StockDriftsStockDriftsTop 50 Mclaughlin Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.61% | 15.0K | $11.2M | +8.61%(+1.19K) | $675.26(+14.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.47% | 29.1K | $5.8M | -0.34%(-99) | $186.54(+21.19%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.03% | 17.4K | $5.3M | -4.86%(-889) | $114.68(+73.16%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.77% | 4.1K | $4.9M | -1.21%(-50) | $918.84(+28.36%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.75% | 4.6K | $4.9M | +7.19%(+308) | $547.90(+58.69%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.27% | 11.3K | $4.3M | +9.35%(+963) | $343.82(+14.52%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.19% | 61.4K | $4.1M | +74.64%(+26.24K) | $65.51(+6.85%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.78% | 10.6K | $3.6M | -13.89%(-1.71K) | $193.83(+95.12%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.46% | 7.4K | $3.2M | -26.37%(-2.64K) | $152.54(+121.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 8.1K | $3.0M | +25.79%(+1.65K) | $473.15(+2.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.64% |
Mclaughlin Asset Management INC reports $130.21M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.6%), NVDA (4.5%) and KLAC (4.0%). The top 20 holdings account for 56.56% of reported assets. Its disclosed equity book has returned +21.05% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mclaughlin Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112239). View Mclaughlin Asset Management INC’s 13F filings on SEC