McLaughlin Asset Management, Inc.

DANVILLE, IL · CIK 2112239 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDanville, IL

$145.2m reported value +38.8% vs Q1 2026

96positions

42.4%in top 10

11 new 48 added 37 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	19,845	$14.8m10.21%	10.21%	Added +6.0k	+6,029 43.6%
2	NVIDIA CORPORATION COM NVDA	NVDA	37,571	$7.5m5.18%	5.18%	Added +8.4k	+8,393 28.8%
3	CATERPILLAR INC COM CAT	CAT	6,312	$6.7m4.63%	4.63%	Added +2.0k	+2,030 47.4%
4	KLA CORP COM NEW KLAC	KLAC	21,461	$6.5m4.46%	4.46%	Added +3.2k	+3,171 17.3%
5	ELI LILLY & CO COM LLY	LLY	4,581	$5.5m3.78%	3.78%	Added +434	+434 10.5%
6	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	69,131	$4.7m3.22%	3.22%	Added +34.0k	+33,980 96.7%
7	BROADCOM INC COM AVGO	AVGO	12,354	$4.7m3.21%	3.21%	Added +2.1k	+2,051 19.9%
8	MICROSOFT CORP COM MSFT	MSFT	10,599	$4.0m2.72%	2.72%	Added +4.2k	+4,197 65.6%
9	PALO ALTO NETWORKS INC COM PANW	PANW	11,336	$3.9m2.66%	2.66%	Reduced -979	-979 -8.0%
10	APPLE INC COM AAPL	AAPL	11,875	$3.4m2.37%	2.37%	New
11	LAM RESEARCH CORP COM NEW LRCX	LRCX	7,381	$3.2m2.20%	2.20%	Reduced -2.6k	-2,643 -26.4%
12	AMAZON COM INC COM AMZN	AMZN	12,305	$2.9m2.02%	2.02%	Added +185	+185 1.5%
13	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,610	$2.5m1.75%	1.75%	Added +92	+92 2.6%
14	GE VERNOVA INC COM GEV	GEV	2,152	$2.5m1.74%	1.74%	Added +612	+612 39.7%
15	TJX COS INC NEW COM TJX	TJX	15,620	$2.4m1.63%	1.63%	Added +367	+367 2.4%
16	MARVELL TECHNOLOGY INC COM MRVL	MRVL	7,820	$2.3m1.60%	1.60%	Reduced -2.3k	-2,302 -22.7%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,775	$2.1m1.42%	1.42%	Added +1.6k	+1,554 36.8%
18	J P MORGAN EXCHANGE TRADED F SMALL & MID CAP JMEE	JMEE	26,179	$2.0m1.41%	1.41%	Added +134	+134 0.5%
19	APPLIED MATLS INC COM AMAT	AMAT	2,453	$1.8m1.22%	1.22%	Added +43	+43 1.8%
20	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	33,086	$1.8m1.22%	1.22%	Added +459	+459 1.4%
21	VERTIV HOLDINGS CO COM CL A VRT	VRT	5,047	$1.7m1.16%	1.16%	Reduced -1.1k	-1,104 -17.9%
22	ARISTA NETWORKS INC COM SHS ANET	ANET	9,525	$1.6m1.11%	1.11%	Added +732	+732 8.3%
23	JPMORGAN CHASE & CO COM JPM	JPM	4,732	$1.5m1.07%	1.07%	Added +33	+33 0.7%
24	T-MOBILE US INC COM TMUS	TMUS	9,188	$1.5m1.06%	1.06%	Added +3.5k	+3,467 60.6%
25	EXXON MOBIL CORP COM XOM	XOM	11,173	$1.5m1.05%	1.05%	Reduced -271	-271 -2.4%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,914	$1.5m1.00%	1.00%	Reduced -91	-91 -3.0%
27	TOLL BROTHERS INC COM TOL	TOL	8,833	$1.5m1.00%	1.00%	Added +45	+45 0.5%
28	GE AEROSPACE COM NEW GE	GE	3,861	$1.4m0.99%	0.99%	Added +41	+41 1.1%
29	GOLDMAN SACHS GROUP INC COM GS	GS	1,367	$1.4m0.95%	0.95%	Reduced -28	-28 -2.0%
30	HOWMET AEROSPACE INC COM HWM	HWM	5,006	$1.3m0.93%	0.93%	Reduced -106	-106 -2.1%
31	AMERICAN EXPRESS CO COM AXP	AXP	3,832	$1.3m0.89%	0.89%	Reduced -78	-78 -2.0%
32	COHERENT CORP COM COHR	COHR	3,181	$1.3m0.86%	0.86%	Reduced -1.5k	-1,537 -32.6%
