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

About Mchugh Group, LLC

Investment Activity

Mchugh Group, LLC has $204.07 million in total holdings as of September 30, 2026.
Mchugh Group, LLC owns shares of 88 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 1.48% of the portfolio was purchased this quarter.
About 1.23% of the portfolio was sold this quarter.
This quarter, Mchugh Group, LLC has purchased 86 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: $28,121,783
NVIDIA: $26,941,888
Microsoft: $12,864,710
Apple: $11,693,272
Berkshire Hathaway: $11,094,307

Largest New Holdings this Quarter

78392B206 - SK HYNIX INC: $368,300 Holding
253393102 - DICK'S Sporting Goods: $268,580 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund: $207,633 Holding
911363109 - United Rentals: $200,157 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF: 3,074 shares (about $639.43K)
Vanguard FTSE Pacific ETF: 4,477 shares (about $518.50K)
Parker-Hannifin: 400 shares (about $382.17K)
SK HYNIX INC: 2,000 shares (about $368.30K)
DICK'S Sporting Goods: 2,000 shares (about $268.58K)

Largest Sales this Quarter

Microsoft: 1,024 shares (about $525.17K)
NVIDIA: 1,625 shares (about $371.12K)
Occidental Petroleum: 6,450 shares (about $356.81K)
Berkshire Hathaway: 635 shares (about $316.20K)
WELLS FARGO & CO: 119 shares (about $128.40K)

