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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO Consumer Defensive 2,752.0 $224K 0.11% $81.26 +9.1%
82 NWBI NORTHWEST BANCSHARES INC Financial Services 14,359.0 $218K 0.11% $15.16 +0.9%
83 NXPI NXP SEMICONDUCTORS N V Technology 770.0 $216K 0.11% -500.0 -39.4% $281.03 -20.1%
84 MSCI MSCI INC Financial Services 375.0 $210K 0.11% $560.04 +1.9%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 4,821.0 $204K 0.10% NEW $42.34 +18.1%
86 ACHR ARCHER AVIATION INC Industrials 32,074.0 $152K 0.08% $4.73 +22.2%
Page 5 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%