Filed: 8/11/2025ACC: 0001912128-25-000003
📋 What this filing means
MCDONOUGH CAPITAL MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $178.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$178.44M
Total AUM (reported)
1.04M
Total Shares
Allocation by class
COM$119.76M67.1%
CAP STK CL C$14.89M8.3%
CL A$13.66M7.7%
COM CL A$9.12M5.1%
CL B NEW$8.85M5.0%
SHRT TERM TREAS$2.64M1.5%
LARGE CAP EFT$2.18M1.2%
Portfolio Concentration
Top 3$60.53M33.9%
4–10$67.47M37.8%
11–25$39.44M22.1%
Rest$11.00M6.2%
Top 3 weight
33.9%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 1.04M
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
1.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
AMAZON COM INC
SOLEShares126.80K
TypeSH
Market value$27.82M
15.59%
Sole
0.00
Shared
0.00
None
126.80K
NVIDIA CORPORATION
SOLEShares103.93K
TypeSH
Market value$16.42M
9.20%
Sole
0.00
Shared
0.00
None
103.93K
APPLE INC
SOLEShares331.76K
TypeSH
Market value$16.29M
9.13%
Sole
0.00
Shared
0.00
None
331.76K
ALPHABET INC
SOLEShares83.95K
TypeSH
Market value$14.89M
8.35%
Sole
0.00
Shared
0.00
None
83.95K
MICROSOFT CORP
SOLEShares29.19K
TypeSH
Market value$14.52M
8.14%
Sole
0.00
Shared
0.00
None
29.19K
VISA INC
SOLEShares25.70K
TypeSH
Market value$9.12M
5.11%
Sole
0.00
Shared
0.00
None
25.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.22K
TypeSH
Market value$8.85M
4.96%
Sole
0.00
Shared
0.00
None
18.22K
MASTERCARD INCORPORATED
SOLEShares12.98K
TypeSH
Market value$7.29M
4.09%
Sole
0.00
Shared
0.00
None
12.98K
WASTE MGMT INC DEL
SOLEShares29.68K
TypeSH
Market value$6.79M
3.81%
Sole
0.00
Shared
0.00
None
29.68K
TESLA INC
SOLEShares18.87K
TypeSH
Market value$5.99M
3.36%
Sole
0.00
Shared
0.00
None
18.87K
HOME DEPOT INC
SOLEShares15.98K
TypeSH
Market value$5.86M
3.28%
Sole
0.00
Shared
0.00
None
15.98K
COSTCO WHSL CORP NEW
SOLEShares5.48K
TypeSH
Market value$5.43M
3.04%
Sole
0.00
Shared
0.00
None
5.48K
META PLATFORMS INC
SOLEShares4.81K
TypeSH
Market value$3.55M
1.99%
Sole
0.00
Shared
0.00
None
4.81K
LOCKHEED MARTIN CORP
SOLEShares7.55K
TypeSH
Market value$3.50M
1.96%
Sole
0.00
Shared
0.00
None
7.55K
BROADCOM INC
SOLEShares11.35K
TypeSH
Market value$3.13M
1.75%
Sole
0.00
Shared
0.00
None
11.35K
PALANTIR TECHNOLOGIES INC
SOLEShares20.65K
TypeSH
Market value$2.82M
1.58%
Sole
0.00
Shared
0.00
None
20.65K
VANGUARD SCOTTSDALE FDS
SOLEShares33.15K
TypeSH
Market value$2.64M
1.48%
Sole
0.00
Shared
0.00
None
33.15K
VANGUARD INDEX FDS
SOLEShares37.05K
TypeSH
Market value$2.18M
1.22%
Sole
0.00
Shared
0.00
None
37.05K
NORTHROP GRUMMAN CORP
SOLEShares4.24K
TypeSH
Market value$2.12M
1.19%
Sole
0.00
Shared
0.00
None
4.24K
NETFLIX INC
SOLEShares1.27K
TypeSH
Market value$1.70M
0.95%
Sole
0.00
Shared
0.00
None
1.27K
