McClarren Financial Advisors, Inc.
CIK
1842974
Location
STATE COLLEGE, PA
Portfolio Value
Micro
$16,792,782
Diversification
Diversified
Filing Date
Global Rank
#7,483
/ 8,232
▲ 175
Top Industry
Consumer Electronics
36.9%
3Y Alpha vs SPY
-6.7%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.7%
SPY
+76.3%
Annualised alpha
-6.7%
Max drawdown
−13.3%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.3%
+6.2 pts
Top 5
63.4%
−7.5 pts
Top 10
80.7%
−8.6 pts
HHI
1,407
Diversified+144
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.5% | $6,467,513 |
| Unclassified | 15.1% | $2,530,934 |
| Consumer Defensive | 12.8% | $2,146,859 |
| Healthcare | 9.2% | $1,540,809 |
| Financial Services | 7.5% | $1,255,989 |
| Communication Services | 6.6% | $1,106,264 |
| Consumer Cyclical | 5.8% | $968,926 |
| Industrials | 3.3% | $562,396 |
| Energy | 1.3% | $213,092 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +11,098 | 20,739 | $5,263,350 | |
| DIS | Walt Disney Co | +3,155 | 4,046 | $389,953 | |
| PG | PROCTER & GAMBLE Co | +3,118 | 4,825 | $696,923 | |
| HSY | Hershey Co | +2,019 | 2,306 | $479,394 | |
| PEP | Pepsico Inc | +1,884 | 2,438 | $378,597 | |
| WMT | Walmart Inc. | +736 | 4,763 | $591,945 | |
| BLD | TopBuild Corp | +572 | 989 | $347,435 | |
| AMGN | Amgen Inc | +295 | 622 | $218,850 | |
| JNJ | Johnson & Johnson | +20 | 1,215 | $296,994 | |
| MCK | Mckesson Corp | +1 | 375 | $324,510 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −3,008 | 4,385 | $2,530,934 | |
| LLY | ELI LILLY & Co | −1,629 | 520 | $478,280 | |
| BRK-B | Berkshire Hathaway Inc | −1,384 | 1,947 | $933,002 | |
| JPM | Jpmorgan Chase & Co | −937 | 1,098 | $322,987 | |
| AMZN | Amazon Com Inc | −577 | 3,191 | $664,589 | |
| GOOGL | Alphabet Inc. | −408 | 2,491 | $716,311 | |
| MSFT | Microsoft Corp | −230 | 3,253 | $1,204,163 | |
| No positions match the current search. | |||||
21 positions ·
$16,792,782 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 20,739 | $5,263,350 | 31.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,385 | $2,530,934 | 15.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,253 | $1,204,163 | 7.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,947 | $933,002 | 5.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,491 | $716,311 | 4.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,825 | $696,923 | 4.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,191 | $664,589 | 3.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,763 | $591,945 | 3.52% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 2,306 | $479,394 | 2.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 520 | $478,280 | 2.85% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 4,046 | $389,953 | 2.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,438 | $378,597 | 2.25% | |
| BLD |
TopBuild Corp
Industrials
|
Added | 989 | $347,435 | 2.07% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 375 | $324,510 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,098 | $322,987 | 1.92% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 3,397 | $304,337 | 1.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,215 | $296,994 | 1.77% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,847 | $222,175 | 1.32% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 622 | $218,850 | 1.30% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 886 | $214,961 | 1.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,256 | $213,092 | 1.27% |