Mc Namara Financial Services, Inc. Portfolio Holdings

Mc Namara Financial Services, Inc.

  • $530 Million
  • Q3 2025

Mc Namara Financial Services, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $530 Million distributed in 95 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 $155M, Spdr Ser Tr Fds Spdr Portfolio with a value of $93M, Spdr Ser Tr Fds Spdr Portfolio with a value of $40.1M, Spdr Portfolio Aggregate Bond with a value of $36.5M, and Spdr Bloomberg 1 3 Month T Bil with a value of $29.4M.

Examining the 13F form we can see an increase of $32.6M in the current position value, from $498M to 530M.

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

Portfolio value $530 Million
ETFs: $515 Million
Technology: $6.71 Million
Financial Services: $1.92 Million
Consumer Defensive: $1.92 Million
Industrials: $1.65 Million
Energy: $636,000
Consumer Cyclical: $624,000
Communication Services: $491,000
Other: $419,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$2.8 Million 0.53% of portfolio
15,018
Q2 2025 Reduced 3.37%
$4.3T
$1.53 Million 0.29% of portfolio
6,006
Q3 2025 Added 0.03%
$204B
$1.25 Million 0.24% of portfolio
8,886
Q3 2025 Reduced 5.33%
$328B
$1.01 Million 0.19% of portfolio
3,364
Q2 2025 New
$881B
$687,000 0.13% of portfolio
2,181
Q1 2025 New
$490B
$636,000 0.12% of portfolio
5,649
Q1 2025 Added 47.22%
$2.39T
$606,000 0.11% of portfolio
2,764
Q1 2025 New
$346B
$467,000 0.09% of portfolio
3,045
Q1 2025 Added 37.91%
$522B
$419,000 0.08% of portfolio
2,265
Q1 2025 Added 13.82%
$265B
$366,000 0.07% of portfolio
460
Q1 2025 New
$3.78T
$380,000 0.07% of portfolio
734
Q3 2024 Added 31.31%
$413B
$295,000 0.06% of portfolio
5,722
Q1 2025 New
$1.74T
$259,000 0.05% of portfolio
1,067
Q3 2025 New
$319B
$239,000 0.05% of portfolio
3,500
Q1 2025 New
$270B
$254,000 0.05% of portfolio
1,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $530 Million
  • Prior Value $498 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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