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The Analysis of McHugh Group, LLC's Holdings & P&L

Currently, McHugh Group, LLC holds 82 types of securities in its portfolio with a total value $169.0M. In the most recent quarter, they have increased their positions in EWJ (+12.4K shares, valued at $1.1M), ACWI (+4.2K shares, valued at $581.2K), N/A (+3.0K shares, valued at $580.8K); decreased their positions in V (-812 shares, valued at $245.4K), MA (-361 shares, valued at $180.4K), AAPL (-481 shares, valued at $122.1K); initiated new positions in EWJ (+12.4K shares, valued at $1.1M), RWL (+2.1K shares, valued at $239.0K), N/A (+639 shares, valued at $228.6K).

1M P&L

+8.5M+5.92%

3M P&L

+12.3M+8.80%

HY P&L

+15.5M+11.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.7M

40.5%

2Semiconductors24.6M

18.2%

3Credit Services14.0M

10.4%

Top Industries by Stock Count

1N/A27 stocks

38.6%

2Semiconductors5 stocks

7.1%

3Aerospace & Defense4 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T36.5K shares1.95%2026-03-312026-04-17

NVDA NVIDIA CORPORATION121.1K shares1.18%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.1K shares-0.41%2026-03-312026-04-17

MSFT MICROSOFT CORP26.2K shares0.87%2026-03-312026-04-17

AAPL APPLE INC35.3K shares-1.34%2026-03-312026-04-17

V VISA INC27.3K shares-2.89%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T37.4K shares8.81%2026-03-312026-04-17

MA MASTERCARD INCORPORATED11.6K shares-3.02%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC15.8K shares-1.25%2026-03-312026-04-17

AMZN AMAZON COM INC20.3K shares-2.05%2026-03-312026-04-17

ALPHABET INC ALPHABET INC14.2K shares-2.70%2026-03-312026-04-17

SPYM SPDR SERIES TRUST52.5K shares9.69%2026-03-312026-04-17

GLD SPDR GOLD TR6.4K shares0.00%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR19.3K shares-2.78%2026-03-312026-04-17

VTI VANGUARD INDEX FDS7.4K shares20.55%2026-03-312026-04-17

BROADCOM INC BROADCOM INC7.1K shares1.51%2026-03-312026-04-17

Sponsored

URA GLOBAL X FDS39.2K shares6.34%2026-03-312026-04-17

MCD MCDONALDS CORP6.0K shares-1.59%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC5.5K shares-1.68%2026-03-312026-04-17

WFC-PL WELLS FARGO & CO1.6K shares-1.55%2026-03-312026-04-17

PGR PROGRESSIVE CORP8.2K shares0.00%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP1.6K shares0.00%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO4.9K shares-2.13%2026-03-312026-04-17

VPL VANGUARD INTL EQUITY INDEX F14.2K shares39.88%2026-03-312026-04-17

Sponsored

ACWI ISHARES TR10.0K shares72.41%2026-03-312026-04-17

SOXX ISHARES TR4.0K shares0.00%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F23.3K shares52.89%2026-03-312026-04-17

TDG TRANSDIGM GROUP INC1.0K shares0.40%2026-03-312026-04-17

IVW ISHARES TR10.3K shares0.00%2026-03-312026-04-17

VGK VANGUARD INTL EQUITY INDEX F13.8K shares42.49%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC1.2K shares0.34%2026-03-312026-04-17

IQLT ISHARES TR23.7K shares46.30%2026-03-312026-04-17

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-5.01%2026-03-312026-04-17

IVV ISHARES TR1.6K shares0.00%2026-03-312026-04-17

EWJ ISHARES INC12.4K sharesnew addition2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares1.54%2026-03-312026-04-17

OXY OCCIDENTAL PETE CORP15.2K shares0.00%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR6.3K shares0.00%2026-03-312026-04-17

ORCL ORACLE CORP6.1K shares0.13%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON3.6K shares-1.90%2026-03-312026-04-17

Sponsored

XLY SELECT SECTOR SPDR TR7.0K shares0.00%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares23.60%2026-03-312026-04-17

LINDE PLC LINDE PLC1.4K shares-5.02%2026-03-312026-04-17

NOBL PROSHARES TR6.0K shares0.08%2026-03-312026-04-17

BAC BANK AMERICA CORP11.9K shares3.10%2026-03-312026-04-17

NEE NEXTERA ENERGY INC6.2K shares-7.49%2026-03-312026-04-17

META META PLATFORMS INC992 shares-0.30%2026-03-312026-04-17

HD HOME DEPOT INC1.7K shares0.00%2026-03-312026-04-17

Sponsored

CVX CHEVRON CORPORATION2.6K shares-2.94%2026-03-312026-04-17

EWL ISHARES INC9.2K shares0.00%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP1.9K shares-5.00%2026-03-312026-04-17

