Mc Lean Asset Management Corp Portfolio Holdings

Mc Lean Asset Management Corp

  • $381 Billion
  • Q2 2025

Mc Lean Asset Management Corp has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $45.5B, Dimensional ETF Tr Us Marketwi with a value of $29B, Apple Inc. with a value of $21B, Dimensional ETF Tr U S Small C with a value of $18.9B, and Dimensional ETF Tr with a value of $17.2B.

Examining the 13F form we can see an increase of $78.2B in the current position value, from $303B to 381B.

Below you can find more details about Mc Lean Asset Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $381 Billion
ETFs: $290 Billion
Technology: $44.7 Billion
Financial Services: $14.4 Billion
Consumer Cyclical: $6.88 Billion
Healthcare: $6.04 Billion
Communication Services: $5.74 Billion
Industrials: $4.63 Billion
Consumer Defensive: $2.86 Billion
Other: $2.13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$21 Billion 5.52% of portfolio
98,957
Q2 2025 Added 0.45%
$456B
$7.49 Billion 1.97% of portfolio
47,646
Q2 2025 Added 1.93%
$3.95T
$6.61 Billion 1.74% of portfolio
13,467
Q2 2025 Added 4.15%
$2.26T
$2.27 Billion 0.6% of portfolio
10,330
Q2 2025 Added 6.21%
$859B
$2.16 Billion 0.57% of portfolio
7,394
Q2 2025 Added 2.27%
$621B
$2.09 Billion 0.55% of portfolio
4,348
Q2 2025 Added 0.39%
$19.7B
$1.91 Billion 0.5% of portfolio
11,197
Q2 2025 Reduced 5.88%
$1.21T
$1.61 Billion 0.42% of portfolio
8,991
Q2 2025 Added 8.72%
$1.78T
$1.34 Billion 0.35% of portfolio
1,880
Q2 2025 Added 28.24%
$551B
$1.35 Billion 0.35% of portfolio
3,798
Q2 2025 Added 2.4%
$684B
$1.21 Billion 0.32% of portfolio
5,283
Q2 2025 Added 2.05%
$381B
$1.23 Billion 0.32% of portfolio
25,316
Q2 2025 Reduced 11.44%
$608B
$1.16 Billion 0.31% of portfolio
1,495
Q2 2025 Added 0.27%
$1.24T
$1.11 Billion 0.29% of portfolio
6,171
Q2 2025 Added 9.78%
$548B
$1.06 Billion 0.28% of portfolio
1,881
Q2 2025 Added 5.2%
$405B
$984 Million 0.26% of portfolio
2,645
Q2 2025 Added 2.04%
$281B
$831 Million 0.22% of portfolio
8,515
Q2 2025 Added 4.02%
$227B
$805 Million 0.21% of portfolio
2,472
Q2 2025 Added 2.62%
$127B
$813 Million 0.21% of portfolio
3,013
Q2 2025 Added 9.64%
$1.08T
$757 Million 0.2% of portfolio
2,397
Q2 2025 Added 2.35%
$102B
$710 Million 0.19% of portfolio
7,794
Q2 2025 Added 0.84%
$83.2B
$733 Million 0.19% of portfolio
3,348
Q2 2025 New
$133B
$725 Million 0.19% of portfolio
788
Q2 2025 Added 1.94%
$423B
$721 Million 0.19% of portfolio
1
Q4 2020 New
$55.2B
$668 Million 0.18% of portfolio
1,232
Q2 2025 Added 2.16%
$351B
$626 Million 0.16% of portfolio
3,283
Q2 2025 Added 4.12%
$245B
$599 Million 0.16% of portfolio
1,947
Q2 2025 Reduced 5.49%
$442B
$592 Million 0.16% of portfolio
5,328
Q2 2025 Reduced 10.03%
$545B
$611 Million 0.16% of portfolio
475
Q2 2025 Added 7.22%
$254B
$582 Million 0.15% of portfolio
813
Q2 2025 Added 3.17%
$13.3B
$477 Million 0.13% of portfolio
2,399
Q2 2025 Added 1.05%
$6.4B
$484 Million 0.13% of portfolio
5,415
Q2 2025 Added 1,408.36%
$135B
$490 Million 0.13% of portfolio
2,066
Q2 2025 Added 0.73%
$452B
$476 Million 0.13% of portfolio
3,062
Q2 2025 Reduced 4.4%
$222B
$447 Million 0.12% of portfolio
1,517
Q2 2025 Reduced 4.65%
$233B
$445 Million 0.12% of portfolio
6,261
Q2 2025 Reduced 3.36%
$201B
$404 Million 0.11% of portfolio
522
Q2 2025 Added 4.82%
$293B
$409 Million 0.11% of portfolio
5,968
Q2 2025 Added 4.87%
$177B
$433 Million 0.11% of portfolio
2,007
Q2 2025 Reduced 0.99%
$250B
$430 Million 0.11% of portfolio
3,007
Q2 2025 Added 2.49%
$75.3B
$411 Million 0.11% of portfolio
12,234
Q2 2025 Added 3.68%
$146B
$416 Million 0.11% of portfolio
1,737
Q2 2025 Reduced 0.97%
$295B
$411 Million 0.11% of portfolio
515
Q1 2025 Added 0.39%
$368B
$428 Million 0.11% of portfolio
2,657
Q2 2025 Added 2.94%
$30.2B
$379 Million 0.1% of portfolio
700
Q2 2025 Added 2.79%
$261B
$362 Million 0.1% of portfolio
2,060
Q2 2025 Reduced 28.02%
$94.5B
$379 Million 0.1% of portfolio
762
Q2 2025 Added 3.11%
$55.1B
$389 Million 0.1% of portfolio
687
Q2 2025 Added 1.03%
$33.3B
$395 Million 0.1% of portfolio
214
Q2 2025 Added 1.42%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $381 Billion
  • Prior Value $303 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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