McLean Asset Management Corp
โขCIK: 1833140โขFiling: Q4 2025
**McLean Asset Management Corp** manages $558M across a portfolio of 171 positions. The fund exhibits significant concentration in select names, notably holding AVUS at $77.6M and DFUS at $49.0M. Key allocations also include AVDE ($42.4M), AVEM ($37.7M), and DFUV ($30.3M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$558.2M
QoQ Performance
+15.0%
Positions
128
Top 10 Concentration
59.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
DFUS
AVDE
AVEM
DFUV
AVUS13.9%
DFUS8.8%
AVDE7.6%
AVEM6.8%
DFUV5.4%
AAPL4.6%
DFAS3.5%
DFIV3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other82.4%
Technology9.4%
ETF2.7%
Financial2.0%
Consumer1.4%
Healthcare1.0%
Industrial0.4%
Utilities0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
โ61 increased
โ91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022