Filed: 4/17/2026ACC: 0002085853-26-000403
📋 What this filing means
MCHUGH GROUP, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $168.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$168.96M
Total AUM (reported)
842.79K
Total Shares
Allocation by class
COM$67.93M40.2%
TR UNIT$23.73M14.0%
CL B NEW$11.08M6.6%
COM CL A$8.41M5.0%
S&P500 EQL WGT$7.17M4.2%
CL A$6.59M3.9%
CAP STK CL A$4.55M2.7%
Portfolio Concentration
Top 3$55.94M33.1%
4–10$48.62M28.8%
11–25$32.74M19.4%
Rest$31.66M18.7%
Top 3 weight
33.1%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 842.79K
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
842.79K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares36.49K
TypeSH
Market value$23.73M
14.05%
Sole
0.00
Shared
0.00
None
36.49K
NVIDIA CORPORATION
SOLEShares121.15K
TypeSH
Market value$21.13M
12.51%
Sole
0.00
Shared
0.00
None
121.15K
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.13K
TypeSH
Market value$11.08M
6.56%
Sole
0.00
Shared
0.00
None
23.13K
MICROSOFT CORP
SOLEShares26.16K
TypeSH
Market value$9.68M
5.73%
Sole
0.00
Shared
0.00
None
26.16K
APPLE INC
SOLEShares35.33K
TypeSH
Market value$8.97M
5.31%
Sole
0.00
Shared
0.00
None
35.33K
VISA INC
SOLEShares27.28K
TypeSH
Market value$8.24M
4.88%
Sole
0.00
Shared
0.00
None
27.28K
INVESCO EXCHANGE TRADED FD T
SOLEShares37.38K
TypeSH
Market value$7.17M
4.25%
Sole
0.00
Shared
0.00
None
37.38K
MASTERCARD INCORPORATED
SOLEShares11.58K
TypeSH
Market value$5.78M
3.42%
Sole
0.00
Shared
0.00
None
11.58K
ALPHABET INC
SOLEShares15.81K
TypeSH
Market value$4.55M
2.69%
Sole
0.00
Shared
0.00
None
15.81K
AMAZON COM INC
SOLEShares20.27K
TypeSH
Market value$4.22M
2.50%
Sole
0.00
Shared
0.00
None
20.27K
ALPHABET INC
SOLEShares14.21K
TypeSH
Market value$4.08M
2.41%
Sole
0.00
Shared
0.00
None
14.21K
SPDR SERIES TRUST
SOLEShares52.52K
TypeSH
Market value$4.02M
2.38%
Sole
0.00
Shared
0.00
None
52.52K
SPDR GOLD TR
SOLEShares6.38K
TypeSH
Market value$2.75M
1.63%
Sole
0.00
Shared
0.00
None
6.38K
SELECT SECTOR SPDR TR
SOLEShares19.25K
TypeSH
Market value$2.56M
1.51%
Sole
0.00
Shared
0.00
None
19.25K
VANGUARD INDEX FDS
SOLEShares7.36K
TypeSH
Market value$2.36M
1.40%
Sole
0.00
Shared
0.00
None
7.36K
BROADCOM INC
SOLEShares7.14K
TypeSH
Market value$2.21M
1.31%
Sole
0.00
Shared
0.00
None
7.14K
GLOBAL X FDS
SOLEShares39.24K
TypeSH
Market value$1.90M
1.12%
Sole
0.00
Shared
0.00
None
39.24K
MCDONALDS CORP
SOLEShares6K
TypeSH
Market value$1.87M
1.10%
Sole
0.00
Shared
0.00
None
6K
MICRON TECHNOLOGY INC
SOLEShares5.51K
TypeSH
Market value$1.86M
1.10%
Sole
0.00
Shared
0.00
None
5.51K
WELLS FARGO & CO
SOLEShares1.58K
TypeSH
Market value$1.83M
1.08%
Sole
0.00
Shared
0.00
None
1.58K
PROGRESSIVE CORP
SOLEShares8.20K
TypeSH
Market value$1.63M
