Mcdonough Capital Management, Inc Top Holdings and 13F Report (2026) About Mcdonough Capital Management, IncInvestment ActivityMcdonough Capital Management, Inc has $200.08 million in total holdings as of June 30, 2026.Mcdonough Capital Management, Inc owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 13.23% of the portfolio was sold this quarter.This quarter, Mcdonough Capital Management, Inc has purchased 50 new stocks and bought additional shares in 16 stocks.Mcdonough Capital Management, Inc sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $28,123,988Alphabet $27,584,524NVIDIA $22,263,548Apple $21,196,933Microsoft $9,837,648 Largest New Holdings this Quarter 595112103 - Micron Technology $326,664 Holding22788C105 - CrowdStrike $264,046 Holding007903107 - Advanced Micro Devices $242,820 Holding464287655 - iShares Russell 2000 ETF $233,750 Holding92537N108 - Vertiv $221,316 Holding Largest Purchases this Quarter Amazon.com 41,027 shares (about $7.16M)NVIDIA 2,022 shares (about $404.58K)Micron Technology 283 shares (about $326.66K)Broadcom 864 shares (about $326.38K)CrowdStrike 346 shares (about $264.05K) Largest Sales this Quarter Apple 197,388 shares (about $23.46M)Alphabet 1,435 shares (about $507.03K)Berkshire Hathaway 787 shares (about $393.81K)Microsoft 943 shares (about $351.77K)Home Depot 456 shares (about $160.83K) 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$28,123,988$7,160,055 â–²34.2%161,15014.1%Consumer DiscretionaryGOOGAlphabet$27,584,524$507,029 â–¼-1.8%78,07013.8%Communication ServicesNVDANVIDIA$22,263,548$404,584 â–²1.9%111,26711.1%TechnologyAAPLApple$21,196,933$23,455,789 â–¼-52.5%178,37910.6%TechnologyMSFTMicrosoft$9,837,648$351,771 â–¼-3.5%26,3724.9%TechnologyBRK.BBerkshire Hathaway$8,225,911$393,807 â–¼-4.6%16,4394.1%FinanceTSLATesla$8,195,811$257,828 â–²3.2%19,4864.1%Consumer DiscretionaryVVisa$8,011,883$92,292 â–¼-1.1%23,3524.0%FinanceWMWaste Management$6,280,401$16,493 â–²0.3%28,1783.1%IndustrialsMAMastercard$5,914,444$133,544 â–¼-2.2%11,5153.0%FinanceAVGOBroadcom$5,711,637$326,379 â–²6.1%15,1202.9%TechnologyCOSTCostco Wholesale$5,050,661$81,387 â–²1.6%5,3992.5%Consumer StaplesHDHome Depot$4,778,290$160,828 â–¼-3.3%13,5482.4%Consumer DiscretionaryLMTLockheed Martin$3,543,041$18,851 â–¼-0.5%6,9541.8%IndustrialsPALANTIR TECHNOLOGIES INC$3,525,184$193,789 â–²5.8%30,2151.8%CL ANOCNorthrop Grumman$2,991,864$73,345 â–²2.5%5,8741.5%IndustrialsMETAMeta Platforms$2,856,785$107,601 â–²3.9%5,0711.4%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$2,615,339$22,603 â–²0.9%33,0931.3%ETFJPMJPMorgan Chase & Co.$1,935,242$117,843 â–²6.5%5,9121.0%FinanceIVWiShares S&P 500 Growth ETF$1,903,4150.0%13,8401.0%ETFPANWPalo Alto Networks$1,883,453$41,604 â–²2.3%5,5230.9%TechnologyVGSHVanguard Short-Term Treasury ETF$1,882,241$58,725 â–¼-3.0%32,3400.9%ETFNEENextEra Energy$1,868,747$2,721 â–¼-0.1%21,2910.9%UtilitiesQQQInvesco QQQ$1,307,846$736 â–¼-0.1%1,7760.7%ETFRTXRTX$1,209,631$132,253 â–²12.3%6,3750.6%IndustrialsSPYSPDR S&P 500 ETF Trust$1,203,7930.0%1,6120.6%ETFLLYEli Lilly and Company$938,117$13,196 â–²1.4%7820.5%HealthcareVVVanguard Large-Cap ETF$821,600$9,973 â–¼-1.2%2,3890.4%ETFNFLXNetflix$762,980$57,977 â–¼-7.1%10,6860.4%Communication ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$593,641$43,669 â–¼-6.9%4,9890.3%ETFDUKDuke Energy$476,459$10,506 â–²2.3%3,7640.2%UtilitiesVOOVanguard S&P 500 ETF$463,596$687 â–¼-0.1%6750.2%ETFWECWEC Energy Group$442,3240.0%3,7880.2%UtilitiesJNJJohnson & Johnson$401,635$254 â–¼-0.1%1,5810.2%HealthcareARISTA NETWORKS INC$386,4770.0%2,2750.2%COM SHSAEPAmerican Electric Power$379,1240.0%2,7710.2%UtilitiesIVViShares Core S&P 500 ETF$373,538$2,250 â–¼-0.6%4980.2%ETFGLDSPDR Gold Shares$344,8030.0%9360.2%ETFGOOGLAlphabet$333,130$21,446 â–¼-6.0%9320.2%Communication ServicesCATCaterpillar$330,1190.0%3100.2%IndustrialsMUMicron Technology$326,664$326,664 â–²New Holding2830.2%TechnologySDYSPDR S&P Dividend ETF$316,032$1,827 â–²0.6%2,0760.2%ETFPLDPrologis$296,543$43,350 â–¼-12.8%2,1890.1%Real EstateITOTiShares Core S&P Total U.S. Stock Market ETF$291,5790.0%1,7750.1%ETFCRWDCrowdStrike$264,046$264,046 â–²New Holding3460.1%TechnologyEXRExtra Space Storage$260,950$8,577 â–¼-3.2%1,7950.1%Real EstateSLFSun Life Financial$251,0220.0%3,2010.1%FinanceAMDAdvanced Micro Devices$242,820$242,820 â–²New Holding4180.1%TechnologyIWMiShares Russell 2000 ETF$233,750$233,750 â–²New Holding7780.1%ETFWALMART INC$224,4810.0%1,9820.1%COMVRTVertiv$221,316$221,316 â–²New Holding6610.1%IndustrialsIBMInternational Business Machines$204,031$204,031 â–²New Holding7250.1%TechnologyVUGVanguard Growth ETF$0$325,408 â–¼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$276,798 â–¼-100.0%00.0%ETFDOMINOS PIZZA INC$0$262,993 â–¼-100.0%00.0%COMFTCSFirst Trust Capital Strength ETF$0$244,793 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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