$109 Million is the total value of McDonough Capital Management, Inc's 42 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $975,443 | +10.3% | 13,840 | 0.0% | 0.90% | -1.8% | |
| WEC | WEC ENERGY GROUP INC | $399,286 | -6.9% | 4,525 | 0.0% | 0.37% | -17.2% | |
| IJK | ISHARES TRs&p mc 400gr etf | $321,900 | +4.9% | 4,292 | 0.0% | 0.30% | -6.6% | |
| DPZ | DOMINOS PIZZA INC | $292,507 | +2.2% | 868 | 0.0% | 0.27% | -9.1% | |
| VTV | VANGUARD SCOTTSDALE FDSvalue eft | $283,489 | +2.9% | 1,995 | 0.0% | 0.26% | -8.1% | |
| APA | APA CORPORATION | $204,541 | -5.2% | 5,986 | 0.0% | 0.19% | -15.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.