Mchugh Group, LLC Top Holdings and 13F Report (2026) About Mchugh Group, LLCInvestment ActivityMchugh Group, LLC has $168.96 million in total holdings as of March 31, 2026.Mchugh Group, LLC owns shares of 82 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Mchugh Group, LLC has purchased 81 new stocks and bought additional shares in 27 stocks.Mchugh Group, LLC sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $23,731,327NVIDIA $21,128,481Berkshire Hathaway $11,083,867Microsoft $9,683,006Apple $8,965,847 Largest New Holdings this Quarter 46434G822 - iShares MSCI Japan ETF $1,051,278 Holding46138G698 - Invesco S&P 500 Revenue ETF $239,013 HoldingG29183103 - Eaton $228,575 Holding191216100 - CocaCola $209,262 Holding539830109 - Lockheed Martin $208,823 Holding Largest Purchases this Quarter iShares MSCI Japan ETF 12,450 shares (about $1.05M)iShares MSCI ACWI ETF 4,200 shares (about $581.15K)Invesco S&P 500 Equal Weight ETF 3,026 shares (about $580.76K)SPDR S&P 500 ETF Trust 697 shares (about $453.30K)Vanguard FTSE Emerging Markets ETF 8,050 shares (about $435.10K) Largest Sales this Quarter Visa 812 shares (about $245.42K)Mastercard 361 shares (about $180.39K)Apple 481 shares (about $122.07K)Alphabet 395 shares (about $113.31K)Amazon.com 424 shares (about $88.30K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$23,731,327$453,295 ▲1.9%36,49014.0%FinanceNVDANVIDIA$21,128,481$246,254 ▲1.2%121,14912.5%Computer and TechnologyBRK.BBerkshire Hathaway$11,083,867$45,524 ▼-0.4%23,1306.6%FinanceMSFTMicrosoft$9,683,006$83,662 ▲0.9%26,1575.7%Computer and TechnologyAAPLApple$8,965,847$122,072 ▼-1.3%35,3285.3%Computer and TechnologyVVisa$8,243,866$245,418 ▼-2.9%27,2764.9%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$7,173,877$580,758 ▲8.8%37,3794.2%ETFMAMastercard$5,784,402$180,388 ▼-3.0%11,5763.4%Business ServicesGOOGLAlphabet$4,546,327$57,512 ▼-1.2%15,8102.7%Computer and TechnologyAMZNAmazon.com$4,222,551$88,304 ▼-2.0%20,2752.5%Retail/WholesaleGOOGAlphabet$4,076,245$113,309 ▼-2.7%14,2102.4%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$4,019,862$355,067 ▲9.7%52,5202.4%ETFGLDSPDR Gold Shares$2,747,4050.0%6,3851.6%FinanceXLKTechnology Select Sector SPDR Fund$2,558,842$73,095 ▼-2.8%19,2541.5%ETFVTIVanguard Total Stock Market ETF$2,360,247$402,304 ▲20.5%7,3571.4%ETFAVGOBroadcom$2,208,747$32,809 ▲1.5%7,1361.3%Computer and TechnologyURAGlobal X Uranium ETF$1,900,344$113,278 ▲6.3%39,2391.1%ETFMCDMcDonald's$1,865,441$30,148 ▼-1.6%6,0021.1%Retail/WholesaleMUMicron Technology$1,860,477$31,763 ▼-1.7%5,5061.1%Computer and TechnologyWFC.PLWells Fargo & Co. Pfd. Series L$1,829,520$28,875 ▼-1.6%1,5841.1%FinancePGRProgressive$1,625,6630.0%8,2001.0%FinancePHParker-Hannifin$1,477,1460.0%1,6500.9%IndustrialsJPMJPMorgan Chase & Co.$1,432,118$31,178 ▼-2.1%4,8690.8%FinanceVPLVanguard FTSE Pacific ETF$1,391,699$396,791 ▲39.9%14,2400.8%ETFACWIiShares MSCI ACWI ETF$1,383,700$581,154 ▲72.4%10,0000.8%ManufacturingSOXXiShares Semiconductor ETF$1,325,4880.0%4,0330.