McDonough Capital Management, Inc

McDonough Capital Management, Inc reported 52 holdings worth US$200M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

McDonough Capital Management, Inc reported 52 holdings worth US$200M as of Jun 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).

Holdings
52
Value as reported
US$200M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.161KUS$28.1M14.1%
Alphabet Inc (google) Class C78,119US$27.9M14.0%
Nvidia Corporation111KUS$22.3M11.1%
Apple Inc178KUS$21.2M10.6%
Microsoft Corp.26,372US$9.84M4.9%
Berkshire Hathaway Inc.16,439US$8.23M4.1%
Tesla, Inc.19,486US$8.2M4.1%
Visa Inc.23,352US$8.01M4.0%
Waste Management, Inc.28,178US$6.28M3.1%
Mastercard Incorporated11,515US$5.91M3.0%
Broadcom Inc.15,120US$5.71M2.9%
Costco Wholesale Corporation5,399US$5.05M2.5%
Home Depot, Inc. (the)13,548US$4.78M2.4%
Lockheed Martin Corporation6,954US$3.54M1.8%
Palantir Technologies Inc.30,215US$3.53M1.8%
Northrop Grumman Corporation5,874US$2.99M1.5%
Meta Platforms, Inc.5,071US$2.86M1.4%
Jp Morgan Chase & Co.5,912US$1.94M0.97%
Palo Alto Networks, Inc.5,523US$1.88M0.94%
Nextera Energy, Inc.21,291US$1.87M0.93%
Rtx Corporation6,375US$1.21M0.60%
Eli Lilly And Company782US$938K0.47%
Netflix, Inc.10,686US$763K0.38%
Duke Energy Corporation (holding Company)3,764US$476K0.24%
Wec Energy Group, Inc.3,788US$442K0.22%
Johnson & Johnson1,581US$402K0.20%
Arista Networks, Inc.2,275US$386K0.19%
American Electric Power Company, Inc.2,771US$379K0.19%
Caterpillar, Inc.310US$330K0.16%
Micron Technology, Inc.283US$327K0.16%
Prologis, Inc.2,189US$297K0.15%
Crowdstrike Holdings, Inc.346US$264K0.13%
Extra Space Storage Inc1,795US$261K0.13%
Sun Life Financial Inc.3,201US$251K0.13%
Advanced Micro Devices Inc418US$243K0.12%
Walmart Inc.1,982US$224K0.11%
Vertiv Holdings, Llc661US$221K0.11%
International Business Machines Corporation725US$204K0.10%
Domino's Pizza Inc0US$00.00%

Source

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