Mchugh Group, LLC Top Holdings and 13F Report (2025) About Mchugh Group, LLCInvestment ActivityMchugh Group, LLC has $167.16 million in total holdings as of September 30, 2025.Mchugh Group, LLC owns shares of 77 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Mchugh Group, LLC has purchased 71 new stocks and bought additional shares in 13 stocks.Mchugh Group, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $23,460,054SPDR S&P 500 ETF Trust $20,729,747Microsoft $13,534,306Berkshire Hathaway $11,737,974Visa $9,627,708 Largest New Holdings this Quarter 37954Y871 - Global X Uranium ETF $1,689,902 Holding922042866 - Vanguard FTSE Pacific ETF $652,673 Holding922042858 - Vanguard FTSE Emerging Markets ETF $580,755 Holding464288257 - iShares MSCI ACWI ETF $552,960 Holding922042874 - Vanguard FTSE Europe ETF $530,670 Holding Largest Purchases this Quarter Global X Uranium ETF 35,450 shares (about $1.69M)Vanguard FTSE Pacific ETF 7,430 shares (about $652.67K)Vanguard FTSE Emerging Markets ETF 10,719 shares (about $580.76K)iShares MSCI ACWI ETF 4,000 shares (about $552.96K)Vanguard FTSE Europe ETF 6,650 shares (about $530.67K) Largest Sales this Quarter Mastercard 615 shares (about $349.83K)Oracle 999 shares (about $280.96K)Alphabet 1,000 shares (about $243.55K)Salesforce 200 shares (about $47.40K)BLACKROCK INC 40 shares (about $46.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMchugh Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$23,460,054$6,344 ▲0.0%125,73714.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$20,729,747$517,644 ▲2.6%31,11612.4%FinanceMSFTMicrosoft$13,534,3060.0%26,1308.1%Computer and TechnologyBRK.BBerkshire Hathaway$11,737,974$263,939 ▲2.3%23,3487.0%FinanceVVisa$9,627,708$20,483 ▼-0.2%28,2025.8%Business ServicesAAPLApple$9,118,047$19,607 ▼-0.2%35,8095.5%Computer and TechnologyMAMastercard$6,977,847$349,831 ▼-4.8%12,2674.2%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$6,278,920$949 ▲0.0%33,0993.8%ETFAMZNAmazon.com$4,573,424$12,955 ▲0.3%20,8292.7%Retail/WholesaleGOOGLAlphabet$3,892,0310.0%16,0102.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$3,619,441$17,861 ▲0.5%46,2022.2%ETFGOOGAlphabet$3,557,049$243,550 ▼-6.4%14,6052.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,799,4190.0%9,9321.7%ETFAVGOBroadcom$2,782,004$10,227 ▲0.4%8,4331.7%Computer and TechnologyGLDSPDR Gold Shares$2,234,130$17,774 ▲0.8%6,2851.3%FinancePGRProgressive$2,025,1090.0%8,2001.2%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$2,016,832$24,686 ▼-1.2%1,6341.2%FinanceMCDMcDonald's$1,852,576$912 ▲0.0%6,0961.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,756,058$49,554 ▲2.9%5,3511.1%ETFORCLOracle$1,712,222$280,964 ▼-14.1%6,0881.0%Computer and TechnologyURAGlobal X Uranium ETF$1,689,902$1,689,902 ▲New Holding35,4501.0%ETFJPMJPMorgan Chase & Co.