Number of Shares
98,020
Previous 78,427 24.98%
Holding current value
$2.29 Billion
Previous $1.73 Billion 31.94%
% of portfolio
3.72%
Previous 3.16%

Shares

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

Aug 12, 2025

BUY
N/A
19,593 Added 24.98%
98,020 $2.29 Billion
Q1 2025

Apr 10, 2025

BUY
N/A
30,344 Added 63.11%
78,427 $1.73 Billion
Q4 2024

Feb 05, 2025

BUY
N/A
48,083 New
48,083 $1.15 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.