McHugh Group, LLC

All 13F Filings

Location
Bratenahl, OH
Most recent 13F
Q2 2026
Holdings value ($000)
195,657
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/16/2026 86 195,657 13F-HR McHugh Group, LLC
Q1 2026 4/17/2026 82 168,960 13F-HR McHugh Group, LLC
Q4 2025 2/2/2026 81 175,775 13F-HR McHugh Group, LLC
Q3 2025 10/9/2025 77 167,161 13F-HR McHugh Group, LLC
Q2 2025 7/10/2025 71 149,603 13F-HR McHugh Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 122.2 K 62.4% 14.91 K 0 14.91 K
ETFs 73.49 K 37.6% 11.79 K 0 11.79 K
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
195,657
Holdings
86
QoQ value change ($000)
26,697 (15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.