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MCM
McDonough Capital Management Portfolio holdings
AUM
$183M
1-Year Est. Return
25.44%
This Fund
S&P 500
1 Year Est. Return
+25.44%
AUM
$183M
AUM Growth
-$21.2M
(-10%)
Holding
53
Top Buys
| 1 | +$533K | |
| 2 | +$490K | |
| 3 | +$423K | |
| 4 |
Caterpillar
CAT
|
+$215K |
| 5 |
Sun Life Financial
SLF
|
+$205K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.42M | |
| 3 | +$972K | |
| 4 |
Visa
V
|
+$558K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$556K |
Sector Composition
| 1 | Technology | 31.47% |
| 2 | Consumer Discretionary | 20.17% |
| 3 | Communication Services | 14.76% |
| 4 | Financials | 12.63% |
| 5 | Industrials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.65T
| $25M | 13.68% |
120,123
-6,457
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.48T
| $22.8M | 12.47% |
79,505
-4,544
|
|
||
3
NVIDIA
NVDA
$5.15T
| $19.1M | 10.42% |
109,245
+2,906
|
|
||
4
Apple
AAPL
$4.35T
| $18.7M | 10.2% |
375,767
-437
|
|
||
5
Microsoft
MSFT
$2.97T
| $10.1M | 5.53% |
27,315
-2,322
|
|
||
|
6
Berkshire Hathaway Class B
BRK.B
$1.07T
| $8.25M | 4.51% |
17,226
-1,133
|
|
||
|
7
Visa
V
$616B
| $7.14M | 3.9% |
23,621
-1,735
|
|
||
8
Tesla
TSLA
$1.54T
| $7.02M | 3.84% |
18,873
+29
|
|
||
9
Waste Management
WM
$87.1B
| $6.46M | 3.53% |
28,104
-418
|
|
||
10
Mastercard
MA
$434B
| $5.88M | 3.22% |
11,775
-1,011
|
|
||
11
Costco
COST
$434B
| $5.29M | 2.89% |
5,312
-13
|
|
||
12
Home Depot
HD
$329B
| $4.61M | 2.52% |
14,004
-1,154
|
|
||
13
Broadcom
AVGO
$1.87T
| $4.41M | 2.41% |
14,256
+1,284
|
|
||
14
Lockheed Martin
LMT
$122B
| $4.23M | 2.31% |
6,991
-204
|
|
||
15
Palantir
PLTR
$323B
| $4.18M | 2.28% |
28,554
+3,208
|
|
||
16
Northrop Grumman
NOC
$77.4B
| $3.91M | 2.14% |
5,730
+184
|
|
||
17
Meta Platforms (Facebook)
META
$1.51T
| $2.79M | 1.53% |
4,880
-391
|
|
||
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
| $2.6M | 1.42% |
32,807
+508
|
|
||
19
NextEra Energy
NEE
$180B
| $1.98M | 1.08% |
21,322
-35
|
|
||
20
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
| $1.95M | 1.07% |
33,349
-2,584
|
|
||
21
JPMorgan Chase
JPM
$856B
| $1.63M | 0.89% |
5,552
+554
|
|
||
22
iShares S&P 500 Growth ETF
IVW
$75.2B
| $1.57M | 0.86% |
13,840
|
|
||
23
Netflix
NFLX
$344B
| $1.11M | 0.6% |
11,498
-1,139
|
|
||
24
RTX Corp
RTX
$247B
| $1.1M | 0.6% |
5,678
+487
|
|
||
25
State Street SPDR S&P 500 ETF Trust
SPY
$797B
| $1.05M | 0.57% |
1,612
-52
|
|