Mchugh Group, LLC Top Holdings and 13F Report (2026)

About Mchugh Group, LLC

Investment Activity

Mchugh Group, LLC has $195.66 million in total holdings as of June 30, 2026.
Mchugh Group, LLC owns shares of 86 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 1.80% of the portfolio was purchased this quarter.
About 1.20% of the portfolio was sold this quarter.
This quarter, Mchugh Group, LLC has purchased 82 new stocks and bought additional shares in 10 stocks.
Mchugh Group, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $27,278,538
NVIDIA: $23,929,673
Berkshire Hathaway: $11,466,415
Apple: $10,160,246
Microsoft: $9,739,160

Largest New Holdings this Quarter

464289867 - iShares Core 60/40 Balanced Allocation ETF: $1,042,500 Holding
09290C665 - BLACKROCK ETF TRUST: $280,500 Holding
46654Q773 - J P MORGAN EXCHANGE TRADED F: $260,950 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF: $250,051 Holding
464287614 - iShares Russell 1000 Growth ETF: $229,466 Holding

Largest Purchases this Quarter

iShares Core 60/40 Balanced Allocation ETF: 15,000 shares (about $1.04M)
Invesco S&P 500 Equal Weight ETF: 2,523 shares (about $536.82K)
ProShares S&P 500 Aristocrats ETF: 6,033 shares (about $338.83K)
Parker-Hannifin: 300 shares (about $293.44K)
BLACKROCK ETF TRUST: 10,000 shares (about $280.50K)

