McCarthy & Cox
CIK
2020726
Location
MARYSVILLE, OH
Portfolio Value
Micro
$769,236
Diversification
Highly concentrated
Filing Date
Global Rank
#8,608
/ 8,662
▼ 964
· as of Dec 2025
Top Industry
Insurance - Diversified
55.0%
3Y Alpha vs SPY
+6.4%
Period ended 6 months ago
Filed Jan 23, 2026 · 6mo
8 quarters · since Mar 2024
Clone Performance
May 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.2%
SPY
+44.1%
Annualised alpha
+3.4%
Max drawdown
−15.5%
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
3 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
40.6%
+10.9 pts
Top 5
100.0%
+38.0 pts
Top 10
100.0%
+18.1 pts
HHI
3,430
Highly concentrated+2,136
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.6% | $312,319 |
| Financial Services | 32.7% | $251,325 |
| Technology | 26.7% | $205,592 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMAT | Applied Materials Inc /De | 800 | $205,592 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | 3,269 | $1,031,140 | |
| MSFT | Microsoft Corp | 1,030 | $533,488 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 847 | $504,837 | |
| AAPL | Apple Inc. | 1,545 | $393,403 | |
| PRK | Park National Corp /Oh/ | 2,336 | $379,670 | |
| HIG | Hartford Insurance Group, Inc. | 2,600 | $346,814 | |
| AEP | American Electric Power Co Inc | 2,891 | $325,237 | |
| LOW | Lowes Companies Inc | 1,237 | $310,870 | |
| V | Visa Inc. | 740 | $252,621 | |
| COST | Costco Wholesale Corp /New | 265 | $245,291 | |
| TSLA | Tesla, Inc. | 540 | $240,148 | |
| HD | Home Depot, Inc. | 553 | $224,070 | |
| RTX | RTX Corp | 1,339 | $224,054 | |
| WMT | Walmart Inc. | 2,108 | $217,250 | |
| PEP | Pepsico Inc | 1,425 | $200,127 | |
| No positions match the current search. | ||||
3 positions ·
$769,236 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 458 | $312,319 | 40.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 500 | $251,325 | 32.67% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 800 | $205,592 | 26.73% |