Filed: 10/9/2025ACC: 0002085853-25-000050
📋 What this filing means
MCHUGH GROUP, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $167.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$167.16M
Total AUM (reported)
732.26K
Total Shares
Allocation by class
COM$74.06M44.3%
TR UNIT$20.73M12.4%
CL B NEW$11.74M7.0%
COM CL A$9.76M5.8%
CL A$7.71M4.6%
S&P500 EQL WGT$6.28M3.8%
CAP STK CL A$3.89M2.3%
Portfolio Concentration
Top 3$57.72M34.5%
4–10$52.21M31.2%
11–25$31.80M19.0%
Rest$25.43M15.2%
Top 3 weight
34.5%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 732.26K
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
732.26K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings77
Rows:
NVIDIA CORPORATION
SOLEShares125.74K
TypeSH
Market value$23.46M
14.03%
Sole
0.00
Shared
0.00
None
125.74K
SPDR S&P 500 ETF TR
SOLEShares31.12K
TypeSH
Market value$20.73M
12.40%
Sole
0.00
Shared
0.00
None
31.12K
MICROSOFT CORP
SOLEShares26.13K
TypeSH
Market value$13.53M
8.10%
Sole
0.00
Shared
0.00
None
26.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.35K
TypeSH
Market value$11.74M
7.02%
Sole
0.00
Shared
0.00
None
23.35K
VISA INC
SOLEShares28.20K
TypeSH
Market value$9.63M
5.76%
Sole
0.00
Shared
0.00
None
28.20K
APPLE INC
SOLEShares35.81K
TypeSH
Market value$9.12M
5.45%
Sole
0.00
Shared
0.00
None
35.81K
MASTERCARD INCORPORATED
SOLEShares12.27K
TypeSH
Market value$6.98M
4.17%
Sole
0.00
Shared
0.00
None
12.27K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.10K
TypeSH
Market value$6.28M
3.76%
Sole
0.00
Shared
0.00
None
33.10K
AMAZON COM INC
SOLEShares20.83K
TypeSH
Market value$4.57M
2.74%
Sole
0.00
Shared
0.00
None
20.83K
ALPHABET INC
SOLEShares16.01K
TypeSH
Market value$3.89M
2.33%
Sole
0.00
Shared
0.00
None
16.01K
SPDR SERIES TRUST
SOLEShares46.20K
TypeSH
Market value$3.62M
2.17%
Sole
0.00
Shared
0.00
None
46.20K
ALPHABET INC
SOLEShares14.61K
TypeSH
Market value$3.56M
2.13%
Sole
0.00
Shared
0.00
None
14.61K
SELECT SECTOR SPDR TR
SOLEShares9.93K
TypeSH
Market value$2.80M
1.67%
Sole
0.00
Shared
0.00
None
9.93K
BROADCOM INC
SOLEShares8.43K
TypeSH
Market value$2.78M
1.66%
Sole
0.00
Shared
0.00
None
8.43K
SPDR GOLD TR
SOLEShares6.29K
TypeSH
Market value$2.23M
1.34%
Sole
0.00
Shared
0.00
None
6.29K
PROGRESSIVE CORP
SOLEShares8.20K
TypeSH
Market value$2.03M
1.21%
Sole
0.00
Shared
0.00
None
8.20K
WELLS FARGO CO NEW
SOLEShares1.63K
TypeSH
Market value$2.02M
1.21%
Sole
0.00
Shared
0.00
None
1.63K
MCDONALDS CORP
SOLEShares6.10K
TypeSH
Market value$1.85M
1.11%
Sole
0.00
Shared
0.00
None
6.10K
VANGUARD INDEX FDS
SOLEShares5.35K
TypeSH
Market value$1.76M
1.05%
Sole
0.00
Shared
0.00
None
5.35K
ORACLE CORP
SOLEShares6.09K
TypeSH
Market value$1.71M
1.02%
Sole
0.00
Shared
0.00
None
6.09K
GLOBAL X FDS
SOLEShares35.45K
TypeSH
Market value$1.69M
1.01%
Sole
0.00
Shared
0.00
None
35.45K
JPMORGAN CHASE & CO.
