Portfolio (Quarterly) Guide ↗

McHugh Group, LLC

· CIK 0002052657

13F Portfolio $169M AUM 82 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MPWR	MONOLITHIC PWR SYS INC	Technology	425	$385K	0.22%	SOLD
2	CHKP	CHECK POINT SOFTWARE TECH LT	Technology	1,290	$239K	0.14%	SOLD
3	IWF	ISHARES TR	—	462	$219K	0.12%	SOLD
4	AIG	AMERICAN INTL GROUP INC	Financial Services	2,500	$214K	0.12%	SOLD

Sector Allocation

Technology 39.6%

Financial Services 38.9%

Communication Services 7.6%

Consumer Cyclical 5.7%

Industrials 3.3%

Energy 1.3%

Consumer Defensive 1.3%

Utilities 0.9%

Healthcare 0.9%

Basic Materials 0.6%