Mcdonough Capital Management, Inc Top Holdings and 13F Report (2025) About Mcdonough Capital Management, IncInvestment ActivityMcdonough Capital Management, Inc has $178.44 million in total holdings as of June 30, 2025.Mcdonough Capital Management, Inc owns shares of 51 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 12.98% of the portfolio was purchased this quarter.About 5.93% of the portfolio was sold this quarter.This quarter, Mcdonough Capital Management, Inc has purchased 48 new stocks and bought additional shares in 24 stocks.Mcdonough Capital Management, Inc sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amazon.com $27,819,371NVIDIA $16,420,152Apple $16,286,295Alphabet $14,892,777Microsoft $14,520,268 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $225,082 Holding78463V107 - SPDR Gold Shares $218,258 Holding866796105 - Sun Life Financial $211,443 Holding Largest Purchases this Quarter Apple 255,054 shares (about $12.52M)Vanguard Large-Cap ETF 34,630 shares (about $2.04M)PALANTIR TECHNOLOGIES INC 10,357 shares (about $1.41M)NVIDIA 7,738 shares (about $1.22M)Costco Wholesale 646 shares (about $639.54K) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 35,166 shares (about $10.03M)Vanguard Short-Term Treasury ETF 5,033 shares (about $400.12K)Extra Space Storage 366 shares (about $53.97K)Duke Energy 229 shares (about $27.03K)Walt Disney 150 shares (about $18.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdonough Capital Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$27,819,371$352,999 ▲1.3%126,80315.6%Retail/WholesaleNVDANVIDIA$16,420,152$1,222,534 ▲8.0%103,9319.2%Computer and TechnologyAAPLApple$16,286,295$12,520,601 ▲332.5%331,7649.1%Computer and TechnologyGOOGAlphabet$14,892,777$484,103 ▲3.4%83,9548.3%Computer and TechnologyMSFTMicrosoft$14,520,268$458,126 ▲3.3%29,1918.1%Computer and TechnologyVVisa$9,124,434$225,457 ▲2.5%25,6995.1%Business ServicesBRK.BBerkshire Hathaway$8,852,346$288,067 ▲3.4%18,2235.0%FinanceMAMastercard$7,292,807$232,098 ▲3.3%12,9774.1%Business ServicesWMWaste Management$6,792,420$451,470 ▲7.1%29,6843.8%Business ServicesTSLATesla$5,993,291$541,928 ▲9.9%18,8673.4%Auto/Tires/TrucksHDHome Depot$5,858,356$245,656 ▲4.4%15,9783.3%Retail/WholesaleCOSTCostco Wholesale$5,428,180$639,541 ▲13.4%5,4833.0%Retail/WholesaleMETAMeta Platforms$3,553,142$313,013 ▲9.7%4,8132.0%Computer and TechnologyLMTLockheed Martin$3,497,563$1,390 ▼0.0%7,5512.0%AerospaceAVGOBroadcom$3,128,135$591,280 ▲23.3%11,3481.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,815,553$1,411,866 ▲100.6%20,6541.6%CL AVGSHVanguard Short-Term Treasury ETF$2,635,107$400,124 ▼-13.2%33,1461.5%ETFVVVanguard Large-Cap ETF$2,177,694$2,035,563 ▲1,432.2%37,0481.2%ETFNOCNorthrop Grumman$2,120,479$262,997 ▲14.2%4,2411.2%AerospaceNFLXNetflix$1,703,373$12,052 ▼-0.7%1,2721.0%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$1,523,7840.0%13,8400.9%ETFNEENextEra Energy$1,486,193$7,289 ▲0.5%21,4080.8%UtilitiesJPMJPMorgan Chase & Co.$1,400,471$138,017 ▲10.9%4,8300.8%FinanceEXRExtra Space Storage$1,078,785$53,969 ▼-4.8%7,3160.6%FinanceSPYSPDR S&P 500 ETF Trust$1,034,8980.0%1,6750.6%FinanceQQQInvesco QQQ$977,506$2,207 ▲0.2%1,7720.5%FinanceAWKAmerican Water Works$812,315$5,426 ▼-0.7%5,8390.5%UtilitiesPANWPalo Alto Networks$777,836$50,751 ▲7.0%3,8010.4%Computer and TechnologyRTXRTX$771,429$7,301 ▲1.0%5,2830.4%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$689,855$10,032,854 ▼-93.6%2,4180.4%ETFLLYEli Lilly and Company$601,072$21,049 ▲3.6%7710.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$511,391$286 ▼-0.1%5,3650.3%ETFDUKDuke Energy$488,830$27,026 ▼-5.2%4,1420.3%UtilitiesDISWalt Disney$475,578$18,601 ▼-3.8%3,8350.3%Consumer DiscretionaryWECWEC Energy Group$466,2950.0%4,4750.3%UtilitiesADBEAdobe$407,384$11,220 ▼-2.7%1,0530.2%Computer and TechnologyDOMINOS PIZZA INC$360,4800.0%8000.2%COMIVViShares Core S&P 500 ETF$329,5670.0%5300.2%ETFVUGVanguard Growth ETF$326,6080.0%7450.2%ETFJNJJohnson & Johnson$289,373$1,986 ▼-0.7%1,8940.2%MedicalAEPAmerican Electric Power$289,093$9,754 ▼-3.3%2,7860.2%UtilitiesSDYSPDR S&P Dividend ETF$275,152$407 ▼-0.1%2,0270.2%ETFPLDPrologis$264,091$8,831 ▼-3.2%2,5120.1%FinanceMCDMcDonald's$254,396$4,971 ▼-1.9%8700.1%Retail/WholesaleVYMVanguard High Dividend Yield ETF$249,1560.0%1,8690.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$246,9880.0%1,8290.1%ETFCAVACAVA Group$245,109$11,034 ▲4.7%2,9100.1%Retail/WholesaleFTCSFirst Trust Capital Strength ETF$239,8580.0%2,6390.1%ETFARISTA NETWORKS INC$225,082$225,082 ▲New Holding2,2000.1%COM SHSGLDSPDR Gold Shares$218,258$218,258 ▲New Holding7160.1%FinanceSLFSun Life Financial$211,443$211,443 ▲New Holding3,1820.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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