BA BOEING CO2.3K shares-0.56%2026-03-312026-04-17

WMT WALMART INC3.7K shares0.00%2026-03-312026-04-17

COHERENT CORP COHERENT CORP1.9K shares0.21%2026-03-312026-04-17

PG PROCTER & GAMBLE CO2.9K shares-1.36%2026-03-312026-04-17

CRM SALESFORCE INC2.1K shares1.22%2026-03-312026-04-17

Sponsored

GS GOLDMAN SACHS GROUP INC400 shares0.00%2026-03-312026-04-17

IVE ISHARES TR1.6K shares3.40%2026-03-312026-04-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.2K shares2.40%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-17

DAL DELTA AIR LINES INC4.7K shares0.00%2026-03-312026-04-17

ASML ASML HLDG NV217 shares0.93%2026-03-312026-04-17

PEP PEPSICO INC1.8K shares0.00%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR5.7K shares-6.56%2026-03-312026-04-17

Sponsored

AMD ADVANCED MICRO DEVICES INC1.4K shares1.41%2026-03-312026-04-17

NXPI NXP SEMICONDUCTORS N V1.3K shares0.00%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-03-312026-04-17

ILCG ISHARES TR2.5K shares0.00%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-04-17

MAR MARRIOTT INTL INC NEW724 shares3.43%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC1.4K shares0.00%2026-03-312026-04-17

Sponsored

HSY HERSHEY CO1.1K shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC639 sharesnew addition2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC500 shares0.00%2026-03-312026-04-17

XMAG TIDAL TRUST II10.0K shares0.00%2026-03-312026-04-17

MFC MANULIFE FINL CORP6.4K shares0.00%2026-03-312026-04-17

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP345 sharesnew addition2026-03-312026-04-17

MSCI MSCI INC375 shares0.00%2026-03-312026-04-17

Sponsored

NWBI NORTHWEST BANCSHARES INC14.4K shares0.00%2026-03-312026-04-17

ACHR ARCHER AVIATION INC32.1K shares0.00%2026-03-312026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

1.95%

Shares36.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

1.18%

Shares121.1K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-0.41%

Shares23.1K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

0.87%

Shares26.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.34%

Shares35.3K

Event2026-03-31

Filed2026-04-17

VISA INC

-2.89%

Shares27.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

8.81%

Shares37.4K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

-3.02%

Shares11.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.25%

Shares15.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-2.05%

Shares20.3K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.70%

Shares14.2K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

9.69%

Shares52.5K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

-2.78%

Shares19.3K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

20.55%

Shares7.4K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

1.51%

Shares7.1K

Event2026-03-31

Filed2026-04-17

URA

GLOBAL X FDS

6.34%

Shares39.2K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

-1.59%

Shares6.0K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-1.68%

Shares5.5K

Event2026-03-31

Filed2026-04-17

WFC-PL

WELLS FARGO & CO

-1.55%

Shares1.6K

Event2026-03-31

Filed2026-04-17

PGR

PROGRESSIVE CORP

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-2.13%

Shares4.9K

Event2026-03-31

Filed2026-04-17

VPL

VANGUARD INTL EQUITY INDEX F

39.88%

Shares14.2K

Event2026-03-31

Filed2026-04-17

ACWI

ISHARES TR

72.41%

Shares10.0K

Event2026-03-31

Filed2026-04-17

SOXX

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

52.89%

Shares23.3K

Event2026-03-31

Filed2026-04-17

TDG

TRANSDIGM GROUP INC

0.40%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-17

VGK

VANGUARD INTL EQUITY INDEX F

42.49%

Shares13.8K

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

0.34%

Shares1.2K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

46.30%

Shares23.7K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-5.01%

Shares1.9K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

EWJ

ISHARES INC

New

Shares12.4K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.54%

Shares3.1K

Event2026-03-31

Filed2026-04-17

OXY

OCCIDENTAL PETE CORP

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

0.13%

Shares6.1K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-1.90%

Shares3.6K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

23.60%

Shares1.3K

Event2026-03-31

Filed2026-04-17

LINDE PLC

-5.02%

Shares1.4K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

0.08%

Shares6.0K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

3.10%

Shares11.9K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

-7.49%

Shares6.2K

Event2026-03-31

Filed2026-04-17