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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 AOR ISHARES TR 15,000.0 $1.0M 0.53% NEW $69.50 +0.3%
2 IALT BLACKROCK ETF TRUST 10,000.0 $280K 0.14% NEW $28.05 +3.4%
3 JPLD J P MORGAN EXCHANGE TRADED F 5,000.0 $261K 0.13% NEW $52.19 -0.4%
4 VCSH VANGUARD SCOTTSDALE FDS 3,164.0 $250K 0.13% NEW $79.03 -0.6%
5 IWF ISHARES TR 1,848.0 $229K 0.12% NEW $124.17 -1.2%
6 VZ VERIZON COMMUNICATIONS INC Communication Services 4,821.0 $204K 0.10% NEW $42.34 +18.1%

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%