Mcnamara-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PXF",
  "T",
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "IWD",
  "IWF",
  null,
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  null,
  null,
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  "TXN",
  "VNQ",
  "VOE",
  "VWO",
  null,
  null,
  "PRF",
  null,
  "VIG",
  null,
  "IWN",
  "GL",
  "VYM",
  null,
  "TT",
  "AMZN",
  null,
  null,
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "CSCO",
  "CL",
  "DXLG",
  null,
  "ADI",
  "IWB",
  null,
  "XOM",
  "JNJ",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 89
Total Value: 464818622
Accession Number: 0001951757-25-000324
Form Type: 13F-HR
CIK: mcnamara-financial-services
Manager Name: Mcnamara-Financial-Services

Data Enrichment

56% identified

50 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $464.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COLGATE PALMOLIVE CO

CL|194162103

Shares:2.6K

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$464.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.7K

Value:$238.8K

% of Portfolio:0.1% ($238.8K/$464.8M)

AT&T INC.

T|00206R102

Shares:8.0K

Value:$225.2K

% of Portfolio:0.0% ($225.2K/$464.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.5K

Value:$216.0K

% of Portfolio:0.0% ($216.0K/$464.8M)

921937827

BSV|921937827

Shares:2.7K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$464.8M)

46138E743

PXF|46138E743

Shares:4.0K

Value:$209.6K

% of Portfolio:0.0% ($209.6K/$464.8M)

464289859

Shares:2.7K

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$464.8M)

72201R833

Shares:2.0K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$464.8M)

DESTINATION XL GROUP, INC.

DXLG|25065K104

Shares:13.9K

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$464.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COLGATE PALMOLIVE CO(CLcusip194162103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$241.4K	0.1% ($241.4K/$464.8M)	QoQ NEW(+$241.4K) YoY NEW(+$241.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$238.8K	0.1% ($238.8K/$464.8M)	QoQ NEW(+$238.8K) YoY NEW(+$238.8K)
AT&T INC.(Tcusip00206R102)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$225.2K	0.0% ($225.2K/$464.8M)	QoQ NEW(+$225.2K) YoY NEW(+$225.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$216.0K	0.0% ($216.0K/$464.8M)	QoQ NEW(+$216.0K) YoY NEW(+$216.0K)
(BSVcusip921937827)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$464.8M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
(PXFcusip46138E743)	4.0K	QoQ -31.41% (-1.8K) YoY -36.39% (-2.3K)	All Managers (Combined)	$209.6K	0.0% ($209.6K/$464.8M)	QoQ -25.54% (-$71.9K) YoY -33.39% (-$105.1K)
(cusip464289859)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$464.8M)	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)
(cusip72201R833)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$464.8M)	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
DESTINATION XL GROUP, INC.(DXLGcusip25065K104)	13.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$464.8M)	QoQ -45.72% (-$17.1K) YoY -59.44% (-$29.7K)