McDonough Capital Management as of June 30, 2025
Portfolio Holdings for McDonough Capital Management
McDonough Capital Management holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $28M | 127k | 219.39 | |
| NVIDIA Corporation (NVDA) | 9.2 | $16M | 104k | 157.99 | |
| Apple (AAPL) | 9.1 | $16M | 332k | 49.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $15M | 84k | 177.39 | |
| Microsoft Corporation (MSFT) | 8.1 | $15M | 29k | 497.42 | |
| Visa Com Cl A (V) | 5.1 | $9.1M | 26k | 355.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $8.9M | 18k | 485.78 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $7.3M | 13k | 561.98 | |
| Waste Management (WM) | 3.8 | $6.8M | 30k | 228.82 | |
| Tesla Motors (TSLA) | 3.4 | $6.0M | 19k | 317.66 | |
| Home Depot (HD) | 3.3 | $5.9M | 16k | 366.65 | |
| Costco Wholesale Corporation (COST) | 3.0 | $5.4M | 5.5k | 990.00 | |
| Meta Platforms Cl A (META) | 2.0 | $3.6M | 4.8k | 738.24 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $3.5M | 7.6k | 463.19 | |
| Broadcom (AVGO) | 1.8 | $3.1M | 11k | 275.66 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $2.8M | 21k | 136.32 | |
| Vanguard Scottsdale Fds Shrt Term Treas (VGSH) | 1.5 | $2.6M | 33k | 79.50 | |
| Vanguard Index Fds Large Cap Eft (VV) | 1.2 | $2.2M | 37k | 58.78 | |
| Northrop Grumman Corporation (NOC) | 1.2 | $2.1M | 4.2k | 500.00 | |
| Netflix (NFLX) | 1.0 | $1.7M | 1.3k | 1339.13 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $1.5M | 14k | 110.10 | |
| Nextera Energy (NEE) | 0.8 | $1.5M | 21k | 69.42 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | 4.8k | 289.95 | |
| Extra Space Storage (EXR) | 0.6 | $1.1M | 7.3k | 147.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.0M | 1.7k | 617.85 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $978k | 1.8k | 551.64 | |
| American Water Works (AWK) | 0.5 | $812k | 5.8k | 139.12 | |
| Palo Alto Networks (PANW) | 0.4 | $778k | 3.8k | 204.64 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $771k | 5.3k | 146.02 | |
| Vanguard Scottsdale Fds Short Trm Corp Bd (VCSH) | 0.4 | $690k | 2.4k | 285.30 | |
| Eli Lilly & Co. (LLY) | 0.3 | $601k | 771.00 | 779.60 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $511k | 5.4k | 95.32 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $489k | 4.1k | 118.02 | |
| Walt Disney Company (DIS) | 0.3 | $476k | 3.8k | 124.01 | |
| Wec Energy Group (WEC) | 0.3 | $466k | 4.5k | 104.20 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $407k | 1.1k | 386.88 | |
| Domino's Pizza (DPZ) | 0.2 | $361k | 800.00 | 450.60 | |
| Ishares Tr Core S&p 500 Etf (IVV) | 0.2 | $330k | 530.00 | 621.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $327k | 745.00 | 438.40 | |
| Johnson & Johnson (JNJ) | 0.2 | $289k | 1.9k | 152.78 | |
| American Electric Power Company (AEP) | 0.2 | $289k | 2.8k | 103.77 | |
| Spdr S&p Dividend Etf Tr Tr Unit (SDY) | 0.2 | $275k | 2.0k | 135.74 | |
| Prologis (PLD) | 0.1 | $264k | 2.5k | 105.13 | |
| McDonald's Corporation (MCD) | 0.1 | $254k | 870.00 | 292.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $249k | 1.9k | 133.31 | |
| Ishares Tr Core S&p Total Us Etf (ITOT) | 0.1 | $247k | 1.8k | 135.04 | |
| Cava Group Ord (CAVA) | 0.1 | $245k | 2.9k | 84.23 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $240k | 2.6k | 90.89 | |
| Arista Networks Com Shs (ANET) | 0.1 | $225k | 2.2k | 102.31 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $218k | 716.00 | 304.83 | |
| Sun Life Financial (SLF) | 0.1 | $211k | 3.2k | 66.45 |
