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Portfolio (Quarterly) Guide ↗

McLean Asset Management Corp

· CIK 0001833140
13F Portfolio $571.6B AUM 165 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 66 Added 48 Reduced 10 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 15,027.0 $963K 0.17% +6K +60.0% $64.08 +7.8%
22 XOM EXXON MOBIL CORP Energy 5,625.0 $954K 0.17% +73.0 +1.3% $169.67 -10.0%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 938.0 $935K 0.16% +19.0 +2.1% $996.42 +4.5%
24 VUG VANGUARD INDEX FDS 2,078.0 $908K 0.16% +37.0 +1.8% $436.83 -80.0%
25 HD HOME DEPOT INC Consumer Cyclical 2,673.0 $879K 0.15% +35.0 +1.3% $328.89 -7.5%
26 JNJ JOHNSON & JOHNSON Healthcare 3,299.0 $806K 0.14% +163.0 +5.2% $244.46 -5.6%
27 ASML ASML HLDG NV Technology 581.0 $767K 0.13% +40.0 +7.4% $1319.90 +13.8%
28 GS GOLDMAN SACHS GROUP INC Financial Services 836.0 $708K 0.12% +6.0 +0.7% $846.47 +14.5%
29 ABBV ABBVIE INC Healthcare 3,204.0 $697K 0.12% +100.0 +3.2% $217.51 -3.3%
30 VNQ VANGUARD INDEX FDS 7,705.0 $683K 0.12% +54.0 +0.7% $88.70 +5.9%
31 VIG VANGUARD SPECIALIZED FUNDS 3,125.0 $672K 0.12% +24.0 +0.8% $215.09 +6.6%
32 CAT CATERPILLAR INC Industrials 823.0 $583K 0.10% +8.0 +1.0% $708.08 +25.5%
33 CSCO CISCO SYS INC Technology 6,503.0 $505K 0.09% +498.0 +8.3% $77.59 +48.9%
34 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,362.0 $495K 0.09% +40.0 +0.8% $92.31 -2.8%
35 CVX CHEVRON CORPORATION Energy 2,388.0 $494K 0.09% +180.0 +8.2% $206.87 -9.8%
36 RTX RTX CORPORATION Industrials 2,484.0 $479K 0.08% +14.0 +0.6% $192.91 -8.9%
37 MCD MCDONALDS CORP Consumer Cyclical 1,533.0 $476K 0.08% +8.0 +0.5% $310.74 -11.5%
38 MRK MERCK & CO INC Healthcare 3,959.0 $476K 0.08% +118.0 +3.1% $120.29 -5.7%
39 NFLX NETFLIX INC. Communication Services 4,704.0 $452K 0.08% +221.0 +4.9% $96.16 -9.6%
40 NOC NORTHROP GRUMMAN CORP Industrials 652.0 $445K 0.08% +4.0 +0.6% $682.40 -19.6%
Page 2 of 4  ·  66 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 43.8%
Financial Services 24.0%
Consumer Cyclical 8.0%
Healthcare 6.3%
Communication Services 6.0%
Industrials 5.0%
Energy 2.9%
Consumer Defensive 2.8%
Utilities 1.2%