McHugh Group, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$167.2B
Holdings
77
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 125,737 | $23.5B | 14.03% | |
| 2 | SPYSPDR S&P 500 ETF TR | 31,116 | $20.7B | 12.40% | |
| 3 | MSFTMICROSOFT CORP | 26,130 | $13.5B | 8.10% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,348 | $11.7B | 7.02% | |
| 5 | VVISA INC | 28,202 | $9.6B | 5.76% | |
| 6 | AAPLAPPLE INC | 35,809 | $9.1B | 5.45% | |
| 7 | MAMASTERCARD INCORPORATED | 12,267 | $7.0B | 4.17% | |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 33,099 | $6.3B | 3.76% | |
| 9 | AMZNAMAZON COM INC | 20,829 | $4.6B | 2.74% | |
| 10 | GOOGLALPHABET INC | 16,010 | $3.9B | 2.33% | |
| 11 | SPYMSPDR SERIES TRUST | 46,202 | $3.6B | 2.17% | |
| 12 | GOOGALPHABET INC | 14,605 | $3.6B | 2.13% | |
| 13 | XLKSELECT SECTOR SPDR TR | 9,932 | $2.8B | 1.67% | |
| 14 | AVGOBROADCOM INC | 8,433 | $2.8B | 1.66% | |
| 15 | GQ9SPDR GOLD TR | 6,285 | $2.2B | 1.34% | |
| 16 | PGRPROGRESSIVE CORP | 8,200 | $2.0B | 1.21% | |
| 17 | WFC 7.5 PERP LWELLS FARGO CO NEW | 1,634 | $2.0B | 1.21% | |
| 18 | MCDMCDONALDS CORP | 6,096 | $1.9B | 1.11% | |
| 19 | VTIVANGUARD INDEX FDS | 5,351 | $1.8B | 1.05% | |
| 20 | ORCLORACLE CORP | 6,088 | $1.7B | 1.02% | |
| 21 | URAGLOBAL X FDS | 35,450 | $1.7B | 1.01% | |
| 22 | JPMJPMORGAN CHASE & CO. | 4,975 | $1.6B | 0.94% | |
| 23 | MUMICRON TECHNOLOGY INC | 8,602 | $1.4B | 0.86% | |
| 24 | BLKBLACKROCK INC | 1,215 | $1.4B | 0.85% | |
| 25 | T7DTRANSDIGM GROUP INC | 1,010 | $1.3B | 0.80% | |
| 26 | IVWISHARES TR | 10,250 | $1.2B | 0.74% | |
| 27 | NDQINVESCO QQQ TR | 1,976 | $1.2B | 0.71% | |
| 28 | IVVISHARES TR | 1,644 | $1.1B | 0.66% | |
| 29 | SOXXISHARES TR | 4,033 | $1.1B | 0.65% | |
| 30 | XLVSELECT SECTOR SPDR TR | 6,322 | $879.8M | 0.53% | |
| 31 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,061 | $854.9M | 0.51% | |
| 32 | XLYSELECT SECTOR SPDR TR | 3,475 | $832.7M | 0.50% | |
| 33 | OXYOCCIDENTAL PETE CORP | 15,983 | $755.2M | 0.45% | |
| 34 | METAMETA PLATFORMS INC | 995 | $730.7M | 0.44% | |
| 35 | IQLTISHARES TR | 16,200 | $715.9M | 0.43% | |
| 36 | LINLINDE PLC | 1,475 | $700.6M | 0.42% | |
| 37 | HDHOME DEPOT INC | 1,720 | $696.9M | 0.42% | |
| 38 | JNJJOHNSON & JOHNSON | 3,685 | $683.3M | 0.41% | |
| 39 | CEGCONSTELLATION ENERGY CORP | 2,000 | $658.1M | 0.39% | |
| 40 | VPLVANGUARD INTL EQUITY INDEX F | 7,430 | $652.7M | 0.39% | |
| 41 | VOOVANGUARD INDEX FDS | 1,017 | $622.8M | 0.37% | |
| 42 | NOBLPROSHARES TR | 6,011 | $619.5M | 0.37% | |
| 43 | BACBANK AMERICA CORP | 11,590 | $597.9M | 0.36% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 10,719 | $580.8M | 0.35% | |
| 45 | ACWIISHARES TR | 4,000 | $553.0M | 0.33% | |
| 46 | VGKVANGUARD INTL EQUITY INDEX F | 6,650 | $530.7M | 0.32% | |
| 47 | BABOEING CO | 2,430 | $524.5M | 0.31% | |
| 48 | CRMSALESFORCE INC | 2,050 | $485.9M | 0.29% | |
| 49 | NEENEXTERA ENERGY INC | 6,180 | $466.5M | 0.28% | |
| 50 | PGPROCTER AND GAMBLE CO | 2,932 | $450.5M | 0.27% | |
| 51 | CVXCHEVRON CORP NEW | 2,725 | $423.2M | 0.25% | |
| 52 | MPWRMONOLITHIC PWR SYS INC | 425 | $391.3M | 0.23% | |
| 53 | WMTWALMART INC | 3,700 | $381.3M | 0.23% | |
| 54 | XLFSELECT SECTOR SPDR TR | 6,100 | $328.6M | 0.20% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 400 | $318.5M | 0.19% | |
| 56 | VIGVANGUARD SPECIALIZED FUNDS | 1,450 | $312.9M | 0.19% | |
| 57 | IVEISHARES TR | 1,502 | $310.2M | 0.19% | |
| 58 | ASMLASML HOLDING N V | 315 | $304.9M | 0.18% | |
| 59 | PANWPALO ALTO NETWORKS INC | 1,445 | $294.2M | 0.18% | |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 1,029 | $290.3M | 0.17% | |
| 61 | NXPINXP SEMICONDUCTORS N V | 1,270 | $289.2M | 0.17% | |
| 62 | CHKPCHECK POINT SOFTWARE TECH LT | 1,290 | $266.9M | 0.16% | |
| 63 | DALDELTA AIR LINES INC DEL | 4,650 | $263.9M | 0.16% | |
| 64 | ILCGISHARES TR | 2,530 | $263.9M | 0.16% | |
| 65 | MRVLMARVELL TECHNOLOGY INC | 3,125 | $262.7M | 0.16% | |
| 66 | PEPPEPSICO INC | 1,820 | $255.6M | 0.15% | |
| 67 | ETNEATON CORP PLC | 620 | $232.0M | 0.14% | |
| 68 | XLISELECT SECTOR SPDR TR | 1,470 | $226.7M | 0.14% | |
| 69 | XMAGTIDAL TRUST II | 10,000 | $221.5M | 0.13% | |
| 70 | AMDADVANCED MICRO DEVICES INC | 1,350 | $218.4M | 0.13% | |
| 71 | IWFISHARES TR | 462 | $216.4M | 0.13% | |
| 72 | MSCIMSCI INC | 375 | $212.8M | 0.13% | |
| 73 | AGGISHARES TR | 2,089 | $209.4M | 0.13% | |
| 74 | HSYHERSHEY CO | 1,100 | $205.8M | 0.12% | |
| 75 | COHRCOHERENT CORP | 1,887 | $203.3M | 0.12% | |
| 76 | NWBINORTHWEST BANCSHARES INC MD | 14,359 | $177.9M | 0.11% | |
| 77 | ACHRARCHER AVIATION INC | 14,324 | $137.2M | 0.08% |