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Latest McDonough Capital Management, Inc Stock Portfolio

$182Million | No. of Holdings #50

McDonough Capital Management, Inc Performance

2026 Q1-7.68%
YTD-7.68%
2025-4.00%

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, McDonough Capital Management, Inc reported an equity portfolio of $182.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of McDonough Capital Management, Inc are AMZN, GOOG, NVDA. The fund has invested 13.7% of it's portfolio in AMAZON COM INC and 12.5% of portfolio in ALPHABET INC . <br><br> The fund managers got completely rid off AMERICAN WTR WKS CO INC NEW (AWK), MCDONALDS CORP (MCD) and INTERNATIONAL BUSINESS MACHS (IBM) stocks. They significantly reduced their stock positions in EXTRA SPACE STORAGE INC (EXR), JOHNSON & JOHNSON (JNJ) and VANGUARD INDEX FDS (VB). McDonough Capital Management, Inc opened new stock positions in CATERPILLAR INC (CAT) and SUN LIFE FINANCIAL INC (SLF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), PALO ALTO NETWORKS INC (PANW) and PALANTIR TECHNOLOGIES INC (PLTR).
McDonough Capital Management, Inc Equity Portfolio Value
Last Reported on: 13 May, 2026
$182Million
  as of May 13, 2026

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

Our best estimate is that McDonough Capital Management, Inc made a return of -7.68% in the last quarter. In trailing 12 months, it's portfolio return was -4.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
caterpillar inc 219,622
sun life financial inc200,254
New stocks bought by McDonough Capital Management, Inc

Additions

Ticker% Inc.
spdr gold tr22.83
palo alto networks inc22.03
palantir technologies inc12.66
jpmorgan chase & co11.08
broadcom inc9.9
rtx corporation9.38
prologis inc8.1
northrop grumman corp 3.32
Additions to existing portfolio by McDonough Capital Management, Inc

Reductions

Ticker% Reduced
extra space storage inc-47.86
johnson & johnson -19.9
vanguard index fds-10.94
netflix inc -9.01
dominos pizza inc -8.38
mastercard incorporated -7.91
microsoft corp-7.83
home depot inc-7.61
McDonough Capital Management, Inc reduced stake in above stock

Sold off

Ticker$ Sold
american wtr wks co inc new -524,218
mcdonalds corp-255,691
international business machs-234,984
McDonough Capital Management, Inc got rid off the above stocks

Sector Distribution

McDonough Capital Management, Inc has about 31.5% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Communication Services
  • Others
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Utilities
Sector%
Technology31.5
Consumer Cyclical20.2
Communication Services14.8
Others11.2
Industrials8.7
Financial Services8
Consumer Defensive3
Utilities1.8

Market Cap. Distribution

McDonough Capital Management, Inc has about 88.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP78
UNALLOCATED11.2
LARGE-CAP10.8

Stocks belong to which Index?

About 86.5% of the stocks held by McDonough Capital Management, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50086.5
Others13.5
Top 5 Winners (%)%
LMT
lockheed martin corp
24.6 %
NOC
northrop grumman corp
19.3 %
JNJ
johnson & johnson
16.3 %
NEE
nextera energy inc
15.7 %
COST
costco whsl corp new
15.5 %
Top 5 Winners ($)$
LMT
lockheed martin corp
0.9 M
COST
costco whsl corp new
0.7 M
NOC
northrop grumman corp
0.6 M
WM
waste mgmt inc del
0.3 M
NEE
nextera energy inc
0.3 M
Top 5 Losers (%)%
MSFT
microsoft corp
-22.5 %
TSLA
tesla inc
-17.3 %
PLTR
palantir technologies inc
-16.9 %
LLY
eli lilly & co com
-14.4 %
V
visa inc
-13.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.2 M
AMZN
amazon com inc
-2.8 M
AAPL
apple inc
-2.5 M
GOOG
alphabet inc
-2.2 M
TSLA
tesla inc
-1.5 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 50 stocks in it's portfolio. About 71.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for McDonough Capital Management, Inc last quarter.

$182.92MTotal Value
53.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of McDonough Capital Management, Inc, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
McDonough Capital Management, Inc's holding in First Tr Exchange-Traded Fd over time
0.13%2,639
$244.8K
0.13%
unchanged 0 percentunchanged
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
McDonough Capital Management, Inc's holding in Spdr Ser Tr over time
0.29%5,356
$524.4K
0.29%
unchanged 0 percentunchanged
BIL
Spdr S&P Dividend Etf Tr

Spdr S&P Dividend Etf Tr

BIL
McDonough Capital Management, Inc's holding in Spdr S&P Dividend Etf Tr over time
0.16%2,064
$301.3K
0.16%
increased 0.58 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
McDonough Capital Management, Inc's holding in Vanguard Scottsdale Fds over time
1.42%32,807
$2.60M
1.42%
increased 1.57 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
McDonough Capital Management, Inc's holding in Vanguard Scottsdale Fds over time
1.07%33,349
$1.95M
1.07%
decreased 7.19 percentreduced
GLD
Spdr Gold Tr

Spdr Gold Tr

GLD
McDonough Capital Management, Inc's holding in Spdr Gold Tr over time
0.22%936
$402.8K
0.22%
increased 22.83 percentadded