McHugh Group, LLC
SEC Form 13F institutional filer · CIK 0002052657
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
68.2%
McHugh Group, LLC — $154M AUM allocation strategy
McHugh Group, LLC files SEC Form 13F and reports $154M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.5%, followed by Financials 26.1% and Communication Services 5.6%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
McHugh Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$154M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +5.11K sh · +$832K+$SPYM +4.64K sh · +$179K+$NVDA +1.41K sh · −$1.2M
Exited to nil (held last quarter, gone now)
$MPWR ($385K last qtr)$IWM ($219K last qtr)$AIG ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.4%—
- Transaction & Payment Processing Services9.1%—
- Asset Management & Custody Banks7.5%—
- Multi-Sector Holdings7.2%—
- Systems Software6.3%—
- Technology Hardware, Storage & Peripherals5.8%—
- Interactive Media & Services5.6%—
- Broadline Retail2.7%—
- Other holdings39.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 121K | $21.1M | +1.41K | 13.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 23.1K | $11.1M | -95 | 7.2% |
| $MSFT | Microsoft Corporation | 26.2K | $9.68M | +226 | 6.3% |
| $AAPL | Apple Inc | 35.3K | $8.97M | -481 | 5.8% |
| $V | Visa Inc | 27.3K | $8.24M | -812 | 5.4% |
| $IVZ | Invesco Ltd | 39.5K | $7.41M | +5.11K | 4.8% |
| $MA | Mastercard Incorporated | 11.6K | $5.78M | -361 | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.8K | $4.55M | -200 | 3.0% |
| $AMZN | Amazon.com Inc | 20.3K | $4.22M | -424 | 2.7% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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