Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MCMORGAN & CO LLC (CIK 1162695) reported $618.1M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($146.9M, 23.77%), VOO ($72.5M, 11.73%), IUSB ($57.6M, 9.32%), SPTL ($39.9M, 6.45%), DYNF ($36.8M, 5.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $146.9M | 23.77% | 2.0M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $72.5M | 11.73% | 121,370 | Added |
| 3 | IUSB | ISHARES TR | $57.6M | 9.32% | 1.2M | Trimmed |
| 4 | SPTL | SPDR SER TR | $39.9M | 6.45% | 1.5M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $36.8M | 5.95% | 631,874 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $34.3M | 5.56% | 535,942 | Trimmed |
| 7 | CORO | BLACKROCK ETF TRUST | $25.5M | 4.13% | 794,503 | New |
| 8 | JPST | J P MORGAN EXCHANGE TRADED | $22.7M | 3.67% | 448,136 | Trimmed |
| 9 | QUAL | ISHARES TR | $22.4M | 3.62% | 116,774 | Trimmed |
| 10 | IVW | ISHARES TR | $22.2M | 3.59% | 196,314 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $17.9M | 2.90% | 345,019 | Added |
| 12 | THRO | BLACKROCK ETF TRUST | $16.6M | 2.68% | 457,206 | Added |
| 13 | IVE | ISHARES TR | $16.5M | 2.67% | 78,118 | Trimmed |
| 14 | FLOT | ISHARES TR | $15.1M | 2.45% | 297,261 | Trimmed |
| 15 | STIP | ISHARES TR | $13.3M | 2.15% | 128,603 | Added |
| 16 | FIBR | ISHARES TR | $12.8M | 2.08% | 144,296 | New |
| 17 | GLDM | WORLD GOLD TR | $11.2M | 1.82% | 121,218 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $10.9M | 1.77% | 331,308 | Added |
| 19 | ICVT | ISHARES TR | $8.1M | 1.30% | 79,171 | New |
| 20 | SHLD | GLOBAL X FDS | $4.2M | 0.68% | 59,310 | Trimmed |
| 21 | OEF | ISHARES TR | $3.5M | 0.56% | 10,882 | Trimmed |
| 22 | USMV | ISHARES TR | $2.6M | 0.42% | 28,238 | Added |
| 23 | YOU | CLEAR SECURE INC | $530,332 | 0.09% | 10,955 | Trimmed |
| 24 | XLK | SELECT SECTOR SPDR TR | $358,778 | 0.06% | 2,699 | Added |
| 25 | SN | SHARKNINJA INC | $394,054 | 0.06% | 3,721 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31