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Filers›Family Office›McLaughlin Asset Management, Inc.
DOSSIER · 13F-HR · Q1 2026

McLaughlin Asset Management, Inc.

McLaughlin Asset's family office based in Omaha, NE — $105M in tracked AUM across 91 positions as of Q1 2026.

MA
McLaughlin Asset·Omaha, NE·Family Office
CIK 0002112239 · last filed Mar 31, 2026
Total AUM
$105M
▼ 12.3%
vs prior
Holdings
91
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

McLaughlin Asset Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET SPDR S&P
$9M14K8.6%
02
NVDA
NVIDIA CORP
$5M29K4.9%
03
LLY
ELI LILLY AND CO
$4M4K3.6%
04
AVGO
BROADCOM INC
$3M10K3.0%
05
CAT
CATERPILLAR INC
$3M4K2.9%
06
KLAC
KLA CORP
$3M2K2.6%
07
AMZN
AMAZON.COM INC
$3M12K2.4%
08
TJX
TJX COS INC NEW
$2M15K2.3%
09
MSFT
MICROSOFT CORP
$2M6K2.3%
10
HELO
JPMORGAN HEDGED EQUITY
$2M35K2.1%

Filing history

Filing history loading…
AI Agent · grounded in McLaughlin
haiku-4-5 · 91 positions indexed
Sector mix
  • Tech44%
  • Financials4%
  • Cons. Disc.16%
  • Industrials26%
  • Energy13%
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