McNamara Financial Services, Inc.
Filing Date
Global Rank
#7,925
/ 8,603
▲ 75
· as of Mar 2026
Top Industry
Semiconductors
26.1%
3Y Alpha vs SPY
-7.6%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.9%
SPY
+76.0%
Annualised alpha
-7.8%
Max drawdown
−21.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.1%
−3.0 pts
Top 5
47.2%
−3.5 pts
Top 10
67.7%
−2.5 pts
HHI
687
Diversified−88
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.7% | $6,496,137 |
| Industrials | 15.4% | $2,233,735 |
| Consumer Defensive | 14.0% | $2,039,277 |
| Financial Services | 13.0% | $1,889,483 |
| Consumer Cyclical | 4.0% | $582,730 |
| Healthcare | 3.7% | $535,323 |
| Unclassified | 3.6% | $518,320 |
| Communication Services | 1.6% | $238,442 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
25 positions ·
$14,533,447 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 13,402 | $2,337,308 | 16.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,060 | $1,537,967 | 10.58% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 8,886 | $1,379,906 | 9.49% | |
| GE |
General Electric Co
Industrials
|
Reduced | 3,157 | $895,861 | 6.16% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 807 | $704,430 | 4.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,192 | $644,798 | 4.44% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,520 | $633,444 | 4.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,938 | $599,830 | 4.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,764 | $575,658 | 3.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,190 | $535,323 | 3.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 797 | $518,320 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,327 | $491,215 | 3.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 3,045 | $439,819 | 3.03% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,272 | $404,674 | 2.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 460 | $389,155 | 2.68% | |
| GL |
Globe Life Inc.
Financial Services
|
Held | 2,251 | $313,271 | 2.16% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,599 | $310,429 | 2.14% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 950 | $281,637 | 1.94% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,722 | $278,947 | 1.92% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 3,566 | $276,685 | 1.90% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,600 | $263,312 | 1.81% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,200 | $256,392 | 1.76% | |
| T |
At&T Inc.
Communication Services
|
Held | 8,225 | $238,442 | 1.64% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 2,576 | $219,552 | 1.51% | |
| DXLG |
Destination XL Group, Inc.
Consumer Cyclical
|
Held | 13,867 | $7,072 | 0.05% |