McNamara Financial Services, Inc.
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.1% | $8,885,023 |
| Industrials | 15.6% | $2,874,540 |
| Financial Services | 12.2% | $2,245,448 |
| Consumer Defensive | 10.2% | $1,885,849 |
| Energy | 4.2% | $767,272 |
| Consumer Cyclical | 3.6% | $668,061 |
| Unclassified | 3.2% | $595,922 |
| Healthcare | 3.0% | $558,734 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| T | At&T Inc. | 8,225 | $238,442 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,957 | $2,592,566 | 14.03% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,515 | $1,885,180 | 10.20% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 8,886 | $1,203,164 | 6.51% | |
| GE |
General Electric Co
Industrials
|
Held | 3,157 | $1,179,865 | 6.38% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 807 | $948,112 | 5.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,612 | $767,272 | 4.15% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,520 | $746,563 | 4.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,938 | $732,079 | 3.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,192 | $717,507 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,764 | $658,771 | 3.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 798 | $595,922 | 3.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,200 | $558,734 | 3.02% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,200 | $519,996 | 2.81% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,327 | $494,997 | 2.68% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 1,190 | $472,632 | 2.56% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 460 | $465,230 | 2.52% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,557 | $464,094 | 2.51% | |
| TER |
Teradyne, Inc
Technology
|
Held | 950 | $459,648 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 3,045 | $446,518 | 2.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 3,566 | $418,862 | 2.27% | |
| GL |
Globe Life Inc.
Financial Services
|
Held | 2,251 | $402,208 | 2.18% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,012 | $345,112 | 1.87% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,600 | $334,464 | 1.81% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,722 | $326,039 | 1.76% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 387 | $279,801 | 1.51% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 2,576 | $236,167 | 1.28% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,576 | $220,056 | 1.19% | |
| DXLG |
Destination XL Group, Inc.
Consumer Cyclical
|
Held | 13,867 | $9,290 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.