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Mcdonough Capital Management, Inc Top Holdings and 13F Report (2025)

About Mcdonough Capital Management, Inc

Investment Activity

  • Mcdonough Capital Management, Inc has $153.11 million in total holdings as of March 31, 2025.
  • Mcdonough Capital Management, Inc owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 2.91% of the portfolio was purchased this quarter.
  • About 0.75% of the portfolio was sold this quarter.
  • This quarter, Mcdonough Capital Management, Inc has purchased 47 new stocks and bought additional shares in 27 stocks.
  • Mcdonough Capital Management, Inc sold shares of 15 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Amazon.com
$23,819,463
Apple
$17,039,775
Alphabet
$12,689,935
Microsoft
$10,612,493
NVIDIA
$10,425,420

Largest New Holdings this Quarter

148929102 - CAVA Group
$240,133 Holding

Largest Purchases this Quarter

NVIDIA
9,457 shares (about $1.02M)
PALANTIR TECHNOLOGIES INC
4,588 shares (about $387.23K)
Costco Wholesale
352 shares (about $332.92K)
Amazon.com
1,443 shares (about $274.55K)
Waste Management
1,142 shares (about $264.39K)

Largest Sales this Quarter

Vanguard Short-Term Treasury Index ETF
5,575 shares (about $327.20K)
Extra Space Storage
1,301 shares (about $193.19K)
American Water Works
989 shares (about $145.90K)
Vanguard Short-Term Corporate Bond ETF
1,758 shares (about $138.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMcdonough Capital Management, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,819,463$274,546 1.2%125,19415.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$17,039,775$201,918 1.2%76,71011.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$12,689,935$245,753 2.0%81,2258.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$10,612,493$162,923 1.6%28,2706.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,425,420$1,024,952 10.9%96,1936.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,389,560$73,497 0.8%17,6306.1%Finance
Visa Inc. stock logo
V
Visa
$8,784,130$51,168 0.6%25,0645.7%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$6,887,020$59,201 0.9%12,5644.5%Business Services
Waste Management, Inc. stock logo
WM
Waste Management
$6,415,390$264,385 4.3%27,7114.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$5,610,480$121,680 2.2%15,3083.7%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,574,825$332,921 7.8%4,8373.0%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$4,447,444$32,913 -0.7%17,1612.9%Auto/Tires/Trucks
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,374,848$59,419 -1.7%7,5542.2%Aerospace
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,966,880$138,776 -4.5%37,5841.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,530,135$89,930 3.7%4,3891.7%Computer and Technology
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$2,240,740$327,199 -12.7%38,1791.5%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,902,450$113,686 6.4%3,7151.2%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$1,540,858$239,090 18.4%9,2031.0%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,510,178$2,552 -0.2%21,3031.0%Utilities
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,284,7670.0%13,8400.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,194,570$9,325 -0.8%1,2810.8%Consumer Discretionary
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$1,140,740$193,192 -14.5%7,6820.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,068,087$66,479 6.6%4,3540.7%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$936,978$5,035 0.5%1,6750.6%Finance
PALANTIR TECHNOLOGIES INC
$869,066$387,227 80.4%10,2970.6%CL A
American Water Works Company, Inc. stock logo
AWK
American Water Works
$867,127$145,898 -14.4%5,8780.6%Utilities
Invesco QQQ stock logo
QQQ
Invesco QQQ
$829,050$18,288 2.3%1,7680.5%Finance
RTX Co. stock logo
RTX
RTX
$693,168$2,384 0.3%5,2330.5%Aerospace
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$621,4980.0%2,4180.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$614,525$97,465 18.8%7440.4%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$606,283$244,527 67.6%3,5530.4%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$533,155$23,297 -4.2%4,3710.3%Utilities
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$487,6850.0%4,4750.3%Utilities
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$431,426$2,893 0.7%5,3680.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$414,979$33,367 -7.4%1,0820.3%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$393,324$39,283 -9.1%3,9850.3%Consumer Discretionary
DOMINOS PIZZA INC
$367,5600.0%8000.2%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$316,327$49,929 18.7%1,9070.2%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$314,716$4,371 1.4%2,8800.2%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$298,250$37,141 14.2%5300.2%ETF
Prologis, Inc. stock logo
PLD
Prologis
$290,234$7,379 -2.5%2,5960.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$277,309$9,066 -3.2%8870.2%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$276,260$44,127 19.0%7450.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$275,466$1,628 0.6%2,0300.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$241,026$129 -0.1%1,8690.2%ETF
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$240,133$240,133 New Holding2,7790.2%Retail/Wholesale
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$236,5590.0%2,6390.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$223,156$119,570 -34.9%1,8290.1%ETF

Showing largest 100 holdings. View all holdings.
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