TR	MORNINGSTAR GRWT	$264K	0.2%Prev: 0.2%	2,530 SH	Decreased
ISHARES TR	MSCI ACWI ETF	$553K	0.3%Prev: 0.8%	4,000 SH	Decreased-6,000 SH
ISHARES TR	MSCI INTL QUALTY	$716K	0.4%Prev: 0.6%	16,200 SH	Decreased-7,500 SH
ISHARES TR	RUS 1000 GRW ETF	$216K	0.1%Prev: 0.1%	462 SH	Decreased-1,386 SH
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.7%Prev: 0.7%	10,250 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$310K	0.2%Prev: 0.2%	1,502 SH	Decreased-51 SH
JOHNSON & JOHNSON	COM	$683K	0.4%Prev: 0.5%	3,685 SH	Decreased+70 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.9%	4,975 SH	New
LINDE PLC	SHS	$701K	0.4%Prev: 0.4%	1,475 SH	Decreased+89 SH
MARVELL TECHNOLOGY INC	COM	$263K	0.2%Prev: 0.5%	3,125 SH	Decreased-75 SH
MASTERCARD INCORPORATED	CL A	$7.0M	4.2%Prev: 2.9%	12,267 SH	Increased+1,201 SH
MCDONALDS CORP	COM	$1.9M	1.1%Prev: 0.8%	6,096 SH	Increased+90 SH
META PLATFORMS INC	CL A	$731K	0.4%Prev: 0.3%	995 SH	Increased+3 SH
MICRON TECHNOLOGY INC	COM	$1.4M	0.9%Prev: 2.9%	8,602 SH	Decreased+3,746 SH
MICROSOFT CORP	COM	$13.5M	8.1%Prev: 5.0%	26,130 SH	Increased+22 SH
MONOLITHIC PWR SYS INC	COM	$391K	0.2%	425 SH	New
MSCI INC	COM	$213K	0.1%Prev: 0.1%	375 SH	Increased
NEXTERA ENERGY INC	COM	$467K	0.3%Prev: 0.3%	6,180 SH	Decreased
NORTHWEST BANCSHARES INC MD	COM	$178K	0.1%	14,359 SH	New
NVIDIA CORPORATION	COM	$23.5M	14.0%Prev: 12.2%	125,737 SH	Decreased+6,143 SH
NXP SEMICONDUCTORS N V	COM	$289K	0.2%Prev: 0.1%	1,270 SH	Increased+500 SH
OCCIDENTAL PETE CORP	COM	$755K	0.5%Prev: 0.3%	15,983 SH	Increased+3,475 SH
ORACLE CORP	COM	$1.7M	1.0%Prev: 0.5%	6,088 SH	Increased-11 SH
PALO ALTO NETWORKS INC	COM	$294K	0.2%Prev: 0.3%	1,445 SH	Decreased
PEPSICO INC	COM	$256K	0.2%Prev: 0.1%	1,820 SH	Increased
PROCTER AND GAMBLE CO	COM	$451K	0.3%	2,932 SH	New
PROGRESSIVE CORP	COM	$2.0M	1.2%Prev: 0.9%	8,200 SH	Increased
PROSHARES TR	S&P 500 DV ARIST	$620K	0.4%Prev: 0.3%	6,011 SH	Decreased-6,044 SH
SALESFORCE INC	COM	$486K	0.3%Prev: 0.1%	2,050 SH	Increased+275 SH
SELECT SECTOR SPDR TR	FINANCIAL	$329K	0.2%	6,100 SH	New
SELECT SECTOR SPDR TR	INDL	$227K	0.1%	1,470 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$833K	0.5%	3,475 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$880K	0.5%	6,322 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.8M	1.7%	9,932 SH	New
SPDR GOLD TR	GOLD SHS	$2.2M	1.3%Prev: 1.2%	6,285 SH	Decreased-100 SH
SPDR S&P 500 ETF TR	TR UNIT	$20.7M	12.4%	31,116 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$3.6M	2.2%	46,202 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$855K	0.5%	3,061 SH	New
TIDAL TRUST II	DEFIANCE LARGE	$222K	0.1%Prev: 0.1%	10,000 SH	Decreased
TRANSDIGM GROUP INC	COM	$1.3M	0.8%Prev: 0.7%	1,010 SH	Decreased-4 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$623K	0.4%Prev: 0.4%	1,017 SH	Decreased-240 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	1.1%Prev: 1.4%	5,351 SH	Decreased-2,007 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$581K	0.3%Prev: 0.7%	10,719 SH	Decreased-12,550 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$531K	0.3%Prev: 0.6%	6,650 SH	Decreased-7,100 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$653K	0.4%Prev: 0.8%	7,430 SH	Decreased-6,810 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$313K	0.2%Prev: 0.2%	1,450 SH	Decreased
VISA INC	COM CL A	$9.6M	5.8%Prev: 4.8%	28,202 SH	Increased+986 SH
WALMART INC	COM	$381K	0.2%Prev: 0.2%	3,700 SH	Decreased
WELLS FARGO CO NEW	PERP PFD CNV A	$2.0M	1.2%	1,634 SH	New

Sold (vs prior filing)

ASML HLDG NV — $431K
BANK OF AMER CORP — $681K
BLACKROCK ETF TRUST — $281K
CHEVRON CORPORATION — $438K
COCA COLA CO — $224K
DELTA AIR LINES INC — $436K
INVESCO EXCH TRADED FD TR II — $266K
ISHARES INC — $1.2M
ISHARES INC — $578K
ISHARES TR — $1.0M
J P MORGAN EXCHANGE TRADED F — $261K
JPMORGAN CHASE & CO — $1.6M
MANULIFE FINL CORP — $259K
MARRIOTT INTL INC NEW — $268K
NORTHWEST BANCSHARES INC — $218K
PARKER-HANNIFIN CORP — $1.9M
PROCTER & GAMBLE CO — $424K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $815K
SELECT SECTOR SPDR TR — $306K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001250	—	View
Feb 2, 2026	Q4 2025	13F-HR	0002085853-26-000167	$175.8M	View
Oct 9, 2025	Q3 2025