Mchugh Group, LLC Top Holdings and 13F Report (2025) About Mchugh Group, LLCInvestment ActivityMchugh Group, LLC has $149.60 million in total holdings as of June 30, 2025.Mchugh Group, LLC owns shares of 71 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Mchugh Group, LLC has purchased 66 new stocks and bought additional shares in 7 stocks.Mchugh Group, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $19,859,843SPDR S&P 500 ETF Trust $18,745,782Microsoft $12,997,335Berkshire Hathaway $11,086,733Visa $10,034,358 Largest New Holdings this Quarter 46434V456 - iShares MSCI Intl Quality Factor ETF $700,164 Holding74348A467 - ProShares S&P 500 Aristocrats ETF $604,200 Holding573874104 - Marvell Technology $241,875 HoldingG29183103 - Eaton $221,334 Holding81369Y704 - Industrial Select Sector SPDR Fund $216,854 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 3,400 shares (about $1.03M)Visa 2,001 shares (about $710.45K)iShares MSCI Intl Quality Factor ETF 16,200 shares (about $700.16K)ProShares S&P 500 Aristocrats ETF 6,000 shares (about $604.20K)Progressive 1,650 shares (about $440.34K) Largest Sales this Quarter Berkshire Hathaway 3,100 shares (about $1.51M)Microsoft 999 shares (about $496.91K)SPDR Gold Shares 760 shares (about $231.67K)Micron Technology 1,599 shares (about $197.08K)Constellation Energy 400 shares (about $129.10K) 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$19,859,843$19,749 ▼-0.1%125,70313.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$18,745,782$37,073 ▼-0.2%30,33912.5%FinanceMSFTMicrosoft$12,997,335$496,913 ▼-3.7%26,1308.7%Computer and TechnologyBRK.BBerkshire Hathaway$11,086,733$1,505,888 ▼-12.0%22,8237.4%FinanceVVisa$10,034,358$710,450 ▲7.6%28,2626.7%Business ServicesAAPLApple$7,362,7300.0%35,8864.9%Computer and TechnologyMAMastercard$7,239,1600.0%12,8824.8%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$6,014,643$71,971 ▼-1.2%33,0944.0%ETFAMZNAmazon.com$4,556,7310.0%20,7703.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$3,341,827$224,247 ▲7.2%45,9742.2%ETFGOOGLAlphabet$2,821,443$52,869 ▼-1.8%16,0101.9%Computer and TechnologyGOOGAlphabet$2,768,171$70,956 ▼-2.5%15,6051.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,515,0690.0%9,9321.7%ETFAVGOBroadcom$2,316,0820.0%8,4021.5%Computer and TechnologyPGRProgressive$2,188,380$440,345 ▲25.2%8,2001.5%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$1,942,0140.0%1,6541.3%FinanceGLDSPDR Gold Shares$1,900,615$231,671 ▼-10.9%6,2351.3%FinanceMCDMcDonald's$1,780,243$877 ▲0.0%6,0931.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,580,440$1,033,365 ▲188.9%5,2001.1%ETFORCLOracle$1,549,447$437 ▲0.0%7,0871.0%Computer and TechnologyTDGTransdigm Group$1,535,8470.0%1,0101.0%AerospaceJPMJPMorgan Chase & Co.$1,442,3020.0%4,9751.0%FinanceBLACKROCK INC$1,316,8100.0%1,2550.9%COMIVWiShares S&P 500 Growth ETF$1,128,5180.0%10,2500.8%ETFQQQInvesco QQQ$1,089,835$552 ▲0.1%1,9760.7%FinanceMUMicron Technology$1,060,189$197,075 ▼-15.7%8,6020.7%Computer and TechnologyIVViShares Core S&P 500 ETF$1,020,9460.0%1,6440.7%ETFSOXXiShares Semiconductor ETF$962,6790.0%4,0330.6%ETFXLVHealth Care Select Sector SPDR Fund$852,1110.0%6,3220.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$755,2230.0%3,4750.5%FinanceMETAMeta Platforms$734,4010.0%9950.5%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$700,164$700,164 ▲New Holding16,2000.5%ETFTSMTaiwan Semiconductor Manufacturing$693,2870.0%3,0610.5%Computer and TechnologyLINDE PLC$692,0410.0%1,4750.5%SHSOXYOccidental Petroleum$671,446$126,030 ▼-15.8%15,9830.4%EnergyCEGConstellation Energy$645,520$129,104 ▼-16.7%2,0000.4%EnergyHDHome Depot$630,620$9,166 ▼-1.4%1,7200.4%Retail/WholesaleCRMSalesforce$613,5530.0%2,2500.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$604,200$604,200 ▲New Holding6,0000.4%ETFJNJJohnson & Johnson$562,8850.0%3,6850.4%MedicalVOOVanguard S&P 500 ETF$550,9890.0%9700.4%ETFBACBank of America$548,4390.0%11,5900.4%FinanceBABoeing$540,589$20,953 ▼-3.7%2,5800.4%AerospacePGProcter & Gamble$491,0240.0%3,0820.3%Consumer StaplesNEENextEra Energy$429,0160.0%6,1800.3%UtilitiesCVXChevron$390,1950.0%2,7250.3%EnergyWMTWalmart$361,7860.0%3,7000.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$319,4570.0%6,1000.2%ETFMPWRMonolithic Power Systems$310,8370.0%4250.2%Computer and TechnologyIBMInternational Business Machines$303,3290.0%1,0290.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$296,7710.0%1,4500.2%ETFPANWPalo Alto Networks$294,6820.0%1,4400.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$293,5220.0%1,5020.2%ETFCHKPCheck Point Software Technologies$285,4130.0%1,2900.2%Computer and TechnologyGSThe Goldman Sachs Group$283,1000.0%4000.2%FinanceNXPINXP Semiconductors$277,4830.0%1,2700.2%Computer and TechnologyASMLASML$252,4380.0%3150.2%Computer and TechnologyILCGiShares Morningstar Growth ETF$245,1570.0%2,5300.2%ETFMRVLMarvell Technology$241,875$241,875 ▲New Holding3,1250.2%Computer and TechnologyPEPPepsiCo$240,3130.0%1,8200.2%Consumer StaplesDALDelta Air Lines$228,6870.0%4,6500.2%TransportationVRTXVertex Pharmaceuticals$222,6000.0%5000.1%MedicalETNEaton$221,334$221,334 ▲New Holding6200.1%IndustrialsXLIIndustrial Select Sector SPDR Fund$216,854$216,854 ▲New Holding1,4700.1%ETFMSCIMSCI$216,2780.0%3750.1%FinanceAIGAmerican International Group$213,9750.0%2,5000.1%FinanceTIDAL TR II$212,1000.0%10,0000.1%DEFIANCE LARGEAGGiShares Core U.S. Aggregate Bond ETF$207,2290.0%2,0890.1%FinanceSHWSherwin-Williams$206,0160.0%6000.1%Basic MaterialsMFCManulife Financial$204,544$204,544 ▲New Holding6,4000.1%FinanceNWBINorthwest Bancshares$183,5080.0%14,3590.1%FinanceDHRDanaher$0$235,750 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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