13F Filings History of McHugh Group, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • McHugh Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • McHugh Group, LLC reported 86 equity holdings with a total reported market value of $195,657,321 for Q2 2026. Top reported holdings included SPY, NVDA, BRKB, AAPL, and MSFT.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Terry McHugh - Owner
Manager location
Bratenahl, OH

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$195,657,321
Quarter delta
+$26,697,157
Accepted
16 Jul 2026, 16:13
Rows shown
1-7 of 7
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 86 $195,657,321 +$3,524,715 -$2,353,719 +$1,170,996 SPY, NVDA, BRKB, AAPL, MSFT 13F-HR 16 Jul 2026, 16:13
Q1 2026 82 $168,960,164 +$6,527,264 -$2,336,371 +$4,190,893 SPY, NVDA, BRKB, MSFT, AAPL 13F-HR 17 Apr 2026, 09:37
Q4 2025 81 $175,775,014 +$9,818,194 -$3,567,995 +$6,250,199 SPY, NVDA, MSFT, BRKB, V 13F-HR 02 Feb 2026, 17:17
Q3 2025 77 $167,160,783 +$5,917,123 -$1,935,714 +$3,981,409 NVDA, SPY, MSFT, BRKB, V 13F-HR 09 Oct 2025, 16:18
Q2 2025 71 $149,603,163 +$4,599,244 -$3,205,168 +$1,394,076 NVDA, SPY, MSFT, BRKB, V 13F-HR 10 Jul 2025, 15:52
Q1 2025 66 $132,210,490 +$6,747,608 -$2,761,895 +$3,985,713 SPY, BRKB, NVDA, MSFT, V 13F-HR 21 Apr 2025, 12:18
Q4 2024 68 $133,980,325 $0 $0 $0 NVDA, SPY, MSFT, BRKB, AAPL 13F-HR 27 Jan 2025, 16:15
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