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:
39.32%
Gain +0.13%
Monthly
1.55%
Yearly
20.37%
Drawdown
18.79%
$204.02M
Equity
Holdings
$204.02M
Investment
$154.97M
$51.44M
Profit +$210,100.56
Realized
$2.39M
Unrealized
$49.05M
Dividends
$2.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$210,100.56
Win %
78%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$2.6M
Win %
78%
This Month
Compared to last month
Gain
0.91%
Profit
$1.84M
Win %
78%
This Year
Compared to last year
Gain
5.01%
Profit
$9.74M
Win %
76%
MAR Marriott International Inc. - Class A
+4.01%
+$10,794.83 
BLK BlackRock, Inc.
+3.77%
+$47,141.95 
HD The Home Depot, Inc.
+3.57%
+$18,128.78 
CRM Salesforce Inc
+3.42%
+$14,342 
NXPI NXP Semiconductors N.V.
+3.11%
+$5,282.2 
V Visa Inc. Class A
+2.73%
+$291,211.47 
MA Mastercard Incorporated
+2.44%
+$163,112.95 
ORCL Oracle Corporation
+2.43%
+$19,333.83 
EWL iShares MSCI Switzerland ETF
+2.36%
+$13,156 
XLV Health Care Select Sector SPDR Fund
+2.28%
+$25,098.28 
MSCI MSCI Inc.
+2.27%
+$4,777.49 
IBM International Business Machines Corporation
+2.11%
+$4,939.2 
VRTX Vertex Pharmaceuticals Incorporated
+2.02%
+$5,045 
WMT Walmart Inc.
+2.01%
+$8,621 
TDG TransDigm Group Inc.
+2%
+$22,465.15 
MCD McDonald's Corporation
+1.76%
+$25,165.14 
PGR Progressive Corporation
+1.49%
+$26,075.92 
WFC-PL Wells Fargo & Company
+1.41%
+$23,760 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.37%
+$10,598.75 
GLD SPDR Gold Shares
+1.34%
+$32,244.31 
XLF Financial Select Sector SPDR Fund
+1.34%
+$4,161 
BA Boeing Company
+1.33%
+$5,554.15 
MFC Manulife Financial Corporation
+1.25%
+$3,456 
VGK Vanguard FTSE Europe ETF
+1.24%
+$14,643.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.22%
+$8,257.67 
ACHR Archer Aviation Inc.
+1.11%
+$1,443.33 
RSP Invesco S&P 500 Equal Weight ETF
+1.05%
+$88,782.11 
NWBI Northwest Bancshares Inc.
+1.02%
+$2,153.85 
IQLT iShares MSCI International Quality Factor ETF
+1%
+$11,731.5 
MSFT Microsoft Corp.
+0.99%
+$138,111.32 
DAL Delta Air Lines, Inc.
+0.93%
+$3,324.75 
GS The Goldman Sachs Group, Inc.
+0.87%
+$3,076.01 
NEE NextEra Energy, Inc.
+0.79%
+$3,831.6 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$2,646.25 
RWL Invesco S&P 500 Revenue ETF
+0.74%
+$2,059.2 
BAC Bank of America Corporation
+0.68%
+$4,182.15 
VZ Verizon Communications Inc.
+0.58%
+$1,253.46 
IVE ISHARES S&P 500 VALUE ETF
+0.53%
+$1,941.25 
PG Procter & Gamble Co
+0.53%
+$2,385.9 
PEP PepsiCo, Inc.
+0.51%
+$1,201.2 
KO The Coca-Cola Company
+0.5%
+$1,265.92 
URA Global X Uranium ETF
+0.46%
+$6,639.44 
LIN Linde plc
+0.46%
+$3,160.07 
GOOGL Alphabet Inc
+0.41%
+$22,291.94 
GOOG Alphabet Inc
+0.39%
+$19,183.64 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$34,257.24 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$658.11 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$2,625 
XMAG Defiance Le Cap Ex-MAG 7 ETF
+0.21%
+$550 
JPLD JPMorgan Limited Duration ETF
+0.17%
+$425 
META Meta Platforms Inc Class A
+0.11%
+$823.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$1,692.34 
ACWI iShares MSCI ACWI ETF
+0.01%
+$100 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
COHR Coherent Corp.
-7.62%
-$37,952.37 
MRVL Marvell Technology, Inc.
-3.89%
-$30,560 
AMD Advanced Micro Devices, Inc.
-3.22%
-$25,134.85 
ETN Eaton Corporation plc
-2.64%
-$6,894.82 
SOXX iShares Semiconductor ETF
-2.4%
-$50,251.1 
AVGO Broadcom Inc.
-2.3%
-$56,475.42 
NVDA NVIDIA Corporation
-1.89%
-$500,500.89 
CEG Constellation Energy Corporation
-1.88%
-$10,003.31 
OXY Occidental Petroleum Corporation
-1.49%
-$11,444.82 
XLK State Street Technology Select Sector SPDR ETF
-1.46%
-$53,084.09 
CVX Chevron Corporation
-1.29%
-$7,564.68 
PANW Palo Alto Networks, Inc.
-1.22%
-$6,618.11 
VPL Vanguard FTSE Pacific ETF
-1.11%
-$17,515.2 
MU Micron Technology, Inc.
