Filed: 11/14/2025ACC: 0001912128-25-000006
📋 What this filing means
MCDONOUGH CAPITAL MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $198.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$198.76M
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$131.84M66.3%
CAP STK CL C$20.49M10.3%
CL A$15.13M7.6%
CL B NEW$9.21M4.6%
COM CL A$8.78M4.4%
SHORT TRM CORP BD$2.60M1.3%
SHRT TERM TREAS$2.16M1.1%
Portfolio Concentration
Top 3$68.35M34.4%
4–10$74.83M37.6%
11–25$43.97M22.1%
Rest$11.61M5.8%
Top 3 weight
34.4%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 1.07M
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
1.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
AMAZON COM INC
SOLEShares126.38K
TypeSH
Market value$27.75M
13.96%
Sole
0.00
Shared
0.00
None
126.38K
ALPHABET INC
SOLEShares84.14K
TypeSH
Market value$20.49M
10.31%
Sole
0.00
Shared
0.00
None
84.14K
APPLE INC
SOLEShares365.68K
TypeSH
Market value$20.10M
10.11%
Sole
0.00
Shared
0.00
None
365.68K
NVIDIA CORPORATION
SOLEShares104.02K
TypeSH
Market value$19.41M
9.76%
Sole
0.00
Shared
0.00
None
104.02K
MICROSOFT CORP
SOLEShares29.48K
TypeSH
Market value$15.27M
7.68%
Sole
0.00
Shared
0.00
None
29.48K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.32K
TypeSH
Market value$9.21M
4.63%
Sole
0.00
Shared
0.00
None
18.32K
VISA INC
SOLEShares25.72K
TypeSH
Market value$8.78M
4.42%
Sole
0.00
Shared
0.00
None
25.72K
TESLA INC
SOLEShares18.60K
TypeSH
Market value$8.27M
4.16%
Sole
0.00
Shared
0.00
None
18.60K
MASTERCARD INCORPORATED
SOLEShares12.98K
TypeSH
Market value$7.39M
3.72%
Sole
0.00
Shared
0.00
None
12.98K
WASTE MGMT INC DEL
SOLEShares29.46K
TypeSH
Market value$6.51M
3.27%
Sole
0.00
Shared
0.00
None
29.46K
HOME DEPOT INC
SOLEShares15.87K
TypeSH
Market value$6.43M
3.24%
Sole
0.00
Shared
0.00
None
15.87K
COSTCO WHSL CORP NEW
SOLEShares5.55K
TypeSH
Market value$5.13M
2.58%
Sole
0.00
Shared
0.00
None
5.55K
BROADCOM INC
SOLEShares12.62K
TypeSH
Market value$4.16M
2.09%
Sole
0.00
Shared
0.00
None
12.62K
PALANTIR TECHNOLOGIES INC
SOLEShares21.82K
TypeSH
Market value$3.98M
2.00%
Sole
0.00
Shared
0.00
None
21.82K
META PLATFORMS INC
SOLEShares5.13K
TypeSH
Market value$3.77M
1.89%
Sole
0.00
Shared
0.00
None
5.13K
LOCKHEED MARTIN CORP
SOLEShares7.51K
TypeSH
Market value$3.75M
1.89%
Sole
0.00
Shared
0.00
None
7.51K
NORTHROP GRUMMAN CORP
SOLEShares5.62K
TypeSH
Market value$3.42M
1.72%
Sole
0.00
Shared
0.00
None
5.62K
VANGUARD SCOTTSDALE FDS
SOLEShares32.58K
TypeSH
Market value$2.60M
1.31%
Sole
0.00
Shared
0.00
None
32.58K
VANGUARD SCOTTSDALE FDS
SOLEShares36.69K
TypeSH
Market value$2.16M
1.09%
Sole
0.00
Shared
0.00
None
36.69K
ISHARES TR
SOLEShares13.84K
TypeSH
Market value$1.67M
0.84%
Sole
0.00
Shared
0.00
None
13.84K
NEXTERA ENERGY INC
SOLEShares21.35K
