Institutions / McMorgan & Co LLC
McMorgan & Co LLC
CIK 1162695 · Institution · as of Mar 31, 2026
Portfolio value
$618.15M
Positions
40
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$618.15M+2.4%Positions
40-11.1%Top holdings
Mar 31, 2026View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $146.93M | 23.8% |
| Vanguard Index Fds | $72.53M | 11.7% |
| iShares Tr | $57.62M | 9.3% |
| SPDR Ser Tr | $39.88M | 6.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $36.76M | 5.9% |
| Vanguard Tax-Managed Fds | $34.34M | 5.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.55M | 4.1% |
| J P Morgan Exchange Traded | $22.68M | 3.7% |
| iShares MSCI UAE ETF | $22.40M | 3.6% |
| iShares Tr | $22.21M | 3.6% |
| BlackRock ETF Trust II | $17.92M | 2.9% |
| BlackRock ETF Trust | $16.56M | 2.7% |
| iShares Tr | $16.49M | 2.7% |
| iShares Tr | $15.15M | 2.5% |
| iShares MSCI UAE ETF | $13.30M | 2.2% |
| iShares Tr | $12.84M | 2.1% |
| World Gold Tr | $11.24M | 1.8% |
| BlackRock ETF Trust | $10.92M | 1.8% |
| iShares Tr | $8.06M | 1.3% |
| Global X Fds | $4.20M | 0.7% |
| iShares Tr | $3.46M | 0.6% |
| iShares MSCI UAE ETF | $2.62M | 0.4% |
| Clear Secure, Inc. | $530.3K | 0.1% |
| Sharkninja Inc | $394.1K | 0.1% |
| Select Sector SPDR Tr | $358.8K | 0.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908363 | $69.17M | +116K +2061.53% | 121,370 11.73% of portfolio | high |
| Q1 2026 as of | Trim | 46641Q837 | $-27.89M | -551K -55.15% | 448,136 3.67% of portfolio | medium |
| Q1 2026 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.55M | +795K | 794,503 4.13% of portfolio | medium |
| Q1 2026 as of | Trim | 46429B655 | $-18.74M | -368K -55.30% | 297,261 2.45% of portfolio | medium |
| Q1 2026 as of | Trim | 46434V613 | $-16.98M | -368K -22.76% | 1,247,471 9.32% of portfolio | medium |
| Q1 2026 as of | Trim | 921943858 | $-14.06M | -219K -29.05% | 535,942 5.56% of portfolio | medium |
| Q1 2026 as of | New | 46435U796 | $12.84M | +144K | 144,296 2.08% of portfolio | medium |
| Q1 2026 as of | Trim | 98149E303 | $-10.55M | -114K -48.42% | 121,218 1.82% of portfolio | medium |
| Q1 2026 as of | New | 46435G102 | $8.06M | +79K | 79,171 1.30% of portfolio | medium |
| Q1 2026 as of | Trim | 464287101 | $-7.14M | -22K -67.34% | 10,882 0.56% of portfolio | medium |