Portfolio (Quarterly) Guide ↗

McNamara Financial Services, Inc.

· CIK 0001622431

13F Portfolio $528M AUM 99 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 31 Added 37 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PANW	PALO ALTO NETWORKS INC	Technology	1,568	$289K	0.06%	SOLD
2	VO	VANGUARD INDEX FDS	—	700	$203K	0.04%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,163	$202K	0.04%	SOLD
4	GPC	GENUINE PARTS CO	Consumer Cyclical	1,627	$200K	0.04%	SOLD

Sector Allocation

Technology 41.1%

Financial Services 15.2%

Consumer Defensive 12.9%

Industrials 9.7%

Energy 6.0%

Utilities 4.5%

Communication Services 3.7%

Consumer Cyclical 3.7%

Healthcare 3.4%