ISHARES TR
SOLEShares13.84K
TypeSH
Market value$1.52M
0.85%
Sole
0.00
Shared
0.00
None
13.84K
NEXTERA ENERGY INC
SOLEShares21.41K
TypeSH
Market value$1.49M
0.83%
Sole
0.00
Shared
0.00
None
21.41K
JPMORGAN CHASE & CO
SOLEShares4.83K
TypeSH
Market value$1.40M
0.78%
Sole
0.00
Shared
0.00
None
4.83K
EXTRA SPACE STORAGE INC
SOLEShares7.32K
TypeSH
Market value$1.08M
0.60%
Sole
0.00
Shared
0.00
None
7.32K
SPDR S&P 500 ETF TR
SOLEShares1.68K
TypeSH
Market value$1.03M
0.58%
Sole
0.00
Shared
0.00
None
1.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 126.80K | SH | $27.82M 15.59% | 0.00 | 0.00 | 126.80K |
NVIDIA CORPORATIONSOLE | COM | 103.93K | SH | $16.42M 9.20% | 0.00 | 0.00 | 103.93K |
APPLE INCSOLE | COM | 331.76K | SH | $16.29M 9.13% | 0.00 | 0.00 | 331.76K |
ALPHABET INCSOLE | CAP STK CL C | 83.95K | SH | $14.89M 8.35% | 0.00 | 0.00 | 83.95K |
MICROSOFT CORPSOLE | COM | 29.19K | SH | $14.52M 8.14% | 0.00 | 0.00 | 29.19K |
VISA INCSOLE | COM CL A | 25.70K | SH | $9.12M 5.11% | 0.00 | 0.00 | 25.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.22K | SH | $8.85M 4.96% | 0.00 | 0.00 | 18.22K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.98K | SH | $7.29M 4.09% | 0.00 | 0.00 | 12.98K |
WASTE MGMT INC DELSOLE | COM | 29.68K | SH | $6.79M 3.81% | 0.00 | 0.00 | 29.68K |
TESLA INCSOLE | COM | 18.87K | SH | $5.99M 3.36% | 0.00 | 0.00 | 18.87K |
HOME DEPOT INCSOLE | COM | 15.98K | SH | $5.86M 3.28% | 0.00 | 0.00 | 15.98K |
COSTCO WHSL CORP NEWSOLE | COM | 5.48K | SH | $5.43M 3.04% | 0.00 | 0.00 | 5.48K |
META PLATFORMS INCSOLE | CL A | 4.81K | SH | $3.55M 1.99% | 0.00 | 0.00 | 4.81K |
LOCKHEED MARTIN CORPSOLE | COM | 7.55K | SH | $3.50M 1.96% | 0.00 | 0.00 | 7.55K |
BROADCOM INCSOLE | COM | 11.35K | SH | $3.13M 1.75% | 0.00 | 0.00 | 11.35K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.65K | SH | $2.82M 1.58% | 0.00 | 0.00 | 20.65K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TERM TREAS | 33.15K | SH | $2.64M 1.48% | 0.00 | 0.00 | 33.15K |
VANGUARD INDEX FDSSOLE | LARGE CAP EFT | 37.05K | SH | $2.18M 1.22% | 0.00 | 0.00 | 37.05K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.24K | SH | $2.12M 1.19% | 0.00 | 0.00 | 4.24K |
NETFLIX INCSOLE | COM | 1.27K | SH | $1.70M 0.95% | 0.00 | 0.00 | 1.27K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 13.84K | SH | $1.52M 0.85% | 0.00 | 0.00 | 13.84K |
NEXTERA ENERGY INCSOLE | COM | 21.41K | SH | $1.49M 0.83% | 0.00 | 0.00 | 21.41K |
JPMORGAN CHASE & COSOLE | COM | 4.83K | SH | $1.40M 0.78% | 0.00 | 0.00 | 4.83K |
EXTRA SPACE STORAGE INCSOLE | COM | 7.32K | SH | $1.08M 0.60% | 0.00 | 0.00 | 7.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.68K | SH | $1.03M 0.58% | 0.00 | 0.00 | 1.68K |
Page 1 of 3