TypeSH
Market value$1.61M
0.81%
Sole
0.00
Shared
0.00
None
21.35K
JPMORGAN CHASE & CO
SOLEShares4.94K
TypeSH
Market value$1.56M
0.78%
Sole
0.00
Shared
0.00
None
4.94K
NETFLIX INC
SOLEShares1.29K
TypeSH
Market value$1.54M
0.78%
Sole
0.00
Shared
0.00
None
1.29K
SPDR S&P 500 ETF TR
SOLEShares1.68K
TypeSH
Market value$1.12M
0.56%
Sole
0.00
Shared
0.00
None
1.68K
INVESCO QQQ TR
SOLEShares1.77K
TypeSH
Market value$1.06M
0.54%
Sole
0.00
Shared
0.00
None
1.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 126.38K | SH | $27.75M 13.96% | 0.00 | 0.00 | 126.38K |
ALPHABET INCSOLE | CAP STK CL C | 84.14K | SH | $20.49M 10.31% | 0.00 | 0.00 | 84.14K |
APPLE INCSOLE | COM | 365.68K | SH | $20.10M 10.11% | 0.00 | 0.00 | 365.68K |
NVIDIA CORPORATIONSOLE | COM | 104.02K | SH | $19.41M 9.76% | 0.00 | 0.00 | 104.02K |
MICROSOFT CORPSOLE | COM | 29.48K | SH | $15.27M 7.68% | 0.00 | 0.00 | 29.48K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.32K | SH | $9.21M 4.63% | 0.00 | 0.00 | 18.32K |
VISA INCSOLE | COM CL A | 25.72K | SH | $8.78M 4.42% | 0.00 | 0.00 | 25.72K |
TESLA INCSOLE | COM | 18.60K | SH | $8.27M 4.16% | 0.00 | 0.00 | 18.60K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.98K | SH | $7.39M 3.72% | 0.00 | 0.00 | 12.98K |
WASTE MGMT INC DELSOLE | COM | 29.46K | SH | $6.51M 3.27% | 0.00 | 0.00 | 29.46K |
HOME DEPOT INCSOLE | COM | 15.87K | SH | $6.43M 3.24% | 0.00 | 0.00 | 15.87K |
COSTCO WHSL CORP NEWSOLE | COM | 5.55K | SH | $5.13M 2.58% | 0.00 | 0.00 | 5.55K |
BROADCOM INCSOLE | COM | 12.62K | SH | $4.16M 2.09% | 0.00 | 0.00 | 12.62K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 21.82K | SH | $3.98M 2.00% | 0.00 | 0.00 | 21.82K |
META PLATFORMS INCSOLE | CL A | 5.13K | SH | $3.77M 1.89% | 0.00 | 0.00 | 5.13K |
LOCKHEED MARTIN CORPSOLE | COM | 7.51K | SH | $3.75M 1.89% | 0.00 | 0.00 | 7.51K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.62K | SH | $3.42M 1.72% | 0.00 | 0.00 | 5.62K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TRM CORP BD | 32.58K | SH | $2.60M 1.31% | 0.00 | 0.00 | 32.58K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TERM TREAS | 36.69K | SH | $2.16M 1.09% | 0.00 | 0.00 | 36.69K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 13.84K | SH | $1.67M 0.84% | 0.00 | 0.00 | 13.84K |
NEXTERA ENERGY INCSOLE | COM | 21.35K | SH | $1.61M 0.81% | 0.00 | 0.00 | 21.35K |
JPMORGAN CHASE & COSOLE | COM | 4.94K | SH | $1.56M 0.78% | 0.00 | 0.00 | 4.94K |
NETFLIX INCSOLE | COM | 1.29K | SH | $1.54M 0.78% | 0.00 | 0.00 | 1.29K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.68K | SH | $1.12M 0.56% | 0.00 | 0.00 | 1.68K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.77K | SH | $1.06M 0.54% | 0.00 | 0.00 | 1.77K |
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