Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 13 | Q2 2024 | 17.6% |
ISHARES TR | 13 | Q2 2024 | 16.9% |
J P MORGAN EXCHANGE-TRADED F | 13 | Q2 2024 | 11.5% |
ISHARES TR | 13 | Q2 2024 | 10.1% |
SPDR SER TR | 13 | Q2 2024 | 4.4% |
NAPCO SEC TECHNOLOGIES INC | 13 | Q2 2024 | 0.8% |
ASSETMARK FINL HLDGS INC | 13 | Q2 2024 | 0.8% |
HILLENBRAND INC | 13 | Q2 2024 | 0.6% |
WILLSCOT MOBIL MINI HLDNG CO | 13 | Q2 2024 | 0.5% |
SHUTTERSTOCK INC | 13 | Q2 2024 | 0.5% |
View MCMORGAN & CO LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX/A | 2024-09-27 |
N-PX | 2024-09-26 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
View MCMORGAN & CO LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.