Filed: 7/10/2025ACC: 0001667731-25-000779
📋 What this filing means
MCHUGH GROUP, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $149.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$149.60M
Total AUM (reported)
660.28K
Total Shares
Allocation by class
COM$66.84M44.7%
TR UNIT$18.75M12.5%
CL B NEW$11.09M7.4%
COM CL A$10.03M6.7%
CL A$7.97M5.3%
S&P500 EQL WGT$6.01M4.0%
PORTFOLIO S&P500$3.34M2.2%
Portfolio Concentration
Top 3$51.60M34.5%
4–10$49.64M33.2%
11–25$27.88M18.6%
Rest$20.49M13.7%
Top 3 weight
34.5%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 660.28K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
660.28K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA CORPORATION
SOLEShares125.70K
TypeSH
Market value$19.86M
13.28%
Sole
0.00
Shared
0.00
None
125.70K
SPDR S&P 500 ETF TR
SOLEShares30.34K
TypeSH
Market value$18.75M
12.53%
Sole
0.00
Shared
0.00
None
30.34K
MICROSOFT CORP
SOLEShares26.13K
TypeSH
Market value$13.00M
8.69%
Sole
0.00
Shared
0.00
None
26.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.82K
TypeSH
Market value$11.09M
7.41%
Sole
0.00
Shared
0.00
None
22.82K
VISA INC
SOLEShares28.26K
TypeSH
Market value$10.03M
6.71%
Sole
0.00
Shared
0.00
None
28.26K
APPLE INC
SOLEShares35.89K
TypeSH
Market value$7.36M
4.92%
Sole
0.00
Shared
0.00
None
35.89K
MASTERCARD INCORPORATED
SOLEShares12.88K
TypeSH
Market value$7.24M
4.84%
Sole
0.00
Shared
0.00
None
12.88K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.09K
TypeSH
Market value$6.01M
4.02%
Sole
0.00
Shared
0.00
None
33.09K
AMAZON COM INC
SOLEShares20.77K
TypeSH
Market value$4.56M
3.05%
Sole
0.00
Shared
0.00
None
20.77K
SPDR SERIES TRUST
SOLEShares45.97K
TypeSH
Market value$3.34M
2.23%
Sole
0.00
Shared
0.00
None
45.97K
ALPHABET INC
SOLEShares16.01K
TypeSH
Market value$2.82M
1.89%
Sole
0.00
Shared
0.00
None
16.01K
ALPHABET INC
SOLEShares15.61K
TypeSH
Market value$2.77M
1.85%
Sole
0.00
Shared
0.00
None
15.61K
SELECT SECTOR SPDR TR
SOLEShares9.93K
TypeSH
Market value$2.52M
1.68%
Sole
0.00
Shared
0.00
None
9.93K
BROADCOM INC
SOLEShares8.40K
TypeSH
Market value$2.32M
1.55%
Sole
0.00
Shared
0.00
None
8.40K
PROGRESSIVE CORP
SOLEShares8.20K
TypeSH
Market value$2.19M
1.46%
Sole
0.00
Shared
0.00
None
8.20K
WELLS FARGO CO NEW
SOLEShares1.65K
TypeSH
Market value$1.94M
1.30%
Sole
0.00
Shared
0.00
None
1.65K
SPDR GOLD TR
SOLEShares6.24K
TypeSH
Market value$1.90M
1.27%
Sole
0.00
Shared
0.00
None
6.24K
MCDONALDS CORP
SOLEShares6.09K
TypeSH
Market value$1.78M
1.19%
Sole
0.00
Shared
0.00
None
6.09K
VANGUARD INDEX FDS
SOLEShares5.20K
TypeSH
Market value$1.58M
1.06%
Sole
0.00
Shared
0.00
None
5.20K
ORACLE CORP
SOLEShares7.09K
TypeSH
Market value$1.55M
1.04%
Sole
0.00
Shared
0.00
None
7.09K
TRANSDIGM GROUP INC
SOLEShares1.01K
TypeSH
Market value$1.54M
1.03%
Sole
0.00
Shared
0.00
None
1.01K
JPMORGAN CHASE & CO.
SOLEShares4.97K
TypeSH
Market value$1.44M
0.96%
Sole
0.00
Shared
0.00
None
4.97K
BLACKROCK INC
SOLEShares1.25K
TypeSH
Market value$1.32M
0.88%
Sole
0.00
Shared
0.00
None
1.25K
ISHARES TR
SOLEShares10.25K
TypeSH
Market value$1.13M
0.75%
Sole
0.00
Shared
0.00
None
10.25K
INVESCO QQQ TR
SOLEShares1.98K
TypeSH
Market value$1.09M
0.73%
Sole
0.00
Shared
0.00
None
1.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 125.70K | SH | $19.86M 13.28% | 0.00 | 0.00 | 125.70K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 30.34K | SH | $18.75M 12.53% | 0.00 | 0.00 | 30.34K |
MICROSOFT CORPSOLE | COM | 26.13K | SH | $13.00M 8.69% | 0.00 | 0.00 | 26.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.82K | SH | $11.09M 7.41% | 0.00 | 0.00 | 22.82K |
VISA INCSOLE | COM CL A | 28.26K | SH | $10.03M 6.71% | 0.00 | 0.00 | 28.26K |
APPLE INCSOLE | COM | 35.89K | SH | $7.36M 4.92% | 0.00 | 0.00 | 35.89K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.88K | SH | $7.24M 4.84% | 0.00 | 0.00 | 12.88K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 33.09K | SH | $6.01M 4.02% | 0.00 | 0.00 | 33.09K |
AMAZON COM INCSOLE | COM | 20.77K | SH | $4.56M 3.05% | 0.00 | 0.00 | 20.77K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 45.97K | SH | $3.34M 2.23% | 0.00 | 0.00 | 45.97K |
ALPHABET INCSOLE | CAP STK CL A | 16.01K | SH | $2.82M 1.89% | 0.00 | 0.00 | 16.01K |
ALPHABET INCSOLE | CAP STK CL C | 15.61K | SH | $2.77M 1.85% | 0.00 | 0.00 | 15.61K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.93K | SH | $2.52M 1.68% | 0.00 | 0.00 | 9.93K |
BROADCOM INCSOLE | COM | 8.40K | SH | $2.32M 1.55% | 0.00 | 0.00 | 8.40K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $2.19M 1.46% | 0.00 | 0.00 | 8.20K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 1.65K | SH | $1.94M 1.30% | 0.00 | 0.00 | 1.65K |
SPDR GOLD TRSOLE | GOLD SHS | 6.24K | SH | $1.90M 1.27% | 0.00 | 0.00 | 6.24K |
MCDONALDS CORPSOLE | COM | 6.09K | SH | $1.78M 1.19% | 0.00 | 0.00 | 6.09K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.20K | SH | $1.58M 1.06% | 0.00 | 0.00 | 5.20K |
ORACLE CORPSOLE | COM | 7.09K | SH | $1.55M 1.04% | 0.00 | 0.00 | 7.09K |
TRANSDIGM GROUP INCSOLE | COM | 1.01K | SH | $1.54M 1.03% | 0.00 | 0.00 | 1.01K |
JPMORGAN CHASE & CO.SOLE | COM | 4.97K | SH | $1.44M 0.96% | 0.00 | 0.00 | 4.97K |
BLACKROCK INCSOLE | COM | 1.25K | SH | $1.32M 0.88% | 0.00 | 0.00 | 1.25K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 10.25K | SH | $1.13M 0.75% | 0.00 | 0.00 | 10.25K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.98K | SH | $1.09M 0.73% | 0.00 | 0.00 | 1.98K |
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