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Portfolio (Quarterly) Guide ↗

McHugh Group, LLC

· CIK 0002052657
13F Portfolio $169M AUM 82 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 4 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 1,369.0 $279K 0.17% +19.0 +1.4% $203.51 +129.7%
22 MAR MARRIOTT INTL INC NEW Consumer Cyclical 724.0 $237K 0.14% +24.0 +3.4% $326.94 +12.9%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 38.9%
Communication Services 7.6%
Consumer Cyclical 5.7%
Industrials 3.3%
Energy 1.3%
Consumer Defensive 1.3%
Utilities 0.9%
Healthcare 0.9%
Basic Materials 0.6%