Latest McDonough Capital Management, Inc Stock Portfolio

McDonough Capital Management, Inc Performance:

2025 Q3: 9.31%YTD: -6.51%2024: 27.72%

Performance for 2025 Q3 is 9.31%, and YTD is -6.51%, and 2024 is 27.72%.

About McDonough Capital Management, Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, McDonough Capital Management, Inc reported an equity portfolio of $198.8 Millions as of 30 Sep, 2025.

The top stock holdings of McDonough Capital Management, Inc are AMZN, GOOG, AAPL. The fund has invested 14% of it's portfolio in AMAZON COM INC and 10.3% of portfolio in ALPHABET INC .

The fund managers got completely rid off CAVA GROUP INC stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ADOBE SYSTEMS INCORPORATED (ADBE) and DISNEY WALT CO (DIS). McDonough Capital Management, Inc opened new stock positions in VANGUARD INDEX FDS (VB), ALPHABET INC (GOOG) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), NORTHROP GRUMMAN CORP (NOC) and PALO ALTO NETWORKS INC (PANW).

McDonough Capital Management, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that McDonough Capital Management, Inc made a return of 9.31% in the last quarter. In trailing 12 months, it's portfolio return was -0.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	312,313
alphabet inc	241,187
walmart inc	204,264

New stocks bought by McDonough Capital Management, Inc

Additions

Ticker	% Inc.
vanguard scottsdale fds	1,247
northrop grumman corp	32.4
palo alto networks inc	13.79
broadcom inc	11.18
vanguard scottsdale fds	10.68
apple inc	10.22
meta platforms inc	6.52
palantir technologies inc	5.66

Additions to existing portfolio by McDonough Capital Management, Inc

Reductions

Ticker	% Reduced
vanguard index fds	-93.47
adobe systems incorporated	-45.87
disney walt co	-24.88
extra space storage inc	-6.19
duke energy corp new	-5.14
prologis inc	-4.9
american wtr wks co inc new	-3.46
mcdonalds corp	-2.99

McDonough Capital Management, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
sun life financial inc.	-211,443
cava group inc	-245,109

McDonough Capital Management, Inc got rid off the above stocks

Sector Distribution

McDonough Capital Management, Inc has about 32.4% of it's holdings in Technology sector.

Sector	%
Technology	32.4
Consumer Cyclical	21.7
Communication Services	13.3
Others	10.8
Financial Services	8.9
Industrials	7.3
Consumer Defensive	2.7
Utilities	1.9

Market Cap. Distribution

McDonough Capital Management, Inc has about 89.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	76.3
LARGE-CAP	12.9
UNALLOCATED	10.8

Stocks belong to which Index?

About 87.2% of the stocks held by McDonough Capital Management, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	87.2
Others	12.8

Top 5 Winners (%)		%
VB	vanguard index fds	225.7 %
ANET	arista networks inc	41.8 %
TSLA	tesla inc	39.7 %
GOOG	alphabet inc	37.2 %
PLTR	palantir technologies inc	32.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.6 M
VB	vanguard index fds	4.9 M
NVDA	nvidia corporation	3.0 M
TSLA	tesla inc	2.4 M
AAPL	apple inc	2.1 M

Top 5 Losers (%)		%
BNDW	vanguard scottsdale fds	-58.0 %
BNDW	vanguard scottsdale fds	-25.0 %
NFLX	netflix inc	-10.4 %
ADBE	adobe systems incorporated	-6.8 %
DIS	disney walt co	-6.7 %

Top 5 Losers ($)		$
BNDW	vanguard scottsdale fds	-3.6 M
BNDW	vanguard scottsdale fds	-0.7 M
COST	costco whsl corp new	-0.4 M
V	visa inc	-0.4 M
WM	waste mgmt inc del	-0.2 M

McDonough Capital Management, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of McDonough Capital Management, Inc

McDonough Capital Management, Inc has 52 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for McDonough Capital Management, Inc last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	10.12	365,675	20,104,700	added	10.22

ADBE	adobe systems incorporated	0.10	570	201,067	reduced	-45.87

AEP	american elec pwr co inc	0.16	2,786	313,444	unchanged	0.00

AMZN	amazon com inc	13.96	126,384	27,750,300	reduced	-0.33

ANET	arista networks inc	0.16	2,248	327,556	added	2.18

AVGO	broadcom inc	2.09	12,617	4,162,620	added	11.18

AWK	american wtr wks co inc new	0.40	5,637	784,690	reduced	-3.46

BGLD	first tr exchange-traded fd	0.12	2,639	247,115	unchanged	0.00

BIL	spdr ser tr	0.28	5,338	557,874	reduced	-0.5

BIL	spdr s&p dividend etf tr	0.14	2,039	285,567	added	0.59

BNDW	vanguard scottsdale fds	1.31	32,580	2,604,120	added	1,247

BNDW	vanguard scottsdale fds	1.09	36,687	2,159,080	added	10.68

COST	costco whsl corp new	2.58	5,546	5,134,040	added	1.15

DIS	disney walt co	0.17	2,881	329,874	reduced	-24.88

DPZ	dominos pizza inc	0.17	800	345,368	unchanged	0.00

DUK	duke energy corp new	0.24	3,929	486,214	reduced	-5.14

EXR	extra space storage inc	0.49	6,863	967,361	reduced	-6.19

GLD	spdr gold tr	0.13	716	254,516	unchanged	0.00

GOOG	alphabet inc	10.31	84,145	20,493,600	added	0.23

GOOG	alphabet inc	0.12	992	241,187	new