Filed: 4/14/2025ACC: 0001912128-25-000002
📋 What this filing means
MCDONOUGH CAPITAL MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $153.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$153.11M
Total AUM (reported)
749.29K
Total Shares
Allocation by class
COM$100.56M65.7%
CAP STK CL C$12.69M8.3%
CL A$10.29M6.7%
CL B NEW$9.39M6.1%
COM CL A$8.78M5.7%
SHORT TRM CORP BD$2.97M1.9%
SHRT TERM TREAS$2.24M1.5%
Portfolio Concentration
Top 3$53.55M35.0%
4–10$58.12M38.0%
11–25$31.58M20.6%
Rest$9.85M6.4%
Top 3 weight
35.0%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 749.29K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
749.29K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
AMAZON COM INC
SOLEShares125.19K
TypeSH
Market value$23.82M
15.56%
Sole
0.00
Shared
0.00
None
125.19K
APPLE INC
SOLEShares76.71K
TypeSH
Market value$17.04M
11.13%
Sole
0.00
Shared
0.00
None
76.71K
ALPHABET INC
SOLEShares81.22K
TypeSH
Market value$12.69M
8.29%
Sole
0.00
Shared
0.00
None
81.22K
MICROSOFT CORP
SOLEShares28.27K
TypeSH
Market value$10.61M
6.93%
Sole
0.00
Shared
0.00
None
28.27K
NVIDIA CORPORATION
SOLEShares96.19K
TypeSH
Market value$10.43M
6.81%
Sole
0.00
Shared
0.00
None
96.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.63K
TypeSH
Market value$9.39M
6.13%
Sole
0.00
Shared
0.00
None
17.63K
VISA INC
SOLEShares25.06K
TypeSH
Market value$8.78M
5.74%
Sole
0.00
Shared
0.00
None
25.06K
MASTERCARD INCORPORATED
SOLEShares12.56K
TypeSH
Market value$6.89M
4.50%
Sole
0.00
Shared
0.00
None
12.56K
WASTE MGMT INC DEL
SOLEShares27.71K
TypeSH
Market value$6.42M
4.19%
Sole
0.00
Shared
0.00
None
27.71K
HOME DEPOT INC
SOLEShares15.31K
TypeSH
Market value$5.61M
3.66%
Sole
0.00
Shared
0.00
None
15.31K
COSTCO WHSL CORP NEW
SOLEShares4.84K
TypeSH
Market value$4.57M
2.99%
Sole
0.00
Shared
0.00
None
4.84K
TESLA INC
SOLEShares17.16K
TypeSH
Market value$4.45M
2.90%
Sole
0.00
Shared
0.00
None
17.16K
LOCKHEED MARTIN CORP
SOLEShares7.55K
TypeSH
Market value$3.37M
2.20%
Sole
0.00
Shared
0.00
None
7.55K
VANGUARD SCOTTSDALE FDS
SOLEShares37.58K
TypeSH
Market value$2.97M
1.94%
Sole
0.00
Shared
0.00
None
37.58K
META PLATFORMS INC
SOLEShares4.39K
TypeSH
Market value$2.53M
1.65%
Sole
0.00
Shared
0.00
None
4.39K
VANGUARD SCOTTSDALE FDS
SOLEShares38.18K
TypeSH
Market value$2.24M
1.46%
Sole
0.00
Shared
0.00
None
38.18K
NORTHROP GRUMMAN CORP
SOLEShares3.71K
TypeSH
Market value$1.90M
1.24%
Sole
0.00
Shared
0.00
None
3.71K
BROADCOM INC
SOLEShares9.20K
TypeSH
Market value$1.54M
1.01%
Sole
0.00
Shared
0.00
None
9.20K
NEXTERA ENERGY INC
SOLEShares21.30K
TypeSH
Market value$1.51M
0.99%
Sole
0.00
Shared
0.00
None
21.30K
ISHARES TR
SOLEShares13.84K
TypeSH
Market value$1.28M
0.84%
Sole
0.00
Shared
0.00
None
13.84K
NETFLIX INC
SOLEShares1.28K
