McCarthy Asset Management, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, McCarthy Asset Management, Inc. opened 3 positions, added to 2, reduced 7, sold out of 1 and left 1 unchanged. The largest increase in value was AMAT (+$531,801); the largest decrease was SLV (-$232,749).
- JNJ: Country of operation United States; Class COM; Shares 2025-12-31 10,928; Shares 2026-06-30 10,933.
- ET: Country of operation United States; Class COM UT LTD PTN; Shares 2025-12-31 10,620; Shares 2026-06-30 10,673.
Two Form 13F-HR filings compared (SEC CIK 1843169): 2025-12-31 (filed 2026-02-03) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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