$173 Million is the total value of McDonough Capital Management, Inc's 82 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
APA | New | APA CORPORATION | $1,117,704 | – | 23,944 | +100.0% | 0.65% | – |
PLD | New | PROLOGIS INC | $761,236 | – | 6,752 | +100.0% | 0.44% | – |
SDY | New | SPDR S&P DIVIDEND ETF TRtr unit | $483,924 | – | 3,868 | +100.0% | 0.28% | – |
JPM | New | JPMORGAN CHASE & CO | $406,242 | – | 3,034 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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 | 2024-05-15 |
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 |
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.