MCM
McDonough Capital Management Portfolio holdings
AUM
$199M
1-Year Est. Return
31.85%
1 Year Est. Return
+31.85%
AUM
$199M
AUM Growth
+$20.3M
(+11%)
Holding
54
Top Buys
| 1 | +$2.41M | |
| 2 | +$1.86M | |
| 3 | +$837K | |
| 4 |
Broadcom
AVGO
|
+$419K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$312K |
Top Sells
| 1 | +$10.7M | |
| 2 | +$245K | |
| 3 | +$211K | |
| 4 |
Adobe
ADBE
|
+$170K |
| 5 |
Tesla
TSLA
|
+$117K |
Sector Composition
| 1 | Technology | 32.37% |
| 2 | Consumer Discretionary | 21.66% |
| 3 | Financials | 13.55% |
| 4 | Communication Services | 13.27% |
| 5 | Industrials | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.42T
| $27.8M | 13.96% |
126,384
-419
|
|
||
2
Alphabet (Google) Class C
GOOG
$3.75T
| $20.5M | 10.31% |
84,145
+191
|
|
||
3
Apple
AAPL
$4.11T
| $20.1M | 10.11% |
365,675
+33,911
|
|
||
4
NVIDIA
NVDA
$4.25T
| $19.4M | 9.76% |
104,023
+92
|
|
||
5
Microsoft
MSFT
$3.56T
| $15.3M | 7.68% |
29,482
+291
|
|
||
6
Berkshire Hathaway Class B
BRK.B
$1.08T
| $9.21M | 4.63% |
18,316
+93
|
|
||
7
Visa
V
$671B
| $8.78M | 4.42% |
25,716
+17
|
|
||
|
8
Tesla
TSLA
$1.53T
| $8.27M | 4.16% |
18,603
-264
|
|
||
9
Mastercard
MA
$514B
| $7.39M | 3.72% |
12,984
+7
|
|
||
10
Waste Management
WM
$86.9B
| $6.51M | 3.27% |
29,457
-227
|
|
||
11
Home Depot
HD
$358B
| $6.43M | 3.24% |
15,869
-109
|
|
||
12
Costco
COST
$393B
| $5.13M | 2.58% |
5,546
+63
|
|
||
|
13
Broadcom
AVGO
$1.7T
| $4.16M | 2.09% |
12,617
+1,269
|
|
||
14
Palantir
PLTR
$438B
| $3.98M | 2% |
21,822
+1,168
|
|
||
15
Meta Platforms (Facebook)
META
$1.62T
| $3.77M | 1.89% |
5,127
+314
|
|
||
16
Lockheed Martin
LMT
$111B
| $3.75M | 1.89% |
7,506
-45
|
|
||
17
Northrop Grumman
NOC
$81.3B
| $3.42M | 1.72% |
5,615
+1,374
|
|
||
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
| $2.6M | 1.31% |
32,580
+30,162
|
|
||
19
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
| $2.16M | 1.09% |
36,687
+3,541
|
|
||
20
iShares S&P 500 Growth ETF
IVW
$66.1B
| $1.67M | 0.84% |
13,840
|
|
||
21
NextEra Energy
NEE
$170B
| $1.61M | 0.81% |
21,354
-54
|
|
||
22
JPMorgan Chase
JPM
$867B
| $1.56M | 0.78% |
4,941
+111
|
|
||
23
Netflix
NFLX
$404B
| $1.54M | 0.78% |
12,880
+160
|
|
||
24
SPDR S&P 500 ETF Trust
SPY
$700B
| $1.12M | 0.56% |
1,675
|
|
||
25
Invesco QQQ Trust
QQQ
$400B
| $1.06M | 0.54% |
1,772
|
|