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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
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 798.0 $596K 0.10% $746.77 +2.5%
62 AGGY WISDOMTREE TR 13,021.0 $566K 0.10% -139.0 -1.1% $43.48 -1.8%
63 JNJ JOHNSON & JOHNSON Healthcare 2,200.0 $559K 0.10% $253.97 +6.4%
64 IWD ISHARES TR 2,246.0 $544K 0.09% $242.43 +6.1%
65 CGGO CAPITAL GROUP GBL GROWTH EQT 12,731.0 $539K 0.09% -1K -8.6% $42.33 -3.7%
66 DES WISDOMTREE TR 12,869.0 $524K 0.09% -248.0 -1.9% $40.68 +0.4%
67 LRCX LAM RESEARCH CORP Technology 1,200.0 $520K 0.09% $433.33 -27.5%
68 NUAG NUSHARES ETF TR 24,009.0 $505K 0.09% -378.0 -1.6% $21.03 -1.9%
69 MSFT MICROSOFT CORP Technology 1,327.0 $495K 0.09% $372.88 +29.6%
70 NUSC NUSHARES ETF TR 9,211.0 $480K 0.08% $52.12 -0.3%
71 ADI ANALOG DEVICES INC Technology 1,190.0 $473K 0.08% -82.0 -6.5% $397.17 -6.1%
72 GS GOLDMAN SACHS GROUP INC Financial Services 460.0 $465K 0.08% $1011.37 +2.8%
73 TXN TEXAS INSTRS INC Technology 1,557.0 $464K 0.08% -42.0 -2.6% $298.07 -11.3%
74 TER TERADYNE INC Technology 950.0 $460K 0.08% $483.84 -22.3%
75 JMSI J P MORGAN EXCHANGE TRADED F 9,081.0 $458K 0.08% +1K +12.6% $50.44 -2.1%
76 MINT PIMCO ETF TR 4,493.0 $453K 0.08% $100.81 -0.1%
77 XJH ISHARES TR 8,628.0 $450K 0.08% $52.15 -0.6%
78 PG PROCTER & GAMBLE CO Consumer Defensive 3,045.0 $447K 0.08% $146.64 -1.3%
79 CGDV CAPITAL GROUP DIVIDEND VALUE 9,000.0 $444K 0.08% +855.0 +10.5% $49.28 +1.9%
80 CGGR CAPITAL GROUP GROWTH ETF 9,202.0 $434K 0.07% -957.0 -9.4% $47.20 -0.4%
Page 4 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%