Filed: 2/2/2026ACC: 0002085853-26-000167
📋 What this filing means
MCHUGH GROUP, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $175.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$175.78M
Total AUM (reported)
791.75K
Total Shares
Allocation by class
COM$73.92M42.1%
TR UNIT$24.41M13.9%
CL B NEW$11.67M6.6%
COM CL A$10.09M5.7%
CL A$7.69M4.4%
S&P500 EQL WGT$6.58M3.7%
CAP STK CL A$5.01M2.9%
Portfolio Concentration
Top 3$59.28M33.7%
4–10$54.44M31.0%
11–25$32.80M18.7%
Rest$29.25M16.6%
Top 3 weight
33.7%
Top 10 weight
64.7%
Voting Authority Distribution
Total shares with voting rights: 791.75K
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
791.75K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
SPDR S&P 500 ETF TR
SOLEShares35.79K
TypeSH
Market value$24.41M
13.89%
Sole
0.00
Shared
0.00
None
35.79K
NVIDIA CORPORATION
SOLEShares119.74K
TypeSH
Market value$22.33M
12.70%
Sole
0.00
Shared
0.00
None
119.74K
MICROSOFT CORP
SOLEShares25.93K
TypeSH
Market value$12.54M
7.13%
Sole
0.00
Shared
0.00
None
25.93K
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.23K
TypeSH
Market value$11.67M
6.64%
Sole
0.00
Shared
0.00
None
23.23K
VISA INC
SOLEShares28.09K
TypeSH
Market value$9.85M
5.60%
Sole
0.00
Shared
0.00
None
28.09K
APPLE INC
SOLEShares35.81K
TypeSH
Market value$9.74M
5.54%
Sole
0.00
Shared
0.00
None
35.81K
MASTERCARD INCORPORATED
SOLEShares11.94K
TypeSH
Market value$6.81M
3.88%
Sole
0.00
Shared
0.00
None
11.94K
INVESCO EXCHANGE TRADED FD T
SOLEShares34.35K
TypeSH
Market value$6.58M
3.74%
Sole
0.00
Shared
0.00
None
34.35K
ALPHABET INC
SOLEShares16.01K
TypeSH
Market value$5.01M
2.85%
Sole
0.00
Shared
0.00
None
16.01K
AMAZON COM INC
SOLEShares20.70K
TypeSH
Market value$4.78M
2.72%
Sole
0.00
Shared
0.00
None
20.70K
ALPHABET INC
SOLEShares14.61K
TypeSH
Market value$4.58M
2.61%
Sole
0.00
Shared
0.00
None
14.61K
SPDR SERIES TRUST
SOLEShares47.88K
TypeSH
Market value$3.84M
2.19%
Sole
0.00
Shared
0.00
None
47.88K
SELECT SECTOR SPDR TR
SOLEShares19.80K
TypeSH
Market value$2.85M
1.62%
Sole
0.00
Shared
0.00
None
19.80K
SPDR GOLD TR
SOLEShares6.38K
TypeSH
Market value$2.53M
1.44%
Sole
0.00
Shared
0.00
None
6.38K
BROADCOM INC
SOLEShares7.03K
TypeSH
Market value$2.43M
1.38%
Sole
0.00
Shared
0.00
None
7.03K
VANGUARD INDEX FDS
SOLEShares6.10K
TypeSH
Market value$2.05M
1.16%
Sole
0.00
Shared
0.00
None
6.10K
WELLS FARGO CO NEW
SOLEShares1.61K
TypeSH
Market value$1.95M
1.11%
Sole
0.00
Shared
0.00
None
1.61K
PROGRESSIVE CORP
SOLEShares8.20K
TypeSH
Market value$1.87M
1.06%
Sole
0.00
Shared
0.00
None
8.20K
MCDONALDS CORP
SOLEShares6.10K
TypeSH
Market value$1.86M
1.06%
Sole
0.00
Shared
0.00
None
6.10K
JPMORGAN CHASE & CO.
