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The Analysis of McLaughlin Asset Management, Inc.'s Holdings & P&L

Currently, McLaughlin Asset Management, Inc. holds 91 types of securities in its portfolio with a total value $104.6M. In the most recent quarter, they have increased their positions in N/A (+4.7K shares, valued at $906.8K), BSX (+12.3K shares, valued at $770.1K), HELO (+10.2K shares, valued at $652.3K); decreased their positions in HWM (-3.3K shares, valued at $766.0K), N/A (-3.5K shares, valued at $747.8K), MSFT (-1.9K shares, valued at $713.3K); initiated new positions in N/A (+4.7K shares, valued at $906.8K), VUG (+993 shares, valued at $433.7K), DFAC (+10.5K shares, valued at $406.2K).

1M P&L

-38.1M-27.72%

3M P&L

-22.0M-18.13%

HY P&L

-18.6M-15.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A24.9M

28.6%

2Software - Infrastructure5.3M

6.0%

3Semiconductors5.1M

5.8%

Top Industries by Stock Count

1N/A18 stocks

23.7%

2Software - Infrastructure4 stocks

5.3%

3Medical Devices4 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STREET SPDR S&P13.8K shares-2.07%2026-03-312026-04-29

NVDA NVIDIA CORP29.2K shares-8.21%2026-03-312026-04-29

LLY ELI LILLY AND CO4.1K shares-5.56%2026-03-312026-04-29

BROADCOM INC BROADCOM INC10.3K shares2.01%2026-03-312026-04-29

CAT CATERPILLAR INC4.3K shares-6.73%2026-03-312026-04-29

KLAC KLA CORP1.8K shares-6.11%2026-03-312026-04-29

AMZN AMAZON.COM INC12.1K shares-2.30%2026-03-312026-04-29

TJX TJX COS INC NEW15.3K shares-4.54%2026-03-312026-04-29

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MSFT MICROSOFT CORP6.4K shares-23.14%2026-03-312026-04-29

HELO JPMORGAN HEDGED EQUITY35.2K shares40.91%2026-03-312026-04-29

MDY STATE STREET SPDR S&P3.5K shares-0.48%2026-03-312026-04-29

LAM RESH CORP LAM RESH CORP10.0K shares-25.88%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC12.3K shares0.37%2026-03-312026-04-29

XOM EXXON MOBIL CORP11.4K shares0.04%2026-03-312026-04-29

META META PLATFORMS INC3.3K shares-2.43%2026-03-312026-04-29

JMEE JPMORGAN SMALL & MID CAP26.0K shares-0.08%2026-03-312026-04-29

Sponsored

XLF STATE STREET FINANCIAL32.6K shares3.32%2026-03-312026-04-29

VRT VERTIV HLDGS CO6.2K shares-9.78%2026-03-312026-04-29

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY3.0K shares-1.70%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO4.7K shares-2.00%2026-03-312026-04-29

GEV GE VERNOVA INC1.5K shares1.78%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC2.8K shares-1.73%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.2K shares-2.13%2026-03-312026-04-29

TMUS T-MOBILE US INC5.7K shares1.49%2026-03-312026-04-29

Sponsored

TOL TOLL BROS INC8.8K shares-3.16%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO3.9K shares-3.39%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC1.4K shares-2.24%2026-03-312026-04-29

HWM HOWMET AEROSPACE INC5.1K shares-39.40%2026-03-312026-04-29

BSX BOSTON SCIENTIFIC CORP18.5K shares198.38%2026-03-312026-04-29

COHERENT CORP COHERENT CORP4.7K shares-10.00%2026-03-312026-04-29

XLC STATE STREET10.1K shares-0.08%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE3.8K shares-0.96%2026-03-312026-04-29

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC8.8K shares-0.44%2026-03-312026-04-29

KO THE COCA-COLA CO14.1K shares-1.12%2026-03-312026-04-29

BSV VANGUARD SHORT-TERM BOND13.3K shares91.81%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC2.0K shares-1.64%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC10.1K shares-3.11%2026-03-312026-04-29

V VISA INC3.2K shares0.00%2026-03-312026-04-29

LINDE PLC F LINDE PLC F1.9K shares-1.87%2026-03-312026-04-29

JIRE JPMORGAN INTERNATIONAL12.7K shares0.93%2026-03-312026-04-29

Sponsored

LNG CHENIERE ENERGY INC3.3K shares3.43%2026-03-312026-04-29

HUBBELL INC HUBBELL INC1.9K shares-1.19%2026-03-312026-04-29

GVI ISHARES INTERMEDIATE8.7K shares12.35%2026-03-312026-04-29

RTX CORP RTX CORP4.7K sharesnew addition2026-03-312026-04-29

ULTA ULTA BEAUTY INC1.7K shares-8.70%2026-03-312026-04-29

NEE NEXTERA ENERGY INC9.6K shares-3.08%2026-03-312026-04-29

ABBV ABBVIE INC4.0K shares-2.58%2026-03-312026-04-29

AMAT APPLIED MATLS INC2.4K shares-30.39%2026-03-312026-04-29

Sponsored

MA MASTERCARD INC1.6K shares-1.97%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC1.9K shares-8.35%2026-03-312026-04-29

