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McNamara Financial Services, Inc.

13F filer · CIK 0001622431
Reported Jul 22, 2026
Net buyer this quarter
13F portfolio value$580MU.S. long equity reported on 13F
Positions343 new · 1 closed
Net flow last quarter+$1.44MBuys minus sells
Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202634 positions
PMBSPuramed Bioscience Inc.$22.8M3.93%0.23%+3.9%Q4 2025
SPABASTROTECH Corp$3.72M0.64%Not reported-0.6%Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.6M0.45%Not reported-1.2%Q1 2016
NVDANvidia Corp$2.59M0.45%0.00%-3.3%Q3 2024
AAPLApple Inc.$1.89M0.33%0.00%+7.5%Q2 2020
PEPPepsico Inc$1.2M0.21%0.00%Not reportedQ1 2020
GEGeneral Electric Co$1.18M0.20%0.00%Not reportedQ2 2025
VOTVan Kampen Municipal Opportunity Trust II$958K0.17%Not reported-3.8%Q1 2016
GEVGE Vernova Inc.$948K0.16%0.00%Not reportedQ2 2025
XOMExxonMobil Holdings Corp$767K0.13%0.00%+0.8%Q1 2016
TTTrane Technologies plc$747K0.13%0.00%Not reportedQ3 2024
AVGOBroadcom Inc.$732K0.13%0.00%Not reportedQ1 2024
JPMJPMorgan Chase & Co$718K0.12%0.00%Not reportedQ3 2024
AMZNAmazon Com Inc$659K0.11%0.00%Not reportedQ1 2024
SPYSPDR S&P 500 ETF Trust$596K0.10%Not reported+0.1%Q1 2026
JNJJohnson & Johnson$559K0.10%0.00%+0.5%Q4 2022
LRCXLam Research Corp$520K0.09%0.00%Not reportedQ4 2025
MSFTMicrosoft Corp$495K0.09%0.00%Not reportedQ1 2023
ADIAnalog Devices Inc$473K0.08%0.00%-6.5%Q1 2025
GSGoldman Sachs Group Inc$465K0.08%0.00%Not reportedQ3 2024
TXNTexas Instruments Inc$464K0.08%0.00%-2.6%Q3 2024
TERTeradyne, Inc$460K0.08%0.00%Not reportedQ4 2019
PGPROCTER & GAMBLE Co$447K0.08%0.00%Not reportedQ1 2016
CSCOCisco Systems, Inc.$419K0.07%0.00%Not reportedQ1 2025
GOOGAlphabet Inc.$418K0.07%Not reportedNot reportedQ3 2025
GLGlobe Life Inc.$402K0.07%0.00%Not reportedQ3 2024
PANWPalo Alto Networks Inc$345K0.06%0.00%Not reportedQ2 2023
MSMorgan Stanley$334K0.06%0.00%Not reportedQ4 2024
BACBank of America Corp$326K0.06%0.00%Not reportedQ3 2024
AMATApplied Materials Inc$280K0.05%0.00%NewQ2 2026
CLColgate Palmolive Co$236K0.04%0.00%Not reportedQ3 2024
BSVNBank7 Corp.$236K0.04%0.03%+1.0%Q1 2016
INTCIntel Corp$220K0.04%0.00%NewQ2 2026
DXLGDestination XL Group, Inc.$9.29K0.00%0.03%Not reportedQ3 2022
Q1 2026Reported Apr 9, 202632 positions
PMBSPuramed Bioscience Inc.$22M4.17%0.22%+2.1%Q4 2025
SPABASTROTECH Corp$3.75M0.71%Not reported+7.0%Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.47M0.47%Not reported-0.6%Q1 2016
NVDANvidia Corp$2.34M0.44%0.00%-10.8%Q3 2024
AAPLApple Inc.$1.54M0.29%0.00%0.0%Q2 2020
