Mchugh-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "MU",
  "GOOGL",
  "AIG",
  "ASML",
  "BLK",
  "AVGO",
  "NWBI",
  "HD",
  "MCD",
  "META",
  "IVW",
  null,
  null,
  "LIN",
  "MA",
  "MSFT",
  "OXY",
  "ORCL",
  "PANW",
  "PEP",
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  null,
  "SHW",
  "GLD",
  "SPLG",
  "IBM",
  "TDG",
  "VIG",
  null,
  "TSM",
  null,
  "VRTX",
  null,
  "AMZN",
  "IVE",
  "VOO",
  "V",
  "WMT",
  null,
  "CHKP",
  "MSCI",
  "NXPI",
  "CRM",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CEG",
  "DHR",
  "DAL",
  "RSP",
  "NEE",
  "QQQ",
  "GOOG",
  "JNJ",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 66
Total Value: 132210490
Accession Number: 0001667731-25-000458
Form Type: 13F-HR
CIK: mchugh-group
Manager Name: Mchugh-Group

Data Enrichment

88% identified

58 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $132.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BlackRock, Inc.

BLK|09290D101

Shares:1.3K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$132.2M)

ORACLE CORP

ORCL|68389X105

Shares:7.1K

Value:$990.6K

% of Portfolio:0.7% ($990.6K/$132.2M)

464287309

IVW|464287309

Shares:10.3K

Value:$951.5K

% of Portfolio:0.7% ($951.5K/$132.2M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:19.0K

Value:$937.0K

% of Portfolio:0.7% ($937.0K/$132.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.0K

Value:$926.3K

% of Portfolio:0.7% ($926.3K/$132.2M)

464287200

IVV|464287200

Shares:1.6K

Value:$923.9K

% of Portfolio:0.7% ($923.9K/$132.2M)

81369Y209

Shares:6.3K

Value:$923.0K

% of Portfolio:0.7% ($923.0K/$132.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:10.2K

Value:$886.4K

% of Portfolio:0.7% ($886.4K/$132.2M)

464287523

Shares:4.0K

Value:$758.9K

% of Portfolio:0.6% ($758.9K/$132.2M)

LINDE PLC

LIN|G54950103

Shares:1.5K

Value:$686.8K

% of Portfolio:0.5% ($686.8K/$132.2M)

81369Y407

Shares:3.5K

Value:$686.2K

% of Portfolio:0.5% ($686.2K/$132.2M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$639.5K

% of Portfolio:0.5% ($639.5K/$132.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.7K

Value:$611.1K

% of Portfolio:0.5% ($611.1K/$132.2M)

Salesforce, Inc.

CRM|79466L302

Shares:2.3K

Value:$603.8K

% of Portfolio:0.5% ($603.8K/$132.2M)

Meta Platforms, Inc.

META|30303M102

Shares:995

Value:$573.5K

% of Portfolio:0.4% ($573.5K/$132.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.1K

Value:$525.2K

% of Portfolio:0.4% ($525.2K/$132.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.1K

Value:$508.1K

% of Portfolio:0.4% ($508.1K/$132.2M)

922908363

VOO|922908363

Shares:970

Value:$498.5K

% of Portfolio:0.4% ($498.5K/$132.2M)

922908769

VTI|922908769

Shares:1.8K

Value:$494.7K

% of Portfolio:0.4% ($494.7K/$132.2M)

Constellation Energy Corp

CEG|21037T109

Shares:2.4K

Value:$483.9K

% of Portfolio:0.4% ($483.9K/$132.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BlackRock, Inc.(BLKcusip09290D101)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$132.2M)	QoQ NEW(+$1.2M) YoY-
ORACLE CORP(ORCLcusip68389X105)	7.1K	QoQ +0.01% (-1) YoY-	All Managers (Combined)	$990.6K	0.7% ($990.6K/$132.2M)	QoQ -16.08% (-$189.9K) YoY-
(IVWcusip464287309)	10.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$951.5K	0.7% ($951.5K/$132.2M)	QoQ -8.56% (-$89.2K) YoY-
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	19.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$937.0K	0.7% ($937.0K/$132.2M)	QoQ -0.10% (-$951) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.0K	QoQ -12.68% (-287) YoY-	All Managers (Combined)	$926.3K	0.7% ($926.3K/$132.2M)	QoQ -19.92% (-$230.5K) YoY-
(IVVcusip464287200)	1.6K	QoQ -16.42% (-323) YoY-	All Managers (Combined)	$923.9K	0.7% ($923.9K/$132.2M)	QoQ -20.20% (-$234.0K) YoY-
(cusip81369Y209)✕	6.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$923.0K	0.7% ($923.0K/$132.2M)	QoQ +6.13% (+$53.4K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	10.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$886.4K	0.7% ($886.4K/$132.2M)	QoQ +3.24% (+$27.9K) YoY-
(cusip464287523)✕	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$758.9K	0.6% ($758.9K/$132.2M)	QoQ -12.67% (-$110.2K) YoY-
LINDE PLC(LINcusipG54950103)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$686.8K	0.5% ($686.8K/$132.2M)	QoQ +11.21% (+$69.3K) YoY-
(cusip81369Y407)✕	3.5K	QoQ -2.11% (-75) YoY-	All Managers (Combined)	$686.2K	0.5% ($686.2K/$132.2M)	QoQ -13.84% (-$110.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$639.5K	0.5% ($639.5K/$132.2M)	QoQ -5.78% (-$39.3K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.7K	QoQ -9.79% (-400) YoY-	All Managers (Combined)	$611.1K	0.5% ($611.1K/$132.2M)	QoQ +3.44% (-$20.3K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	2.3K	QoQ +9.75% (-200) YoY-	All Managers (Combined)	$603.8K	0.5% ($603.8K/$132.2M)	QoQ -11.90% (-$81.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	995	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$573.5K	0.4% ($573.5K/$132.2M)	QoQ -1.56% (-$9.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$525.2K	0.4% ($525.2K/$132.2M)	QoQ +1.65% (+$8.5K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$508.1K	0.4% ($508.1K/$132.2M)	QoQ -15.94% (-$96.4K) YoY-
(VOOcusip922908363)	970	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$498.5K	0.4% ($498.5K/$132.2M)	QoQ -4.62% (-$24.2K) YoY-
(VTIcusip922908769)	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$494.7K	0.4% ($494.7K/$132.2M)	QoQ -5.16% (-$26.9K) YoY-
Constellation Energy Corp(CEGcusip21037T109)	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$483.9K	0.4% ($483.9K/$132.2M)	QoQ -9.86% (-$53.0K) YoY-