McHugh Group, LLC

CIK 0002052657 · BRATENAHL, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

McHugh Group, LLC reported 86 positions worth $195.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPY (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$195.7M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.0%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$27.3M13.94%36,527
2NVDANVIDIA CORPORATIONSH$23.9M12.23%119,594
3BRK-BBERKSHIRE HATHAWAY INC DELSH$11.5M5.86%22,915
4AAPLAPPLE INCSH$10.2M5.19%35,113
5MSFTMICROSOFT CORPSH$9.7M4.98%26,108
6VVISA INCSH$9.3M4.77%27,216
7RSPINVESCO EXCHANGE TRADED FD TSH$8.5M4.34%39,902
8MAMASTERCARD INCORPORATEDSH$5.7M2.90%11,066
9GOOGLALPHABET INCSH$5.7M2.89%15,810
10MUMICRON TECHNOLOGY INCSH$5.6M2.87%4,856

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McHugh Group, LLC hold as of Q2 2026?

McHugh Group, LLC reported 86 positions worth $195.7M in its Q2 2026 13F filing. Largest positions: SPY (13.9%), NVDA (12.2%), BRK-B (5.9%), AAPL (5.2%) and MSFT (5.0%).

What did McHugh Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McHugh Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.