McClarren Financial Advisors, Inc.

CIK

1842974

Location

STATE COLLEGE, PA

Portfolio Value

Micro $16,579,690

Diversification

Diversified

Filing Date

Global Rank

#7,848 / 8,603 ▲ 42 · as of Mar 2026

Top Industry

Consumer Electronics 37.5%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.6%

SPY

+76.5%

Annualised alpha

-6.2%

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

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.7%

+6.6 pts

Top 5

64.2%

−6.7 pts

Top 10

81.8%

−7.5 pts

HHI

1,442

Diversified+179

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.0%	$6,467,513	2
Unclassified	15.3%	$2,530,934	1
Consumer Defensive	12.9%	$2,146,859	4
Healthcare	9.3%	$1,540,809	5
Financial Services	7.6%	$1,255,989	2
Communication Services	6.7%	$1,106,264	2
Consumer Cyclical	5.8%	$968,926	2
Industrials	3.4%	$562,396	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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	QXO Insulation, LLC	+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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	3,397	$304,337
MRK	Merck & Co., Inc.	1,847	$222,175
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	662	$438,522
ORCL	Oracle Corp	1,496	$291,585
CEG	Constellation Energy Corp	353	$124,704
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $16,579,690 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	20,739	+11,098	$5,263,350	+100.8%	31.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,385	-3,008	$2,530,934	−44.3%	15.27%
MSFT	Microsoft Corp Technology	Reduced	3,253	-230	$1,204,163	−28.5%	7.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,947	-1,384	$933,002	−44.3%	5.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,491	-408	$716,311	−21.1%	4.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,825	+3,118	$696,923	+184.9%	4.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,191	-577	$664,589	−23.6%	4.01%
WMT	Walmart Inc. Consumer Defensive	Added	4,763	+736	$591,945	+31.9%	3.57%
HSY	Hershey Co Consumer Defensive	Added	2,306	+2,019	$479,394	+817.9%	2.89%
LLY	ELI LILLY & Co Healthcare	Reduced	520	-1,629	$478,280	−79.3%	2.88%
DIS	Walt Disney Co Communication Services	Added	4,046	+3,155	$389,953	+284.7%	2.35%
PEP	Pepsico Inc Consumer Defensive	Added	2,438	+1,884	$378,597	+376.2%	2.28%
BLD	QXO Insulation, LLC Industrials	Added	989	+572	$347,435	+99.7%	2.10%
MCK	Mckesson Corp Healthcare	Added	375	+1	$324,510	+5.8%	1.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,098	-937	$322,987	−50.7%	1.95%
SBUX	Starbucks Corp Consumer Cyclical	NEW	3,397	NEW	$304,337	NEW	1.84%
JNJ	Johnson & Johnson Healthcare	Added	1,215	+20	$296,994	+20.1%	1.79%
MRK	Merck & Co., Inc. Healthcare	NEW	1,847	NEW	$222,175	NEW	1.34%
AMGN	Amgen Inc Healthcare	Added	622	+295	$218,850	+104.5%	1.32%
UNP	Union Pacific Corp Industrials	Held	886	0	$214,961	+4.9%	1.30%