StockDriftsStockDriftsTop 50 Mchugh Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.78% | 36.9K | $28.1M | +0.94%(+345) | $595.82(+28.64%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 13.2% | 118.0K | $26.9M | -1.36%(-1.62K) | $128.49(+68.96%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.3% | 25.1K | $12.9M | -3.92%(-1.02K) | $424.78(+25.60%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.73% | 35.1K | $11.7M | +0.00%(+0) | $232.35(+47.59%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.44% | 22.3K | $11.1M | -2.77%(-635) | $460.75(+15.51%) | 2026-09-30 | |
| V | VISA INC | 4.77% | 27.1K | $9.7M | -0.38%(-104) | $299.28(+34.63%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.38% | 43.0K | $8.9M | +7.70%(+3.07K) | $181.99(+17.26%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 2.96% | 11.0K | $6.0M | -0.95%(-105) | $510.18(+20.82%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.67% | 15.8K | $5.4M | +0.00%(+0) | $177.58(+93.82%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.53% | 4.9K | $5.2M | +0.00%(+0) | $93.94(+863.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.93% |
Mchugh Group LLC reports $204.07M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.8%), NVDA (13.2%) and MSFT (6.3%). The top 20 holdings account for 77.81% of reported assets. Its disclosed equity book has returned +34.03% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mchugh Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052657). View Mchugh Group LLC’s 13F filings on SEC