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,257,690$435,103 ▲52.9%23,2690.7%ETFTDGTransdigm Group$1,174,918$4,635 ▲0.4%1,0140.7%AerospaceIVWiShares S&P 500 Growth ETF$1,159,3700.0%10,2500.7%ETFVGKVanguard FTSE Europe ETF$1,133,414$337,963 ▲42.5%13,7500.7%ETFBLACKROCK INC$1,119,115$3,846 ▲0.3%1,1640.7%COMIQLTiShares MSCI Intl Quality Factor ETF$1,095,651$346,725 ▲46.3%23,7000.6%ETFQQQInvesco QQQ$1,083,118$57,128 ▼-5.0%1,8770.6%FinanceIVViShares Core S&P 500 ETF$1,074,1420.0%1,6450.6%ETFEWJiShares MSCI Japan ETF$1,051,278$1,051,278 ▲New Holding12,4500.6%ETFTSMTaiwan Semiconductor Manufacturing$1,050,147$15,881 ▲1.5%3,1080.6%Computer and TechnologyOXYOccidental Petroleum$990,1450.0%15,2330.6%EnergyXLVHealth Care Select Sector SPDR Fund$926,8340.0%6,3220.5%ETFORCLOracle$896,964$1,177 ▲0.1%6,0970.5%Computer and TechnologyJNJJohnson & Johnson$883,572$17,109 ▼-1.9%3,6150.5%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$757,4110.0%6,9500.4%FinanceVOOVanguard S&P 500 ETF$751,121$143,412 ▲23.6%1,2570.4%ETFLINDE PLC$694,589$36,688 ▼-5.0%1,4010.4%SHSNOBLProShares S&P 500 Aristocrats ETF$638,413$530 ▲0.1%6,0220.4%ETFBACBank of America$582,544$17,502 ▲3.1%11,9490.3%FinanceNEENextEra Energy$573,998$46,440 ▼-7.5%6,1800.3%UtilitiesMETAMeta Platforms$567,910$1,717 ▼-0.3%9920.3%Computer and TechnologyHDHome Depot$565,6940.0%1,7200.3%Retail/WholesaleCVXChevron$547,251$16,552 ▼-2.9%2,6450.3%EnergyEWLiShares MSCI Switzerland ETF$541,0520.0%9,2000.3%ETFCEGConstellation Energy$530,575$27,925 ▼-5.0%1,9000.3%EnergyBABoeing$461,081$2,587 ▼-0.6%2,3170.3%AerospaceWALMART INC$459,8360.0%3,7000.3%COMCOHRCoherent$450,375$953 ▲0.2%1,8910.3%Business ServicesPGProcter & Gamble$417,652$5,777 ▼-1.4%2,8920.2%Consumer StaplesCRMSalesforce$387,212$4,665 ▲1.2%2,0750.2%Computer and TechnologyGSThe Goldman Sachs Group$338,3960.0%4000.2%FinanceIVEiShares S&P 500 Value ETF$327,917$10,769 ▲3.4%1,5530.2%ETFMRVLMarvell Technology$316,941$7,428 ▲2.4%3,2000.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$311,8370.0%1,4500.2%ETFDALDelta Air Lines$309,1320.0%4,6500.2%TransportationASMLASML$286,249$2,638 ▲0.9%2170.2%Computer and TechnologyPEPPepsiCo$282,6280.0%1,8200.2%Consumer StaplesXLFFinancial Select Sector SPDR Fund$281,409$19,748 ▼-6.6%5,7000.2%ETFAMDAdvanced Micro Devices$278,606$3,867 ▲1.4%1,3690.2%Computer and TechnologyNXPINXP Semiconductors$250,0120.0%1,2700.1%Computer and TechnologyIBMInternational Business Machines$249,4190.0%1,0290.1%Computer and TechnologyILCGiShares Morningstar Growth ETF$241,5640.0%2,5300.1%ETFRWLInvesco S&P 500 Revenue ETF$239,013$239,013 ▲New Holding2,0800.1%ETFXLIIndustrial Select Sector SPDR Fund$237,7440.0%1,4700.1%ETFMARMarriott International$236,704$7,847 ▲3.4%7240.1%Consumer DiscretionaryPANWPalo Alto Networks$231,6630.0%1,4450.1%Computer and TechnologyHSYHershey$228,6790.0%1,1000.1%Consumer StaplesETNEaton$228,575$228,575 ▲New Holding6390.1%IndustrialsVRTXVertex Pharmaceuticals$223,2700.0%5000.1%MedicalTIDAL TRUST II$222,1700.0%10,0000.1%DEFIANCE LARGEMFCManulife Financial$220,4160.0%6,4000.1%FinanceKOCocaCola$209,262$209,262 ▲New Holding2,7520.1%Consumer StaplesLMTLockheed Martin$208,823$208,823 ▲New Holding3450.1%AerospaceMSCIMSCI$202,1290.0%3750.1%FinanceNWBINorthwest Bancshares$182,2160.0%14,3590.1%FinanceACHRArcher Aviation$165,8230.0%32,0740.1%AerospaceMPWRMonolithic Power Systems$0$385,203 ▼-100.0%00.0%Computer and TechnologyCHKPCheck Point Software Technologies$0$239,372 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$218,664 ▼-100.0%00.0%ETFAIGAmerican International Group$0$213,875 ▼-100.0%00.0%FinanceShowing 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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