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:
38.43%
Gain +0.91%
Monthly
1.63%
Yearly
21.48%
Drawdown
18.79%
$202.88M
Equity
Holdings
$202.88M
Investment
$154.97M
$50.3M
Profit +$1.61M
Realized
$2.39M
Unrealized
$47.91M
Dividends
$2.22M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.91%
Profit
$1.61M
Win %
81%
This Week
Compared To Last Week
Gain
0.34%
Profit
$686,636.47
Win %
81%
This Month
Compared to last month
Gain
0.48%
Profit
$966,614.03
Win %
81%
This Year
Compared to last year
Gain
4.43%
Profit
$8.6M
Win %
79%
NVDA NVIDIA Corporation
+3.31%
+$861,076.8 
ORCL Oracle Corporation
+2.97%
+$25,615.74 
NXPI NXP Semiconductors N.V.
+2.43%
+$4,154.16 
MFC Manulife Financial Corporation
+2.37%
+$6,400 
META Meta Platforms Inc Class A
+2.25%
+$12,940.66 
DAL Delta Air Lines, Inc.
+2.15%
+$7,626 
NWBI Northwest Bancshares Inc.
+2.02%
+$4,379.49 
BA Boeing Company
+1.68%
+$7,843.82 
ACHR Archer Aviation Inc.
+1.62%
+$2,886.66 
CEG Constellation Energy Corporation
+1.5%
+$7,980 
V Visa Inc. Class A
+1.49%
+$151,048.53 
MA Mastercard Incorporated
+1.36%
+$87,753.65 
JNJ Johnson & Johnson
+1.3%
+$12,706.73 
PG Procter & Gamble Co
+1.24%
+$5,234.49 
MU Micron Technology, Inc.
+1.18%
+$53,367.44 
VRTX Vertex Pharmaceuticals Incorporated
+1.17%
+$3,202.49 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$128,324 
GLD SPDR Gold Shares
+1.11%
+$28,094 
VPL Vanguard FTSE Pacific ETF
+1.01%
+$16,447.2 
KO The Coca-Cola Company
+1%
+$2,421.76 
PEP PepsiCo, Inc.
+0.99%
+$2,511.62 
PGR Progressive Corporation
+0.95%
+$17,138.08 
RWL Invesco S&P 500 Revenue ETF
+0.94%
+$2,600 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.82%
+$5,726.12 
XLF Financial Select Sector SPDR Fund
+0.8%
+$2,622 
GOOGL Alphabet Inc
+0.79%
+$41,580.47 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$8,155.38 
EWJ iShares MSCI Japan ETF
+0.74%
+$8,780.77 
BAC Bank of America Corporation
+0.71%
+$5,257.56 
WMT Walmart Inc.
+0.66%
+$2,571.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.59%
+$51,074.56 
GOOG Alphabet Inc
+0.56%
+$26,572.71 
ASML ASML Holding N.V. New York Registry Shares
+0.55%
+$1,974.7 
IALT iShares Systematic Alternatives Active ETF
+0.53%
+$1,550 
CVX Chevron Corporation
+0.52%
+$2,909.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.47%
+$22,391.12 
LIN Linde plc
+0.47%
+$3,146.21 
XMAG Defiance Le Cap Ex-MAG 7 ETF
+0.45%
+$1,150 
EWL iShares MSCI Switzerland ETF
+0.44%
+$2,530 
IVV iShares Core S&P 500 ETF
+0.43%
+$5,362.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$11,699.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$5,944.9 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$115,424.22 
VOO Vanguard S&P 500 ETF
+0.41%
+$3,582.41 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$1,467.59 
ILCG iShares Morningstar Growth ETF
+0.4%
+$1,151.15 
ACWI iShares MSCI ACWI ETF
+0.4%
+$6,300 
IQLT iShares MSCI International Quality Factor ETF
+0.38%
+$4,621.5 
VZ Verizon Communications Inc.
+0.37%
+$891.88 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.35%
+$3,600 
IWF iShares Russell 1000 Growth ETF
+0.34%
+$766.92 
AAPL Apple Inc.
+0.31%
+$34,937.43 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,044.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.25%
+$1,980.75 
VGK Vanguard FTSE Europe ETF
+0.24%
+$3,025 
TDG TransDigm Group Inc.
+0.23%
+$2,717.52 
IBM International Business Machines Corporation
+0.21%
+$493.93 
NEE NextEra Energy, Inc.
+0.13%
+$679.8 
MAR Marriott International Inc. - Class A
+0.13%
+$307.71 
URA Global X Uranium ETF
+0.1%
+$1,810.76 
QQQ Invesco QQQ Trust, Series 1
+0.08%
+$1,032.33 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$183.75 
HD The Home Depot, Inc.