0.96%
Sole
0.00
Shared
0.00
None
8.20K
PARKER-HANNIFIN CORP
SOLEShares1.65K
TypeSH
Market value$1.48M
0.87%
Sole
0.00
Shared
0.00
None
1.65K
JPMORGAN CHASE & CO
SOLEShares4.87K
TypeSH
Market value$1.43M
0.85%
Sole
0.00
Shared
0.00
None
4.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares14.24K
TypeSH
Market value$1.39M
0.82%
Sole
0.00
Shared
0.00
None
14.24K
ISHARES TR
SOLEShares10K
TypeSH
Market value$1.38M
0.82%
Sole
0.00
Shared
0.00
None
10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 36.49K | SH | $23.73M 14.05% | 0.00 | 0.00 | 36.49K |
NVIDIA CORPORATIONSOLE | COM | 121.15K | SH | $21.13M 12.51% | 0.00 | 0.00 | 121.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.13K | SH | $11.08M 6.56% | 0.00 | 0.00 | 23.13K |
MICROSOFT CORPSOLE | COM | 26.16K | SH | $9.68M 5.73% | 0.00 | 0.00 | 26.16K |
APPLE INCSOLE | COM | 35.33K | SH | $8.97M 5.31% | 0.00 | 0.00 | 35.33K |
VISA INCSOLE | COM CL A | 27.28K | SH | $8.24M 4.88% | 0.00 | 0.00 | 27.28K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 37.38K | SH | $7.17M 4.25% | 0.00 | 0.00 | 37.38K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.58K | SH | $5.78M 3.42% | 0.00 | 0.00 | 11.58K |
ALPHABET INCSOLE | CAP STK CL A | 15.81K | SH | $4.55M 2.69% | 0.00 | 0.00 | 15.81K |
AMAZON COM INCSOLE | COM | 20.27K | SH | $4.22M 2.50% | 0.00 | 0.00 | 20.27K |
ALPHABET INCSOLE | CAP STK CL C | 14.21K | SH | $4.08M 2.41% | 0.00 | 0.00 | 14.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 52.52K | SH | $4.02M 2.38% | 0.00 | 0.00 | 52.52K |
SPDR GOLD TRSOLE | GOLD SHS | 6.38K | SH | $2.75M 1.63% | 0.00 | 0.00 | 6.38K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 19.25K | SH | $2.56M 1.51% | 0.00 | 0.00 | 19.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.36K | SH | $2.36M 1.40% | 0.00 | 0.00 | 7.36K |
BROADCOM INCSOLE | COM | 7.14K | SH | $2.21M 1.31% | 0.00 | 0.00 | 7.14K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 39.24K | SH | $1.90M 1.12% | 0.00 | 0.00 | 39.24K |
MCDONALDS CORPSOLE | COM | 6K | SH | $1.87M 1.10% | 0.00 | 0.00 | 6K |
MICRON TECHNOLOGY INCSOLE | COM | 5.51K | SH | $1.86M 1.10% | 0.00 | 0.00 | 5.51K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 1.58K | SH | $1.83M 1.08% | 0.00 | 0.00 | 1.58K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $1.63M 0.96% | 0.00 | 0.00 | 8.20K |
PARKER-HANNIFIN CORPSOLE | COM | 1.65K | SH | $1.48M 0.87% | 0.00 | 0.00 | 1.65K |
JPMORGAN CHASE & COSOLE | COM | 4.87K | SH | $1.43M 0.85% | 0.00 | 0.00 | 4.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 14.24K | SH | $1.39M 0.82% | 0.00 | 0.00 | 14.24K |
ISHARES TRSOLE | MSCI ACWI ETF | 10K | SH | $1.38M 0.82% | 0.00 | 0.00 | 10K |
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