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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
Page 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 3,700.0 $419K 0.21% $113.26 -7.4%
62 GS GOLDMAN SACHS GROUP INC Financial Services 400.0 $405K 0.21% $1011.37 +1.4%
63 IVE ISHARES TR 1,553.0 $353K 0.18% $227.06 +4.2%
64 VIG VANGUARD SPECIALIZED FUNDS 1,450.0 $343K 0.17% $236.62 +2.3%
65 XLF SELECT SECTOR SPDR TR 5,700.0 $306K 0.16% $53.61 +7.6%
66 ILCG ISHARES TR 2,530.0 $296K 0.15% $117.02 -1.7%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 1,029.0 $289K 0.15% $281.21 -16.8%
68 IALT BLACKROCK ETF TRUST 10,000.0 $280K 0.14% NEW $28.05 +3.4%
69 CRM SALESFORCE INC Technology 1,775.0 $278K 0.14% -300.0 -14.5% $156.60 +64.5%
70 ETN EATON CORP PLC Industrials 639.0 $272K 0.14% $426.17 -5.7%
71 XLI SELECT SECTOR SPDR TR 1,470.0 $272K 0.14% $185.23 -5.5%
72 MAR MARRIOTT INTL INC NEW Consumer Cyclical 724.0 $268K 0.14% $370.44 -7.7%
73 RWL INVESCO EXCH TRADED FD TR II 2,080.0 $266K 0.14% $127.76 +4.5%
74 JPLD J P MORGAN EXCHANGE TRADED F 5,000.0 $261K 0.13% NEW $52.19 -0.4%
75 XMAG TIDAL TRUST II 10,000.0 $261K 0.13% $26.08 -0.2%
76 MFC MANULIFE FINL CORP Financial Services 6,400.0 $259K 0.13% $40.51 +4.7%
77 VCSH VANGUARD SCOTTSDALE FDS 3,164.0 $250K 0.13% NEW $79.03 -0.6%
78 VRTX VERTEX PHARMACEUTICALS INC Healthcare 500.0 $248K 0.13% $496.73 +9.6%
79 PEP PEPSICO INC Consumer Defensive 1,820.0 $246K 0.13% $135.40 +3.6%
80 IWF ISHARES TR 1,848.0 $229K 0.12% NEW $124.17 -1.2%
Page 4 of 5  ·  86 positions

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%