McClarren Financial Advisors, Inc.

McClarren Financial Advisors, Inc. reported 85 holdings worth US$193M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

McClarren Financial Advisors, Inc. reported 85 holdings worth US$193M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 17, 2026 (Form 13F).

Holdings
85
Value as reported
US$193M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc20,750US$6M3.1%
Alphabet Inc (google) Class C3,685US$1.32M0.68%
Microsoft Corp.3,254US$1.21M0.63%
Berkshire Hathaway Inc.1,947US$974K0.50%
Amazon.com, Inc.3,117US$743K0.38%
Procter & Gamble Company (the)4,783US$701K0.36%
Eli Lilly And Company520US$624K0.32%
Walmart Inc.4,780US$541K0.28%
The Hershey Company2,307US$405K0.21%
Jp Morgan Chase & Co.1,101US$360K0.19%
Walt Disney Company (the)3,685US$355K0.18%
Starbucks Corporation3,414US$349K0.18%
Pepsico, Inc.2,440US$330K0.17%
Johnson & Johnson1,217US$309K0.16%
Mckesson Corporation375US$283K0.15%
Caterpillar, Inc.236US$251K0.13%
Rockwell Automation, Inc.505US$250K0.13%
Union Pacific Corporation886US$241K0.12%
Merck & Company, Inc.1,857US$239K0.12%
Amgen Inc.627US$227K0.12%
Cisco Systems, Inc.1,758US$207K0.11%
Broadcom Inc.533US$201K0.10%
Exxon Mobil Corporation0US$00.00%
Topbuild Corp.0US$00.00%

Source

View original at SEC

Related