SEC 13F Intelligence

Managers / Q2 2023 · view latest →

MCMORGAN & CO LLC

CIK 0001162695 · 33 NEW MONTGOMERY STREET, SUITE 2000, SAN FRANCISCO, CA, 94105 · 4157889300

Reported Value
$532M
Q2 2023
Positions
52
Filings on Record
20
2019–present window
Filed
Aug 14, 2023
original filing

Summary

Mcmorgan & Co Llc reported $532M in U.S.-listed holdings across 52 positions for Q2 2023.

The portfolio is heavily concentrated: BND alone accounts for 22.1% of reported value.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $458MQ2 ’21Q3 ’21: $499MQ4 ’21: $568MQ1 ’22: $461MQ1 ’22Q2 ’22: $446MQ3 ’22: $423MQ4 ’22: $466.3BQ4 ’22Q1 ’23: $486MQ2 ’23: $532MQ3 ’23: $541MQ3 ’23Q4 ’23: $603MQ1 ’24: $582MQ2 ’24: $630MQ2 ’24Q3 ’24: $649MQ4 ’24: $647MQ1 ’25: $625MQ1 ’25Q2 ’25: $678MQ3 ’25: $649MQ4 ’25: $603MQ4 ’25Q1 ’26: $618Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$618M40May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$603M45Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$649M59Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$678M57Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$625M57May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$647M56Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$649M58Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$630M56Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$582M52May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$603M52Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$541M51Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$532M52Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$486M53May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$466.3B54Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$423M54Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$446M52Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$461M53May 17, 202213F-HRchanges · EDGAR ↗
Q4 2021$568M54Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$499M55Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$458M39Aug 17, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.