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Portfolio (Quarterly) Guide ↗

McHugh Group, LLC

· CIK 0002052657
13F Portfolio $196M AUM 86 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 4 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 39,902.0 $8.5M 4.34% +3K +6.8% $212.77 +3.1%
2 PH PARKER-HANNIFIN CORP Industrials 1,950.0 $1.9M 0.97% +300.0 +18.2% $978.12 +0.1%
3 URA GLOBAL X FDS 40,239.0 $1.8M 0.90% +1K +2.5% $43.70 +4.1%
4 NOBL PROSHARES TR 12,055.0 $677K 0.35% +6K +100.2% $56.16 +3.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.6%
Financial Services 38.9%
Consumer Cyclical 5.4%
Communication Services 4.8%
Industrials 3.4%
Consumer Defensive 1.0%
Healthcare 0.9%
Energy 0.8%
Utilities 0.8%
Basic Materials 0.5%