Number of Shares
235,406
Previous 180,963 30.09%
Holding current value
$4.36 Billion
Previous $3.22 Billion 35.46%
% of portfolio
7.11%
Previous 5.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
N/A
54,443 Added 30.09%
235,406 $4.36 Billion
Q1 2025

Apr 10, 2025

BUY
N/A
79,628 Added 78.58%
180,963 $3.22 Billion
Q4 2024

Feb 05, 2025

BUY
N/A
101,335 New
101,335 $2.06 Billion
Track This Portfolio

Track Mc Grath & Associates, Inc. Portfolio

Follow Mc Grath & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Grath & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Grath & Associates, Inc. with notifications on news.