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Portfolio (Quarterly) Guide ↗

McLean Asset Management Corp

· CIK 0001833140
13F Portfolio $757M AUM 181 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 35 Added 100 Reduced 1 Exited
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 2,248.0 $484K 0.06% -236.0 -9.5% $215.20 -2.5%
62 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,324.0 $476K 0.06% -38.0 -0.7% $89.35 -0.3%
63 TSLA TESLA INC Consumer Cyclical 1,503.0 $468K 0.06% -103.0 -6.4% $311.21 +16.6%
64 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,104.0 $446K 0.06% -30.0 -2.6% $404.25 +3.6%
65 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,472.0 $423K 0.06% -68.0 -1.0% $65.31 +2.6%
66 CENCORA INC 1,330.0 $414K 0.06% -16.0 -1.2% $311.44
67 MCD MCDONALDS CORP Consumer Cyclical 1,524.0 $413K 0.06% -9.0 -0.6% $270.68 +0.1%
68 KO COCA COLA CO Consumer Defensive 4,707.0 $412K 0.05% -210.0 -4.3% $87.59 +4.0%
69 AMGN AMGEN INC Healthcare 1,064.0 $410K 0.05% -29.0 -2.6% $385.18 +14.1%
70 TER TERADYNE INC Technology 1,062.0 $390K 0.05% -14.0 -1.3% $367.69 +2.2%
71 ADI ANALOG DEVICES INC Technology 1,055.0 $387K 0.05% -13.0 -1.2% $367.27 +1.6%
72 CB CHUBB LIMITED Financial Services 1,072.0 $376K 0.05% -12.0 -1.1% $350.67 -2.7%
73 C CITIGROUP INC Financial Services 2,714.0 $359K 0.05% -59.0 -2.1% $132.43 -0.6%
74 TRV TRAVELERS COMPANIES INC Financial Services 950.0 $356K 0.05% -7.0 -0.7% $374.31 -2.9%
75 NOC NORTHROP GRUMMAN CORP Industrials 646.0 $350K 0.05% -6.0 -0.9% $542.26 +1.6%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 555.0 $319K 0.04% -12.0 -2.1% $574.46 +9.5%
77 BLK BLACKROCK INC Financial Services 284.0 $310K 0.04% -2.0 -0.7% $1090.74 +6.0%
78 NFLX NETFLIX INC. Communication Services 4,154.0 $298K 0.04% -550.0 -11.7% $71.72 +11.0%
79 MAR MARRIOTT INTL INC NEW Consumer Cyclical 792.0 $295K 0.04% -13.0 -1.6% $373.02 -4.5%
80 DE DEERE & CO Industrials 490.0 $291K 0.04% -8.0 -1.6% $592.92 +9.2%
Page 4 of 5  ·  100 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 47.0%
Financial Services 25.7%
Consumer Cyclical 6.5%
Healthcare 6.2%
Industrials 4.7%
Communication Services 4.3%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.0%