McDonough Capital Management, Inc
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Jul 2026 to Nov 2026 | $258,240,524 | Individuals and high net worth (99%) |
| Apr 2026 to Jun 2026 | $258,307,695 | Individuals and high net worth (94%) |
| Apr 2025 to Mar 2026 | $205,800,640 | Individuals and high net worth (93%) |
| Jul 2024 to Mar 2025 | $163,958,889 | Individuals and high net worth (92%) |
| Apr 2024 to Jun 2024 | $147,789,100 | Individuals and high net worth (92%) |
| Aug 2023 to Mar 2024 | $135,487,888 | Individuals and high net worth (92%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 57.8%; sector active share 30.6% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.0% | $96,260,545 |
| Consumer Cyclical | 21.3% | $51,382,410 |
| Communication Services | 13.1% | $31,536,964 |
| Financial Services | 10.1% | $24,338,048 |
| Industrials | 6.1% | $14,575,745 |
| Unclassified | 5.1% | $12,350,422 |
| Consumer Defensive | 2.2% | $5,275,083 |
| Utilities | 1.3% | $3,166,582 |
| Healthcare | 0.6% | $1,339,480 |
| Real Estate | 0.2% | $557,356 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +41,027 | 161,150 | $38,408,491 | |
| NVDA | Nvidia Corp | +2,022 | 111,267 | $22,263,414 | |
| PLTR | Palantir Technologies Inc. | +1,661 | 30,215 | $3,525,184 | |
| AVGO | Broadcom Inc. | +864 | 15,120 | $5,711,580 | |
| RTX | RTX Corp | +697 | 6,375 | $1,209,528 | |
| TSLA | Tesla, Inc. | +613 | 19,486 | $8,195,811 | |
| JPM | Jpmorgan Chase & Co | +360 | 5,912 | $1,935,174 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +286 | 33,093 | $2,615,339 | |
| META | Meta Platforms, Inc. | +191 | 5,071 | $2,856,443 | |
| NOC | Northrop Grumman Corp | +144 | 5,874 | $2,991,686 | |
| PANW | Palo Alto Networks Inc | +122 | 5,523 | $1,883,453 | |
| COST | Costco Wholesale Corp | +87 | 5,399 | $5,050,602 | |
| DUK | Duke Energy CORP | +83 | 3,764 | $476,447 | |
| WM | Waste Management Inc | +74 | 28,178 | $6,280,312 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | +12 | 2,076 | $315,925 | |
| LLY | ELI LILLY & Co | +11 | 782 | $937,954 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −197,388 | 178,379 | $51,615,747 | |
| GOOG | Alphabet Inc. | −1,435 | 78,070 | $27,584,473 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −1,009 | 32,340 | $1,882,188 | |
| MSFT | Microsoft Corp | −943 | 26,372 | $9,837,283 | |
| NFLX | Netflix Inc | −812 | 10,686 | $762,980 | |
| BRK-B | Berkshire Hathaway Inc | −787 | 16,439 | $8,225,911 | |
| HD | Home Depot, Inc. | −456 | 13,548 | $4,778,108 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −367 | 4,989 | $593,641 | |
| PLD | Prologis, Inc. | −320 | 2,189 | $296,543 | |
| V | Visa Inc. | −269 | 23,352 | $8,011,837 | |
| MA | Mastercard Inc | −260 | 11,515 | $5,914,104 | |
| GOOGL | Alphabet Inc. | −60 | 932 | $333,068 | |
| EXR | Extra Space Storage Inc. | −59 | 1,795 | $260,813 | |
| LMT | Lockheed Martin Corp | −37 | 6,954 | $3,542,784 | |
| NEE | Nextera Energy Inc | −31 | 21,291 | $1,868,711 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | −29 | 2,389 | $821,600 | |
| IVV | iShares Core S&P 500 ETF | −3 | 498 | $372,947 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1 | 1,776 | $1,307,846 | |
| VOO | VANGUARD 500 INDEX FUND | −1 | 675 | $463,596 | |
| JNJ | Johnson & Johnson | −1 | 1,581 | $401,526 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 283 | $326,664 | |
| CRWD | CrowdStrike Holdings, Inc. | 346 | $264,046 | |
| AMD | Advanced Micro Devices Inc | 418 | $242,820 | |
| IWM | iShares Russell 2000 ETF | 778 | $233,750 | |
| VRT | Vertiv Holdings Co | 661 | $221,316 | |
| IBM | International Business Machines Corp | 725 | $203,877 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 178,379 | $51,615,747 | 21.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 161,150 | $38,408,491 | 15.95% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 78,070 | $27,584,473 | 11.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 111,267 | $22,263,414 | 9.25% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 26,372 | $9,837,283 | 4.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 16,439 | $8,225,911 | 3.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 19,486 | $8,195,811 | 3.40% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 23,352 | $8,011,837 | 3.33% | |
| WM |
Waste Management Inc
Industrials
|
Added | 28,178 | $6,280,312 | 2.61% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 11,515 | $5,914,104 | 2.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,120 | $5,711,580 | 2.37% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 5,399 | $5,050,602 | 2.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 13,548 | $4,778,108 | 1.98% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 6,954 | $3,542,784 | 1.47% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 30,215 | $3,525,184 | 1.46% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 5,874 | $2,991,686 | 1.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,071 | $2,856,443 | 1.19% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 33,093 | $2,615,339 | 1.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,912 | $1,935,174 | 0.80% | |
| IVW |
iShares S&P 500 Growth ETF
|
Held | 13,840 | $1,903,415 | 0.79% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,523 | $1,883,453 | 0.78% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 32,340 | $1,882,188 | 0.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 21,291 | $1,868,711 | 0.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,776 | $1,307,846 | 0.54% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,375 | $1,209,528 | 0.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,612 | $1,203,793 | 0.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 782 | $937,954 | 0.39% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 2,389 | $821,600 | 0.34% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 10,686 | $762,980 | 0.32% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 4,989 | $593,641 | 0.25% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,764 | $476,447 | 0.20% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 675 | $463,596 | 0.19% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 3,788 | $442,324 | 0.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,581 | $401,526 | 0.17% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 2,275 | $386,477 | 0.16% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 2,771 | $379,100 | 0.16% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 498 | $372,947 | 0.15% | |
| GLD |
Spdr Gold Trust
|
Held | 936 | $344,803 | 0.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 932 | $333,068 | 0.14% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 310 | $330,119 | 0.14% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 283 | $326,664 | 0.14% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Added | 2,076 | $315,925 | 0.13% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 2,189 | $296,543 | 0.12% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Held | 1,775 | $291,579 | 0.12% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 346 | $264,046 | 0.11% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Reduced | 1,795 | $260,813 | 0.11% | |
| SLF |
Sun Life Financial Inc
Financial Services
|
Held | 3,201 | $251,022 | 0.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 418 | $242,820 | 0.10% | |
| IWM |
iShares Russell 2000 ETF
|
NEW | 778 | $233,750 | 0.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,982 | $224,481 | 0.09% |
Showing the top 50 of 52 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.