Mchugh Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$169.0M
Q ending 2026-03-31
Prior quarter
$175.8M
Q ending 2025-12-31
Change
-3.9% QoQ · +27.8% YoY
Positions
82
reported holdings
Largest positions
All 82 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $23.7M | 36K |
| Nvidia Corporation | NVDA | Shares | $21.1M | 121K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.1M | 23K |
| Microsoft Corp | MSFT | Shares | $9.7M | 26K |
| Apple Inc | AAPL | Shares | $9.0M | 35K |
| Visa Inc | V | Shares | $8.2M | 27K |
| Invesco Exchange Traded Fd T | RSP | Shares | $7.2M | 37K |
| Mastercard Incorporated | MA | Shares | $5.8M | 12K |
| Alphabet Inc | GOOGL | Shares | $4.5M | 16K |
| Amazon Com Inc | AMZN | Shares | $4.2M | 20K |
| Alphabet Inc | GOOG | Shares | $4.1M | 14K |
| Spdr Series Trust | SPYM | Shares | $4.0M | 53K |
| Spdr Gold Tr | GLD | Shares | $2.7M | 6K |
| Select Sector Spdr Tr | XLK | Shares | $2.6M | 19K |
| Vanguard Index Fds | VTI | Shares | $2.4M | 7K |
| Broadcom Inc | AVGO | Shares | $2.2M | 7K |
| Global X Fds | URA | Shares | $1.9M | 39K |
| Mcdonalds Corp | MCD | Shares | $1.9M | 6K |
| Micron Technology Inc | MU | Shares | $1.9M | 6K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $1.8M | 2K |
| Progressive Corp | PGR | Shares | $1.6M | 8K |
| Parker-Hannifin Corp | PH | Shares | $1.5M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Vanguard Intl Equity Index F | VPL | Shares | $1.4M | 14K |
| Ishares Tr | ACWI | Shares | $1.4M | 10K |
| Ishares Tr | SOXX | Shares | $1.3M | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 23K |
| Transdigm Group Inc | TDG | Shares | $1.2M | 1K |
| Ishares Tr | IVW | Shares | $1.2M | 10K |
| Vanguard Intl Equity Index F | VGK | Shares | $1.1M | 14K |
| Blackrock Inc | BLK | Shares | $1.1M | 1K |
| Ishares Tr | IQLT | Shares | $1.1M | 24K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Ishares Inc | EWJ | Shares | $1.1M | 12K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.1M | 3K |
| Occidental Pete Corp | OXY | Shares | $990K | 15K |
| Select Sector Spdr Tr | XLV | Shares | $927K | 6K |
| Oracle Corp | ORCL | Shares | $897K | 6K |
| Johnson & Johnson | JNJ | Shares | $884K | 4K |
| Select Sector Spdr Tr | XLY | Shares | $757K | 7K |
| Vanguard Index Fds | VOO | Shares | $751K | 1K |
| Linde Plc | Shares | $695K | 1K | |
| Proshares Tr | NOBL | Shares | $638K | 6K |
| Bank America Corp | BAC | Shares | $583K | 12K |
| Nextera Energy Inc | NEE | Shares | $574K | 6K |
| Meta Platforms Inc | META | Shares | $568K | 992 |
| Home Depot Inc | HD | Shares | $566K | 2K |
| Chevron Corporation | CVX | Shares | $547K | 3K |
| Ishares Inc | EWL | Shares | $541K | 9K |
| Constellation Energy Corp | CEG | Shares | $531K | 2K |
| Boeing Co | BA | Shares | $461K | 2K |
| Walmart Inc | WMT | Shares | $460K | 4K |
| Coherent Corp | COHR | Shares | $450K | 2K |
| Procter & Gamble Co | PG | Shares | $418K | 3K |
| Salesforce Inc | CRM | Shares | $387K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $338K | 400 |
| Ishares Tr | IVE | Shares | $328K | 2K |
| Marvell Technology Inc | MRVL | Shares | $317K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $312K | 1K |
| Delta Air Lines Inc | DAL | Shares | $309K | 5K |
| Asml Hldg Nv | Shares | $286K | 217 | |
| Pepsico Inc | PEP | Shares | $283K | 2K |
| Select Sector Spdr Tr | XLF | Shares | $281K | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $279K | 1K |
| Nxp Semiconductors N V | Shares | $250K | 1K | |
| International Business Machs | IBM | Shares | $249K | 1K |
| Ishares Tr | ILCG | Shares | $242K | 3K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $239K | 2K |
| Select Sector Spdr Tr | XLI | Shares | $238K | 1K |
| Marriott Intl Inc New | MAR | Shares | $237K | 724 |
| Palo Alto Networks Inc | PANW | Shares | $232K | 1K |
| Hershey Co | HSY | Shares | $229K | 1K |
| Eaton Corp Plc | Shares | $229K | 639 | |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $223K | 500 |
| Tidal Trust Ii | XMAG | Shares | $222K | 10K |
| Manulife Finl Corp | MFC | Shares | $220K | 6K |
| Coca Cola Co | KO | Shares | $209K | 3K |
| Lockheed Martin Corp | LMT | Shares | $209K | 345 |
| Msci Inc | MSCI | Shares | $202K | 375 |
| Northwest Bancshares Inc | NWBI | Shares | $182K | 14K |
| Archer Aviation Inc | ACHR | Shares | $166K | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.