Investor
McHugh Group, LLC
CIK 0002052657 · filed 2026-04-17 · SEC filing
13F book
$169M
Positions
82
5 new · 4 sold
Largest name
14.0%
Spdr S&P 500 Etf Tr
Est. mark
−$10.9M
Price effect on 77 names still held. Flow $4.09M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 36.5K | $23.7M | 14.0% | −$1.13M | Added−$677.5K |
| Nvidia Corp | NVDA | 121.1K | $21.1M | 12.5% | −$1.45M | Added−$1.2M |
| Berkshire Hathaway Inc Del | — | 23.1K | $11.1M | 6.6% | −$542.4K | Cut−$590.2K |
| Microsoft Corp | MSFT | 26.2K | $9.68M | 5.7% | −$2.94M | Added−$2.86M |
| Apple Inc. | AAPL | 35.3K | $8.97M | 5.3% | −$638.4K | Cut−$769.2K |
| Visa Inc. | V | 27.3K | $8.24M | 4.9% | −$1.32M | Cut−$1.61M |
| Invesco Exchange Traded Fd T | — | 37.4K | $7.17M | 4.2% | $12.4K | Added$593.2K |
| Mastercard Inc | MA | 11.6K | $5.78M | 3.4% | −$824.3K | Cut−$1.03M |
| Alphabet Inc | — | 15.8K | $4.55M | 2.7% | −$402.2K | Cut−$464.8K |
| Amazon Com Inc | AMZN | 20.3K | $4.22M | 2.5% | −$457.3K | Cut−$555.2K |
| Alphabet Inc | — | 14.2K | $4.08M | 2.4% | −$382.9K | Cut−$506.8K |
| Spdr Series Trust | — | 52.5K | $4.02M | 2.4% | −$176.2K | Added$178.9K |
| Spdr Gold Tr | — | 6.38K | $2.75M | 1.6% | $217K | Held |
| Select Sector Spdr Tr | — | 19.3K | $2.56M | 1.5% | −$213.1K | Cut−$292.3K |
| Vanguard Index Fds | — | 7.36K | $2.36M | 1.4% | −$88.2K | Added$314.1K |
| Broadcom Inc. | AVGO | 7.14K | $2.21M | 1.3% | −$257.1K | Added−$224.3K |
| Global X Fds | — | 39.2K | $1.9M | 1.1% | $210.3K | Added$323.6K |
| Mcdonalds Corp | MCD | 6K | $1.87M | 1.1% | $31K | Cut$1.32K |
| Micron Technology Inc | MU | 5.51K | $1.86M | 1.1% | $289K | Cut$262.2K |
| Wells Fargo Co New | — | 1.58K | $1.83M | 1.1% | −$90.3K | Cut−$120.6K |
| Progressive Corp | — | 8.2K | $1.63M | 1.0% | −$241.8K | Held |
| Parker-Hannifin Corp | PH | 1.65K | $1.48M | 0.9% | $26.9K | Held |
| Jpmorgan Chase & Co. | — | 4.87K | $1.43M | 0.8% | −$136.8K | Cut−$170.9K |
| Vanguard Intl Equity Index F | — | 14.2K | $1.39M | 0.8% | $74.6K | Added$471.4K |
| Ishares Tr | — | 10K | $1.38M | 0.8% | −$18.1K | Added$563.1K |
| Ishares Tr | — | 4.03K | $1.33M | 0.8% | $110.9K | Held |
| Vanguard Intl Equity Index F | — | 23.3K | $1.26M | 0.7% | $4.41K | Added$439.5K |
| Transdigm Group Inc | TDG | 1.01K | $1.17M | 0.7% | −$172.9K | Added−$168.2K |
| Ishares Tr | — | 10.3K | $1.16M | 0.7% | −$104K | Held |
| Vanguard Intl Equity Index F | — | 13.8K | $1.13M | 0.7% | −$11.4K | Added$326.6K |
| BlackRock, Inc. | BLK | 1.16K | $1.12M | 0.7% | −$126.3K | Added−$122.5K |
| Ishares Tr | — | 23.7K | $1.1M | 0.6% | $12.6K | Added$359.4K |
| Invesco Qqq Tr | — | 1.88K | $1.08M | 0.6% | −$70.1K | Cut−$131K |
| Ishares Tr | — | 1.65K | $1.07M | 0.6% | −$52.2K | Held |
| Ishares Inc | — | 12.4K | $1.05M | 0.6% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 3.11K | $1.05M | 0.6% | $104.1K | Added$119.9K |
| Occidental Pete Corp | — | 15.2K | $990.1K | 0.6% | $363.8K | Held |
| Select Sector Spdr Tr | — | 6.32K | $926.8K | 0.5% | −$51.8K | Held |
| Oracle Corp | — | 6.1K | $897K | 0.5% | −$291K | Added−$289.9K |