33	VISA INC COM CL A V	V	3,503	$1.2m0.83%	0.83%	Added +279	+279 8.7%
34	UNITED RENTALS INC COM URI	URI	1,042	$1.2m0.81%	0.81%	Added +62	+62 6.3%
35	COCA COLA CO COM KO	KO	14,499	$1.2m0.81%	0.81%	Added +391	+391 2.8%
36	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,897	$1.2m0.79%	0.79%	Added +118	+118 4.2%
37	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	12,782	$1.1m0.73%	0.73%	Added +132	+132 1.0%
38	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,052	$1.0m0.71%	0.71%	Added +11	+11 0.5%
39	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	11,500	$1.0m0.70%	0.70%	Added +1.5k	+1,521 15.2%
40	HUBBELL INC COM HUBB	HUBB	1,916	$1.0m0.69%	0.69%	Reduced -1	-1 -0.1%
41	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	11,622	$1.0m0.69%	0.69%	Added +5.7k	+5,664 95.1%
42	LINDE PLC SHS LIN	LIN	1,904	$988.1k0.68%	0.68%	Reduced -36	-36 -1.9%
43	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	9,159	$981.2k0.68%	0.68%	Reduced -923	-923 -9.2%
44	META PLATFORMS INC CL A META	META	1,715	$966.0k0.67%	0.67%	Reduced -1.6k	-1,573 -47.8%
45	ABBVIE INC COM ABBV	ABBV	3,705	$932.4k0.64%	0.64%	Reduced -253	-253 -6.4%
46	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	20,908	$927.5k0.64%	0.64%	Added +10.5k	+10,454 100.0%
47	ISHARES TR INTRM GOV CR ETF GVI	GVI	8,508	$902.7k0.62%	0.62%	Reduced -161	-161 -1.9%
48	TALEN ENERGY CORP COM TLN	TLN	2,322	$892.3k0.61%	0.61%	Reduced -24	-24 -1.0%
49	AIR PRODS & CHEMS INC COM APD	APD	3,009	$882.2k0.61%	0.61%	New
50	SYNOPSYS INC COM SNPS	SNPS	1,933	$862.3k0.59%	0.59%	New
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,481	$853.7k0.59%	0.59%	Reduced -70	-70 -1.5%
52	RTX CORPORATION COM RTX	RTX	4,494	$852.6k0.59%	0.59%	Reduced -207	-207 -4.4%
53	MORGAN STANLEY COM NEW MS	MS	4,041	$844.6k0.58%	0.58%	Reduced -273	-273 -6.3%
54	CHENIERE ENERGY INC COM NEW LNG	LNG	3,449	$824.3k0.57%	0.57%	Added +102	+102 3.0%
55	ULTA BEAUTY INC COM ULTA	ULTA	1,822	$821.7k0.57%	0.57%	Added +100	+100 5.8%
56	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,972	$819.1k0.56%	0.56%	Added +117	+117 6.3%
57	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,785	$805.3k0.55%	0.55%	Added +34	+34 0.9%
58	MASTERCARD INCORPORATED CL A MA	MA	1,566	$804.3k0.55%	0.55%	Reduced -77	-77 -4.7%
59	CINCINNATI FINL CORP COM CINF	CINF	4,131	$764.8k0.53%	0.53%	Added +1.9k	+1,909 85.9%
60	EATON CORP PLC SHS ETN	ETN	1,791	$763.2k0.53%	0.53%	Added +70	+70 4.1%
61	DEERE & CO COM DE	DE	1,200	$761.2k0.52%	0.52%	Added +600	+600 100.0%
62	ORACLE CORP COM ORCL	ORCL	4,944	$724.5k0.50%	0.50%	Added +192	+192 4.0%
63	VANGUARD TOTAL STOCK MKT IDX ADM EQUITY FUNDS VTSAX	VTSAX	3,975	$716.3k0.49%	0.49%	New
64	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	11,863	$713.7k0.49%	0.49%	Added +4	+4 0.0%
65	STRYKER CORPORATION COM SYK	SYK	2,122	$668.2k0.46%	0.46%	Reduced -62	-62 -2.8%
