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Mchugh Group, Llc

Portfolio Manager
McHugh Group, LLC
Performance
-8.14% (2026 Q1)
AUM (13F)
$168.96M
# of Holdings
82
Performance Rank
Allocation (Top 20)
76.82%

Mchugh Group, Llc Holdings Map

Top 50 Mchugh Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
14.05%36.5K$23.7M
+1.95%(+697)
2025-Q1: 30.4K shares2025-Q2: 30.3K shares2025-Q3: 31.1K shares2025-Q4: 35.8K shares2026-Q1: 36.5K shares
$594.23(+24.92%)
2026-03-31
NVDA
NVIDIA CORPORATION
12.51%121.1K$21.1M
+1.18%(+1.41K)
2025-Q1: 125.8K shares2025-Q2: 125.7K shares2025-Q3: 125.7K shares2025-Q4: 119.7K shares2026-Q1: 121.1K shares
$128.49(+75.76%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
6.56%23.1K$11.1M
-0.41%(-95)
2025-Q1: 25.9K shares2025-Q2: 22.8K shares2025-Q3: 23.3K shares2025-Q4: 23.2K shares2026-Q1: 23.1K shares
$460.75(+5.38%)
2026-03-31
MSFT
MICROSOFT CORP
5.73%26.2K$9.7M
+0.87%(+226)
2025-Q1: 27.1K shares2025-Q2: 26.1K shares2025-Q3: 26.1K shares2025-Q4: 25.9K shares2026-Q1: 26.2K shares
$424.78(-4.61%)
2026-03-31
AAPL
APPLE INC
5.31%35.3K$9.0M
-1.34%(-481)
2025-Q1: 35.9K shares2025-Q2: 35.9K shares2025-Q3: 35.8K shares2025-Q4: 35.8K shares2026-Q1: 35.3K shares
$232.35(+28.63%)
2026-03-31
V
VISA INC
4.88%27.3K$8.2M
-2.89%(-812)
2025-Q1: 26.3K shares2025-Q2: 28.3K shares2025-Q3: 28.2K shares2025-Q4: 28.1K shares2026-Q1: 27.3K shares
$299.28(+7.03%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
4.25%37.4K$7.2M
+8.81%(+3.03K)
2025-Q1: 33.5K shares2025-Q2: 33.1K shares2025-Q3: 33.1K shares2025-Q4: 34.4K shares2026-Q1: 37.4K shares
$178.41(+13.74%)
2026-03-31
MA
MASTERCARD INCORPORATED
3.42%11.6K$5.8M
-3.02%(-361)
2025-Q1: 12.9K shares2025-Q2: 12.9K shares2025-Q3: 12.3K shares2025-Q4: 11.9K shares2026-Q1: 11.6K shares
$510.18(-3.83%)
2026-03-31
GOOGL
ALPHABET INC
2.69%15.8K$4.5M
-1.25%(-200)
2025-Q1: 16.3K shares2025-Q2: 16.0K shares2025-Q3: 16.0K shares2025-Q4: 16.0K shares2026-Q1: 15.8K shares
$177.58(+126.73%)
2026-03-31
AMZN
AMAZON COM INC
2.5%20.3K$4.2M
-2.05%(-424)
2025-Q1: 20.8K shares2025-Q2: 20.8K shares2025-Q3: 20.8K shares2025-Q4: 20.7K shares2026-Q1: 20.3K shares
$202.91(+33.13%)
2026-03-31

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