§ 13F · FUND PROFILE
McHugh Group, LLC.
AUM · $196M (13F)Positions · 86Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 37K | $27M | 13.9% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 120K | $24M | 12.2% | −1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 5.9% | −1% |
| 4 | AAPL | APPLE INC | 35K | $10M | 5.2% | −1% |
| 5 | MSFT | MICROSOFT CORP | 26K | $10M | 5.0% | ±0% |
| 6 | V | VISA INC | 27K | $9M | 4.8% | ±0% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 40K | $8M | 4.3% | +7% |
| 8 | MA | MASTERCARD INCORPORATED | 11K | $6M | 2.9% | −4% |
| 9 | GOOGL | ALPHABET INC | 16K | $6M | 2.9% | ±0% |
| 10 | MU | MICRON TECHNOLOGY INC | 5K | $6M | 2.9% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCHUGH SIGNAL
AC read
McHugh Group, LLC is a Other fund managing $196 million in assets. The fund runs a portfolio of 86 positions.
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