McCarthy Asset Management, Inc.
All 13F Filings
- Location
- Redwood Shores, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 191,559
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 27 | 191,559 | 13F-HR | McCarthy Asset Management, Inc. |
| Q3 2025 | 10/23/2025 | 26 | 155,756 | 13F-HR | McCarthy Asset Management, Inc. |
| Q2 2025 | 7/31/2025 | 27 | 147,223 | 13F-HR | McCarthy Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.9 K | 65.7% | 25.88 K | 0 | 25.88 K |
| ETFs | 65.62 K | 34.3% | 9.922 K | 0 | 9.922 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
191,559
Holdings
27
QoQ value change ($000)
35,803
(23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.