Mc Hugh Group, LLC Portfolio Holdings by Sector
Mc Hugh Group, LLC
- $167 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY RSP SPLG XLK GLD URA IVW QQQ 24 stocks |
$48.9 Million
30.13% of portfolio
|
11
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU TSM MPWR NXPI MRVL AMD 8 stocks |
$29.7 Million
18.29% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$16.6 Million
10.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CHKP 4 stocks |
$15.8 Million
9.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11.7 Million
7.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.12 Million
5.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$8.18 Million
5.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.57 Million
2.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$2.17 Million
1.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$2.03 Million
1.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG BA ACHR 3 stocks |
$1.99 Million
1.23% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.85 Million
1.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.76 Million
1.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$755,197
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$696,931
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$683,274
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$658,140
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$652,673
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$485,850
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$466,528
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$450,503
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$423,168
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$381,322
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$318,540
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$304,949
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$290,343
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$263,888
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$255,601
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$232,035
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$212,779
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$205,755
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NWBI 1 stocks |
$177,908
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|