McLaughlin Asset Management, Inc.
McLaughlin Asset Management, Inc. reported 40 holdings worth US$15M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
McLaughlin Asset Management, Inc. reported 40 holdings worth US$15M as of Jun 30, 2026. Largest: Nvidia Corporation, Caterpillar, Inc. and Kla Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$15M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 37,571 | US$7.52M | 5.2% |
| Caterpillar, Inc. | 6,312 | US$6.72M | 4.6% |
| Kla Corporation | 21,461 | US$6.47M | 4.5% |
| Eli Lilly And Company | 4,581 | US$5.49M | 3.8% |
| Broadcom Inc. | 12,354 | US$4.67M | 3.2% |
| Microsoft Corp. | 10,599 | US$3.95M | 2.7% |
| Palo Alto Networks, Inc. | 11,336 | US$3.87M | 2.7% |
| Apple Inc | 11,875 | US$3.44M | 2.4% |
| Lam Research Corporation | 7,381 | US$3.2M | 2.2% |
| Amazon.com, Inc. | 12,305 | US$2.93M | 2.0% |
| Alphabet Inc (google) Class C | 7,609 | US$2.72M | 1.9% |
| Ge Vernova Inc. | 2,152 | US$2.53M | 1.7% |
| Tjx Companies, Inc. (the) | 15,620 | US$2.37M | 1.6% |
| Marvell Technology, Inc. | 7,820 | US$2.33M | 1.6% |
| Applied Materials, Inc. | 2,453 | US$1.77M | 1.2% |
| Vertiv Holdings, Llc | 5,047 | US$1.69M | 1.2% |
| Arista Networks, Inc. | 9,525 | US$1.62M | 1.1% |
| Jp Morgan Chase & Co. | 4,732 | US$1.55M | 1.1% |
| T-mobile Us, Inc. | 9,188 | US$1.54M | 1.1% |
| Exxon Mobil Corporation | 11,173 | US$1.53M | 1.1% |
| Berkshire Hathaway Inc. | 2,914 | US$1.46M | 1.0% |
| Toll Brothers, Inc. | 8,833 | US$1.46M | 1.0% |
| Ge Aerospace | 3,861 | US$1.44M | 0.99% |
| Goldman Sachs Group, Inc. (the) | 1,367 | US$1.38M | 0.95% |
| Howmet Aerospace Inc. | 5,006 | US$1.35M | 0.93% |
| American Express Company | 3,832 | US$1.3M | 0.89% |
| Coherent Corp. | 3,181 | US$1.25M | 0.86% |
| Visa Inc. | 3,503 | US$1.2M | 0.83% |
| United Rentals, Inc. | 1,042 | US$1.18M | 0.81% |
| Coca-cola Company (the) | 14,499 | US$1.18M | 0.81% |
| Intuitive Surgical, Inc. | 2,897 | US$1.15M | 0.79% |
| Thermo Fisher Scientific Inc | 2,052 | US$1.03M | 0.71% |
| Hubbell Inc | 1,916 | US$1M | 0.69% |
| Meta Platforms, Inc. | 1,715 | US$966K | 0.67% |
| Abbvie Inc. | 3,705 | US$932K | 0.64% |
| Talen Energy Corporation | 2,322 | US$892K | 0.61% |
| Air Products And Chemicals, Inc. | 3,009 | US$882K | 0.61% |
| Synopsys, Inc. | 1,933 | US$862K | 0.59% |
| Rtx Corporation | 4,494 | US$853K | 0.59% |
| Morgan Stanley | 4,041 | US$845K | 0.58% |
| Cheniere Energy, Inc. | 3,449 | US$824K | 0.57% |
| Ulta Beauty, Inc. | 1,822 | US$822K | 0.57% |
| Motorola Solutions, Inc. | 1,972 | US$819K | 0.56% |
| Mastercard Incorporated | 1,566 | US$804K | 0.55% |
| Cincinnati Financial Corporation | 4,131 | US$765K | 0.53% |
| Deere & Company | 1,200 | US$761K | 0.52% |
| Oracle Corporation | 4,944 | US$725K | 0.50% |
| Stryker Corporation | 2,122 | US$668K | 0.46% |
| Merck & Company, Inc. | 5,110 | US$657K | 0.45% |
| Everpure, Inc. | 7,995 | US$630K | 0.43% |
| Constellation Energy Corporation | 2,411 | US$599K | 0.41% |
| Procter & Gamble Company (the) | 3,985 | US$584K | 0.40% |
| Costco Wholesale Corporation | 613 | US$574K | 0.40% |
| Trimble Inc. | 9,398 | US$481K | 0.33% |
| Crowdstrike Holdings, Inc. | 571 | US$436K | 0.30% |
| Danaher Corporation | 2,214 | US$422K | 0.29% |
| Bristol-myers Squibb Company | 7,176 | US$413K | 0.28% |
| Netflix, Inc. | 5,752 | US$411K | 0.28% |
| Boston Scientific Corporation | 8,684 | US$371K | 0.26% |
| Bank Of America Corporation | 6,015 | US$343K | 0.24% |
| International Business Machines Corporation | 1,200 | US$337K | 0.23% |
| Pepsico, Inc. | 2,489 | US$337K | 0.23% |
| Home Depot, Inc. (the) | 801 | US$282K | 0.19% |
| Lowe's Companies, Inc. | 1,155 | US$255K | 0.18% |
| Dexcom, Inc. | 3,567 | US$240K | 0.17% |
| Devon Energy Corporation | 5,401 | US$223K | 0.15% |
| Tesla, Inc. | 511 | US$215K | 0.15% |
| Conocophillips | 1,941 | US$202K | 0.14% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Ameren Corporation | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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