TypeSH
Market value$1.19M
0.78%
Sole
0.00
Shared
0.00
None
1.28K
EXTRA SPACE STORAGE INC
SOLEShares7.68K
TypeSH
Market value$1.14M
0.75%
Sole
0.00
Shared
0.00
None
7.68K
JPMORGAN CHASE & CO
SOLEShares4.35K
TypeSH
Market value$1.07M
0.70%
Sole
0.00
Shared
0.00
None
4.35K
SPDR S&P 500 ETF TR
SOLEShares1.68K
TypeSH
Market value$937.0K
0.61%
Sole
0.00
Shared
0.00
None
1.68K
PALANTIR TECHNOLOGIES INC
SOLEShares10.30K
TypeSH
Market value$869.1K
0.57%
Sole
0.00
Shared
0.00
None
10.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 125.19K | SH | $23.82M 15.56% | 0.00 | 0.00 | 125.19K |
APPLE INCSOLE | COM | 76.71K | SH | $17.04M 11.13% | 0.00 | 0.00 | 76.71K |
ALPHABET INCSOLE | CAP STK CL C | 81.22K | SH | $12.69M 8.29% | 0.00 | 0.00 | 81.22K |
MICROSOFT CORPSOLE | COM | 28.27K | SH | $10.61M 6.93% | 0.00 | 0.00 | 28.27K |
NVIDIA CORPORATIONSOLE | COM | 96.19K | SH | $10.43M 6.81% | 0.00 | 0.00 | 96.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.63K | SH | $9.39M 6.13% | 0.00 | 0.00 | 17.63K |
VISA INCSOLE | COM CL A | 25.06K | SH | $8.78M 5.74% | 0.00 | 0.00 | 25.06K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.56K | SH | $6.89M 4.50% | 0.00 | 0.00 | 12.56K |
WASTE MGMT INC DELSOLE | COM | 27.71K | SH | $6.42M 4.19% | 0.00 | 0.00 | 27.71K |
HOME DEPOT INCSOLE | COM | 15.31K | SH | $5.61M 3.66% | 0.00 | 0.00 | 15.31K |
COSTCO WHSL CORP NEWSOLE | COM | 4.84K | SH | $4.57M 2.99% | 0.00 | 0.00 | 4.84K |
TESLA INCSOLE | COM | 17.16K | SH | $4.45M 2.90% | 0.00 | 0.00 | 17.16K |
LOCKHEED MARTIN CORPSOLE | COM | 7.55K | SH | $3.37M 2.20% | 0.00 | 0.00 | 7.55K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TRM CORP BD | 37.58K | SH | $2.97M 1.94% | 0.00 | 0.00 | 37.58K |
META PLATFORMS INCSOLE | CL A | 4.39K | SH | $2.53M 1.65% | 0.00 | 0.00 | 4.39K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TERM TREAS | 38.18K | SH | $2.24M 1.46% | 0.00 | 0.00 | 38.18K |
NORTHROP GRUMMAN CORPSOLE | COM | 3.71K | SH | $1.90M 1.24% | 0.00 | 0.00 | 3.71K |
BROADCOM INCSOLE | COM | 9.20K | SH | $1.54M 1.01% | 0.00 | 0.00 | 9.20K |
NEXTERA ENERGY INCSOLE | COM | 21.30K | SH | $1.51M 0.99% | 0.00 | 0.00 | 21.30K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 13.84K | SH | $1.28M 0.84% | 0.00 | 0.00 | 13.84K |
NETFLIX INCSOLE | COM | 1.28K | SH | $1.19M 0.78% | 0.00 | 0.00 | 1.28K |
EXTRA SPACE STORAGE INCSOLE | COM | 7.68K | SH | $1.14M 0.75% | 0.00 | 0.00 | 7.68K |
JPMORGAN CHASE & COSOLE | COM | 4.35K | SH | $1.07M 0.70% | 0.00 | 0.00 | 4.35K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.68K | SH | $937.0K 0.61% | 0.00 | 0.00 | 1.68K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 10.30K | SH | $869.1K 0.57% | 0.00 | 0.00 | 10.30K |
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