McCarthy Asset Management, Inc. has filed its latest 13F-HR report, indicating that the firm manages a total of $209 million in assets as of September 30, 2026. This filing is significant as it showcases the company's investment strategy and highlights its positions in major technology firms.
Founded in California, McCarthy Asset Management, Inc. is classified under the SEC's other entity type. The firm has been active in the investment management sector, and its recent filings reflect its ongoing commitment to managing assets effectively. The latest filing, submitted on October 20, 2026, follows a series of earlier reports, including one on August 10, 2026, and another on February 3, 2026.
The 13F-HR filing reveals that McCarthy Asset Management holds significant stakes in several prominent companies. For instance, the firm has invested in Apple Inc., Amazon.com Inc., and Alphabet Inc., among others. The detailed holdings indicate a focus on technology and growth-oriented investments, which are critical sectors in today's market.
According to the filing, McCarthy Asset Management's total number of holdings stands at 28, with a reported total value of $209,083,953. This reflects a strategic approach to asset allocation, particularly in high-growth sectors that are likely to yield substantial returns.
The filing may have implications for various stakeholders, including investors and competitors in the asset management industry. As firms like McCarthy Asset Management continue to adapt their strategies in response to market trends, other asset managers will likely analyze these developments to refine their own investment approaches.
Looking ahead, the filing does not specify any immediate next steps for McCarthy Asset Management, leaving it unclear what future actions the firm may take regarding its investment strategy or asset management practices.