$115 Million is the total value of McDonough Capital Management, Inc's 41 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $1,141,000 | -8.7% | 14,937 | 0.0% | 0.99% | -2.6% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $692,000 | -4.9% | 1,533 | 0.0% | 0.60% | +1.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $582,000 | -8.9% | 1,605 | 0.0% | 0.50% | -2.9% | |
| DPZ | DOMINOS PIZZA INC | $467,000 | -27.8% | 1,146 | 0.0% | 0.40% | -23.0% | |
| WEC | WEC ENERGY GROUP INC | $449,000 | +2.7% | 4,500 | 0.0% | 0.39% | +9.9% | |
| IJK | ISHARES TRs&p mc 400gr etf | $332,000 | -9.3% | 4,292 | 0.0% | 0.29% | -3.4% | |
| LAND | GLADSTONE LD CORP | $284,000 | +7.6% | 7,805 | 0.0% | 0.25% | +14.9% | |
| IVV | ISHARES TRcore s&p500 etf | $219,000 | -4.8% | 482 | 0.0% | 0.19% | +1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 8 | Q3 2023 | 16.8% |
| APPLE INC | 8 | Q3 2023 | 12.6% |
| ALPHABET INC | 8 | Q3 2023 | 9.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.6% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 6.4% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 6.4% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 5.8% |
| VISA INC | 8 | Q3 2023 | 5.5% |
| TESLA INC | 8 | Q3 2023 | 5.4% |
| HOME DEPOT INC | 8 | Q3 2023 | 4.8% |
View McDonough Capital Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-18 |
View McDonough Capital Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.