McHugh Group, LLC
McHugh Group, LLC reported 86 holdings worth US$196M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
McHugh Group, LLC reported 86 holdings worth US$196M as of Jun 30, 2026. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$196M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 120K | US$23.9M | 12.2% |
| Berkshire Hathaway Inc. | 22,915 | US$11.5M | 5.9% |
| Alphabet Inc (google) Class C | 29,859 | US$10.7M | 5.5% |
| Apple Inc | 35,113 | US$10.2M | 5.2% |
| Microsoft Corp. | 26,108 | US$9.74M | 5.0% |
| Visa Inc. | 27,216 | US$9.34M | 4.8% |
| Mastercard Incorporated | 11,066 | US$5.68M | 2.9% |
| Micron Technology, Inc. | 4,856 | US$5.61M | 2.9% |
| Amazon.com, Inc. | 20,235 | US$4.82M | 2.5% |
| Broadcom Inc. | 7,086 | US$2.68M | 1.4% |
| Parker-hannifin Corporation | 1,950 | US$1.91M | 0.97% |
| Wells Fargo & Company | 22,177 | US$1.83M | 0.94% |
| Progressive Corporation (the) | 8,200 | US$1.79M | 0.92% |
| Mcdonald's Corporation | 6,006 | US$1.62M | 0.83% |
| Jp Morgan Chase & Co. | 4,869 | US$1.59M | 0.81% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,108 | US$1.48M | 0.76% |
| Transdigm Group Inc. | 1,014 | US$1.35M | 0.69% |
| Blackrock, Inc. | 1,164 | US$1.12M | 0.57% |
| Marvell Technology, Inc. | 3,200 | US$953K | 0.49% |
| Johnson & Johnson | 3,615 | US$918K | 0.47% |
| Oracle Corporation | 6,099 | US$894K | 0.46% |
| Advanced Micro Devices Inc | 1,369 | US$796K | 0.41% |
| Coherent Corp. | 1,891 | US$746K | 0.38% |
| Bank Of America Corporation | 11,949 | US$681K | 0.35% |
| Occidental Petroleum Corporation | 12,508 | US$608K | 0.31% |
| Home Depot, Inc. (the) | 1,720 | US$607K | 0.31% |
| Meta Platforms, Inc. | 992 | US$559K | 0.29% |
| Nextera Energy, Inc. | 6,180 | US$542K | 0.28% |
| Palo Alto Networks, Inc. | 1,445 | US$493K | 0.25% |
| Boeing Company (the) | 2,267 | US$491K | 0.25% |
| Constellation Energy Corporation | 1,900 | US$472K | 0.24% |
| Chevron Corporation | 2,645 | US$438K | 0.22% |
| Delta Air Lines, Inc. | 4,650 | US$436K | 0.22% |
| Asml Holding Nv | 217 | US$431K | 0.22% |
| Procter & Gamble Company (the) | 2,892 | US$424K | 0.22% |
| Walmart Inc. | 3,700 | US$419K | 0.21% |
| Goldman Sachs Group, Inc. (the) | 400 | US$405K | 0.21% |
| International Business Machines Corporation | 1,029 | US$289K | 0.15% |
| Salesforce, Inc. | 1,775 | US$278K | 0.14% |
| Marriott International | 724 | US$268K | 0.14% |
| Manulife Financial Corporation | 6,400 | US$259K | 0.13% |
| Vertex Pharmaceuticals Incorporated | 500 | US$248K | 0.13% |
| Pepsico, Inc. | 1,820 | US$246K | 0.13% |
| Coca-cola Company (the) | 2,752 | US$224K | 0.11% |
| Northwest Bancshares, Inc. | 14,359 | US$218K | 0.11% |
| Msci Inc. | 375 | US$210K | 0.11% |
| Verizon Communications Inc. | 4,821 | US$204K | 0.10% |
| Archer Aviation Inc. | 32,074 | US$152K | 0.08% |
| The Hershey Company | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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