Fund Holdings

MCMORGAN & CO LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INDEX FDS0121,370+121,370072,525,06511.73%+72,525,065
BLACKROCK ETF TRUST0794,503+794,503025,545,6554.13%+25,545,655
ISHARES TR0144,296+144,296012,842,3442.08%+12,842,344
ISHARES TR079,171+79,17108,058,8161.30%+8,058,816
VANGUARD BD INDEX FDS01,995,233+1,995,2330146,928,98123.77%+146,928,981
SPDR SER TR01,516,371+1,516,371039,880,5746.45%+39,880,574
ISHARES TR0128,603+128,603013,301,5082.15%+13,301,508
SELECT SECTOR SPDR TR02,699+2,6990358,7780.06%+358,778
BLACKROCK ETF TRUST II0345,019+345,019017,916,8392.90%+17,916,839
EUROPEAN WAX CTR INC027,179+27,1790157,0950.03%+157,095
BLACKROCK ETF TRUST0331,308+331,308010,916,6041.77%+10,916,604
CLEAR SECURE INC(YOU)010,955+10,9550530,3320.09%+530,332
ISHARES TR0987+9870216,0510.03%+216,051
DOUGLAS DYNAMICS INC(PLOW)06,130+6,1300258,0120.04%+258,012
ISHARES TR028,238+28,23802,618,8060.42%+2,618,806
WYNDHAM HOTELS & RESORTS INC(WH)02,570+2,5700208,7610.03%+208,761
ONESPAWORLD HOLDINGS LIMITED010,830+10,8300248,5560.04%+248,556
BRIGHTVIEW HLDGS INC(BV)012,565+12,5650148,1410.02%+148,141
WILLSCOT MOBIL MINI HLDNG CO(WSC)011,647+11,6470202,1920.03%+202,192
PRESTIGE CONSMR HEALTHCARE I(PBH)03,863+3,8630228,9600.04%+228,960
CROCS INC(CROX)03,039+3,0390252,2980.04%+252,298
THRYV HLDGS INC021,016+21,016057,5840.01%+57,584
I3 VERTICALS INC012,271+12,2710274,3800.04%+274,380
CCC INTELLIGENT SOLUTIONS HL(CCC)034,015+34,0150204,0900.03%+204,090
SHARKNINJA INC(SN)03,721+3,7210394,0540.06%+394,054
NAPCO SEC TECHNOLOGIES INC(NSSC)07,751+7,7510305,3120.05%+305,312
FRANKLIN COVEY CO000000
VALVOLINE INC(VVV)000000
GENTEX CORP(GNTX)000000
EXLSERVICE HOLDINGS INC(EXLS)07,773+7,7730236,6880.04%+236,688
HILLENBRAND INC000000
SPS COMM INC(SPSC)000000
BLACKLINE INC(BL)06,000+6,0000222,0000.04%+222,000
ALPHABET INC(GOOG)000000
ISHARES TR078,118+78,118016,494,6422.67%+16,494,642
BLACKBAUD INC(BLKB)000000
GLOBAL X FDS059,310+59,31004,201,5700.68%+4,201,570
JAMF HLDG CORP000000
BLACKROCK ETF TRUST0457,206+457,206016,560,0102.68%+16,560,010
ISHARES TR0116,774+116,774022,398,5813.62%+22,398,581
BLACKROCK ETF TRUST0631,874+631,874036,762,4345.95%+36,762,434
ISHARES TR0196,314+196,314022,205,1793.59%+22,205,179
ISHARES TR010,882+10,88203,461,4840.56%+3,461,484
WORLD GOLD TR(GLDM)0121,218+121,218011,235,6961.82%+11,235,696
VANGUARD TAX-MANAGED FDS0535,942+535,942034,343,2125.56%+34,343,212
ISHARES TR01,247,471+1,247,471057,620,7269.32%+57,620,726
ISHARES TR0297,261+297,261015,145,4812.45%+15,145,481
J P MORGAN EXCHANGE TRADED0448,136+448,136022,680,2053.67%+22,680,205
Page 1 of 1