McHugh Group, LLC
All 13F Filings
- Location
- Bratenahl, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 168,960
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 107.3 K | 63.5% | 0 | 58.47 K | -58.47 K |
| ETFs | 61.7 K | 36.5% | 51.66 K | 0 | 51.66 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
168,960
Holdings
82
QoQ value change ($000)
-6,815
(-3.9%)
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.