McHugh Group, LLC reported 52 positions worth $128.87M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 2 new positions, added to 3, trimmed 12 and exited 2. Its largest holding is Nvidia Corp at 20.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -1,024 | -3.9% | $525.17K | 9.98% |
| NVDA Nvidia Corp | -1,625 | -1.4% | $371.12K | 20.91% |
| OXY Occidental Petroleum Corp | -6,450 | -51.6% | $356.81K | 0.26% |
| BRK-B Berkshire Hathaway Inc | -635 | -2.8% | $316.20K | 8.61% |
| NXPI NXP Semiconductors N.V. | -770 | -100.0% | $216.39K | Exited |
| VZ Verizon Communications Inc | -4,821 | -100.0% | $204.12K | Exited |
| MA Mastercard Inc | -105 | -0.9% | $57.91K | 4.69% |
| CRM Salesforce, Inc. | -200 | -11.3% | $45.89K | 0.28% |
| V Visa Inc. | -104 | -0.4% | $37.37K | 7.56% |
| BAC Bank Of America Corp | -500 | -4.2% | $27.22K | 0.484% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 118.0K | $26.94M | 20.91% | -1,625 | -1.4% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 25.1K | $12.86M | 9.98% | -1,024 | -3.9% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 35.1K | $11.69M | 9.07% | 0 | 0.0% | Unchanged | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 22.3K | $11.09M | 8.61% | -635 | -2.8% | Reduced | 0% |
| 5 | V Visa Inc. | Financial Services | 27.1K | $9.74M | 7.56% | -104 | -0.4% | Reduced | 0% |
| 6 | MA Mastercard Inc | Financial Services | 11.0K | $6.05M | 4.69% | -105 | -0.9% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 15.8K | $5.44M | 4.22% | 0 | 0.0% | Unchanged | 0% |
| 8 | MU Micron Technology Inc | Technology | 4,856 | $5.17M | 4.01% | 0 | 0.0% | Unchanged | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 20.1K | $5.02M | 3.89% | -100 | -0.5% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 14.2K | $4.84M | 3.76% | 0 | 0.0% | Unchanged | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 7,086 | $2.49M | 1.93% | 0 | 0.0% | Unchanged | 0% |
| 12 | GLD Spdr Gold Trust | Financial Services | 6,335 | $2.41M | 1.87% | -50 | -0.8% | Reduced | 0% |
| 13 | PH Parker-Hannifin Corp | Industrials | 2,350 | $2.25M | 1.74% | +400 | +20.5% | Added | 0% |
| 14 | PGR Progressive Corp | Financial Services | 8,200 | $1.70M | 1.32% | 0 | 0.0% | Unchanged | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 4,869 | $1.61M | 1.25% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at McHugh.
As of its Q3 2026 13F filing, McHugh Group, LLC’s five largest positions were Nvidia Corp (NVDA) at 20.9%, Microsoft Corp (MSFT) at 10.0%, Apple Inc. (AAPL) at 9.1%, Berkshire Hathaway Inc (BRK-B) at 8.6%, Visa Inc. (V) at 7.6% of the reported portfolio.
McHugh Group, LLC reported a 13F portfolio worth $128.87M across 52 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Parker-Hannifin Corp ($382.17K), Dick'S Sporting Goods, Inc. ($268.58K), United Rentals, Inc. ($200.16K). It opened 2 new positions.
Its largest sales by value were Microsoft Corp ($525.17K), Nvidia Corp ($371.12K), Occidental Petroleum Corp ($356.81K). It exited 2 positions entirely.
From the Form 13F-HR reports McHugh Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.