Institutional Fund
Mchugh Group, LLC
Bratenahl, OHCIK 20526575 filings on record
Portfolio Value
$168.96M
Q1 2026
Holdings
82
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.9%
from $175.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr14.0%
- Nvidia Corporation12.5%
- Berkshire Hathaway Inc Del6.6%
- Microsoft Corp5.7%
- Apple Inc5.3%
- Visa Inc4.9%
- Other51.0%
Portfolio Holdings
82 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 36.5K | $23.73M | 14.0% | +697 | Added |
| 2 | Nvidia Corporation | 121.1K | $21.13M | 12.5% | +1.4K | Added |
| 3 | Berkshire Hathaway Inc Del | 23.1K | $11.08M | 6.6% | −95 | Reduced |
| 4 | Microsoft Corp | 26.2K | $9.68M | 5.7% | +226 | Added |
| 5 | Apple Inc | 35.3K | $8.97M | 5.3% | −481 | Reduced |
| 6 | Visa Inc | 27.3K | $8.24M | 4.9% | −812 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 37.4K | $7.17M | 4.2% | +3.0K | Added |
| 8 | Mastercard Incorporated | 11.6K | $5.78M | 3.4% | −361 | Reduced |
| 9 | Alphabet Inc | 15.8K | $4.55M | 2.7% | −200 | Reduced |
| 10 | Amazon Com Inc | 20.3K | $4.22M | 2.5% | −424 | Reduced |
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