DOSSIER · 13F-HR · Q2 2026

McLaughlin Asset Management, Inc.

$145M in tracked AUM across 132 positions as of Q2 2026.

MA
CIK 0002112239 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
132
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

McLaughlin Asset Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET SPDR S&P
$15M20K10.2%
02
NVDA
NVIDIA CORPORATION
$8M38K5.2%
03
CAT
CATERPILLAR INC
$7M6K4.6%
04
KLAC
KLA CORP
$6M21K4.5%
05
LLY
ELI LILLY AND CO
$5M5K3.8%
06
HELO
JPMORGAN HEDGED EQUITY
$5M69K3.2%
07
AVGO
BROADCOM INC
$5M12K3.2%
08
MSFT
MICROSOFT CORP
$4M11K2.7%
09
PANW
PALO ALTO NETWORKS INC
$4M11K2.7%
10
AAPL
APPLE INC
$3M12K2.4%

Filing history

2026Q2Jun 30
$145M 38.8%
132 positionsView →
2026Q1Mar 31
$105M 6.4%
91 positionsView →
2025Q4Dec 31
$112M
91 positionsView →