Mcmorgan & Co 13F annual report

Mcmorgan & Co is an investment fund managing more than $603 billion ran by Andrew Josef. There are currently 45 companies in Mr. Josef’s portfolio. The largest investments include Vanguard Bd Index Fds and Ishares Tr, together worth $311 billion.

Limited to 30 biggest holdings

$603 billion Assets Under Management (AUM)

As of 6th February 2024, Mcmorgan & Co’s top holding is 1,708,516 shares of Vanguard Bd Index Fds currently worth over $126 billion and making up 20.9% of the portfolio value.In addition, the fund holds 3,397,326 shares of Ishares Tr worth $185 billion. The third-largest holding is Vanguard Index Fds worth $75.4 billion and the next is J P Morgan Exchange Traded worth $53 billion, with 1,054,760 shares owned.

Currently, Mcmorgan & Co's portfolio is worth at least $603 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mcmorgan & Co

The Mcmorgan & Co office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Andrew Josef serves as the Senior Managing Director, General Counsel & CCO at Mcmorgan & Co.