Mchugh Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Mchugh Group, Llc disclosed 86 stock positions valued at approximately $195.66M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, NVIDIA CORPORATION, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $195.66M
Holdings by Sector
Mchugh Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 13.94% | 36,527 | +37 | +0.10% | $27,278,538 |
| NVIDIA CORPORATION | NVDA | Technology | 12.23% | 119,594 | -1,555 | -1.28% | $23,929,673 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.86% | 22,915 | -215 | -0.93% | $11,466,415 |
| APPLE INC | AAPL | Technology | 5.19% | 35,113 | -215 | -0.61% | $10,160,246 |
| MICROSOFT CORP | MSFT | Technology | 4.98% | 26,108 | -49 | -0.19% | $9,739,160 |
| VISA INC | V | Financial Services | 4.77% | 27,216 | -60 | -0.22% | $9,337,714 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.34% | 39,902 | +2,523 | +6.75% | $8,490,026 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.90% | 11,066 | -510 | -4.41% | $5,683,840 |
| ALPHABET INC | GOOGL | Communication Services | 2.89% | 15,810 | - | - | $5,650,025 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.87% | 4,856 | -650 | -11.81% | $5,606,366 |
| ALPHABET INC | GOOG | Communication Services | 2.57% | 14,210 | - | - | $5,020,774 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.46% | 20,235 | -40 | -0.20% | $4,822,671 |
| SPDR SERIES TRUST | SPLG | Other | 2.37% | 52,685 | +165 | +0.31% | $4,629,944 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.87% | 19,164 | -90 | -0.47% | $3,651,105 |
| VANGUARD INDEX FDS | VTI | Other | 1.39% | 7,358 | +1 | +0.01% | $2,722,811 |
| BROADCOM INC | AVGO | Technology | 1.37% | 7,086 | -50 | -0.70% | $2,676,840 |
| ISHARES TR | SOXX | Other | 1.32% | 4,033 | - | - | $2,584,188 |
| SPDR GOLD TR | GLD | Other | 1.20% | 6,385 | - | - | $2,352,107 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.97% | 1,950 | +300 | +18.18% | $1,907,334 |
| WELLS FARGO & CO | WFC-L | Other | 0.94% | 1,584 | - | - | $1,832,688 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.92% | 8,200 | - | - | $1,791,395 |
| GLOBAL X FDS | URA | Other | 0.90% | 40,239 | +1,000 | +2.55% | $1,758,442 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.84% | 14,240 | - | - | $1,647,454 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.83% | 6,006 | +4 | +0.07% | $1,623,396 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.81% | 4,869 | - | - | $1,593,609 |
| ISHARES TR | ACWI | Other | 0.80% | 10,000 | - | - | $1,569,700 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.76% | 3,108 | - | - | $1,484,001 |
| ISHARES TR | IVW | Other | 0.72% | 10,250 | - | - | $1,409,673 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.71% | 23,269 | - | - | $1,388,927 |
| INVESCO QQQ TR | QQQ | Other | 0.71% | 1,877 | - | - | $1,381,905 |
Showing 30 of 86 holdings in the latest reporting period.