McDonough Capital Management
Latest statistics and disclosures from McDonough Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, AAPL, GOOG, MSFT, NVDA, and represent 52.38% of McDonough Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, NVDA, AMZN, MSFT, COST, AAPL, GOOG, PLTR, PANW, WM.
- Started 3 new stock positions in AVGO, PLTR, PANW.
- Reduced shares in these 10 stocks: ADBE, IJK, PFE, VCSH, NEE, VGSH, AEP, AWK, DIS, JNJ.
- Sold out of its positions in IJK, PFE.
- McDonough Capital Management was a net buyer of stock by $6.8M.
- McDonough Capital Management has $162M in assets under management (AUM), dropping by 11.26%.
- Central Index Key (CIK): 0001912128
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Portfolio Holdings for McDonough Capital Management
McDonough Capital Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 16.8 | $27M | +3% | 124k | 219.39 |
|
| Apple (AAPL) | 11.7 | $19M | +2% | 76k | 250.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 9.4 | $15M | +3% | 80k | 190.44 |
|
| Microsoft Corporation (MSFT) | 7.3 | $12M | +5% | 28k | 421.51 |
|
| NVIDIA Corporation (NVDA) | 7.2 | $12M | +15% | 87k | 134.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $7.9M | 18k | 453.29 |
|
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| Visa Com Cl A (V) | 4.9 | $7.9M | +2% | 25k | 316.04 |
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| Tesla Motors (TSLA) | 4.3 | $7.0M | 17k | 403.84 |
|
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| Mastercard Incorporated Cl A (MA) | 4.1 | $6.6M | +3% | 13k | 526.60 |
|
| Home Depot (HD) | 3.6 | $5.8M | +6% | 15k | 389.01 |
|
| Waste Management (WM) | 3.3 | $5.4M | +7% | 27k | 201.80 |
|
| Costco Wholesale Corporation (COST) | 2.5 | $4.1M | +13% | 4.5k | 916.45 |
|
| Lockheed Martin Corporation (LMT) | 2.3 | $3.7M | +7% | 7.7k | 485.95 |
|
| Vanguard Scottsdale Fds Short Trm Corp Bd (VCSH) | 1.9 | $3.1M | -6% | 39k | 78.01 |
|
| Vanguard Scottsdale Fds Shrt Term Treas (VGSH) | 1.6 | $2.5M | -3% | 44k | 58.18 |
|
| Meta Platforms Cl A (META) | 1.5 | $2.5M | 4.2k | 585.53 |
|
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| Broadcom (AVGO) | 1.1 | $1.8M | NEW | 7.8k | 231.84 |
|
| Northrop Grumman Corporation (NOC) | 1.0 | $1.6M | +19% | 3.5k | 469.32 |
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| Nextera Energy (NEE) | 0.9 | $1.5M | -6% | 21k | 71.69 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $1.4M | 14k | 101.53 |
|
|
| Extra Space Storage (EXR) | 0.8 | $1.3M | +7% | 9.0k | 149.62 |
|
| Netflix (NFLX) | 0.7 | $1.2M | 1.3k | 891.32 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $979k | +27% | 4.1k | 239.75 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $976k | 1.7k | 586.08 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $884k | 1.7k | 511.23 |
|
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| American Water Works (AWK) | 0.5 | $855k | -4% | 6.9k | 124.50 |
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| Vanguard Index Fds Large Cap Eft (VV) | 0.4 | $652k | 2.4k | 269.70 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $604k | 5.2k | 115.72 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $520k | -73% | 1.2k | 444.68 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $492k | +10% | 4.6k | 107.75 |
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| Walt Disney Company (DIS) | 0.3 | $488k | -5% | 4.4k | 111.35 |
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| Eli Lilly & Co. (LLY) | 0.3 | $483k | +2% | 626.00 | 772.06 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $469k | 5.3k | 87.90 |
|
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| Palantir Technologies Cl A (PLTR) | 0.3 | $432k | NEW | 5.7k | 75.63 |
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| Wec Energy Group (WEC) | 0.3 | $421k | 4.5k | 94.04 |
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| Palo Alto Networks (PANW) | 0.2 | $386k | NEW | 2.1k | 181.96 |
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| Ishares Tr Core S&p Total Us Etf (ITOT) | 0.2 | $361k | 2.8k | 128.62 |
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| Domino's Pizza (DPZ) | 0.2 | $336k | 800.00 | 419.76 |
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| Prologis (PLD) | 0.2 | $282k | -2% | 2.7k | 105.74 |
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| Ishares Tr Core S&p 500 Etf (IVV) | 0.2 | $273k | 464.00 | 589.10 |
|
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| Spdr S&p Dividend Etf Tr Tr Unit (SDY) | 0.2 | $267k | 2.0k | 132.16 |
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| McDonald's Corporation (MCD) | 0.2 | $266k | 916.00 | 289.99 |
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| American Electric Power Company (AEP) | 0.2 | $262k | -19% | 2.8k | 92.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $257k | 626.00 | 410.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $239k | 1.9k | 127.59 |
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| Johnson & Johnson (JNJ) | 0.1 | $232k | -6% | 1.6k | 144.66 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $232k | 2.6k | 87.82 |
|
Past Filings by McDonough Capital Management
SEC 13F filings are viewable for McDonough Capital Management going back to 2021
- McDonough Capital Management 2024 Q4 filed Feb. 6, 2025
- McDonough Capital Management 2024 Q3 filed Nov. 14, 2024
- McDonough Capital Management 2024 Q2 filed Aug. 13, 2024
- McDonough Capital Management 2024 Q1 filed May 15, 2024
- McDonough Capital Management 2023 Q3 filed Nov. 15, 2023
- McDonough Capital Management 2023 Q2 filed Aug. 11, 2023
- McDonough Capital Management 2023 Q1 filed May 12, 2023
- McDonough Capital Management 2022 Q4 filed Feb. 15, 2023
- McDonough Capital Management 2022 Q4 restated filed Feb. 15, 2023
- McDonough Capital Management 2022 Q3 filed Oct. 31, 2022
- McDonough Capital Management 2022 Q2 filed Aug. 9, 2022
- McDonough Capital Management 2022 Q1 filed May 16, 2022
- McDonough Capital Management 2021 Q4 filed Feb. 18, 2022