-0.9%
-$39,867.76 
EWJ iShares MSCI Japan ETF
-0.7%
-$8,407.12 
QQQ Invesco QQQ Trust, Series 1
-0.66%
-$9,065.93 
ILCG iShares Morningstar Growth ETF
-0.66%
-$1,922.8 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$1,256.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$7,841.35 
ASML ASML Holding N.V. New York Registry Shares
-0.47%
-$1,696.94 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$6,282.63 
AAPL Apple Inc.
-0.29%
-$35,112.65 
JPM JPMorgan Chase & Co.
-0.28%
-$4,528.17 
AMZN Amazon.com Inc
-0.22%
-$11,331.64 
PH Parker-Hannifin Corporation
-0.16%
-$2,905.52 
IALT iShares Systematic Alternatives Active ETF
-0.12%
-$371 
XLI Industrial Select Sector SPDR Fund
-0.07%
-$183.74 
JNJ Johnson & Johnson
-0.05%
-$451.87 
VOO Vanguard S&P 500 ETF
-0.01%
-$125.69 
IVV iShares Core S&P 500 ETF
-0.01%
-$164.54 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$1,825.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.01%
-$263.43 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 200/271 73% | Profit Factor 20.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $804,009.33 |
| Average Win $270,709.33 | Best Trade (Oct 14) $10.27M | Sharpe Ratio -10.78 |
| Average Loss -$38,059.9 | Worst Trade (Oct 14) -$430,540.75 | Z-Score 10.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $189,814.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,348 | 4,813 | 4,278 | 3,743 | 3,209 | 2,674 | 2,139 | 1,604 | 1,070 | 535 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,113 | $8.79M | $12.01M | - | $3.21M | 36.55% | -0.292% |
| ACHR Archer Aviation Inc. | 32,074 | $270,704.29 | $131,984.51 | - | -$138,719.78 | -51.24% | +1.106% |
| ACWI iShares MSCI ACWI ETF | 10,000 | $1.39M | $1.59M | - | $198,804 | 14.31% | +0.006% |
| AMD Advanced Micro Devices, Inc. | 1,369 | $222,283.7 | $756,317.74 | - | $534,034.04 | 240.25% | -3.216% |
| AMZN Amazon.com Inc | 20,235 | $4.44M | $5.13M | - | $690,609.25 | 15.56% | -0.22% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 15,000 | $1.04M | $1.03M | - | -$14,325 | -1.37% | +0.256% |
| ASML ASML Holding N.V. New York Registry Shares | 217 | $151,650.3 | $356,353.06 | - | $204,702.76 | 134.98% | -0.474% |
| AVGO Broadcom Inc. | 7,086 | $1.65M | $2.4M | - | $743,002.65 | 44.92% | -2.302% |
| BA Boeing Company | 2,267 | $401,259 | $424,178.37 | - | $22,919.37 | 5.71% | +1.327% |
| BAC Bank of America Corporation | 11,949 | $526,883.16 | $618,241.26 | - | $91,358.1 | 17.34% | +0.681% |
| BLK BlackRock, Inc. | 1,164 | $1.1M | $1.3M | - | $195,270.45 | 17.72% | +3.772% |
| BRK-B Berkshire Hathaway Inc. | 22,915 | $10.61M | $12.1M | - | $1.49M | 14.03% | +0.284% |
| CEG Constellation Energy Corporation | 1,900 | $425,049 | $521,122.69 | - | $96,073.69 | 22.6% | -1.883% |
| COHR Coherent Corp. | 1,891 | $204,220.67 | $459,985.75 | - | $255,765.08 | 125.24% | -7.622% |
| CRM Salesforce Inc | 1,775 | $576,549.08 | $433,153.25 | - | -$143,395.83 | -24.87% | +3.424% |
| CVX Chevron Corporation | 2,645 | $383,101.8 | $579,731.1 | - | $196,629.3 | 51.33% | -1.288% |
| DAL Delta Air Lines, Inc. | 4,650 | $281,325 | $359,747.25 | - | $78,422.25 | 27.88% | +0.933% |
| ETN Eaton Corporation plc | 639 | $228,575 | $254,360.34 | - | $25,785.34 | 11.28% | -2.639% |
| EWJ iShares MSCI Japan ETF | 12,455 | $1.05M | $1.19M | - | $133,535.71 | 12.7% | -0.704% |
| EWL iShares MSCI Switzerland ETF | 9,200 | $551,632 | $569,664 | - | $18,032 | 3.27% | +2.364% |
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FAQ
Which stocks have generated the highest profits for Terry McHugh?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.39M, NVIDIA Corporation - $447,608.58, SPDR S&P 500 ETF Trust - $421,066.12, Microsoft Corp - $246,549.88, and Broadcom Inc - $201,764.69. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Marvell Technology, Inc - $151,424.75, Block, Inc - $78,184.5, Salesforce Inc - $66,517.66, Lockheed Martin Corporation - $63,847.16, and Danaher Corporation - $27,497. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Terry McHugh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.56M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $419,159.44, Invesco S&P 500 Equal Weight ETF - $189,902.39, Microsoft Corp - $160,724.95, Progressive Corporation - $149,395, and Visa Inc. Class A - $121,886.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Terry McHugh's monthly returns?
Terry McHugh's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Terry McHugh's strategy be considered aggressive or moderate?
Terry McHugh's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Terry McHugh's strategy?
Terry McHugh's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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