McDonough Capital Management as of June 30, 2026
Portfolio Holdings for McDonough Capital Management
McDonough Capital Management holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.1 | $28M | 161k | 174.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.8 | $28M | 78k | 353.33 | |
| NVIDIA Corporation (NVDA) | 11.1 | $22M | 111k | 200.09 | |
| Apple (AAPL) | 10.6 | $21M | 178k | 118.83 | |
| Microsoft Corporation (MSFT) | 4.9 | $9.8M | 26k | 373.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $8.2M | 16k | 500.39 | |
| Tesla Motors (TSLA) | 4.1 | $8.2M | 20k | 420.60 | |
| Visa Com Cl A (V) | 4.0 | $8.0M | 23k | 343.09 | |
| Waste Management (WM) | 3.1 | $6.3M | 28k | 222.88 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $5.9M | 12k | 513.63 | |
| Broadcom (AVGO) | 2.9 | $5.7M | 15k | 377.75 | |
| Costco Wholesale Corporation (COST) | 2.5 | $5.1M | 5.4k | 935.48 | |
| Home Depot (HD) | 2.4 | $4.8M | 14k | 352.69 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $3.5M | 7.0k | 509.50 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $3.5M | 30k | 116.67 | |
| Northrop Grumman Corporation (NOC) | 1.5 | $3.0M | 5.9k | 509.34 | |
| Meta Platforms Cl A (META) | 1.4 | $2.9M | 5.1k | 563.36 | |
| Vanguard Scottsdale Fds Short Trm Corp Bd (VCSH) | 1.3 | $2.6M | 33k | 79.03 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.9M | 5.9k | 327.34 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $1.9M | 14k | 137.53 | |
| Palo Alto Networks (PANW) | 0.9 | $1.9M | 5.5k | 341.02 | |
| Vanguard Scottsdale Fds Shrt Term Treas (VGSH) | 0.9 | $1.9M | 32k | 58.20 | |
| Nextera Energy (NEE) | 0.9 | $1.9M | 21k | 87.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.3M | 1.8k | 736.40 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $1.2M | 6.4k | 189.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | 1.6k | 746.77 | |
| Eli Lilly & Co. (LLY) | 0.5 | $938k | 782.00 | 1199.64 | |
| Vanguard Index Fds Large Cap Eft (VV) | 0.4 | $822k | 2.4k | 343.91 | |
| Netflix (NFLX) | 0.4 | $763k | 11k | 71.40 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $594k | 5.0k | 118.99 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $477k | 3.8k | 126.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $464k | 675.00 | 686.81 | |
| Wec Energy Group (WEC) | 0.2 | $442k | 3.8k | 116.77 | |
| Johnson & Johnson (JNJ) | 0.2 | $402k | 1.6k | 254.04 | |
| Arista Networks Com Shs (ANET) | 0.2 | $387k | 2.3k | 169.88 | |
| American Electric Power Company (AEP) | 0.2 | $379k | 2.8k | 136.82 | |
| Ishares Tr Core S&p 500 Etf (IVV) | 0.2 | $374k | 498.00 | 750.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $345k | 936.00 | 368.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $333k | 932.00 | 357.44 | |
| Caterpillar (CAT) | 0.2 | $330k | 310.00 | 1064.90 | |
| Micron Technology (MU) | 0.2 | $327k | 283.00 | 1154.29 | |
| Spdr S&p Dividend Etf Tr Tr Unit (SDY) | 0.2 | $316k | 2.1k | 152.23 | |
| Prologis (PLD) | 0.1 | $297k | 2.2k | 135.47 | |
| Ishares Tr Core S&p Total Us Etf (ITOT) | 0.1 | $292k | 1.8k | 164.27 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $264k | 346.00 | 763.14 | |
| Extra Space Storage (EXR) | 0.1 | $261k | 1.8k | 145.38 | |
| Sun Life Financial (SLF) | 0.1 | $251k | 3.2k | 78.42 | |
| Advanced Micro Devices (AMD) | 0.1 | $243k | 418.00 | 580.91 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $234k | 778.00 | 300.45 | |
| Wal-Mart Stores (WMT) | 0.1 | $225k | 2.0k | 113.26 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $221k | 661.00 | 334.82 | |
| International Business Machines (IBM) | 0.1 | $204k | 725.00 | 281.42 |