+0.07%
+$361.22 
MCD McDonald's Corporation
+0.06%
+$870.93 
OXY Occidental Petroleum Corporation
+0.05%
+$375.24 
JPLD JPMorgan Limited Duration ETF
+0.05%
+$125 
SOXX iShares Semiconductor ETF
+0.04%
+$805.39 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$79.09 
PH Parker-Hannifin Corporation
+0.02%
+$419.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$232.69 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PANW Palo Alto Networks, Inc.
-10.87%
-$56,860.74 
COHR Coherent Corp.
-2.19%
-$11,289.27 
MRVL Marvell Technology, Inc.
-1.88%
-$12,656 
CRM Salesforce Inc
-1.07%
-$4,916.73 
BLK BlackRock, Inc.
-1%
-$13,094.97 
MSFT Microsoft Corp.
-0.81%
-$105,998.19 
AMD Advanced Micro Devices, Inc.
-0.65%
-$4,093.3 
AVGO Broadcom Inc.
-0.59%
-$15,589.13 
MSCI MSCI Inc.
-0.43%
-$916.89 
WFC-PL Wells Fargo & Company
-0.32%
-$5,718.24 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$8,719.62 
GS The Goldman Sachs Group, Inc.
-0.2%
-$796 
ETN Eaton Corporation plc
-0.17%
-$421.73 
AMZN Amazon.com Inc
-0.05%
-$2,630.55 
JPM JPMorgan Chase & Co.
-0.04%
-$681.71 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 206/271 76% | Profit Factor 26.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $815,297.95 |
| Average Win $253,737.2 | Best Trade (Aug 28) $11.07M | Sharpe Ratio -10.17 |
| Average Loss -$30,252.57 | Worst Trade (Aug 02) -$304,870.5 | Z-Score 15.16 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $185,621.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,113 | $8.79M | $11.45M | - | $2.66M | 30.23% | +0.306% |
| ACHR Archer Aviation Inc. | 32,074 | $270,704.29 | $181,218.1 | - | -$89,486.19 | -33.06% | +1.619% |
| ACWI iShares MSCI ACWI ETF | 10,000 | $1.39M | $1.6M | - | $211,704 | 15.24% | +0.395% |
| AMD Advanced Micro Devices, Inc. | 1,369 | $222,283.7 | $625,112.78 | - | $402,829.08 | 181.22% | -0.651% |
| AMZN Amazon.com Inc | 20,235 | $4.44M | $5.16M | - | $716,307.7 | 16.14% | -0.051% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 15,000 | $1.04M | $1.04M | - | $1,200 | 0.12% | +0.346% |
| ASML ASML Holding N.V. New York Registry Shares | 217 | $151,650.3 | $363,310.08 | - | $211,659.78 | 139.57% | +0.546% |
| AVGO Broadcom Inc. | 7,086 | $1.65M | $2.6M | - | $949,913.85 | 57.43% | -0.595% |
| BA Boeing Company | 2,267 | $401,259 | $474,075.04 | - | $72,816.04 | 18.15% | +1.682% |
| BAC Bank of America Corporation | 11,949 | $526,883.16 | $745,976.07 | - | $219,092.91 | 41.58% | +0.71% |
| BLK BlackRock, Inc. | 1,164 | $1.1M | $1.3M | - | $198,250.29 | 17.99% | -0.997% |
| BRK-B Berkshire Hathaway Inc. | 22,915 | $10.61M | $11.64M | - | $1.03M | 9.73% | +1.115% |
| CEG Constellation Energy Corporation | 1,900 | $425,049 | $540,569 | - | $115,520 | 27.18% | +1.498% |
| COHR Coherent Corp. | 1,891 | $204,220.67 | $503,119.46 | - | $298,898.79 | 146.36% | -2.195% |
| CRM Salesforce Inc | 1,775 | $576,549.08 | $453,228.5 | - | -$123,320.58 | -21.39% | -1.073% |
| CVX Chevron Corporation | 2,645 | $383,101.8 | $561,136.75 | - | $178,034.95 | 46.47% | +0.521% |
| DAL Delta Air Lines, Inc. | 4,650 | $281,325 | $362,793 | - | $81,468 | 28.96% | +2.147% |
| ETN Eaton Corporation plc | 639 | $228,575 | $249,241.95 | - | $20,666.95 | 9.04% | -0.169% |
| EWJ iShares MSCI Japan ETF | 12,455 | $1.05M | $1.19M | - | $143,001.51 | 13.6% | +0.74% |
| EWL iShares MSCI Switzerland ETF | 9,200 | $551,632 | $577,806 | - | $26,174 | 4.74% | +0.44% |
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Option values are updated at end of day.
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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 - $417,710.08, SPDR S&P 500 ETF Trust - $352,072.83, Microsoft Corp - $222,791.6, and Broadcom Inc - $197,158.79. 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 - $151,616.75, Block, Inc - $78,184.5, Salesforce Inc - $67,298.66, 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 $2.22M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $350,166.15, Invesco S&P 500 Equal Weight ETF - $158,180.3, Progressive Corporation - $148,575, Microsoft Corp - $136,966.67, 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.