SOLEShares4.97K
TypeSH
Market value$1.60M
0.91%
Sole
0.00
Shared
0.00
None
4.97K
MICRON TECHNOLOGY INC
SOLEShares5.60K
TypeSH
Market value$1.60M
0.91%
Sole
0.00
Shared
0.00
None
5.60K
GLOBAL X FDS
SOLEShares36.90K
TypeSH
Market value$1.58M
0.90%
Sole
0.00
Shared
0.00
None
36.90K
PARKER-HANNIFIN CORP
SOLEShares1.65K
TypeSH
Market value$1.45M
0.83%
Sole
0.00
Shared
0.00
None
1.65K
TRANSDIGM GROUP INC
SOLEShares1.01K
TypeSH
Market value$1.34M
0.76%
Sole
0.00
Shared
0.00
None
1.01K
ISHARES TR
SOLEShares10.25K
TypeSH
Market value$1.26M
0.72%
Sole
0.00
Shared
0.00
None
10.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 35.79K | SH | $24.41M 13.89% | 0.00 | 0.00 | 35.79K |
NVIDIA CORPORATIONSOLE | COM | 119.74K | SH | $22.33M 12.70% | 0.00 | 0.00 | 119.74K |
MICROSOFT CORPSOLE | COM | 25.93K | SH | $12.54M 7.13% | 0.00 | 0.00 | 25.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.23K | SH | $11.67M 6.64% | 0.00 | 0.00 | 23.23K |
VISA INCSOLE | COM CL A | 28.09K | SH | $9.85M 5.60% | 0.00 | 0.00 | 28.09K |
APPLE INCSOLE | COM | 35.81K | SH | $9.74M 5.54% | 0.00 | 0.00 | 35.81K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.94K | SH | $6.81M 3.88% | 0.00 | 0.00 | 11.94K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 34.35K | SH | $6.58M 3.74% | 0.00 | 0.00 | 34.35K |
ALPHABET INCSOLE | CAP STK CL A | 16.01K | SH | $5.01M 2.85% | 0.00 | 0.00 | 16.01K |
AMAZON COM INCSOLE | COM | 20.70K | SH | $4.78M 2.72% | 0.00 | 0.00 | 20.70K |
ALPHABET INCSOLE | CAP STK CL C | 14.61K | SH | $4.58M 2.61% | 0.00 | 0.00 | 14.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.88K | SH | $3.84M 2.19% | 0.00 | 0.00 | 47.88K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 19.80K | SH | $2.85M 1.62% | 0.00 | 0.00 | 19.80K |
SPDR GOLD TRSOLE | GOLD SHS | 6.38K | SH | $2.53M 1.44% | 0.00 | 0.00 | 6.38K |
BROADCOM INCSOLE | COM | 7.03K | SH | $2.43M 1.38% | 0.00 | 0.00 | 7.03K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.10K | SH | $2.05M 1.16% | 0.00 | 0.00 | 6.10K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 1.61K | SH | $1.95M 1.11% | 0.00 | 0.00 | 1.61K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $1.87M 1.06% | 0.00 | 0.00 | 8.20K |
MCDONALDS CORPSOLE | COM | 6.10K | SH | $1.86M 1.06% | 0.00 | 0.00 | 6.10K |
JPMORGAN CHASE & CO.SOLE | COM | 4.97K | SH | $1.60M 0.91% | 0.00 | 0.00 | 4.97K |
MICRON TECHNOLOGY INCSOLE | COM | 5.60K | SH | $1.60M 0.91% | 0.00 | 0.00 | 5.60K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 36.90K | SH | $1.58M 0.90% | 0.00 | 0.00 | 36.90K |
PARKER-HANNIFIN CORPSOLE | COM | 1.65K | SH | $1.45M 0.83% | 0.00 | 0.00 | 1.65K |
TRANSDIGM GROUP INCSOLE | COM | 1.01K | SH | $1.34M 0.76% | 0.00 | 0.00 | 1.01K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 10.25K | SH | $1.26M 0.72% | 0.00 | 0.00 | 10.25K |
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