Mc Ginn Investment Management, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $150 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Apple Inc. with a value of $14.6M, Meta Platforms, Inc. with a value of $13.8M, Jpmorgan Chase & CO with a value of $10M, and Bayer Ag Spons Adr with a value of $7.46M.

Examining the 13F form we can see an increase of $3.17M in the current position value, from $147M to 150M.

Below you can find more details about Mc Ginn Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
Technology: $32.6 Million
Financial Services: $20.2 Million
Healthcare: $19.2 Million
Communication Services: $18.8 Million
Consumer Cyclical: $14.3 Million
Energy: $13.8 Million
Consumer Defensive: $12 Million
Industrials: $9.09 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $150 Million
  • Prior Value $147 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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