McHugh Group, LLC holds a focused book of 86 stocks worth $195.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core 60/40 Balanced and trimmed Nvidia Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052657/holdings"
Use Arkolith to show McHugh Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $27.3M | 36.5K | 13.9% | ▲+0.1% Added · +37 sh | |
| 2 | Nvidia Corporation COM | $23.9M | 119.6K | 12.2% | ▼−1.3% Reduced · −2K sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $11.5M | 22.9K | 5.9% | ▼−0.9% Reduced · −215 sh | |
| 4 | Apple Inc COM | $10.2M | 35.1K | 5.2% | ▼−0.6% Reduced · −215 sh | |
| 5 | Microsoft Corp COM | $9.7M | 26.1K | 5.0% | ▼−0.2% Reduced · −49 sh | |
| 6 | Visa Inc COM CL A | $9.3M | 27.2K | 4.8% | ▼−0.2% Reduced · −60 sh | |
| 7 | Invesco Exchange Traded FD T S&P500 EQL WGT | $8.5M | 39.9K | 4.3% | ▲+6.7% Added · +3K sh | |
| 8 | Mastercard Incorporated CL A | $5.7M | 11.1K | 2.9% | ▼−4.4% Reduced · −510 sh | |
| 9 | Alphabet Inc CAP STK CL A | $5.7M | 15.8K | 2.9% | —Held | |
| 10 | Micron Technology Inc COM | $5.6M | 4.9K | 2.9% | ▼−12% Reduced · −650 sh | |
| 11 | Alphabet Inc CAP STK CL C | $5.0M | 14.2K | 2.6% | —Held | |
| 12 | Amazon Com Inc COM | $4.8M | 20.2K | 2.5% | ▼−0.2% Reduced · −40 sh | |
| 13 | SPDR Series Trust ST STR P500ETF | $4.6M | 52.7K | 2.4% | ▲+0.3% Added · +165 sh | |
| 14 | Select Sector SPDR TR ST STR TECHN ETF | $3.7M | 19.2K | 1.9% | ▼−0.5% Reduced · −90 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.4K | 1.4% | ▲~0% Added · +1 sh | |
| 16 | Broadcom Inc COM | $2.7M | 7.1K | 1.4% | ▼−0.7% Reduced · −50 sh | |
| 17 | Ishares TR ISHARES SEMICDTR | $2.6M | 4.0K | 1.3% | —Held | |
| 18 | SPDR Gold TR GOLD SHS | $2.4M | 6.4K | 1.2% | —Held | |
| 19 | Parker-Hannifin Corp COM | $1.9M | 1.9K | 1.0% | ▲+18% Added · +300 sh | |
| 20 | Wells Fargo & Co PERP PFD CNV A | $1.8M | 1.6K | 0.9% | —Held | |
| 21 | Progressive Corp COM | $1.8M | 8.2K | 0.9% | —Held | |
| 22 | Global X FDS GLOBAL X URANIUM | $1.8M | 40.2K | 0.9% | ▲+2.5% Added · +1K sh | |
| 23 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $1.6M | 14.2K | 0.8% | —Held | |
| 24 | McDonalds Corp COM | $1.6M | 6.0K | 0.8% | ▲+0.1% Added · +4 sh | |
| 25 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.8% | —Held | |
| 26 | Ishares TR MSCI ACWI ETF | $1.6M | 10.0K | 0.8% | —Held | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 3.1K | 0.8% | —Held | |
| 28 | Ishares TR S&P 500 GRWT ETF | $1.4M | 10.3K | 0.7% | —Held | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.4M | 23.3K | 0.7% | —Held | |
| 30 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.7% | —Held | |
| 31 | Transdigm Group Inc COM | $1.4M | 1.0K | 0.7% | —Held | |
| 32 | Ishares TR CORE S&P500 ETF | $1.2M | 1.6K | 0.6% | —Held | |
| 33 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.2M | 13.8K | 0.6% | —Held | |
| 34 | Ishares TR MSCI INTL QUALTY | $1.2M | 23.7K | 0.6% | —Held | |
| 35 | Ishares Inc MSCI JAPAN ETF | $1.2M | 12.5K | 0.6% | ▲~0% Added · +5 sh | |
| 36 | BlackRock Inc COM | $1.1M | 1.2K | 0.6% | —Held | |
| 37 | Ishares TR CORE 60 BALA ETF | $1.0M | 15.0K | 0.5% | ▲New New position | |
| 38 | Select Sector SPDR TR ST STR CARE ETF | $1.0M | 6.3K | 0.5% | —Held | |
| 39 | Marvell Technology Inc COM | $953K | 3.2K | 0.5% | —Held | |
| 40 | Johnson & Johnson COM | $918K | 3.6K | 0.5% | —Held | |
| 41 | Oracle Corp COM | $894K | 6.1K | 0.5% | ▲~0% Added · +2 sh | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $863K | 1.3K | 0.4% | —Held | |
| 43 | Select Sector SPDR TR ST STR DISCR ETF | $815K | 7.0K | 0.4% | —Held | |
| 44 | Advanced Micro Devices Inc COM | $796K | 1.4K | 0.4% | —Held | |
| 45 | Coherent Corp COM | $746K | 1.9K | 0.4% | —Held | |
| 46 | Linde PLC SHS | $719K | 1.4K | 0.4% | ▼−1.1% Reduced · −15 sh | |
| 47 | Bank Of Amer Corp COM | $681K | 11.9K | 0.3% | —Held | |
| 48 | Proshares TR S&P 500 DV ARIST | $677K | 12.1K | 0.3% | ▲+100% Added · +6K sh | |
| 49 | Occidental Pete Corp COM | $608K | 12.5K | 0.3% | ▼−18% Reduced · −3K sh | |
| 50 | Home Depot Inc COM | $607K | 1.7K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 86 | $195.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 82 | $169.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 81 | $175.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 77 | $167.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 71 | $149.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 66 | $132.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 68 | $134.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.