MCMORGAN & CO LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EWCZ | 36K | $130.84K |
 | JAMF | 35K | $461.37K |
 | THRY | 27K | $162.36K |
 | BV | 17K | $220.59K |
 | IIIV | 16K | $412.64K |
 | YOU | 15K | $537.78K |
 | OSW | 15K | $313.28K |
 | WSC | 15K | $278.32K |
 | NSSC | 11K | $473.34K |
 | EXLS | 11K | $478.64K |
 | FC | 11K | $185.65K |
 | GNTX | 10K | $240.73K |
 | BL | 9K | $496.78K |
 | HI | 9K | $272.00K |
 | PLOW | 8K | $273.20K |
 | VVV | 8K | $218.85K |
 | BLKB | 7K | $436.43K |
 | PBH | 5K | $318.50K |
 | SN | 5K | $555.70K |
 | CROX | 4K | $355.89K |
European Wax Center, Inc.
EWCZ
Shares Held
36K
Value
$130.84K
Jamf Holding Corp.
JAMF
Shares Held
35K
Value
$461.37K
Thryv Holdings, Inc.
THRY
Shares Held
27K
Value
$162.36K
BrightView Holdings, Inc.
BV
Shares Held
17K
Value
$220.59K
i3 Verticals, Inc.
IIIV
Shares Held
16K
Value
$412.64K
Clear Secure, Inc.
YOU
Shares Held
15K
Value
$537.78K
OneSpaWorld Holdings Limited
OSW
Shares Held
15K
Value
$313.28K
WillScot Holdings Corporation
WSC
Shares Held
15K
Value
$278.32K
Napco Security Technologies, Inc.
NSSC
Shares Held
11K
Value
$473.34K
ExlService Holdings, Inc.
EXLS
Shares Held
11K
Value
$478.64K
Franklin Covey Co.
FC
Shares Held
11K
Value
$185.65K
Gentex Corporation
GNTX
Shares Held
10K
Value
$240.73K
BlackLine, Inc.
BL
Shares Held
9K
Value
$496.78K
Hillenbrand, Inc.
HI
Shares Held
9K
Value
$272.00K
Douglas Dynamics, Inc.
PLOW
Shares Held
8K
Value
$273.20K
Valvoline Inc.
VVV
Shares Held
8K
Value
$218.85K
Blackbaud, Inc.
BLKB
Shares Held
7K
Value
$436.43K
Prestige Consumer Healthcare Inc.
PBH
Shares Held
5K
Value
$318.50K
SharkNinja, Inc.
SN
Shares Held
5K
Value
$555.70K
Crocs, Inc.
CROX
Shares Held
4K
Value
$355.89K