Advertisement
Screener

McCarthy Asset Management, Inc. Last Quarter Change: USA Stocks, New

McCarthy Asset Management, Inc. quarter change: USA Stocks, New

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).

  • AMD: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 622.
  • AEHR: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 2,610.
  • TTRX: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 15,018.

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.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM0622+622$0$361,326+$361,326
AEHR
AEHR TEST SYS
United StatesCOM02,610+2,610$0$250,717+$250,717
TTRX
TURN THERAPEUTICS INC
United StatesCOM015,018+15,018$0$109,631+$109,631

Similar Firms

Firm NameCountry13F ValueHoldings
Atlas Venture Advisors, Inc.United States$0.192B3
Steffes Financial, Ltd.United States$0.192B27
Lake Hills Wealth Management, LLCUnited States$0.192B58
Equinox Partners Investment Management LLCUnited States$0.191B12
Turning Point Benefit Group, Inc.United States$0.191B1,056
Loudon Investment Management, LLCUnited States$0.191B93
Chokshi & Queen Wealth Advisors, IncUnited States$0.191B46
Novak & Powell Financial Services, Inc.United States$0.192B166
SBE LLC DBA CEDAR COVE WEALTH PARTNERSUnited States$0.191B88
Patrick Mauro Investment Advisor, INC.United States$0.191B42