McDonough Capital Management, Inc
CIK 1912128 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $200.1M
- 持仓
- 52
- 截至
- 2026年6月30日
按 13F 价值排名第 6465（共 9443） · 前 68.5%
投资组合价值同比（季度）：+9.4% 13F不披露现金
- 前十大持仓权重
- 72.79%
- 前二十五大持仓权重
- 94.31%
- 持仓高于 1%
- 18
- 有效持仓数量
- 13.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.46% 估计买入 $10453921 · 卖出 $26474270
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.2% 仍持有
- 新仓位
- 6
- 增加
- 16
- 减少
- 20
- 已结清
- 4
本页内容
与标普500指数的表现对比
年化：+10.9% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：90.6% · 已排除期权：0.0%
行业细分
Technology
32.7%
Retail
19.1%
Communication Services
15.8%
Industrials
7.3%
Financial Services
7.0%
Consumer Discretionary
4.1%
Utilities
1.6%
Financials
1.1%
Healthcare
0.7%
Real Estate
0.3%
Communications
0.2%
其他/未映射
10.3%
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $28123988 | 14.06% | 161150 | $3105838 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $27584524 | 13.79% | 78070 | $4777545 | 下跌 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $22263548 | 11.13% | 111267 | $3211078 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $21196933 | 10.59% | 178379 | $2539075 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $9837648 | 4.92% | 26372 | $-273835 | 下跌 ×2 | ||
| BRKB | $8225911 | 4.11% | 16439 | $-28788 | 下跌 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $8195811 | 4.10% | 19486 | $1179774 | 上涨 ×3 | ||
| V Visa Inc. | $8011883 | 4.00% | 23352 | $872610 | 下跌 ×3 | ||
| WM Waste Management, Inc. Common Stock | $6280401 | 3.14% | 28178 | $-177733 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $5914444 | 2.96% | 11515 | $30837 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $5711637 | 2.85% | 15120 | $1298979 | 上涨 ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $5050661 | 2.52% | 5399 | $-243223 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $4778290 | 2.39% | 13548 | $172293 | 下跌 ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $3543041 | 1.77% | 6954 | $-682702 | 下跌 ×6 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3525184 | 1.76% | 30215 | $-651695 | 上涨 ×6 | ||
| NOC Northrop Grumman Corporation Common Stock | $2991864 | 1.50% | 5874 | $-917653 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2856785 | 1.43% | 5071 | $64547 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2615339 | 1.31% | 33093 | $14729 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1935242 | 0.97% | 5912 | $302023 | 上涨 ×6 | ||
| IVW | $1903415 | 0.95% | 13840 | $337973 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $1883453 | 0.94% | 5523 | $1017565 | 上涨 ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $1882241 | 0.94% | 32340 | $-70039 | 下跌 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $1868747 | 0.93% | 21291 | $-111666 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1307846 | 0.65% | 1776 | $282198 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $1209631 | 0.60% | 6375 | $114241 | 上涨 ×2 | ||
| SPY SPY | $1203793 | 0.60% | 1612 | $155445 | |||
| LLY Eli Lilly and Company Common Stock | $938117 | 0.47% | 782 | $228865 | 上涨 ×2 | ||
| VV | $821600 | 0.41% | 2389 | $98981 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $762980 | 0.38% | 10686 | $-342552 | 下跌 ×2 | ||
| SPYG | $593641 | 0.30% | 4989 | $69236 | 下跌 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $476459 | 0.24% | 3764 | $-5628 | 上涨 ×1 | ||
| VOO | $463596 | 0.23% | 675 | $59653 | 下跌 ×2 | ||
| WEC WEC Energy Group, Inc. Common Stock | $442324 | 0.22% | 3788 | $3788 | |||
| JNJ Johnson & Johnson Common Stock | $401635 | 0.20% | 1581 | $14827 | 下跌 ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $386477 | 0.19% | 2275 | $107153 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $379124 | 0.19% | 2771 | $15879 | |||
| IVV | $373538 | 0.19% | 498 | $45765 | 下跌 ×1 | ||
| GLD | $344803 | 0.17% | 936 | $-57948 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $333130 | 0.17% | 932 | $47825 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $330119 | 0.16% | 310 | $110497 | |||
| MU Micron Technology, Inc. - Common Stock | $326664 | 0.16% | 283 | 上涨 ×1 | |||
| SDY | $316032 | 0.16% | 2076 | $14760 | 上涨 ×4 | ||
| PLD Prologis, Inc. Common Stock | $296543 | 0.15% | 2189 | $-35096 | 下跌 ×1 | ||
| ITOT | $291579 | 0.15% | 1775 | $38766 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $264046 | 0.13% | 346 | 上涨 ×1 | |||
| EXR Extra Space Storage Inc Common Stock | $260950 | 0.13% | 1795 | $17712 | 下跌 ×6 | ||
| SLF Sun Life Financial Inc. Common Stock | $251022 | 0.13% | 3201 | $50768 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $242820 | 0.12% | 418 | 上涨 ×1 | |||
| IWM | $233750 | 0.12% | 778 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $224481 | 0.11% | 1982 | $-21841 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $221316 | 0.11% | 661 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $204031 | 0.10% | 725 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| AWK | 2026年3月31日 | 4017 | $524218 | 0.7% |
| DIS | 2025年12月31日 | 2881 | $329874 | -5.8% |
| VUG | 2026年6月30日 | 745 | $325408 | 不再跟踪 |
| VYM | 2026年6月30日 | 1869 | $276798 | 不再跟踪 |
| DPZ | 2026年6月30日 | 733 | $262993 | 13.2% |
| MCD | 2026年3月31日 | 836 | $255691 | -13.6% |
| CAVA | 2025年9月30日 | 2910 | $245109 | 20.2% |
| FTCS | 2026年6月30日 | 2639 | $244793 | |
| IBM | 2026年3月31日 | 793 | $234984 | -3.6% |
| SLF | 2025年9月30日 | 3182 | $211443 | 32.7% |
| ADBE | 2025年12月31日 | 570 | $201067 | -22.0% |