Holdings
Meehan Focus Fund
As of May 31, 2026, Meehan Focus Fund reported 24 positions worth US$204M. Largest: Broadcom Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 58,740 | US$26.2M | no change | May 31, 2026 |
| Alphabet Inc (google) Class C | 60,076 | US$22.9M | −309 | May 31, 2026 |
| Apple Inc | 55,645 | US$17.4M | no change | May 31, 2026 |
| Applied Materials, Inc. | 35,365 | US$15.9M | no change | May 31, 2026 |
| United Rentals, Inc. | 15,750 | US$15.7M | no change | May 31, 2026 |
| Microsoft Corp. | 30,060 | US$13.5M | no change | May 31, 2026 |
| Berkshire Hathaway Inc. | 24,850 | US$11.8M | no change | May 31, 2026 |
| Nvidia Corporation | 54,600 | US$11.5M | no change | May 31, 2026 |
| Amazon.com, Inc. | 41,435 | US$11.2M | no change | May 31, 2026 |
| Lowe's Companies, Inc. | 39,600 | US$8.49M | no change | May 31, 2026 |