Number of Shares
17,837
Previous 17,548 1.65%
Holding current value
$587 Million
Previous $544 Million 7.8%
% of portfolio
0.87%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
N/A
289 Added 1.65%
17,837 $587 Million
Q2 2025

Aug 12, 2025

BUY
N/A
1,073 Added 6.51%
17,548 $544 Million
Q1 2025

Apr 10, 2025

BUY
N/A
418 Added 2.6%
16,475 $504 Million
Q4 2024

Feb 05, 2025

BUY
N/A
16,057 New
16,057 $482 Million
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.