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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NWBI NORTHWEST BANCSHARES INC Financial Services 14,359.0 $182K 0.11% $12.69 +10.1%
82 ACHR ARCHER AVIATION INC Industrials 32,074.0 $166K 0.10% $5.17 +23.0%
Page 5 of 5  ·  82 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%