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	Status
1	HSY	HERSHEY CO	Consumer Defensive	1,100	$229K	0.14%	SOLD
2	LMT	LOCKHEED MARTIN CORP	Industrials	345	$209K	0.12%	SOLD

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%