McCarthy & Cox holdings history

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54 is the total number of securities McCarthy & Cox has owned. The longest McCarthy & Cox has owned a single stock is 2 quarters.

McCarthy & Cox historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JCPB J P MORGAN EXCHANGE TR...227.75%7.88%8.01%Q1 2024Q2 20242
VIG VANGUARD SPECIALIZED F...227.29%7.35%7.41%Q1 2024Q2 20242
FJUL FIRST TR EXCHNG TRADED...226.73%6.89%7.04%Q1 2024Q2 20242
BSCQ INVESCO EXCH TRD SLF I...225.90%6.00%6.09%Q1 2024Q2 20242
ARKK ARK ETF TR225.69%5.94%6.20%Q1 2024Q2 20242
FNOV FIRST TR EXCHNG TRADED...225.54%5.65%5.77%Q1 2024Q2 20242
FAUG FIRST TR EXCHNG TRADED...225.49%5.61%5.72%Q1 2024Q2 20242
BSCP INVESCO EXCH TRD SLF I...225.28%5.38%5.47%Q1 2024Q2 20242
DFAI DIMENSIONAL ETF TRUST224.55%4.66%4.78%Q1 2024Q2 20242
FJUN FIRST TR EXCHNG TRADED...224.32%4.42%4.52%Q1 2024Q2 20242
JPIB J P MORGAN EXCHANGE TR...224.27%4.41%4.54%Q1 2024Q2 20242
FMAY FIRST TR EXCHNG TRADED...223.81%3.99%4.17%Q1 2024Q2 20242
GOLDMAN SACHS ETF TR223.84%3.93%4.03%Q1 2024Q2 20242
BSCO INVESCO EXCH TRD SLF I...222.78%3.93%5.08%Q1 2024Q2 20242
GSSC GOLDMAN SACHS ETF TR223.29%3.33%3.36%Q1 2024Q2 20242
FAPR FIRST TR EXCHNG TRADED...222.38%2.47%2.56%Q1 2024Q2 20242
FJAN FIRST TR EXCHNG TRADED...222.16%2.21%2.25%Q1 2024Q2 20242
FOCT FIRST TR EXCHNG TRADED...222.10%2.15%2.19%Q1 2024Q2 20242
FSEP FIRST TR EXCHNG TRADED...221.97%1.98%1.99%Q1 2024Q2 20242
FFEB FIRST TR EXCHNG TRADED...221.75%1.85%1.95%Q1 2024Q2 20242
MOAT VANECK ETF TRUST221.75%1.75%1.76%Q1 2024Q2 20242
JSMD JANUS DETROIT STR TR221.62%1.66%1.69%Q1 2024Q2 20242
BSCR INVESCO EXCH TRD SLF I...221.34%1.38%1.42%Q1 2024Q2 20242
SPY SPDR S&P 500 ETF TR220.73%0.75%0.77%Q1 2024Q2 20242
FDEC FIRST TR EXCHNG TRADED...220.44%0.45%0.46%Q1 2024Q2 20242
T ROWE PRICE ETF INC220.33%0.36%0.40%Q1 2024Q2 20242
CLTL INVESCO EXCH TRADED FD...220.20%0.29%0.38%Q1 2024Q2 20242
PULS PGIM ETF TR220.18%0.26%0.34%Q1 2024Q2 20242
MSFT MICROSOFT CORP220.19%0.24%0.29%Q1 2024Q2 20242
DIMENSIONAL ETF TRUST220.19%0.22%0.26%Q1 2024Q2 20242
IWM ISHARES TR220.19%0.20%0.20%Q1 2024Q2 20242
BRKB BERKSHIRE HATHAWAY INC...220.17%0.17%0.18%Q1 2024Q2 20242
MDY SPDR S&P MIDCAP 400 ET...220.16%0.16%0.16%Q1 2024Q2 20242
IWD ISHARES TR220.15%0.15%0.15%Q1 2024Q2 20242
IBTE ISHARES TR220.13%0.15%0.17%Q1 2024Q2 20242
V VISA INC220.12%0.14%0.15%Q1 2024Q2 20242
AAPL APPLE INC220.14%0.14%0.14%Q1 2024Q2 20242
JPM JPMORGAN CHASE & CO.220.13%0.14%0.14%Q1 2024Q2 20242
IWF ISHARES TR220.12%0.12%0.13%Q1 2024Q2 20242
XLK SELECT SECTOR SPDR TR220.11%0.11%0.12%Q1 2024Q2 20242
SCHG SCHWAB STRATEGIC TR220.10%0.10%0.11%Q1 2024Q2 20242
HIG HARTFORD FINL SVCS GRO...220.10%0.10%0.10%Q1 2024Q2 20242
AEP AMERICAN ELEC PWR CO INC220.09%0.10%0.10%Q1 2024Q2 20242
LOW LOWES COS INC220.09%0.09%0.10%Q1 2024Q2 20242
IFRA ISHARES TR220.08%0.08%0.08%Q1 2024Q2 20242
HYG ISHARES TR220.08%0.08%0.08%Q1 2024Q2 20242
FMAR FIRST TR EXCHNG TRADED...110.32%0.32%0.32%Q2 2024Q2 20241
CAT CATERPILLAR INC110.20%0.20%0.20%Q1 2024Q1 20241
QQQM INVESCO EXCH TRADED FD...110.18%0.18%0.18%Q2 2024Q2 20241
PRK PARK NATL CORP110.13%0.13%0.13%Q2 2024Q2 20241
PG PROCTER AND GAMBLE CO110.10%0.10%0.10%Q1 2024Q1 20241
JMUB J P MORGAN EXCHANGE TR...110.09%0.09%0.09%Q2 2024Q2 20241
JMST J P MORGAN EXCHANGE TR...110.08%0.08%0.08%Q2 2024Q2 20241
SDY SPDR SER TR110.08%0.08%0.08%Q1 2024Q1 20241
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The securities at the top of the list , including J P MORGAN EXCHANGE TRADED F, VANGUARD SPECIALIZED FUNDS, and FIRST TR EXCHNG TRADED FD VI, are the highest-conviction holdings of McCarthy & Cox.

The conviction is calculated by counting the number of quarters a security has been reported by McCarthy & Cox. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that McCarthy & Cox owns currently or has owned in the past.