McDonough Capital Management, Inc

CIK

1912128

Location

ORLANDO, FL

Portfolio Value

Small $227,318,626

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,607 / 8,232 ▲ 45

Top Industry

Consumer Electronics 42.4%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed May 13, 2026 · 32d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.1%

SPY

+76.3%

Annualised alpha

-2.1%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

42.0%

+0.9 pts

Top 5

69.4%

−0.9 pts

Top 10

83.4%

−1.4 pts

HHI

2,046

Moderately concentrated+47

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	59.1%	$134,263,892	7
Consumer Cyclical	16.2%	$36,902,822	4
Financial Services	10.2%	$23,110,836	5
Industrials	7.0%	$15,907,451	5
Consumer Defensive	2.4%	$5,539,358	2
Communication Services	1.8%	$4,182,785	3
Utilities	1.4%	$3,264,135	4
Unclassified	1.1%	$2,476,747	3
Healthcare	0.5%	$1,095,846	2
Real Estate	0.3%	$574,754	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+3,208	28,554	$4,176,879
NVDA	Nvidia Corp	+2,906	109,245	$19,052,328
AVGO	Broadcom Inc.	+1,284	14,256	$4,412,374
PANW	Palo Alto Networks Inc	+975	5,401	$865,888
JPM	Jpmorgan Chase & Co	+554	5,552	$1,633,176
RTX	RTX Corp	+487	5,678	$1,095,286
PLD	Prologis, Inc.	+188	2,509	$331,639
NOC	Northrop Grumman Corp /De/	+184	5,730	$3,909,235
GLD	Spdr Gold Trust	+174	936	$402,751
ANET	Arista Networks, Inc.	+39	2,275	$279,324
TSLA	Tesla, Inc.	+29	18,873	$7,016,037
QQQ	Invesco Qqq Trust, Series 1	+15	1,777	$1,025,648
LLY	ELI LILLY & Co	+7	771	$709,142
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−6,457	120,123	$25,018,017
MSFT	Microsoft Corp	−2,322	27,315	$10,111,193
V	Visa Inc.	−1,735	23,621	$7,139,211
EXR	Extra Space Storage Inc.	−1,702	1,854	$243,115
HD	Home Depot, Inc.	−1,154	14,004	$4,605,775
NFLX	Netflix Inc	−1,139	11,498	$1,105,532
BRK-B	Berkshire Hathaway Inc	−1,133	17,226	$8,254,699
MA	Mastercard Inc	−1,011	11,775	$5,883,496
AAPL	Apple Inc.	−437	375,767	$95,365,906
WM	Waste Management Inc	−418	28,104	$6,458,018
JNJ	Johnson & Johnson	−393	1,582	$386,704
META	Meta Platforms, Inc.	−391	4,880	$2,791,994
LMT	Lockheed Martin Corp	−204	6,991	$4,225,290
DUK	Duke Energy CORP	−72	3,681	$481,990
DPZ	Dominos Pizza Inc	−67	733	$262,993
SPY	Spdr S&P 500 ETF Trust	−52	1,612	$1,048,348
NEE	Nextera Energy Inc	−35	21,322	$1,980,387
AEP	American Electric Power Co Inc	−15	2,771	$363,222
COST	Costco Wholesale Corp /New	−13	5,312	$5,293,036
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	310	$219,622
SLF	Sun Life Financial Inc	3,201	$200,254
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AWK	American Water Works Company, Inc.	4,017	$524,218
MCD	Mcdonalds Corp	836	$255,506
IBM	International Business Machines Corp	793	$234,894
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $227,318,626 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	375,767	-437	$95,365,906	−6.8%	41.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	120,123	-6,457	$25,018,017	−14.4%	11.01%
NVDA	Nvidia Corp Technology	Added	109,245	+2,906	$19,052,328	−3.9%	8.38%
MSFT	Microsoft Corp Technology	Reduced	27,315	-2,322	$10,111,193	−29.5%	4.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,226	-1,133	$8,254,699	−10.5%	3.63%
V	Visa Inc. Financial Services	Reduced	23,621	-1,735	$7,139,211	−19.7%	3.14%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,873	+29	$7,016,037	−17.2%	3.09%
WM	Waste Management Inc Industrials	Reduced	28,104	-418	$6,458,018	+3.1%	2.84%
MA	Mastercard Inc Financial Services	Reduced	11,775	-1,011	$5,883,496	−19.4%	2.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,312	-13	$5,293,036	+15.3%	2.33%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,004	-1,154	$4,605,775	−11.7%	2.03%
AVGO	Broadcom Inc. Technology	Added	14,256	+1,284	$4,412,374	−1.7%	1.94%
LMT	Lockheed Martin Corp Industrials	Reduced	6,991	-204	$4,225,290	+21.4%	1.86%
PLTR	Palantir Technologies Inc. Technology	Added	28,554	+3,208	$4,176,879	−7.3%	1.84%
NOC	Northrop Grumman Corp /De/ Industrials	Added	5,730	+184	$3,909,235	+23.6%	1.72%
META	Meta Platforms, Inc. Communication Services	Reduced	4,880	-391	$2,791,994	−19.8%	1.23%
NEE	Nextera Energy Inc Utilities	Reduced	21,322	-35	$1,980,387	+15.5%	0.87%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,552	+554	$1,633,176	+1.4%	0.72%
NFLX	Netflix Inc Communication Services	Reduced	11,498	-1,139	$1,105,532	−6.7%	0.49%
RTX	RTX Corp Industrials	Added	5,678	+487	$1,095,286	+15.0%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,612	-52	$1,048,348	−7.6%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Added	1,777	+15	$1,025,648	−5.2%	0.45%
PANW	Palo Alto Networks Inc Technology	Added	5,401	+975	$865,888	+6.2%	0.38%
LLY	ELI LILLY & Co Healthcare	Added	771	+7	$709,142	−13.6%	0.31%
DUK	Duke Energy CORP Utilities	Reduced	3,681	-72	$481,990	+9.6%	0.21%
WEC	Wec Energy Group, Inc. Utilities	Held	3,788	0	$438,536	+9.8%	0.19%
GLD	Spdr Gold Trust	Added	936	+174	$402,751	+33.4%	0.18%
JNJ	Johnson & Johnson Healthcare	Reduced	1,582	-393	$386,704	−5.4%	0.17%
AEP	American Electric Power Co Inc Utilities	Reduced	2,771	-15	$363,222	+13.1%	0.16%
PLD	Prologis, Inc. Real Estate	Added	2,509	+188	$331,639	+11.9%	0.15%
GOOGL	Alphabet Inc. Communication Services	Held	992	0	$285,259	−8.1%	0.13%
ANET	Arista Networks, Inc. Technology	Added	2,275	+39	$279,324	−4.7%	0.12%
DPZ	Dominos Pizza Inc Consumer Cyclical	Reduced	733	-67	$262,993	−21.1%	0.12%
WMT	Walmart Inc. Consumer Defensive	Held	1,982	0	$246,322	+11.6%	0.11%
EXR	Extra Space Storage Inc. Real Estate	Reduced	1,854	-1,702	$243,115	−47.5%	0.11%
CAT	Caterpillar Inc Industrials	NEW	310	NEW	$219,622	NEW	0.10%
SLF	Sun Life Financial Inc Financial Services	NEW	3,201	NEW	$200,254	NEW	0.09%