$1,569,2640.0%4,9750.9%FinanceMUMicron Technology$1,439,3600.0%8,6020.9%Computer and TechnologyBLACKROCK INC$1,416,533$46,635 ▼-3.2%1,2150.8%COMTDGTransdigm Group$1,331,1990.0%1,0100.8%AerospaceIVWiShares S&P 500 Growth ETF$1,237,3730.0%10,2500.7%ETFQQQInvesco QQQ$1,186,2330.0%1,9760.7%FinanceIVViShares Core S&P 500 ETF$1,100,5540.0%1,6440.7%ETFSOXXiShares Semiconductor ETF$1,093,4280.0%4,0330.7%ETFXLVHealth Care Select Sector SPDR Fund$879,8010.0%6,3220.5%ETFTSMTaiwan Semiconductor Manufacturing$854,9080.0%3,0610.5%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$832,7490.0%3,4750.5%FinanceOXYOccidental Petroleum$755,1970.0%15,9830.5%EnergyMETAMeta Platforms$730,7080.0%9950.4%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$715,8780.0%16,2000.4%ETFLINDE PLC$700,6250.0%1,4750.4%SHSHDHome Depot$696,9310.0%1,7200.4%Retail/WholesaleJNJJohnson & Johnson$683,2740.0%3,6850.4%MedicalCEGConstellation Energy$658,1400.0%2,0000.4%EnergyVPLVanguard FTSE Pacific ETF$652,673$652,673 ▲New Holding7,4300.4%ETFVOOVanguard S&P 500 ETF$622,791$28,782 ▲4.8%1,0170.4%ETFNOBLProShares S&P 500 Aristocrats ETF$619,540$1,134 ▲0.2%6,0110.4%ETFBACBank of America$597,9280.0%11,5900.4%FinanceVWOVanguard FTSE Emerging Markets ETF$580,755$580,755 ▲New Holding10,7190.3%ETFACWIiShares MSCI ACWI ETF$552,960$552,960 ▲New Holding4,0000.3%ManufacturingVGKVanguard FTSE Europe ETF$530,670$530,670 ▲New Holding6,6500.3%ETFBABoeing$524,468$32,375 ▼-5.8%2,4300.3%AerospaceCRMSalesforce$485,850$47,400 ▼-8.9%2,0500.3%Computer and TechnologyNEENextEra Energy$466,5280.0%6,1800.3%UtilitiesPGProcter & Gamble$450,503$23,048 ▼-4.9%2,9320.3%Consumer StaplesCVXChevron$423,1680.0%2,7250.3%EnergyMPWRMonolithic Power Systems$391,2720.0%4250.2%Computer and TechnologyWMTWalmart$381,3220.0%3,7000.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$328,6070.0%6,1000.2%ETFGSThe Goldman Sachs Group$318,5400.0%4000.2%FinanceVIGVanguard Dividend Appreciation ETF$312,8960.0%1,4500.2%ETFIVEiShares S&P 500 Value ETF$310,1790.0%1,5020.2%ETFASMLASML$304,9490.0%3150.2%Computer and TechnologyPANWPalo Alto Networks$294,231$1,018 ▲0.3%1,4450.2%Computer and TechnologyIBMInternational Business Machines$290,3430.0%1,0290.2%Computer and TechnologyNXPINXP Semiconductors$289,2180.0%1,2700.2%Computer and TechnologyCHKPCheck Point Software Technologies$266,9140.0%1,2900.2%Computer and TechnologyDALDelta Air Lines$263,8880.0%4,6500.2%TransportationILCGiShares Morningstar Growth ETF$263,8790.0%2,5300.2%ETFMRVLMarvell Technology$262,7190.0%3,1250.2%Computer and TechnologyPEPPepsiCo$255,6010.0%1,8200.2%Consumer StaplesETNEaton$232,0350.0%6200.1%IndustrialsXLIIndustrial Select Sector SPDR Fund$226,7190.0%1,4700.1%ETFTIDAL TRUST II$221,5030.0%10,0000.1%DEFIANCE LARGEAMDAdvanced Micro Devices$218,417$218,417 ▲New Holding1,3500.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$216,406$216,406 ▲New Holding4620.1%ETFMSCIMSCI$212,7790.0%3750.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$209,4220.0%2,0890.1%FinanceHSYHershey$205,755$205,755 ▲New Holding1,1000.1%Consumer StaplesCOHRCoherent$203,268$203,268 ▲New Holding1,8870.1%Business ServicesNWBINorthwest Bancshares$177,9080.0%14,3590.1%FinanceACHRArcher Aviation$137,224$137,224 ▲New Holding14,3240.1%AerospaceVRTXVertex Pharmaceuticals$0$222,600 ▼-100.0%00.0%MedicalAIGAmerican International Group$0$213,975 ▼-100.0%00.0%FinanceSHWSherwin-Williams$0$206,016 ▼-100.0%00.0%Basic MaterialsMFCManulife Financial$0$204,544 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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