| Johnson & Johnson | JNJ | 3.62K | $883.6K | 0.5% | $135.4K | Cut$121K |
| Select Sector Spdr Tr | — | 6.95K | $757.4K | 0.4% | −$72.5K | Held |
| Vanguard Index Fds | — | 1.26K | $751.1K | 0.4% | −$30.1K | Added$113.3K |
| Linde Plc | LIN | 1.4K | $694.6K | 0.4% | $97.2K | Cut$65.7K |
| Proshares Tr | — | 6.02K | $638.4K | 0.4% | $11.7K | Added$12.2K |
| Bank America Corp | — | 11.9K | $582.5K | 0.3% | −$72.4K | Added−$54.9K |
| Nextera Energy Inc | — | 6.18K | $574K | 0.3% | $77.9K | Cut$37.7K |
| Meta Platforms, Inc. | META | 992 | $567.9K | 0.3% | −$86.9K | Cut−$88.9K |
| Home Depot, Inc. | HD | 1.72K | $565.7K | 0.3% | −$26.2K | Held |
| Chevron Corp New | CVX | 2.65K | $547.3K | 0.3% | $144.1K | Cut$131.9K |
| Ishares Inc | — | 9.2K | $541.1K | 0.3% | −$10.6K | Held |
| Constellation Energy Corp | CEG | 1.9K | $530.6K | 0.3% | −$140.6K | Cut−$176K |
| Boeing Co | — | 2.32K | $461.1K | 0.3% | −$42K | Cut−$44.8K |
| Walmart Inc. | WMT | 3.7K | $459.8K | 0.3% | $47.6K | Held |
| Coherent Corp. | COHR | 1.89K | $450.4K | 0.3% | $101.1K | Added$102.1K |
| Procter And Gamble Co | PG | 2.89K | $417.7K | 0.2% | $3.2K | Cut−$2.53K |
| Salesforce, Inc. | CRM | 2.08K | $387.2K | 0.2% | −$160.5K | Added−$155.9K |
| Goldman Sachs Group Inc | — | 400 | $338.4K | 0.2% | −$13.2K | Held |
| Ishares Tr | — | 1.55K | $327.9K | 0.2% | −$1.38K | Added$9.39K |
| Marvell Technology, Inc. | MRVL | 3.2K | $316.9K | 0.2% | $43.9K | Added$51.4K |
| Vanguard Specialized Funds | — | 1.45K | $311.8K | 0.2% | −$6.84K | Held |
| Delta Air Lines Inc Del | DAL | 4.65K | $309.1K | 0.2% | −$13.6K | Held |
| Asml Holding N V | — | 217 | $286.2K | 0.2% | $53.6K | Added$56.2K |
| Pepsico Inc | PEP | 1.82K | $282.6K | 0.2% | $21.4K | Held |
| Select Sector Spdr Tr | — | 5.7K | $281.4K | 0.2% | −$30.8K | Cut−$52.7K |
| Advanced Micro Devices Inc | AMD | 1.37K | $278.6K | 0.2% | −$14.4K | Added−$10.5K |
| NXP Semiconductors N.V. | NXPI | 1.27K | $250K | 0.1% | −$25.7K | Held |
| International Business Machs | — | 1.03K | $249.4K | 0.1% | −$55.4K | Held |
| Ishares Tr | — | 2.53K | $241.6K | 0.1% | −$21.7K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.08K | $239K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 1.47K | $237.7K | 0.1% | $9.72K | Held |
| Marriott Intl Inc New | — | 724 | $236.7K | 0.1% | $11.7K | Added$19.5K |
| Palo Alto Networks Inc | PANW | 1.45K | $231.7K | 0.1% | −$34.5K | Held |
| Hershey Co | HSY | 1.1K | $228.7K | 0.1% | $28.5K | Held |
| Eaton Corp Plc | ETN | 639 | $228.6K | 0.1% | — | New |
| Vertex Pharmaceuticals Inc | — | 500 | $223.3K | 0.1% | −$3.41K | Held |
| Tidal Trust Ii | — | 10K | $222.2K | 0.1% | −$3.53K | Held |
| Manulife Finl Corp | — | 6.4K | $220.4K | 0.1% | −$11.8K | Held |
| Coca Cola Co | KO | 2.75K | $209.3K | 0.1% | — | New |
| Lockheed Martin Corp | LMT | 345 | $208.8K | 0.1% | — | New |
| MSCI Inc. | MSCI | 375 | $202.1K | 0.1% | −$13K | Held |
| Northwest Bancshares Inc Md | NWBI | 14.4K | $182.2K | 0.1% | $9.91K | Held |
| Archer Aviation Inc | — | 32.1K | $165.8K | 0.1% | −$75.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.