Portfolio (Quarterly) Guide ↗

McNamara Financial Services, Inc.

· CIK 0001622431

13F Portfolio $580M AUM 104 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 31 Added 30 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,225	$238K	0.04%	SOLD

Sector Allocation

Technology 47.5%

Financial Services 16.3%

Industrials 10.3%

Consumer Defensive 10.1%

Utilities 5.1%

Energy 4.1%

Consumer Cyclical 3.6%

Healthcare 3.0%