SPYM STATE STREET SPDR10.0K shares36.96%2026-03-312026-04-29

TRMB TRIMBLE INC11.5K shares-0.92%2026-03-312026-04-29

TLN TALEN ENERGY CORP NEW2.3K shares-2.33%2026-03-312026-04-29

INVESCO S&P 500 EQUAL INVESCO S&P 500 EQUAL3.8K shares0.37%2026-03-312026-04-29

SYK STRYKER CORP2.2K shares0.05%2026-03-312026-04-29

URI UNITED RENTALS INC980 shares23.27%2026-03-312026-04-29

Sponsored

MS MORGAN STANLEY4.3K shares0.42%2026-03-312026-04-29

ORCL ORACLE CORP4.8K shares-2.82%2026-03-312026-04-29

SLB SLB LIMITED F13.5K shares-4.98%2026-03-312026-04-29

CEG CONSTELLATION ENERGY COR2.3K shares-2.61%2026-03-312026-04-29

JPSE JPMORGAN DIVERSIFIED11.9K shares-2.72%2026-03-312026-04-29

EATON CORP PLC F EATON CORP PLC F1.7K shares-2.38%2026-03-312026-04-29

MERCK & CO. INC. MERCK & CO. INC.5.1K shares-2.63%2026-03-312026-04-29

XLK STATE STREET TECHNOLOGY4.6K shares-8.54%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC2.1K shares-1.90%2026-03-312026-04-29

COST COSTCO WHSL CORP NEW591 shares-1.17%2026-03-312026-04-29

PG PROCTER & GAMBLE CO4.0K shares0.90%2026-03-312026-04-29

NFLX NETFLIX INC5.7K shares-5.20%2026-03-312026-04-29

JPME JPMORGAN DIVERSIFIED4.0K shares-3.59%2026-03-312026-04-29

VUG VANGUARD GROWTH INDEX993 sharesnew addition2026-03-312026-04-29

DHR DANAHER CORP2.2K shares3.60%2026-03-312026-04-29

PSTG EVERPURE INC7.1K shares-3.25%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC2.6K shares-5.18%2026-03-312026-04-29

DFAC DIMENSIONAL U.S. CORE10.5K sharesnew addition2026-03-312026-04-29

NOW SERVICENOW INC3.9K shares0.91%2026-03-312026-04-29

BMY BRISTOL MYERS SQUIBB CO6.4K shares-0.06%2026-03-312026-04-29

CINF CINCINNATI FINL CORP2.2K sharesnew addition2026-03-312026-04-29

DE DEERE & CO600 sharesnew addition2026-03-312026-04-29

IWO ISHARES RUSSELL 2000997 shares-4.59%2026-03-312026-04-29

LOW LOWES COS INC1.2K shares7.32%2026-03-312026-04-29

Sponsored

BAC BANK OF AMERICA CORP5.9K shares-0.05%2026-03-312026-04-29

HD HOME DEPOT INC803 shares-11.27%2026-03-312026-04-29

COP CONOCOPHILLIPS2.0K shares-15.69%2026-03-312026-04-29

MCD MCDONALDS CORP833 shares-5.34%2026-03-312026-04-29

CTRA COTERRA ENERGY INC7.0K shares-20.55%2026-03-312026-04-29

ABT ABBOTT LABS2.3K shares-2.52%2026-03-312026-04-29

EFA ISHARES MSCI EAFE ETF2.4K shares3.95%2026-03-312026-04-29

IWM ISHARES RUSSELL 2000909 shares1.79%2026-03-312026-04-29

Sponsored

CRWD CROWDSTRIKE HLDGS INC562 shares-1.58%2026-03-312026-04-29

AEE AMEREN CORP1.9K sharesnew addition2026-03-312026-04-29

DXCM DEXCOM INC3.3K shares-8.96%2026-03-312026-04-29

SPY

STATE STREET SPDR S&P

-2.07%

Shares13.8K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORP

-8.21%

Shares29.2K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY AND CO

-5.56%

Shares4.1K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

2.01%

Shares10.3K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-6.73%

Shares4.3K

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

-6.11%

Shares1.8K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON.COM INC

-2.30%

Shares12.1K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

-4.54%

Shares15.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-23.14%

Shares6.4K

Event2026-03-31

Filed2026-04-29

HELO

JPMORGAN HEDGED EQUITY

40.91%

Shares35.2K

Event2026-03-31

Filed2026-04-29

MDY

STATE STREET SPDR S&P

-0.48%

Shares3.5K

Event2026-03-31

Filed2026-04-29

LAM RESH CORP

-25.88%

Shares10.0K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

0.37%

Shares12.3K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.04%

Shares11.4K

Event2026-03-31

Filed2026-04-29