Largest Sales this Quarter

Micron Technology: 650 shares (about $750.44K)
NVIDIA: 1,555 shares (about $311.14K)
Mastercard: 510 shares (about $261.95K)
NXP Semiconductors: 500 shares (about $140.52K)
Occidental Petroleum: 2,725 shares (about $132.35K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$27,278,538	$27,632 â–²	0.1%	36,527	13.9%	Finance
NVDA NVIDIA	$23,929,673	$311,141 â–¼	-1.3%	119,594	12.2%	Computer and Technology
BRK.B Berkshire Hathaway	$11,466,415	$107,584 â–¼	-0.9%	22,915	5.9%	Finance
AAPL Apple	$10,160,246	$62,212 â–¼	-0.6%	35,113	5.2%	Computer and Technology
MSFT Microsoft	$9,739,160	$18,279 â–¼	-0.2%	26,108	5.0%	Computer and Technology
V Visa	$9,337,714	$20,586 â–¼	-0.2%	27,216	4.8%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$8,490,026	$536,824 â–²	6.7%	39,902	4.3%	ETF
MA Mastercard	$5,683,840	$261,952 â–¼	-4.4%	11,066	2.9%	Business Services
GOOGL Alphabet	$5,650,025		0.0%	15,810	2.9%	Computer and Technology
MU Micron Technology	$5,606,366	$750,440 â–¼	-11.8%	4,856	2.9%	Computer and Technology
GOOG Alphabet	$5,020,774		0.0%	14,210	2.6%	Computer and Technology
AMZN Amazon.com	$4,822,671	$9,533 â–¼	-0.2%	20,235	2.5%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$4,629,944	$14,500 â–²	0.3%	52,685	2.4%	ETF
XLK Technology Select Sector SPDR Fund	$3,651,105	$17,147 â–¼	-0.5%	19,164	1.9%	ETF
VTI Vanguard Total Stock Market ETF	$2,722,811	$370 â–²	0.0%	7,358	1.4%	ETF
AVGO Broadcom	$2,676,840	$18,888 â–¼	-0.7%	7,086	1.4%	Computer and Technology
SOXX iShares Semiconductor ETF	$2,584,188		0.0%	4,033	1.3%	ETF
GLD SPDR Gold Shares	$2,352,107		0.0%	6,385	1.2%	Finance
PH Parker-Hannifin	$1,907,334	$293,436 â–²	18.2%	1,950	1.0%	Industrials
WELLS FARGO & CO	$1,832,688		0.0%	1,584	0.9%	PERP PFD CNV A
PGR Progressive	$1,791,395		0.0%	8,200	0.9%	Finance
URA Global X Uranium ETF	$1,758,442	$43,700 â–²	2.5%	40,239	0.9%	ETF
VPL Vanguard FTSE Pacific ETF	$1,647,454		0.0%	14,240	0.8%	ETF
MCD McDonald's	$1,623,396	$1,081 â–²	0.1%	6,006	0.8%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,593,609		0.0%	4,869	0.8%	Finance
ACWI iShares MSCI ACWI ETF	$1,569,700		0.0%	10,000	0.8%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$1,484,001		0.0%	3,108	0.8%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,409,673		0.0%	10,250	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,388,927		0.0%	23,269	0.7%	ETF
QQQ Invesco QQQ	$1,381,905		0.0%	1,877	0.7%	Finance
TDG Transdigm Group	$1,350,383		0.0%	1,014	0.7%	Aerospace
IVV iShares Core S&P 500 ETF	$1,231,502		0.0%	1,645	0.6%	ETF
VGK Vanguard FTSE Europe ETF	$1,217,425		0.0%	13,750	0.6%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$1,174,335		0.0%	23,700	0.6%	ETF
EWJ iShares MSCI Japan ETF	$1,161,702	$466 â–²	0.0%	12,455	0.6%	ETF
BLACKROCK INC	$1,118,939		0.0%	1,164	0.6%	COM
AOR iShares Core 60/40 Balanced Allocation ETF	$1,042,500	$1,042,500 â–²	New Holding	15,000	0.5%	ETF
XLV Health Care Select Sector SPDR Fund	$1,003,012		0.0%	6,322	0.5%	ETF
MRVL Marvell Technology	$953,189		0.0%	3,200	0.5%	Computer and Technology
JNJ Johnson & Johnson	$918,022		0.0%	3,615	0.5%	Medical
ORCL Oracle	$893,758	$293 â–²	0.0%	6,099	0.5%	Computer and Technology
VOO Vanguard S&P 500 ETF	$863,319		0.0%	1,257	0.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$815,096		0.0%	6,950	0.4%	Finance
AMD Advanced Micro Devices	$795,580		0.0%	1,369	0.4%	Computer and Technology
COHR Coherent	$745,810		0.0%	1,891	0.4%	Business Services
LINDE PLC	$719,283	$7,784 â–¼	-1.1%	1,386	0.4%	SHS
BAC Bank of America	$680,890		0.0%	11,949	0.3%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$677,033	$338,825 â–²	100.2%	12,055	0.3%	ETF
OXY Occidental Petroleum	$607,514	$132,353 â–¼	-17.9%	12,508	0.3%	Energy
HD Home Depot	$606,610		0.0%	1,720	0.3%	Retail/Wholesale
EWL iShares MSCI Switzerland ETF	$578,220		0.0%	9,200	0.3%	ETF
META Meta Platforms	$559,135		0.0%	992	0.3%	Computer and Technology
NEE NextEra Energy	$542,419		0.0%	6,180	0.3%	Utilities
PANW Palo Alto Networks	$492,774		0.0%	1,445	0.3%	Computer and Technology
BA Boeing	$490,659	$10,822 â–¼	-2.2%	2,267	0.3%	Aerospace
CEG Constellation Energy	$471,903		0.0%	1,900	0.2%	Energy
CVX Chevron	$438,435		0.0%	2,645	0.2%	Energy
DAL Delta Air Lines	$435,519		0.0%	4,650	0.2%	Transportation
ASML ASML	$431,152		0.0%	217	0.2%	Computer and Technology
PG Procter & Gamble	$424,014		0.0%	2,892	0.2%	Consumer Staples
WALMART INC	$419,062		0.0%	3,700	0.2%	COM
GS The Goldman Sachs Group	$404,548		0.0%	400	0.2%	Finance
IVE iShares S&P 500 Value ETF	$352,625		0.0%	1,553	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$343,100		0.0%	1,450	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$305,577		0.0%	5,700	0.2%	ETF
ILCG iShares Morningstar Growth ETF	$296,061		0.0%	2,530	0.2%	ETF
IBM International Business Machines	$289,365		0.0%	1,029	0.1%	Computer and Technology
BLACKROCK ETF TRUST	$280,500	$280,500 â–²	New Holding	10,000	0.1%	ISHA SYST AL ETF
CRM Salesforce	$277,963	$46,980 â–¼	-14.5%	1,775	0.1%	Computer and Technology
ETN Eaton	$272,320		0.0%	639	0.1%	Industrials
XLI Industrial Select Sector SPDR Fund	$272,289		0.0%	1,470	0.1%	ETF
MAR Marriott International	$268,199		0.0%	724	0.1%	Consumer Discretionary
RWL Invesco S&P 500 Revenue ETF	$265,741		0.0%	2,080	0.1%	ETF
J P MORGAN EXCHANGE TRADED F	$260,950	$260,950 â–²	New Holding	5,000	0.1%	JPMORGAM LTD DUR
TIDAL TRUST II	$260,800		0.0%	10,000	0.1%	DEFIANCE LARGE
MFC Manulife Financial	$259,264		0.0%	6,400	0.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$250,051	$250,051 â–²	New Holding	3,164	0.1%	ETF
VRTX Vertex Pharmaceuticals	$248,365		0.0%	500	0.1%	Medical
PEP PepsiCo	$246,428		0.0%	1,820	0.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$229,466	$229,466 â–²	New Holding	1,848	0.1%	ETF
KO CocaCola	$223,626		0.0%	2,752	0.1%	Consumer Staples
NWBI Northwest Bancshares	$217,682		0.0%	14,359	0.1%	Finance
NXPI NXP Semiconductors	$216,394	$140,516 â–¼	-39.4%	770	0.1%	Computer and Technology
MSCI MSCI	$210,015		0.0%	375	0.1%	Finance
VZ Verizon Communications	$204,121	$204,121 â–²	New Holding	4,821	0.1%	Computer and Technology
ACHR Archer Aviation	$151,710		0.0%	32,074	0.1%	Aerospace
HSY Hershey	$0	$228,679 â–¼	-100.0%	0	0.0%	Consumer Staples
LMT Lockheed Martin	$0	$208,823 â–¼	-100.0%	0	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

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Mchugh Group, LLC Top Holdings and 13F Report (2026)

About Mchugh Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Mchugh Group, LLC Top Holdings and 13F Report (2026)

About Mchugh Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMchugh Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools