Filed: 7/16/2026ACC: 0002085853-26-000750
📋 What this filing means
MCHUGH GROUP, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $195.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$195.66M
Total AUM (reported)
884.23K
Total Shares
Allocation by class
COM$78.60M40.2%
TR UNIT$27.28M13.9%
CL B NEW$11.47M5.9%
COM CL A$9.49M4.9%
S&P500 EQL WGT$8.49M4.3%
CL A$6.51M3.3%
CAP STK CL A$5.65M2.9%
Portfolio Concentration
Top 3$62.67M32.0%
4–10$54.67M27.9%
11–25$40.61M20.8%
Rest$37.70M19.3%
Top 3 weight
32.0%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 884.23K
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
884.23K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares36.53K
TypeSH
Market value$27.28M
13.94%
Sole
0.00
Shared
0.00
None
36.53K
NVIDIA CORPORATION
SOLEShares119.59K
TypeSH
Market value$23.93M
12.23%
Sole
0.00
Shared
0.00
None
119.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.91K
TypeSH
Market value$11.47M
5.86%
Sole
0.00
Shared
0.00
None
22.91K
APPLE INC
SOLEShares35.11K
TypeSH
Market value$10.16M
5.19%
Sole
0.00
Shared
0.00
None
35.11K
MICROSOFT CORP
SOLEShares26.11K
TypeSH
Market value$9.74M
4.98%
Sole
0.00
Shared
0.00
None
26.11K
VISA INC
SOLEShares27.22K
TypeSH
Market value$9.34M
4.77%
Sole
0.00
Shared
0.00
None
27.22K
INVESCO EXCHANGE TRADED FD T
SOLEShares39.90K
TypeSH
Market value$8.49M
4.34%
Sole
0.00
Shared
0.00
None
39.90K
MASTERCARD INCORPORATED
SOLEShares11.07K
TypeSH
Market value$5.68M
2.90%
Sole
0.00
Shared
0.00
None
11.07K
ALPHABET INC
SOLEShares15.81K
TypeSH
Market value$5.65M
2.89%
Sole
0.00
Shared
0.00
None
15.81K
MICRON TECHNOLOGY INC
SOLEShares4.86K
TypeSH
Market value$5.61M
2.87%
Sole
0.00
Shared
0.00
None
4.86K
ALPHABET INC
SOLEShares14.21K
TypeSH
Market value$5.02M
2.57%
Sole
0.00
Shared
0.00
None
14.21K
AMAZON COM INC
SOLEShares20.23K
TypeSH
Market value$4.82M
2.46%
Sole
0.00
Shared
0.00
None
20.23K
SPDR SERIES TRUST
SOLEShares52.69K
TypeSH
Market value$4.63M
2.37%
Sole
0.00
Shared
0.00
None
52.69K
SELECT SECTOR SPDR TR
SOLEShares19.16K
TypeSH
Market value$3.65M
1.87%
Sole
0.00
Shared
0.00
None
19.16K
VANGUARD INDEX FDS
SOLEShares7.36K
TypeSH
Market value$2.72M
1.39%
Sole
0.00
Shared
0.00
None
7.36K
BROADCOM INC
SOLEShares7.09K
TypeSH
Market value$2.68M
1.37%
Sole
0.00
Shared
0.00
None
7.09K
ISHARES TR
SOLEShares4.03K
TypeSH
Market value$2.58M
1.32%
Sole
0.00
Shared
0.00
None
4.03K
SPDR GOLD TR
SOLEShares6.38K
TypeSH
Market value$2.35M
1.20%
Sole
0.00
Shared
0.00
None
6.38K
PARKER-HANNIFIN CORP
SOLEShares1.95K
TypeSH
Market value$1.91M
0.97%
Sole
0.00
Shared
0.00
None
1.95K
WELLS FARGO & CO
SOLEShares1.58K
TypeSH
Market value$1.83M
0.94%
Sole
0.00
Shared
0.00
None
1.58K
PROGRESSIVE CORP
SOLEShares8.20K
TypeSH
Market value$1.79M
0.92%
Sole
0.00
Shared
0.00
None
8.20K
GLOBAL X FDS
SOLEShares40.24K
TypeSH
Market value$1.76M
0.90%
Sole
0.00
Shared
0.00
None
40.24K
VANGUARD INTL EQUITY INDEX F
SOLEShares14.24K
TypeSH
Market value$1.65M
0.84%
Sole
0.00
Shared
0.00
None
14.24K
MCDONALDS CORP
SOLEShares6.01K
TypeSH
Market value$1.62M
0.83%
Sole
0.00
Shared
0.00
None
6.01K
JPMORGAN CHASE & CO
SOLEShares4.87K
TypeSH
Market value$1.59M
0.81%
Sole
0.00
Shared
0.00
None
4.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 36.53K | SH | $27.28M 13.94% | 0.00 | 0.00 | 36.53K |
NVIDIA CORPORATIONSOLE | COM | 119.59K | SH | $23.93M 12.23% | 0.00 | 0.00 | 119.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.91K | SH | $11.47M 5.86% | 0.00 | 0.00 | 22.91K |
APPLE INCSOLE | COM | 35.11K | SH | $10.16M 5.19% | 0.00 | 0.00 | 35.11K |
MICROSOFT CORPSOLE | COM | 26.11K | SH | $9.74M 4.98% | 0.00 | 0.00 | 26.11K |
VISA INCSOLE | COM CL A | 27.22K | SH | $9.34M 4.77% | 0.00 | 0.00 | 27.22K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 39.90K | SH | $8.49M 4.34% | 0.00 | 0.00 | 39.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.07K | SH | $5.68M 2.90% | 0.00 | 0.00 | 11.07K |
ALPHABET INCSOLE | CAP STK CL A | 15.81K | SH | $5.65M 2.89% | 0.00 | 0.00 | 15.81K |
MICRON TECHNOLOGY INCSOLE | COM | 4.86K | SH | $5.61M 2.87% | 0.00 | 0.00 | 4.86K |
ALPHABET INCSOLE | CAP STK CL C | 14.21K | SH | $5.02M 2.57% | 0.00 | 0.00 | 14.21K |
AMAZON COM INCSOLE | COM | 20.23K | SH | $4.82M 2.46% | 0.00 | 0.00 | 20.23K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 52.69K | SH | $4.63M 2.37% | 0.00 | 0.00 | 52.69K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 19.16K | SH | $3.65M 1.87% | 0.00 | 0.00 | 19.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.36K | SH | $2.72M 1.39% | 0.00 | 0.00 | 7.36K |
BROADCOM INCSOLE | COM | 7.09K | SH | $2.68M 1.37% | 0.00 | 0.00 | 7.09K |
ISHARES TRSOLE | ISHARES SEMICDTR | 4.03K | SH | $2.58M 1.32% | 0.00 | 0.00 | 4.03K |
SPDR GOLD TRSOLE | GOLD SHS | 6.38K | SH | $2.35M 1.20% | 0.00 | 0.00 | 6.38K |
PARKER-HANNIFIN CORPSOLE | COM | 1.95K | SH | $1.91M 0.97% | 0.00 | 0.00 | 1.95K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 1.58K | SH | $1.83M 0.94% | 0.00 | 0.00 | 1.58K |
PROGRESSIVE CORPSOLE | COM | 8.20K | SH | $1.79M 0.92% | 0.00 | 0.00 | 8.20K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 40.24K | SH | $1.76M 0.90% | 0.00 | 0.00 | 40.24K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 14.24K | SH | $1.65M 0.84% | 0.00 | 0.00 | 14.24K |
MCDONALDS CORPSOLE | COM | 6.01K | SH | $1.62M 0.83% | 0.00 | 0.00 | 6.01K |
JPMORGAN CHASE & COSOLE | COM | 4.87K | SH | $1.59M 0.81% | 0.00 | 0.00 | 4.87K |
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