McNamara Financial Services, Inc.
Filing Date
Global Rank
#8,067
/ 8,700
▼ 4527
Top Industry
Semiconductors
25.1%
Period ended 3 months ago
Filed Jul 22, 2026 · 54d
26 quarters · since Mar 2020
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.0%
−13.6 pts
Top 5
42.3%
−30.6 pts
Top 10
61.9%
−26.2 pts
HHI
578
Diversified−962
Portfolio Trend
26 quarters · across all stocks
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 increased
4 positions
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CWI | State Street SPDR MSCI ACWI ex-US ETF | 2,961,420 | $136,279,063 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 467,838 | $115,523,408 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 812,077 | $40,678,804 | |
| — | 526,385 | $38,633,351 | ||
| FBCG | Fidelity Blue Chip Growth ETF | 769,031 | $27,654,354 | |
| DCOR | Dimensional US Core Equity 1 ETF | 391,890 | $23,436,562 | |
| BILZ | PIMCO Ultra Short Government Active ETF | 448,981 | $22,498,465 | |
| VB | Vanguard Morningstar Small-Cap ETF | 106,815 | $12,837,599 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 172,364 | $8,777,199 | |
| VEA | Vanguard FTSE Developed Markets ETF | 112,101 | $7,183,432 | |
| CGCB | Capital Group Core Bond ETF | 259,511 | $7,045,723 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 132,132 | $6,592,065 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 94,943 | $5,131,669 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 46,498 | $4,804,286 | |
| VIG | Vanguard Dividend Appreciation ETF | 21,170 | $4,167,674 | |
| NCLO | Nuveen AA-BBB CLO ETF | 92,232 | $3,057,606 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 41,093 | $1,953,150 | |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | 104,868 | $1,816,313 | |
| CGNG | Capital Group New Geography Equity ETF | 56,841 | $1,794,470 | |
| TACN | T. Rowe Price Active Core International Equity ETF | 32,170 | $1,620,081 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 35,766 | $1,606,543 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | 15,314 | $608,425 | |
| CGBL | Capital Group Core Balanced ETF | 15,055 | $518,042 | |
| CGGO | Capital Group Global Growth Equity ETF | 13,930 | $464,844 | |
| CGGR | Capital Group Growth ETF | 10,159 | $408,290 | |
| No positions match the current search. | ||||
28 tracked positions ·
$18,480,849 total
· as of Jun 30, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| 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.