McLaughlin Asset Management, Inc.
92 holdingsFiling period: 2026-03-31Current AUM: $118.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P | 13.8K | $9.0M | $10.3M | 8.72% | -292 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORP | 29.2K | $5.1M | $5.9M | 4.95% | -2,609 | 2026-03-31 |
| 3 | LLY | ELI LILLY AND CO | 4.1K | $3.8M | $4.8M | 4.03% | -244 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 10.3K | $3.2M | $4.0M | 3.39% | +203 | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 4.3K | $3.0M | $3.5M | 2.95% | -309 | 2026-03-31 |
| 6 | KLAC | KLA CORP | 1.8K | $2.7M | $334K | 0.28% | -119 | 2026-03-31 |
| 7 | AMZN | AMAZON.COM INC | 12.1K | $2.5M | $3.3M | 2.78% | -285 | 2026-03-31 |
| 8 | TJX | TJX COS INC NEW | 15.3K | $2.4M | $2.4M | 2.03% | -725 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 2.51% | -1,927 | 2026-03-31 |
| 10 | HELO | JPMORGAN HEDGED EQUITY | 35.2K | $2.2M | $2.4M | 2.03% | +10.2K | 2026-03-31 |
| 11 | MDY | STATE STREET SPDR S&P | 3.5K | $2.2M | $2.4M | 2.04% | -17 | 2026-03-31 |
| 12 | LRCX | LAM RESH CORP | 10.0K | $2.1M | $2.9M | 2.48% | -3,500 | 2026-03-31 |
| 13 | PANW | PALO ALTO NETWORKS INC | 12.3K | $2.0M | $4.1M | 3.45% | +45 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 11.4K | $1.9M | $1.8M | 1.50% | +5 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 11.4K | $1.9M | $1.8M | 1.50% | +5 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.8M | 1.55% | -82 | 2026-03-31 |
| 17 | JMEE | JPMORGAN SMALL & MID CAP | 26.0K | $1.7M | $2.0M | 1.68% | -20 | 2026-03-31 |
| 18 | XLF | STATE STREET FINANCIAL | 32.6K | $1.6M | $1.9M | 1.57% | +1.0K | 2026-03-31 |
| 19 | VRT | VERTIV HLDGS CO | 6.2K | $1.5M | $1.5M | 1.26% | -667 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY | 3.0K | $1.4M | $1.4M | 1.22% | -52 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 4.7K | $1.4M | $1.7M | 1.40% | -96 | 2026-03-31 |
| 22 | GEV | GE VERNOVA INC | 1.5K | $1.3M | $1.5M | 1.29% | +27 | 2026-03-31 |
| 23 | ISRG | INTUITIVE SURGICAL INC | 2.8K | $1.3M | $982K | 0.83% | -49 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 4.2K | $1.2M | $1.5M | 1.27% | -92 | 2026-03-31 |
| 25 | TMUS | T-MOBILE US INC | 5.7K | $1.2M | $988K | 0.83% | +84 | 2026-03-31 |
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