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CIK: 0002112239
Total reported value
$130.2M
$130.2M
91 檔
21.3%
In Q4 2025, McLaughlin Asset Management, Inc.'s U.S. equity holdings reached a combined market value of $130.2M, distributed across 91 disclosed stock positions.
During Q4 2025, McLaughlin Asset Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.61% | +0.02% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.31% | -0.39% | — | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.22% | +0.12% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | +0.04% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.13% | +0.22% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.68% | +2.29% | NEW | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | -0.16% | — | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.35% | +0.85% | — | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.20% | -0.51% | — | |
| 10 | KLAC | Kla CORP | Stock-Tech | 2.12% | +1.46% | — | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 2.07% | +0.41% | — | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.02% | +0.89% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -1.06% | — | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.91% | -0.12% | — | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.55% | -0.18% | — | |
| 16 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.55% | -0.10% | — | |
| 17 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.50% | -0.09% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.48% | +1.04% | — | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.43% | -0.34% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.13% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.26% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 1.34% | -0.13% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.69% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.42% | — | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.12% | -0.07% | — | |
| 26 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.10% | -0.03% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.08% | -0.17% | — | |
| 28 | GE | General Electric | Stock-Industrials | 1.06% | +0.07% | — | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | -0.32% | — | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 1.04% | +0.21% | — | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.02% | +0.03% | — | |
| 32 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.02% | -0.23% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.01% | — | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.99% | -0.17% | — | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | -0.12% | — | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.88% | +0.66% | — | |
| 37 | COHR | Coherent CORP | Stock-Tech | 0.87% | -0.11% | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.16% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.11% | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.85% | +0.65% | NEW | |
| 41 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.84% | -0.11% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | -0.10% | — | |
| 43 | TRMB | Trimble Inc | Stock-Tech | 0.82% | -0.35% | — | |
| 44 | TLN | Talen Energy CORP | Stock-Utilities | 0.81% | -0.03% | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.57% | — | |
| 46 | MRVL | Marvell Technology Inc | Stock-Tech | 0.79% | +0.83% | — | |
| 47 | HUBB | Hubbell Inc | Stock-Industrials | 0.77% | -0.13% | — | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.76% | -0.17% | — | |
| 49 | LIN | Linde plc | Stock-Materials | 0.75% | -0.16% | — | |
| 50 | GVI | Ishares Intermediate Governm | ETF-Other | 0.74% | -0.19% | — |
According to official SEC Form 13F filings, McLaughlin Asset Management, Inc. reported a total U.S. public equity portfolio value of $130.2M across 91 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, LLY) accounted for 21.3% of total reported equity market value during Q4 2025.
During Q4 2025, McLaughlin Asset Management, Inc.'s top holdings by market value included SPY (8.6%)、NVDA (5.3%)、LLY (4.2%). The largest single position, SPY, represented 8.6% of total portfolio value.
In Q4 2025, McLaughlin Asset Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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