Q3 2026 13F · SEC CIK 2052657

McHugh Group, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $204.1M
Reported positions: 88
Holdings vs S&P 500, 3 yrs: —
Assets under management: $331.3M

McHugh Group, LLC is a wealth manager that reported 88 positions worth $204.1M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 13.8%), Nvidia Corporation (NVDA, 13.2%), Microsoft Corp (MSFT, 6.3%).

McHugh Group, LLC holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

McHugh Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	13.8%	13.9%	36,872	+0.9%	$28.1M
NVDANvidia Corporation	13.2%	12.2%	117,969	-1.4%	$26.9M
MSFTMicrosoft Corp	6.3%	5.0%	25,084	-3.9%	$12.9M
AAPLApple Inc	5.7%	5.2%	35,113	+0.0%	$11.7M
BRK-BBerkshire Hathaway Inc Del	5.4%	5.9%	22,280	-2.8%	$11.1M
VVisa Inc	4.8%	4.8%	27,112	-0.4%	$9.7M
RSPInvesco Exchange Traded Fd T	4.4%	4.3%	42,976	+7.7%	$8.9M
MAMastercard Incorporated	3.0%	2.9%	10,961	-0.9%	$6.0M
GOOGLAlphabet Inc	2.7%	2.9%	15,810	+0.0%	$5.4M
MUMicron Technology Inc	2.5%	2.9%	4,856	+0.0%	$5.2M
AMZNAmazon Com Inc	2.5%	2.5%	20,135	-0.5%	$5.0M
GOOGAlphabet Inc	2.4%	2.6%	14,210	+0.0%	$4.8M
SPLGSpdr Series Trust	2.4%	2.4%	53,498	+1.5%	$4.8M
XLKSelect Sector Spdr Tr	1.8%	1.9%	19,164	+0.0%	$3.8M
VTIVanguard Index Fds	1.4%	1.4%	7,364	+0.1%	$2.8M
AVGOBroadcom Inc	1.2%	1.4%	7,086	+0.0%	$2.5M
GLDSpdr Gold Tr	1.2%	1.2%	6,335	-0.8%	$2.4M
SOXXIshares Tr	1.1%	1.3%	4,033	+0.0%	$2.3M
PHParker-Hannifin Corp	1.1%	1.0%	2,350	+20.5%	$2.2M
VPLVanguard Intl Equity Index F	1.1%	0.8%	18,717	+31.4%	$2.2M
PGRProgressive Corp	0.8%	0.9%	8,200	+0.0%	$1.7M
JPMJpmorgan Chase & Co	0.8%	0.8%	4,869	+0.0%	$1.6M
ACWIIshares Tr	0.8%	0.8%	10,000	+0.0%	$1.6M
WFC-PLWells Fargo & Co	0.8%	0.9%	1,465	-7.5%	$1.6M
URAGlobal X Fds	0.8%	0.9%	39,139	-2.7%	$1.6M
IVWIshares Tr	0.7%	0.7%	10,250	+0.0%	$1.5M
TSMTaiwan Semiconductor Manufac	0.7%	0.8%	3,108	+0.0%	$1.4M
MCDMcdonalds Corp	0.7%	0.8%	6,030	+0.4%	$1.4M
QQQInvesco Qqq Tr	0.7%	0.7%	1,877	+0.0%	$1.4M
VWOVanguard Intl Equity Index F	0.7%	0.7%	23,269	+0.0%	$1.4M
IVVIshares Tr	0.6%	0.6%	1,645	+0.0%	$1.3M
BLKBlackrock Inc	0.6%	0.6%	1,164	+0.0%	$1.2M
EWJIshares Inc	0.6%	0.6%	12,455	+0.0%	$1.2M
VGKVanguard Ftse Europe ETF	0.6%	0.6%	13,750	+0.0%	$1.2M
IQLTIshares Tr	0.6%	0.6%	23,700	+0.0%	$1.2M
AORIshares Tr	0.6%	0.5%	16,400	+9.3%	$1.1M
TDGTransdigm Group Inc	0.5%	0.7%	1,014	+0.0%	$1.1M
XLVSelect Sector Spdr Tr	0.5%	0.5%	6,322	+0.0%	$1.1M
JNJJohnson & Johnson	0.5%	0.5%	3,615	+0.0%	$957K
VOOVanguard Index Fds	0.4%	0.4%	1,257	+0.0%	$881K
MRVLMarvell Technology Inc	0.4%	0.5%	3,200	+0.0%	$845K
ORCLOracle Corp	0.4%	0.5%	6,111	+0.2%	$839K
AMDAdvanced Micro Devices Inc	0.4%	0.4%	1,369	+0.0%	$838K
XLYSelect Sector Spdr Tr	0.4%	0.4%	6,950	+0.0%	$756K
METAMeta Platforms Inc	0.4%	—	992	—	$720K
LINLinde PLC	0.3%	0.4%	1,386	+0.0%	$658K
NOBLProshares Tr	0.3%	0.3%	12,116	+0.5%	$656K
BACBank of Amer Corp	0.3%	0.3%	11,449	-4.2%	$623K
PANWPalo Alto Networks Inc	0.3%	—	1,445	—	$574K
COHRCoherent Corp	0.3%	0.4%	1,891	+0.0%	$544K

What McHugh Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$204.1M	88
Q2 2026	$195.7M	86
Q1 2026	$169.0M	82
Q4 2025	$175.8M	81
Q3 2025	$167.2M	77
Q2 2025	$149.6M	71
Q1 2025	$132.2M	66
Q4 2024	$134.0M	68

Questions about McHugh Group, LLC's portfolio

What stocks does McHugh Group, LLC own?

McHugh Group, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 88 positions worth $204.1M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 13.8%, Nvidia Corporation (NVDA) at 13.2%, Microsoft Corp (MSFT) at 6.3%, Apple Inc (AAPL) at 5.7% and Berkshire Hathaway Inc Del (BRK-B) at 5.4%.

What did McHugh Group, LLC buy last quarter?

In Q3 2026, McHugh Group, LLC added Vanguard Intl Equity Index F (VPL) (+31.4% shares), Parker-Hannifin Corp (PH) (+20.5% shares) and Ishares Tr (AOR) (+9.3% shares), compared with its Q2 2026 filing.

What did McHugh Group, LLC sell last quarter?

In Q3 2026, McHugh Group, LLC cut from its top 50 Occidental Pete Corp (OXY), cut from its top 50 Home Depot Inc (HD) and Wells Fargo & Co (WFC-PL) (-7.5% shares), compared with its Q2 2026 filing.

When is McHugh Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. McHugh Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does McHugh Group, LLC manage?

McHugh Group, LLC reported $331.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $204.1M.