PEPPepsico Inc$1.38M0.26%0.00%Not reportedQ1 2020
XOMExxonMobil Holdings Corp$945K0.18%0.00%-1.4%Q1 2016
GEGeneral Electric Co$896K0.17%0.00%-4.8%Q2 2025
VOTVan Kampen Municipal Opportunity Trust II$837K0.16%Not reported-0.2%Q1 2016
GEVGE Vernova Inc.$704K0.13%0.00%Not reportedQ2 2025
JPMJPMorgan Chase & Co$645K0.12%0.00%-1.0%Q3 2024
TTTrane Technologies plc$633K0.12%0.00%Not reportedQ3 2024
AVGOBroadcom Inc.$600K0.11%0.00%Not reportedQ1 2024
AMZNAmazon Com Inc$576K0.11%0.00%Not reportedQ1 2024
JNJJohnson & Johnson$535K0.10%0.00%Not reportedQ4 2022
SPYSPDR S&P 500 ETF Trust$518K0.10%Not reportedNewQ1 2026
MSFTMicrosoft Corp$491K0.09%0.00%+74.8%Q1 2023
PGPROCTER & GAMBLE Co$440K0.08%0.00%Not reportedQ1 2016
ADIAnalog Devices Inc$405K0.08%0.00%Not reportedQ1 2025
GSGoldman Sachs Group Inc$389K0.07%0.00%Not reportedQ3 2024
GOOGAlphabet Inc.$340K0.06%Not reported+11.0%Q3 2025
GLGlobe Life Inc.$313K0.06%0.00%Not reportedQ3 2024
TXNTexas Instruments Inc$310K0.06%0.00%-11.5%Q3 2024
TERTeradyne, Inc$282K0.05%0.00%Not reportedQ4 2019
BACBank of America Corp$279K0.05%0.00%Not reportedQ3 2024
CSCOCisco Systems, Inc.$277K0.05%0.00%Not reportedQ1 2025
MSMorgan Stanley$263K0.05%0.00%Not reportedQ4 2024
LRCXLam Research Corp$256K0.05%0.00%Not reportedQ4 2025
TAt&T Inc.$238K0.05%0.00%Not reportedQ1 2025
BSVNBank7 Corp.$235K0.04%0.03%+6.2%Q1 2016
CLColgate Palmolive Co$220K0.04%0.00%Not reportedQ3 2024
DXLGDestination XL Group, Inc.$7.07K0.00%0.03%Not reportedQ3 2022
Q4 2025Reported Jan 21, 202633 positions
PMBSPuramed Bioscience Inc.$21.6M4.10%0.22%NewQ4 2025
SPABASTROTECH Corp$3.53M0.67%Not reported-90.3%Q4 2017
NVDANvidia Corp$2.8M0.53%0.00%Not reportedQ3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.4M0.46%Not reported-2.6%Q1 2016
AAPLApple Inc.$1.65M0.31%0.00%+0.9%Q2 2020
PEPPepsico Inc$1.28M0.24%0.00%Not reportedQ1 2020
GEGeneral Electric Co$1.02M0.19%0.00%-1.5%Q2 2025
VOTVan Kampen Municipal Opportunity Trust II$910K0.17%Not reported-1.1%Q1 2016
JPMJPMorgan Chase & Co$713K0.14%0.00%+1.5%Q3 2024
XOMExxonMobil Holdings Corp$680K0.13%0.00%Not reportedQ1 2016
AVGOBroadcom Inc.$671K0.13%0.00%-17.5%Q1 2024
AMZNAmazon Com Inc$638K0.12%0.00%Not reportedQ1 2024
TTTrane Technologies plc$592K0.11%0.00%Not reportedQ3 2024
GEVGE Vernova Inc.$527K0.10%0.00%-1.1%Q2 2025
JNJJohnson & Johnson$453K0.09%0.00%-3.3%Q4 2022
PGPROCTER & GAMBLE Co$436K0.08%0.00%Not reportedQ1 2016
GSGoldman Sachs Group Inc$404K0.08%0.00%Not reportedQ3 2024
MSFTMicrosoft Corp$367K0.07%0.00%+3.4%Q1 2023
ADIAnalog Devices Inc$345K0.07%0.00%Not reportedQ1 2025
