Fund Update: McCarthy Asset Management, Inc. Just Disclosed New Holdings

Fund Update: McCarthy Asset Management, Inc. Just Disclosed New Holdings

McCarthy Asset Management, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-18 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 94,650 shares of $BND (~$6,770,948). This was a increase of ~858.27% from their previous position.
  • An increase of 267,049 shares of $SCHG (~$80,320). This was a increase of ~276.79% from their previous position.
  • A decrease of 12,560 shares of $GOOGL (~$2,021,524). This was a increase of ~-82.69% from their previous position.
  • A decrease of 11,740 shares of $AAPL (~$2,674,694). This was a increase of ~-77.09% from their previous position.
  • An increase of 580,060 shares of $SCHD (~$1,622,785). This was a increase of ~189.96% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for McCarthy Asset Management, Inc. for more details.