McHugh Group, LLC
Filing Date
Global Rank
#5,161
/ 8,586
▲ 3
Top Industry
Semiconductors
26.8%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.0%
SPY
+25.8%
Annualised alpha
-2.7%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.4%
+0.9 pts
Top 5
58.0%
−0.1 pts
Top 10
77.8%
−1.0 pts
HHI
896
Diversified+11
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.5% | $48,243,864 |
| Financial Services | 23.9% | $30,814,789 |
| Unclassified | 21.4% | $27,561,673 |
| Consumer Cyclical | 5.4% | $6,890,523 |
| Communication Services | 4.0% | $5,113,875 |
| Industrials | 3.1% | $4,025,502 |
| Consumer Defensive | 1.2% | $1,598,151 |
| Energy | 1.2% | $1,537,395 |
| Healthcare | 0.9% | $1,106,920 |
| Utilities | 0.9% | $1,104,573 |
| Basic Materials | 0.5% | $694,559 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +1,412 | 121,149 | $21,128,385 | |
| SPY | Spdr S&P 500 ETF Trust | +697 | 36,490 | $23,730,906 | |
| BAC | Bank Of America Corp /De/ | +359 | 11,949 | $582,513 | |
| MSFT | Microsoft Corp | +226 | 26,157 | $9,682,536 | |
| AVGO | Broadcom Inc. | +106 | 7,136 | $2,208,663 | |
| MRVL | Marvell Technology, Inc. | +75 | 3,200 | $316,960 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +47 | 3,108 | $1,050,348 | |
| CRM | Salesforce, Inc. | +25 | 2,075 | $387,340 | |
| MAR | Marriott International Inc /Md/ | +24 | 724 | $236,798 | |
| AMD | Advanced Micro Devices Inc | +19 | 1,369 | $278,495 | |
| ORCL | Oracle Corp | +8 | 6,097 | $896,929 | |
| BLK | BlackRock, Inc. | +4 | 1,164 | $1,119,430 | |
| COHR | Coherent Corp. | +4 | 1,891 | $450,455 | |
| TDG | TransDigm Group INC | +4 | 1,014 | $1,175,185 | |
| ASML | Asml Holding NV | +2 | 217 | $286,620 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| V | Visa Inc. | −812 | 27,276 | $8,243,898 | |
| NEE | Nextera Energy Inc | −500 | 6,180 | $573,998 | |
| AAPL | Apple Inc. | −481 | 35,328 | $8,965,893 | |
| AMZN | Amazon Com Inc | −424 | 20,275 | $4,222,674 | |
| MA | Mastercard Inc | −361 | 11,576 | $5,784,064 | |
| GOOGL | Alphabet Inc. | −200 | 15,810 | $4,546,323 | |
| JPM | Jpmorgan Chase & Co | −106 | 4,869 | $1,432,265 | |
| CEG | Constellation Energy Corp | −100 | 1,900 | $530,575 | |
| QQQ | Invesco Qqq Trust, Series 1 | −99 | 1,877 | $1,083,366 | |
| MCD | Mcdonalds Corp | −97 | 6,002 | $1,865,361 | |
| BRK-B | Berkshire Hathaway Inc | −95 | 23,130 | $11,083,896 | |
| MU | Micron Technology Inc | −94 | 5,506 | $1,860,147 | |
| CVX | Chevron Corp | −80 | 2,645 | $547,250 | |
| LIN | Linde PLC | −74 | 1,401 | $694,559 | |
| JNJ | Johnson & Johnson | −70 | 3,615 | $883,650 | |
| PG | PROCTER & GAMBLE Co | −40 | 2,892 | $417,720 | |
| BA | Boeing Co | −13 | 2,317 | $461,152 | |
| META | Meta Platforms, Inc. | −3 | 992 | $567,552 | |
| No positions match the current search. | |||||
2 positions ·
$1,537,395 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
Reduced | 2,645 | $547,250 | 35.60% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Held | 15,233 | $990,145 | 64.40% |