Mcmorgan & CO LLC Portfolio Holdings
Mcmorgan & CO LLC
- $578 Million
- Q1 2024
Mcmorgan & CO LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $578 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $125M, Ishares Core Total Usd Bond Ma with a value of $85.9M, Vanguard Index Fds S&P 500 ETF with a value of $82.7M, Msci Eafe Value ETF with a value of $31.9M, and Msci Eafe Growth ETF with a value of $30.3M.
Examining the 13F form we can see an decrease of $21.5M in the current position value, from $599M to 578M.
Mcmorgan & CO LLC is based out at San Francisco, CA
Below you can find more details about Mcmorgan & CO LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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