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	$28,121,783	$263,127 ▲	0.9%	36,872	13.8%	ETF
NVDA NVIDIA	$26,941,888	$371,119 ▼	-1.4%	117,969	13.2%	Technology
MSFT Microsoft	$12,864,710	$525,174 ▼	-3.9%	25,084	6.3%	Technology
AAPL Apple	$11,693,272		0.0%	35,113	5.7%	Technology
BRK.B Berkshire Hathaway	$11,094,307	$316,198 ▼	-2.8%	22,280	5.4%	Finance
V Visa	$9,741,325	$37,367 ▼	-0.4%	27,112	4.8%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$8,939,563	$639,432 ▲	7.7%	42,976	4.4%	ETF
MA Mastercard	$6,045,037	$57,908 ▼	-0.9%	10,961	3.0%	Finance
GOOGL Alphabet	$5,439,908		0.0%	15,810	2.7%	Communication Services
MU Micron Technology	$5,173,219		0.0%	4,856	2.5%	Technology
AMZN Amazon.com	$5,016,490	$24,914 ▼	-0.5%	20,135	2.5%	Consumer Discretionary
GOOG Alphabet	$4,841,871		0.0%	14,210	2.4%	Communication Services
SPLG SPDR Portfolio S&P 500 ETF	$4,801,980	$72,975 ▲	1.5%	53,498	2.4%	ETF
XLK Technology Select Sector SPDR Fund	$3,751,333		0.0%	19,164	1.8%	ETF
VTI Vanguard Total Stock Market ETF	$2,755,719	$2,245 ▲	0.1%	7,364	1.4%	ETF
AVGO Broadcom	$2,488,628		0.0%	7,086	1.2%	Technology
GLD SPDR Gold Shares	$2,412,621	$19,042 ▼	-0.8%	6,335	1.2%	ETF
SOXX iShares Semiconductor ETF	$2,293,328		0.0%	4,033	1.1%	ETF
PH Parker-Hannifin	$2,245,237	$382,168 ▲	20.5%	2,350	1.1%	Industrials
VPL Vanguard FTSE Pacific ETF	$2,167,681	$518,497 ▲	31.4%	18,717	1.1%	ETF
PGR Progressive	$1,700,042		0.0%	8,200	0.8%	Finance
JPM JPMorgan Chase & Co.	$1,610,646		0.0%	4,869	0.8%	Finance
ACWI iShares MSCI ACWI ETF	$1,587,651		0.0%	10,000	0.8%	ETF
WELLS FARGO & CO	$1,580,724	$128,400 ▼	-7.5%	1,465	0.8%	PERP PFD CNV A
URA Global X Uranium ETF	$1,559,688	$43,835 ▼	-2.7%	39,139	0.8%	ETF
IVW iShares S&P 500 Growth ETF	$1,458,156		0.0%	10,250	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,417,565		0.0%	3,108	0.7%	Technology
MCD McDonald's	$1,392,056	$5,541 ▲	0.4%	6,030	0.7%	Consumer Discretionary
QQQ Invesco QQQ	$1,388,397		0.0%	1,877	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,380,085		0.0%	23,269	0.7%	ETF
IVV iShares Core S&P 500 ETF	$1,259,420		0.0%	1,645	0.6%	ETF
BLACKROCK INC	$1,231,501		0.0%	1,164	0.6%	COM
EWJ iShares MSCI Japan ETF	$1,213,889		0.0%	12,455	0.6%	ETF
VGK Vanguard FTSE Europe ETF	$1,193,500		0.0%	13,750	0.6%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$1,172,439		0.0%	23,700	0.6%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$1,123,728	$95,928 ▲	9.3%	16,400	0.6%	ETF
TDG Transdigm Group	$1,097,507		0.0%	1,014	0.5%	Industrials
XLV Health Care Select Sector SPDR Fund	$1,064,713		0.0%	6,322	0.5%	ETF
JNJ Johnson & Johnson	$956,951		0.0%	3,615	0.5%	Healthcare
VOO Vanguard S&P 500 ETF	$880,981		0.0%	1,257	0.4%	ETF
MRVL Marvell Technology	$845,420		0.0%	3,200	0.4%	Technology
ORCL Oracle	$839,048	$1,648 ▲	0.2%	6,111	0.4%	Technology
AMD Advanced Micro Devices	$837,830		0.0%	1,369	0.4%	Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$756,438		0.0%	6,950	0.4%	ETF
META Meta Platforms	$719,828		0.0%	992	0.4%	Communication Services
LINDE PLC	$657,893		0.0%	1,386	0.3%	SHS
NOBL ProShares S&P 500 Aristocrats ETF	$655,563	$3,301 ▲	0.5%	12,116	0.3%	ETF
BAC Bank of America	$623,204	$27,217 ▼	-4.2%	11,449	0.3%	Finance
PANW Palo Alto Networks	$574,113		0.0%	1,445	0.3%	Technology
COHR Coherent	$544,152		0.0%	1,891	0.3%	Technology
CVX Chevron	$540,138		0.0%	2,645	0.3%	Energy
HD Home Depot	$489,326		0.0%	1,720	0.2%	Consumer Discretionary
CEG Constellation Energy	$482,638		0.0%	1,900	0.2%	Utilities
NEE NextEra Energy	$462,014	$6,059 ▼	-1.3%	6,100	0.2%	Utilities
EWL iShares MSCI Switzerland ETF	$425,880	$118,300 ▼	-21.7%	7,200	0.2%	ETF
PG Procter & Gamble	$420,082		0.0%	2,892	0.2%	Consumer Staples
BA Boeing	$408,686	$13,021 ▼	-3.1%	2,197	0.2%	Industrials
ASML ASML	$392,625		0.0%	217	0.2%	Technology
DAL Delta Air Lines	$388,089		0.0%	4,650	0.2%	Industrials
WALMART INC	$384,504		0.0%	3,700	0.2%	COM
SK HYNIX INC	$368,300	$368,300 ▲	New Holding	2,000	0.2%	AMERICAN DEPOSIT
CRM Salesforce	$361,414	$45,894 ▼	-11.3%	1,575	0.2%	Technology
GS The Goldman Sachs Group	$360,144		0.0%	400	0.2%	Finance
IVE iShares S&P 500 Value ETF	$354,519		0.0%	1,553	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$338,299		0.0%	1,450	0.2%	ETF
OXY Occidental Petroleum	$335,128	$356,813 ▼	-51.6%	6,058	0.2%	Energy
XLF Financial Select Sector SPDR Fund	$304,380		0.0%	5,700	0.1%	ETF
BLACKROCK ETF TRUST	$298,600		0.0%	10,000	0.1%	ISHA SYST AL ETF
ILCG iShares Morningstar Growth ETF	$295,934		0.0%	2,530	0.1%	ETF
ETN Eaton	$274,615		0.0%	639	0.1%	Industrials
MFC Manulife Financial	$272,576		0.0%	6,400	0.1%	Finance
DKS DICK'S Sporting Goods	$268,580	$268,580 ▲	New Holding	2,000	0.1%	Consumer Discretionary
RWL Invesco S&P 500 Revenue ETF	$267,654		0.0%	2,080	0.1%	ETF
VRTX Vertex Pharmaceuticals	$261,405		0.0%	500	0.1%	Healthcare
MAR Marriott International	$257,402		0.0%	724	0.1%	Consumer Discretionary
J P MORGAN EXCHANGE TRADED F	$257,050		0.0%	5,000	0.1%	JPMORGAM LTD DUR
TIDAL TRUST II	$253,700		0.0%	10,000	0.1%	DEFIANCE LARGE
XLI Industrial Select Sector SPDR Fund	$245,461		0.0%	1,470	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$244,420		0.0%	3,164	0.1%	ETF
KO Coca-Cola	$236,861		0.0%	2,752	0.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$231,480		0.0%	1,848	0.1%	ETF
PEP PepsiCo	$230,630		0.0%	1,820	0.1%	Consumer Staples
IBM International Business Machines	$226,308		0.0%	1,029	0.1%	Technology
NWBI Northwest Bancshares	$213,088		0.0%	14,359	0.1%	Finance
DXJ WisdomTree Japan Hedged Equity Fund	$207,633	$207,633 ▲	New Holding	1,150	0.1%	ETF
MSCI MSCI	$201,998		0.0%	375	0.1%	Finance
URI United Rentals	$200,157	$200,157 ▲	New Holding	200	0.1%	Industrials
ACHR Archer Aviation	$159,408		0.0%	32,074	0.1%	Industrials
NXPI NXP Semiconductors	$0	$216,394 ▼	-100.0%	0	0.0%	Technology
VZ Verizon Communications	$0	$204,121 ▼	-100.0%	0	0.0%	Communication Services

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