Latest McNamara Financial Services, Inc. Stock Portfolio
McNamara Financial Services, Inc. Performance:
2026 Q1: -0.89%YTD: -0.89%2025: 13.74%
Performance for 2026 Q1 is -0.89%, and YTD is -0.89%, and 2025 is 13.74%.
About McNamara Financial Services, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, McNamara Financial Services, Inc. reported an equity portfolio of $528.4 Millions as of 31 Mar, 2026.
The top stock holdings of McNamara Financial Services, Inc. are CWI, IJR, CWI. The fund has invested 18.1% of it's portfolio in SPDR INDEX SHS FDS and 15.1% of portfolio in ISHARES TR.
The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), VANGUARD INDEX FDS (VB) and WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, TEXAS INSTRS INC (TXN) and NVIDIA CORPORATION (NVDA). McNamara Financial Services, Inc. opened new stock positions in STATE STR SPDR S&P 500 ETF T (SPY) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), MICROSOFT CORP (MSFT) and CAPITAL GROUP GROWTH ETF (CGGR).
The top stock holdings of McNamara Financial Services, Inc. are CWI, IJR, CWI. The fund has invested 18.1% of it's portfolio in SPDR INDEX SHS FDS and 15.1% of portfolio in ISHARES TR.
The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), VANGUARD INDEX FDS (VB) and WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, TEXAS INSTRS INC (TXN) and NVIDIA CORPORATION (NVDA). McNamara Financial Services, Inc. opened new stock positions in STATE STR SPDR S&P 500 ETF T (SPY) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), MICROSOFT CORP (MSFT) and CAPITAL GROUP GROWTH ETF (CGGR).
McNamara Financial Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that McNamara Financial Services, Inc. made a return of -0.89% in the last quarter. In trailing 12 months, it's portfolio return was 13.29%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| state str spdr s&p 500 etf t | 518,321 |
| teradyne inc | 281,637 |
New stocks bought by McNamara Financial Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 81.2 |
| microsoft corp | 74.84 |
| capital group growth etf | 34.68 |
| ishares tr | 25.21 |
| spdr series trust | 16.87 |
| ssga active etf tr | 13.34 |
| alphabet inc | 10.97 |
| ishares tr | 7.69 |
Additions to existing portfolio by McNamara Financial Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -30.37 |
| texas instrs inc | -11.51 |
| nvidia corporation | -10.76 |
| invesco actvely mngd etc fd | -8.5 |
| capital group gbl growth eqt | -7.81 |
| dimensional etf trust | -5.86 |
| ishares tr | -4.87 |
| vanguard index fds | -4.8 |
McNamara Financial Services, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wells fargo co new | -201,592 |
| genuine parts co | -200,039 |
| palo alto networks inc | -288,826 |
| vanguard index fds | -203,154 |
McNamara Financial Services, Inc. got rid off the above stocks
Sector Distribution
McNamara Financial Services, Inc. has about 97.1% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 97.1 |
| Technology | 1.3 |
Market Cap. Distribution
McNamara Financial Services, Inc. has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97.1 |
| MEGA-CAP | 2.4 |
Stocks belong to which Index?
About 2.8% of the stocks held by McNamara Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 97.1 |
| S&P 500 | 2.8 |
McNamara Financial Services, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of McNamara Financial Services, Inc.
McNamara Financial Services, Inc. has 99 stocks in it's portfolio. About 75.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for McNamara Financial Services, Inc. last quarter.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.29 | 6,060 | 1,537,900 | added | 0.03 | ||
| AAXJ | ishares tr | 2.68 | 133,225 | 14,141,900 | added | 7.69 | ||
| AAXJ | ishares tr | 1.00 | 49,477 | 5,269,300 | added | 1.94 | ||
| AAXJ | ishares tr | 0.11 | 11,337 | 602,221 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 2,243 | 310,364 | added | 0.49 | ||
| ACWF | ishares tr | 0.14 | 17,252 | 729,932 | added | 5.7 | ||
| ADI | analog devices inc | 0.08 | 1,272 | 404,674 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.09 | 13,117 | 471,425 | reduced | -0.48 | ||
| AGZD | wisdomtree tr | 0.06 | 4,545 | 317,653 | reduced | -3.71 | ||
| AGZD | wisdomtree tr | 0.05 | 4,944 | 245,667 | reduced | -0.54 | ||
| AMZN | amazon com inc | 0.11 | 2,764 | 575,658 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.06 | 3,651 | 323,077 | added | 4.97 | ||
| AVGO | broadcom inc | 0.11 | 1,938 | 599,830 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.05 | 5,722 | 278,948 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 1.58 | 164,302 | 8,376,120 | added | 2.63 | ||
| BIL | spdr series trust | 6.54 | 376,972 | 34,545,700 | added | 16.87 | ||
| BIL | spdr series trust | 6.08 | 567,807 | 32,126,500 | reduced | -0.16 | ||
| BIL | spdr series trust | 0.72 | 49,748 | 3,807,710 | reduced | -0.24 | ||
| BIL | spdr series trust | 0.71 | 146,514 | 3,753,680 | added | 7.00 | ||
| BIL | spdr series trust | 0.31 | 33,887 | 1,637,400 | reduced | -2.54 | ||