SOLEShares4.97K
TypeSH
Market value$1.57M
0.94%
Sole
0.00
Shared
0.00
None
4.97K
MICRON TECHNOLOGY INC
SOLEShares8.60K
TypeSH
Market value$1.44M
0.86%
Sole
0.00
Shared
0.00
None
8.60K
BLACKROCK INC
SOLEShares1.22K
TypeSH
Market value$1.42M
0.85%
Sole
0.00
Shared
0.00
None
1.22K
TRANSDIGM GROUP INC
SOLEShares1.01K
TypeSH
Market value$1.33M
0.80%
Sole
0.00
Shared
0.00
None
1.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 125.74K | SH | $23.46M 14.03% | 0.00 | 0.00 | 125.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 31.12K | SH | $20.73M 12.40% | 0.00 | 0.00 | 31.12K |
MICROSOFT CORPSOLE | COM | 26.13K | SH | $13.53M 8.10% | 0.00 | 0.00 | 26.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.35K | SH | $11.74M 7.02% | 0.00 | 0.00 | 23.35K |
VISA INCSOLE | COM CL A | 28.20K | SH | $9.63M 5.76% | 0.00 | 0.00 | 28.20K |
APPLE INCSOLE | COM | 35.81K | SH | $9.12M 5.45% | 0.00 | 0.00 | 35.81K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.27K | SH | $6.98M 4.17% | 0.00 | 0.00 | 12.27K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 33.10K | SH | $6.28M 3.76% | 0.00 | 0.00 | 33.10K |
AMAZON COM INCSOLE | COM | 20.83K | SH | $4.57M 2.74% | 0.00 | 0.00 | 20.83K |
ALPHABET INCSOLE | CAP STK CL A | 16.01K | SH | $3.89M 2.33% | 0.00 | 0.00 | 16.01K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 46.20K | SH | $3.62M 2.17% | 0.00 | 0.00 | 46.20K |
ALPHABET INCSOLE | CAP STK CL C | 14.61K | SH | $3.56M 2.13% | 0.00 | 0.00 | 14.61K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.93K | SH | $2.80M 1.67% | 0.00 | 0.00 | 9.93K |
BROADCOM INCSOLE | COM | 8.43K | SH | $2.78M 1.66% | 0.00 | 0.00 | 8.43K |
SPDR GOLD TRSOLE | GOLD SHS | 6.29K | SH | $2.23M 1.34% | 0.00 | 0.00 | 6.29K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $2.03M 1.21% | 0.00 | 0.00 | 8.20K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 1.63K | SH | $2.02M 1.21% | 0.00 | 0.00 | 1.63K |
MCDONALDS CORPSOLE | COM | 6.10K | SH | $1.85M 1.11% | 0.00 | 0.00 | 6.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.35K | SH | $1.76M 1.05% | 0.00 | 0.00 | 5.35K |
ORACLE CORPSOLE | COM | 6.09K | SH | $1.71M 1.02% | 0.00 | 0.00 | 6.09K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 35.45K | SH | $1.69M 1.01% | 0.00 | 0.00 | 35.45K |
JPMORGAN CHASE & CO.SOLE | COM | 4.97K | SH | $1.57M 0.94% | 0.00 | 0.00 | 4.97K |
MICRON TECHNOLOGY INCSOLE | COM | 8.60K | SH | $1.44M 0.86% | 0.00 | 0.00 | 8.60K |
BLACKROCK INCSOLE | COM | 1.22K | SH | $1.42M 0.85% | 0.00 | 0.00 | 1.22K |
TRANSDIGM GROUP INCSOLE | COM | 1.01K | SH | $1.33M 0.80% | 0.00 | 0.00 | 1.01K |
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