Mchugh Group, Llc Portfolio Stock Holdings

Mchugh Group, Llc disclosed 86 stock positions valued at approximately $195.7 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, NVIDIA CORPORATION, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.

Report Period
June 30, 2026
No. of Stocks
86
Portfolio Value
$195.7M
Holdings by Sector
Mchugh Group, Llc Portfolio Holdings in Q2 2026

84 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
STATE STR SPDR S&P 500 ETF TSPYOther13.94%36,527+37+0.10%$27,278,538
NVIDIA CORPORATIONNVDATechnology12.23%119,594-1,555-1.28%$23,929,673
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services5.86%22,915-215-0.93%$11,466,415
APPLE INCAAPLTechnology5.19%35,113-215-0.61%$10,160,246
MICROSOFT CORPMSFTTechnology4.98%26,108-49-0.19%$9,739,160
VISA INCVFinancial Services4.77%27,216-60-0.22%$9,337,714
INVESCO EXCHANGE TRADED FD TRSPOther4.34%39,902+2,523+6.75%$8,490,026
MASTERCARD INCORPORATEDMAFinancial Services2.90%11,066-510-4.41%$5,683,840
ALPHABET INCGOOGLCommunication Services2.89%15,810--$5,650,025
MICRON TECHNOLOGY INCMUTechnology2.87%4,856-650-11.81%$5,606,366
ALPHABET INCGOOGCommunication Services2.57%14,210--$5,020,774
AMAZON COM INCAMZNConsumer Cyclical2.46%20,235-40-0.20%$4,822,671
SPDR SERIES TRUSTSPLGOther2.37%52,685+165+0.31%$4,629,944
SELECT SECTOR SPDR TRXLKOther1.87%19,164-90-0.47%$3,651,105
VANGUARD INDEX FDSVTIOther1.39%7,358+1+0.01%$2,722,811
BROADCOM INCAVGOTechnology1.37%7,086-50-0.70%$2,676,840
ISHARES TRSOXXOther1.32%4,033--$2,584,188
SPDR GOLD TRGLDOther1.20%6,385--$2,352,107
PARKER-HANNIFIN CORPPHIndustrials0.97%1,950+300+18.18%$1,907,334
WELLS FARGO & COWFC-LOther0.94%1,584--$1,832,688
PROGRESSIVE CORPPGRFinancial Services0.92%8,200--$1,791,395
GLOBAL X FDSURAOther0.90%40,239+1,000+2.55%$1,758,442
VANGUARD INTL EQUITY INDEX FVPLOther0.84%14,240--$1,647,454
MCDONALDS CORPMCDConsumer Cyclical0.83%6,006+4+0.07%$1,623,396
JPMORGAN CHASE & COJPMFinancial Services0.81%4,869--$1,593,609
ISHARES TRACWIOther0.80%10,000--$1,569,700
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.76%3,108--$1,484,001
ISHARES TRIVWOther0.72%10,250--$1,409,673
VANGUARD INTL EQUITY INDEX FVWOOther0.71%23,269--$1,388,927
INVESCO QQQ TRQQQOther0.71%1,877--$1,381,905
TRANSDIGM GROUP INCTDGIndustrials0.69%1,014--$1,350,383
ISHARES TRIVVOther0.63%1,645--$1,231,502
VANGUARD INTL EQUITY INDEX FVGKOther0.62%13,750--$1,217,425
ISHARES TRIQLTOther0.60%23,700--$1,174,335
ISHARES INCEWJOther0.59%12,455+5+0.04%$1,161,702
BLACKROCK INCBLKOther0.57%1,164--$1,118,939
ISHARES TRAOROther0.53%15,000+15,000+100.00%$1,042,500
SELECT SECTOR SPDR TRXLVOther0.51%6,322--$1,003,012
MARVELL TECHNOLOGY INCMRVLTechnology0.49%3,200--$953,189
JOHNSON & JOHNSONJNJHealthcare0.47%3,615--$918,022
ORACLE CORPORCLTechnology0.46%6,099+2+0.03%$893,758
VANGUARD INDEX FDSVOOOther0.44%1,257--$863,319
SELECT SECTOR SPDR TRXLYOther0.42%6,950--$815,096
ADVANCED MICRO DEVICES INCAMDTechnology0.41%1,369--$795,580
COHERENT CORPCOHRTechnology0.38%1,891--$745,810
LINDE PLCLINOther0.37%1,386-15-1.07%$719,283
BANK OF AMER CORPBACFinancial Services0.35%11,949--$680,890
PROSHARES TRNOBLOther0.35%12,055+6,033+100.18%$677,033
OCCIDENTAL PETE CORPOXYEnergy0.31%12,508-2,725-17.89%$607,514
HOME DEPOT INCHDConsumer Cyclical0.31%1,720--$606,610
ISHARES INCEWLOther0.30%9,200--$578,220
META PLATFORMS INCMETACommunication Services0.29%992--$559,135
NEXTERA ENERGY INCNEEUtilities0.28%6,180--$542,419
PALO ALTO NETWORKS INCPANWTechnology0.25%1,445--$492,774
BOEING COBAIndustrials0.25%2,267-50-2.16%$490,659
CONSTELLATION ENERGY CORPCEGUtilities0.24%1,900--$471,903
CHEVRON CORPORATIONCVXEnergy0.22%2,645--$438,435
DELTA AIR LINES INCDALIndustrials0.22%4,650--$435,519
ASML HLDG NVASMLOther0.22%217--$431,152
PROCTER & GAMBLE COPGConsumer Defensive0.22%2,892--$424,014
WALMART INCWMTConsumer Defensive0.21%3,700--$419,062
GOLDMAN SACHS GROUP INCGSFinancial Services0.21%400--$404,548
ISHARES TRIVEOther0.18%1,553--$352,625
VANGUARD SPECIALIZED FUNDSVIGOther0.18%1,450--$343,100
SELECT SECTOR SPDR TRXLFOther0.16%5,700--$305,577
ISHARES TRILCGOther0.15%2,530--$296,061
INTERNATIONAL BUSINESS MACHSIBMTechnology0.15%1,029--$289,365
SALESFORCE INCCRMTechnology0.14%1,775-300-14.46%$277,963
EATON CORP PLCETNOther0.14%639--$272,320
SELECT SECTOR SPDR TRXLIOther0.14%1,470--$272,289
MARRIOTT INTL INC NEWMARConsumer Cyclical0.14%724--$268,199
INVESCO EXCH TRADED FD TR IIRWLOther0.14%2,080--$265,741
J P MORGAN EXCHANGE TRADED FJPLDOther0.13%5,000+5,000+100.00%$260,950
MANULIFE FINL CORPMFCFinancial Services0.13%6,400--$259,264
VANGUARD SCOTTSDALE FDSVCSHOther0.13%3,164+3,164+100.00%$250,051
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.13%500--$248,365
PEPSICO INCPEPConsumer Defensive0.13%1,820--$246,428
ISHARES TRIWFOther0.12%1,848+1,386+300.00%$229,466
COCA COLA COKOConsumer Defensive0.11%2,752--$223,626
NORTHWEST BANCSHARES INCNWBIFinancial Services0.11%14,359--$217,682
NXP SEMICONDUCTORS N VN6596X109Other0.11%770-500-39.37%$216,394
MSCI INCMSCIFinancial Services0.11%375--$210,015
VERIZON COMMUNICATIONS INCVZCommunication Services0.10%4,821+4,821+100.00%$204,121
ARCHER AVIATION INCACHRIndustrials0.08%32,074--$151,710