66	MERCK & CO INC COM MRK	MRK	5,110	$656.9k0.45%	0.45%	Added +7	+7 0.1%
67	ALPHABET INC CAP STK CL C GOOG	GOOG	1,855	$655.4k0.45%	0.45%	Reduced -206	-206 -10.0%
68	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,377	$652.7k0.45%	0.45%	Reduced -4.9k	-4,946 -37.1%
69	PURE STORAGE INC CL A P	P	7,995	$629.9k0.43%	0.43%	Added +851	+851 11.9%
70	SCHLUMBERGER LTD COM STK SLB	SLB	13,148	$611.4k0.42%	0.42%	Reduced -343	-343 -2.5%
71	CONSTELLATION ENERGY CORP COM CEG	CEG	2,411	$598.8k0.41%	0.41%	Added +63	+63 2.7%
72	PROCTER AND GAMBLE CO COM PG	PG	3,985	$584.4k0.40%	0.40%	Reduced -31	-31 -0.8%
73	COSTCO WHSL CORP NEW COM COST	COST	613	$573.9k0.40%	0.40%	Added +22	+22 3.7%
74	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,256	$508.7k0.35%	0.35%	New
75	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	3,895	$483.8k0.33%	0.33%	Reduced -81	-81 -2.0%
76	TRIMBLE INC COM TRMB	TRMB	9,398	$481.0k0.33%	0.33%	Reduced -2.1k	-2,146 -18.6%
77	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	571	$435.8k0.30%	0.30%	Added +9	+9 1.6%
78	DANAHER CORPORATION COM DHR	DHR	2,214	$421.8k0.29%	0.29%	Reduced -28	-28 -1.2%
79	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,176	$413.5k0.28%	0.28%	Added +736	+736 11.4%
80	NETFLIX INC COM NFLX	NFLX	5,752	$410.7k0.28%	0.28%	Added +64	+64 1.1%
81	ISHARES TR RUS 2000 GRW ETF IWO	IWO	985	$387.9k0.27%	0.27%	Reduced -12	-12 -1.2%
82	BOSTON SCIENTIFIC CORP COM BSX	BSX	8,684	$370.6k0.26%	0.26%	Reduced -9.8k	-9,774 -53.0%
83	JPMORGAN INTERNATIONAL FOCUS I EQUITY FUNDS IUESX	IUESX	10,591	$355.4k0.24%	0.24%	New
84	BANK AMERICA CORP COM BAC	BAC	6,015	$342.8k0.24%	0.24%	Added +71	+71 1.2%
85	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,200	$337.5k0.23%	0.23%	New
86	PEPSICO INC COM PEP	PEP	2,489	$337.0k0.23%	0.23%	Reduced -145	-145 -5.5%
87	HOME DEPOT INC COM HD	HD	801	$282.5k0.19%	0.19%	Reduced -2	-2 -0.2%
88	LOWES COS INC COM LOW	LOW	1,155	$254.7k0.18%	0.18%	Reduced -77	-77 -6.2%
89	ISHARES TR MSCI EAFE ETF EFA	EFA	2,377	$246.9k0.17%	0.17%	Reduced -18	-18 -0.8%
90	DEXCOM INC COM DXCM	DXCM	3,567	$240.2k0.17%	0.17%	Added +286	+286 8.7%
91	ISHARES TR RUSSELL 2000 ETF IWM	IWM	773	$232.4k0.16%	0.16%	Reduced -136	-136 -15.0%
92	DEVON ENERGY CORP NEW COM DVN	DVN	5,401	$223.2k0.15%	0.15%	New
93	VANGUARD 500 INDEX ADMIRAL COM VFIAX	VFIAX	314	$217.2k0.15%	0.15%	New
94	TESLA INC COM TSLA	TSLA	511	$214.9k0.15%	0.15%	New
95	JPMORGAN HEDGED EQUITY I COM JHEQX	JHEQX	5,839	$202.2k0.14%	0.14%	New
96	CONOCOPHILLIPS COM COP	COP	1,941	$201.8k0.14%	0.14%	Reduced -52	-52 -2.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEXTERA ENERGY INC NEE	NEE	9,645	$895.8k9.6k shares
SERVICENOW INC NOW	NOW	3,880	$405.7k3.9k shares
MCDONALDS CORP MCD	MCD	833	$258.9k833 shares
COTERRA ENERGY INC CTRA	CTRA	7,036	$247.3k7.0k shares
ABBOTT LABS ABT	ABT	2,322	$238.4k2.3k shares
AMEREN CORP AEE	AEE	1,887	$207.4k1.9k shares