GOOGAlphabet Inc.$335K0.06%Not reportedNot reportedQ3 2025
GLGlobe Life Inc.$315K0.06%0.00%Not reportedQ3 2024
BACBank of America Corp$315K0.06%0.00%Not reportedQ3 2024
TXNTexas Instruments Inc$313K0.06%0.00%Not reportedQ3 2024
PANWPalo Alto Networks Inc$289K0.05%0.00%Not reportedQ2 2023
MSMorgan Stanley$284K0.05%0.00%Not reportedQ4 2024
CSCOCisco Systems, Inc.$275K0.05%0.00%+1.9%Q1 2025
BSVNBank7 Corp.$222K0.04%0.03%+1.2%Q1 2016
LRCXLam Research Corp$205K0.04%0.00%NewQ4 2025
TAt&T Inc.$204K0.04%0.00%-0.2%Q1 2025
CLColgate Palmolive Co$204K0.04%0.00%Not reportedQ3 2024
WFCWells Fargo & Company$202K0.04%0.00%NewQ4 2025
GPCGenuine Parts Co$200K0.04%0.00%NewQ4 2025
DXLGDestination XL Group, Inc.$12.8K0.00%0.03%Not reportedQ3 2022
Q3 2025Reported Nov 14, 202530 positions
SPABASTROTECH Corp$36.5M6.78%Not reported+1.8%Q4 2017
NVDANvidia Corp$2.8M0.52%0.00%Not reportedQ3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.42M0.45%Not reported-0.6%Q1 2016
AAPLApple Inc.$1.53M0.28%0.00%0.0%Q2 2020
PEPPepsico Inc$1.25M0.23%0.00%-5.3%Q1 2020
GEGeneral Electric Co$1.01M0.19%0.00%Not reportedQ2 2025
VOTVan Kampen Municipal Opportunity Trust II$968K0.18%Not reported-2.3%Q1 2016
AVGOBroadcom Inc.$775K0.14%0.00%Not reportedQ1 2024
JPMJPMorgan Chase & Co$688K0.13%0.00%Not reportedQ3 2024
TTTrane Technologies plc$641K0.12%0.00%Not reportedQ3 2024
XOMExxonMobil Holdings Corp$637K0.12%0.00%Not reportedQ1 2016
AMZNAmazon Com Inc$607K0.11%0.00%Not reportedQ1 2024
GEVGE Vernova Inc.$502K0.09%0.00%Not reportedQ2 2025
PGPROCTER & GAMBLE Co$468K0.09%0.00%Not reportedQ1 2016
JNJJohnson & Johnson$420K0.08%0.00%Not reportedQ4 2022
SUSASouthern USA Resources Inc.$392K0.07%Not reportedNot reportedQ1 2017
MSFTMicrosoft Corp$380K0.07%0.00%Not reportedQ1 2023
GSGoldman Sachs Group Inc$366K0.07%0.00%Not reportedQ3 2024
TXNTexas Instruments Inc$332K0.06%0.00%-7.1%Q3 2024
GLGlobe Life Inc.$322K0.06%0.00%Not reportedQ3 2024
PANWPalo Alto Networks Inc$319K0.06%0.00%Not reportedQ2 2023
ADIAnalog Devices Inc$313K0.06%0.00%Not reportedQ1 2025
BACBank of America Corp$295K0.05%0.00%Not reportedQ3 2024
GOOGAlphabet Inc.$260K0.05%Not reportedNewQ3 2025
MSMorgan Stanley$254K0.05%0.00%Not reportedQ4 2024
CSCOCisco Systems, Inc.$239K0.04%0.00%Not reportedQ1 2025
TAt&T Inc.$233K0.04%0.00%Not reportedQ1 2025
BSVNBank7 Corp.$220K0.04%0.03%+1.1%Q1 2016
CLColgate Palmolive Co$206K0.04%0.00%Not reportedQ3 2024
DXLGDestination XL Group, Inc.$18.2K0.00%0.03%Not reportedQ3 2022
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