McNamara Financial Services, Inc. reported 28 positions worth $18.30M for the quarter ended Jun 30, 2026, up 19.6% on the prior quarter. It opened 3 new positions, added to 3, trimmed 3 and exited 1. Its largest holding is Nvidia Corp at 14.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | +1,012 | – | $345.11K | 1.89% |
| AMAT Applied Materials Inc | +387 | – | $279.80K | 1.53% |
| INTC Intel Corp | +1,576 | – | $220.10K | 1.2% |
| AAPL Apple Inc. | +455 | +7.5% | $131.66K | 10.3% |
| XOM ExxonMobil Holdings Corp | +42 | +0.8% | $5.74K | 4.19% |
| JNJ Johnson & Johnson | +10 | +0.5% | $2.54K | 3.05% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| T At&T Inc. | -8,225 | $238.44K | 1.56% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 13.0K | $2.59M | 14.16% | -445 | -3.3% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 6,515 | $1.89M | 10.3% | +455 | +7.5% | Added | 0% |
| 3 | PEP Pepsico Inc | Consumer Staples | 8,886 | $1.20M | 6.57% | 0 | 0.0% | Unchanged | 0% |
| 4 | GE General Electric Co | Industrials | 3,157 | $1.18M | 6.45% | 0 | 0.0% | Unchanged | 0% |
| 5 | GEV GE Vernova Inc. | Industrials | 807 | $948.11K | 5.18% | 0 | 0.0% | Unchanged | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 5,612 | $767.27K | 4.19% | +42 | +0.8% | Added | 0% |
| 7 | TT Trane Technologies plc | Industrials | 1,520 | $746.56K | 4.08% | 0 | 0.0% | Unchanged | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 1,938 | $732.08K | 4% | 0 | 0.0% | Unchanged | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 2,192 | $717.51K | 3.92% | 0 | 0.0% | Unchanged | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 2,764 | $658.77K | 3.6% | 0 | 0.0% | Unchanged | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 2,200 | $558.73K | 3.05% | +10 | +0.5% | Added | 0% |
| 12 | LRCX Lam Research Corp | Technology | 1,200 | $520.00K | 2.84% | 0 | 0.0% | Unchanged | 0% |
| 13 | MSFT Microsoft Corp | Technology | 1,327 | $494.81K | 2.7% | 0 | 0.0% | Unchanged | 0% |
| 14 | ADI Analog Devices Inc | Technology | 1,190 | $472.63K | 2.58% | -82 | -6.4% | Reduced | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 460 | $465.23K | 2.54% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at McNamara Financial Services.
As of its Q2 2026 13F filing, McNamara Financial Services, Inc.’s five largest positions were Nvidia Corp (NVDA) at 14.2%, Apple Inc. (AAPL) at 10.3%, Pepsico Inc (PEP) at 6.6%, General Electric Co (GE) at 6.4%, GE Vernova Inc. (GEV) at 5.2% of the reported portfolio.
McNamara Financial Services, Inc. reported a 13F portfolio worth $18.30M across 28 positions for Q2 2026. That is up 19.6% from the previous quarter.
Its largest purchases by value were Palo Alto Networks Inc ($345.11K), Applied Materials Inc ($279.80K), Intel Corp ($220.10K). It opened 3 new positions.
Its largest sales by value were At&T Inc. ($238.44K), Nvidia Corp ($89.04K), Analog Devices Inc ($32.57K). It exited 1 positions entirely.
From the Form 13F-HR reports McNamara Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.