Mcmorgan & CO LLC Incresed Positions in Q2 2025

Mcmorgan & CO LLC

  • $639 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
307K
+ 75.96%
$50.36 - $50.68 $15.4M - $15.5M
710K $36M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
204K
+ 76.34%
$50.1 - $51.02 $10.2M - $10.4M
470K $24M
XLK
Technology Sector Spdr

ETFs
473
+ 0.88%
$179.73 - $253.23 $85K - $120K
54.4K $13.8M
INFA
Informatica Inc.

Technology
35.1K
+ 22.45%
$15.86 - $24.35 $557K - $855K
191K $4.66M
NSSC
Napco Security Technologies, Inc

Industrials
38.1K
+ 41.0%
$19.82 - $29.82 $755K - $1.14M
131K $3.89M
BL
Blackline, Inc.

Technology
16.6K
+ 36.28%
$42.27 - $58.22 $704K - $969K
62.5K $3.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.1K
+ 0.54%
$72.02 - $73.82 $725K - $743K
1.87M $137M
YOU
Clear Secure, Inc.

Technology
27.5K
+ 27.75%
$23.96 - $27.76 $660K - $765K
127K $3.52M
BV
Bright View Holdings, Inc.

Industrials
3.27K
+ 2.28%
$12.2 - $16.94 $39.9K - $55.4K
146K $2.44M
SPSC
Sps Commerce Inc

Technology
3.86K
+ 37.29%
$121.61 - $152.67 $469K - $589K
14.2K $1.93M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
350
+ 0.51%
$21.78 - $29.47 $7.62K - $10.3K
69K $2.03M
MSFT
Microsoft Corp

Technology
370
+ 19.06%
$354.56 - $497.45 $131K - $184K
2.31K $1.15M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.29K
+ 0.2%
$45.12 - $46.23 $148K - $152K
1.67M $77.1M
CSCO
Cisco Systems, Inc.

Technology
2.95K
+ 11.82%
$53.19 - $69.38 $157K - $205K
27.9K $1.94M
ORCL
Oracle Corp

Technology
209
+ 5.97%
$122.82 - $218.63 $25.7K - $45.7K
3.71K $810K
BLKB
Blackbaud Inc

Technology
2.53K
+ 4.87%
$59.04 - $64.55 $149K - $163K
54.4K $3.49M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
11.3K
+ 11.81%
$22.25 - $30.3 $250K - $341K
107K $2.92M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
12.4K
+ 3.18%
$8.28 - $9.42 $102K - $117K
401K $3.78M
PM
Philip Morris International Inc.

Consumer Defensive
865
+ 22.6%
$149.23 - $184.95 $129K - $160K
4.69K $854K
GOOG
Alphabet Inc.

Communication Services
590
+ 9.53%
$146.58 - $180.01 $86.5K - $106K
6.78K $1.2M
MEDP
Medpace Holdings, Inc.

Healthcare
215
+ 2.34%
$277.23 - $315.28 $59.6K - $67.8K
9.4K $2.95M
V
Visa Inc.

Financial Services
345
+ 12.67%
$308.27 - $373.31 $106K - $129K
3.07K $1.09M
VRNT
Verint Systems Inc

Technology
1.69K
+ 1.59%
N/A
108K $3.53M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.04K
+ 1.13%
$102.02 - $103.5 $106K - $108K
93.1K $9.58M
SSTK
Shutterstock, Inc.

Communication Services
1.45K
+ 2.84%
$14.55 - $19.81 $21.1K - $28.7K
52.5K $995K
JNJ
Johnson & Johnson

Healthcare
484
+ 9.63%
$146.36 - $159.82 $70.8K - $77.4K
5.51K $841K
DPZ
Dominos Pizza Inc

Consumer Cyclical
35
+ 2.59%
$430.72 - $497.52 $15.1K - $17.4K
1.38K $623K
CROX
Crocs, Inc.

Consumer Cyclical
1.39K
+ 4.89%
$88.67 - $120.26 $123K - $167K
29.8K $3.02M
Sharkninja Inc
9.48K
+ 29.47%
N/A
41.6K $0
PEP
Pepsico Inc

Consumer Defensive
170
+ 4.4%
$128.02 - $151.37 $21.8K - $25.7K
4.04K $533K
GNTX
Gentex Corp

Consumer Cyclical
2.51K
+ 3.11%
$20.83 - $23.52 $52.3K - $59K
83.1K $1.83M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
170
+ 4.96%
$90.21 - $112.66 $15.3K - $19.2K
3.6K $328K
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 3.65%
$390.26 - $489.06 $11.7K - $14.7K
853 $345K
HI
Hillenbrand, Inc.

Industrials
1.83K
+ 2.69%
$18.62 - $24.76 $34.1K - $45.3K
69.8K $1.4M
IMXI
International Money Express, Inc.

Technology
7.79K
+ 4.03%
$9.83 - $13.02 $76.6K - $101K
201K $2.03M
FC
Franklin Covey CO

Industrials
2.54K
+ 2.47%
$19.64 - $28.0 $49.9K - $71.1K
105K $2.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.28K
+ 0.91%
$25.48 - $27.78 $237K - $258K
1.03M $27.3M
Activity Summary
Buys All Purchases 40 New Holdings 2 Increased Positions 38 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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