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Portfolio (Quarterly) Guide ↗

McLean Asset Management Corp

· CIK 0001833140
13F Portfolio $757M AUM 181 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 35 Added 100 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 1,611 $364K 0.06% SOLD
Sector Allocation
Technology 47.0%
Financial Services 25.7%
Consumer Cyclical 6.5%
Healthcare 6.2%
Industrials 4.7%
Communication Services 4.3%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.0%