Mc Lean Asset Management Corp Reduced Holdings in Q4 2025

Mc Lean Asset Management Corp

  • $558 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-191
- 1.38%
$496.82 - $542.07 $94.9K - $104K
13.6K $6.26B
VTV
Vanguard Value ETF

ETFs
-6K
- 16.98%
$182.87 - $189.72 $1.1M - $1.14M
29.3K $5.8B
VBR
Vanguard Small Cap Value ETF

ETFs
-2.77K
- 74.27%
$201.42 - $211.15 $557K - $584K
958 $214M
ORCL
Oracle Corp

Technology
-126
- 2.37%
$217.57 - $313.0 $27.4K - $39.4K
5.19K $1.01B
DGRO
Ishares Core Dividend Growth E

ETFs
-6.86K
- 28.98%
$66.93 - $69.17 $459K - $474K
16.8K $1.2B
FSLR
First Solar, Inc.

Technology
-1.39K
- 14.44%
$223.36 - $277.39 $310K - $385K
8.23K $1.95B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-419
- 29.3%
$600.51 - $631.95 $252K - $265K
1.01K $642M
VB
Vanguard Small Cap ETF

ETFs
-1.01K
- 25.76%
$248.1 - $260.08 $250K - $262K
2.91K $793M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.59K
- 16.79%
$75.19 - $77.98 $195K - $202K
12.8K $1.03B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-1.54K
- 15.06%
$74.71 - $76.22 $115K - $118K
8.7K $651M
V
Visa Inc.

Financial Services
-81
- 2.14%
$325.75 - $352.42 $26.4K - $28.5K
3.71K $1.22B
PG
Procter & Gamble CO

Consumer Defensive
-631
- 25.99%
$145.5 - $153.18 $91.8K - $96.7K
1.8K $263M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.18K
- 11.41%
$44.43 - $46.12 $96.8K - $100K
16.9K $800M
VNQ
Vanguard Specialized Funds Van

ETFs
-896
- 10.48%
$88.13 - $92.69 $79K - $83.1K
7.65K $695M
MANH
Manhattan Associates Inc

Technology
-50
- 2.09%
$175.13 - $208.9 $8.76K - $10.4K
2.35K $407M
ABBV
Abb Vie Inc.

Healthcare
-191
- 5.8%
$211.96 - $244.38 $40.5K - $46.7K
3.1K $689M
AZO
Autozone Inc

Consumer Cyclical
-2
- 2.25%
$3576.14 - $4253.71 $7.15K - $8.51K
87 $301M
MA
Mastercard Inc

Financial Services
-13
- 0.71%
$536.85 - $580.45 $6.98K - $7.55K
1.81K $991M
ROP
Roper Technologies Inc

Industrials
-14
- 2.08%
$443.27 - $520.0 $6.21K - $7.28K
660 $280M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 2.51%
$358.03 - $397.02 $24.3K - $27K
2.64K $992M
SO
Southern CO

Utilities
-22
- 0.28%
$90.58 - $99.72 $1.99K - $2.19K
7.75K $686M
MSI
Motorola Solutions, Inc.

Technology
-26
- 3.8%
$379.98 - $462.26 $9.88K - $12K
658 $256M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-120
- 2.21%
$91.7 - $105.68 $11K - $12.7K
5.32K $506M
VUG
Vanguard Growth ETF

ETFs
-105
- 4.89%
$470.44 - $504.26 $49.4K - $52.9K
2.04K $990M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.43K
- 6.72%
$76.99 - $79.92 $110K - $114K
19.8K $1.65B
SCHO
Schwab Short Term Us Treasury

ETFs
-2.01K
- 1.61%
$24.31 - $24.46 $49K - $49.3K
123K $3B
ETN
Eaton Corp PLC

Industrials
-10
- 1.28%
$352.39 - $387.75 $3.52K - $3.88K
769 $255M
VEA
Vanguard Ftse Developed Market

ETFs
-1.22K
- 11.47%
$59.18 - $62.09 $72K - $75.6K
9.39K $609M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-832
- 4.23%
$46.96 - $49.73 $39.1K - $41.4K
18.8K $930M
TYL
Tyler Technologies Inc

Technology
-31
- 6.24%
$460.81 - $518.69 $14.3K - $16.1K
466 $211M
ABT
Abbott Laboratories

Healthcare
-125
- 5.5%
$123.62 - $134.59 $15.5K - $16.8K
2.15K $268M
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 1.03%
$401.99 - $468.37 $7.24K - $8.43K
1.72K $757M
Blackrock Inc
-1
- 0.37%
N/A
266 $291M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 3.7%
$4804.01 - $5424.55 $9.61K - $10.8K
52 $270M
UNP
Union Pacific Corp

Industrials
-5
- 0.24%
$216.37 - $237.41 $1.08K - $1.19K
2.07K $469M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-402
- 4.77%
$139.66 - $144.52 $56.1K - $58.1K
8.02K $1.19B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6
- 0.01%
$26.75 - $27.15 $161 - $163
89.4K $2.38B
DUK
Duke Energy Corp

Utilities
-76
- 3.82%
$121.57 - $129.03 $9.24K - $9.81K
1.92K $227M
ALL
Allstate Corp

Financial Services
-13
- 1.02%
$190.0 - $214.3 $2.47K - $2.79K
1.26K $247M
CRM
Salesforce, Inc.

Technology
-53
- 5.31%
$235.69 - $263.41 $12.5K - $14K
946 $227M
NSC
Norfolk Southern Corp

Industrials
-5
- 0.43%
$279.53 - $300.15 $1.4K - $1.5K
1.16K $333M
AON
Aon PLC

Financial Services
-1
- 0.14%
$326.07 - $366.93 $326 - $367
710 $246M
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.89%
$261.57 - $287.42 $2.35K - $2.59K
1K $273M
AN
Autonation, Inc.

Consumer Cyclical
-5
- 0.4%
$190.8 - $224.38 $954 - $1.12K
1.24K $263M
EME
Emcor Group, Inc.

Industrials
-3
- 0.43%
$618.96 - $777.0 $1.86K - $2.33K
700 $463M
DIS
Walt Disney CO

Communication Services
-68
- 2.19%
$105.69 - $116.65 $7.19K - $7.93K
3.04K $346M
IGRO
Ishares Tr International Divid

ETFs
-191
- 6.82%
$78.71 - $81.58 $15K - $15.6K
2.61K $222M
HON
Honeywell International Inc

Industrials
-44
- 2.69%
$194.07 - $220.67 $8.54K - $9.71K
1.59K $339M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-11
- 0.62%
$122.36 - $133.85 $1.35K - $1.47K
1.77K $234M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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