Mc Namara Financial Services, Inc. Portfolio Holdings

Mc Namara Financial Services, Inc.

  • $498 Million
  • Q2 2025

Mc Namara Financial Services, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $498 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $144M, Spdr Ser Tr Fds Spdr Portfolio with a value of $88.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.7M, Spdr Portfolio Aggregate Bond with a value of $35.5M, and Spdr Bloomberg 1 3 Month T Bil with a value of $27.7M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $459M to 498M.

Below you can find more details about Mc Namara Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $498 Million
ETFs: $484 Million
Technology: $5.86 Million
Consumer Defensive: $1.96 Million
Financial Services: $1.73 Million
Industrials: $1.53 Million
Consumer Cyclical: $621,000
Energy: $608,000
Healthcare: $345,000
Other: $238,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$647,000 0.13% of portfolio
2,348
Q1 2025 New
$102B
$664,000 0.13% of portfolio
1,520
Q1 2025 New
$177B
$378,000 0.08% of portfolio
1,946
Q1 2025 New
$13.6B
$279,000 0.06% of portfolio
2,251
Q1 2025 New
$119B
$302,000 0.06% of portfolio
1,272
Q1 2025 New
$52.5B
$320,000 0.06% of portfolio
1,568
Q1 2025 Reduced 24.69%
$70.9B
$234,000 0.05% of portfolio
2,576
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $498 Million
  • Prior Value $459 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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