TM
Terry McHugh Portfolio
Invests via McHugh Group LLC | Managed by Terry McHugh
Invests via McHugh Group LLC
Managed by Terry McHugh
Automatically Tracked
Veteran private equity and operating executive with sector experience in healthcare and business services, Terry McHugh leads value-oriented investments and portfolio transformations. Prior roles include C-suite operating leadership and buyout/GP-side investing, focusing on revenue growth, margin expansion and strategic add-on M&A. Known for hands-on operational improvements, exit preparation and governance with boards and management teams. Investment style emphasizes middle-market control positions, operational KPIs and disciplined capital structuring. Engages in limited partner relations and fundraising activities when applicable, and often supports CEO recruitment and commercial strategy execution.
Veteran private equity and operating executive with sector experience in healthcare and business services, Terry McHugh leads value-oriented investments and portfolio transformations. Prior roles include C-suite operating leadership and buyout/GP-side investing, focusing on revenue growth, margin expansion and strategic add-on M&A. Known for hands-on operational improvements, exit preparation and governance with boards and management teams. Investment style emphasizes middle-market control positions, operational KPIs and disciplined capital structuring. Engages in limited partner relations and fundraising activities when applicable, and often supports CEO recruitment and commercial strategy execution.
Investment Philosophy & Strategy
Leans toward value-driven, middle-market control investments with a focus on healthcare and business services, prioritizing revenue acceleration, margin expansion and disciplined capital structure. Employs a hands-on operating approach—tight KPIs, commercial strategy execution, CEO recruitment and bolt‑on M&A—to de-risk growth and compress time-to-exit. Portfolio decisions emphasize governance, board-level oversight and measurable operational improvements over a multi-year value-creation horizon.
Leans toward value-driven, middle-market control investments with a focus on healthcare and business services, prioritizing revenue acceleration, margin expansion and disciplined capital structure. Employs a hands-on operating approach—tight KPIs, commercial strategy execution, CEO recruitment and bolt‑on M&A—to de-risk growth and compress time-to-exit. Portfolio decisions emphasize governance, board-level oversight and measurable operational improvements over a multi-year value-creation horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
33.04%
Gain -0.64%
Monthly
1.55%
Yearly
20.37%
Drawdown
18.57%
$194.85M
Equity
Holdings
$194.85M
Investment
$153.38M
$43.48M
Profit -$1.09M
Realized
$1.93M
Unrealized
$41.55M
Dividends
$2.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.09M
Win %
78%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$793,297.78
Win %
78%
This Month
Compared to last month
Gain
0.75%
Profit
$1.45M
Win %
78%
This Year
Compared to last year
Gain
16.01%
Profit
$26.89M
Win %
77%
MA Mastercard Incorporated
+3.05%
+$189,035.85 
HSY The Hershey Company
+2.61%
+$4,895 
MSCI MSCI Inc.
+2.49%
+$5,801.24 
PG Procter & Gamble Co
+2.33%
+$9,977.39 
WMT Walmart Inc.
+2.15%
+$8,954 
HD The Home Depot, Inc.
+1.93%
+$11,317.6 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$4,475.01 
AAPL Apple Inc.
+1.76%
+$203,489.28 
LIN Linde plc
+1.28%
+$9,232.56 
CVX Chevron Corporation
+1.26%
+$6,057.02 
JNJ Johnson & Johnson
+1.19%
+$10,664.24 
DAL Delta Air Lines, Inc.
+0.86%
+$3,441 
MAR Marriott International Inc. - Class A
+0.57%
+$1,513.17 
XLF Financial Select Sector SPDR Fund
+0.34%
+$1,083 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$132.3 
ORCL Oracle Corporation
+0.03%
+$274.3 
ACHR Archer Aviation Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.01 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BLK BlackRock, Inc.
0%
-$0.02 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.02 
COHR Coherent Corp.
0%
$0 
CRM Salesforce Inc
0%
$0 
EWL iShares MSCI Switzerland ETF
0%
$0 
GOOG Alphabet Inc
0%
+$0.14 
GS The Goldman Sachs Group, Inc.
0%
+$0.02 
IBM International Business Machines Corporation
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MCD McDonald's Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MRVL Marvell Technology, Inc.
0%
+$0.03 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
+$0.01 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NWBI Northwest Bancshares Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
-$0.02 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RWL Invesco S&P 500 Revenue ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
-$0.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.03 
URA Global X Uranium ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.07 
WFC-PL Wells Fargo & Company
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
MU Micron Technology, Inc.
-5.65%
-$281,246.65 
GOOGL Alphabet Inc
-4.44%
-$260,232.76 
ETN Eaton Corporation plc
-4.02%
-$10,601 
NVDA NVIDIA Corporation
-2.4%
-$617,859.9 
AMZN Amazon.com Inc
-1.99%
-$102,794.45 
GLD SPDR Gold Shares
-1.99%
-$47,185.21 
BA Boeing Company
-1.73%
-$8,758.26 
EWJ iShares MSCI Japan ETF
-1.7%
-$19,795.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$23,575 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$22,148.58 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$14,892.16 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$149,244.1 
OXY Occidental Petroleum Corporation
-0.22%
-$1,827.96 
LMT Lockheed Martin Corporation
-0.18%
-$324.31 
PANW Palo Alto Networks, Inc.
-0.01%
-$43.33 
XMAG Defiance Le Cap Ex-MAG 7 ETF
0%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 240 | Longs Won 178/240 74% | Profit Factor 17.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $765,218.92 |
| Average Win $259,040.6 | Best Trade (Jul 17) $8.75M | Sharpe Ratio -33.67 |
| Average Loss -$42,404.19 | Worst Trade (Jul 17) -$641,671.12 | Z-Score 10.57 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $181,167.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,587 | 4,128 | 3,670 | 3,211 | 2,752 | 2,294 | 1,835 | 1,376 | 917 | 459 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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