Filed: 5/13/2026ACC: 0001912128-26-000002
📋 What this filing means
MCDONOUGH CAPITAL MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $182.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$182.92M
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$118.84M65.0%
CAP STK CL C$22.81M12.5%
CL A$12.85M7.0%
CL B NEW$8.25M4.5%
COM CL A$7.14M3.9%
SHORT TRM CORP BD$2.60M1.4%
SHRT TERM TREAS$1.95M1.1%
Portfolio Concentration
Top 3$66.88M36.6%
4–10$63.52M34.7%
11–25$42.40M23.2%
Rest$10.12M5.5%
Top 3 weight
36.6%
Top 10 weight
71.3%
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)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
AMAZON COM INC
SOLEShares120.12K
TypeSH
Market value$25.02M
13.68%
Sole
0.00
Shared
0.00
None
120.12K
ALPHABET INC
SOLEShares79.50K
TypeSH
Market value$22.81M
12.47%
Sole
0.00
Shared
0.00
None
79.50K
NVIDIA CORPORATION
SOLEShares109.25K
TypeSH
Market value$19.05M
10.42%
Sole
0.00
Shared
0.00
None
109.25K
APPLE INC
SOLEShares375.77K
TypeSH
Market value$18.66M
10.20%
Sole
0.00
Shared
0.00
None
375.77K
MICROSOFT CORP
SOLEShares27.32K
TypeSH
Market value$10.11M
5.53%
Sole
0.00
Shared
0.00
None
27.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.23K
TypeSH
Market value$8.25M
4.51%
Sole
0.00
Shared
0.00
None
17.23K
VISA INC
SOLEShares23.62K
TypeSH
Market value$7.14M
3.90%
Sole
0.00
Shared
0.00
None
23.62K
TESLA INC
SOLEShares18.87K
TypeSH
Market value$7.02M
3.84%
Sole
0.00
Shared
0.00
None
18.87K
WASTE MGMT INC DEL
SOLEShares28.10K
TypeSH
Market value$6.46M
3.53%
Sole
0.00
Shared
0.00
None
28.10K
MASTERCARD INCORPORATED
SOLEShares11.78K
TypeSH
Market value$5.88M
3.22%
Sole
0.00
Shared
0.00
None
11.78K
COSTCO WHSL CORP NEW
SOLEShares5.31K
TypeSH
Market value$5.29M
2.89%
Sole
0.00
Shared
0.00
None
5.31K
HOME DEPOT INC
SOLEShares14K
TypeSH
Market value$4.61M
2.52%
Sole
0.00
Shared
0.00
None
14K
BROADCOM INC
SOLEShares14.26K
TypeSH
Market value$4.41M
2.41%
Sole
0.00
Shared
0.00
None
14.26K
LOCKHEED MARTIN CORP
SOLEShares6.99K
TypeSH
Market value$4.23M
2.31%
Sole
0.00
Shared
0.00
None
6.99K
PALANTIR TECHNOLOGIES INC
SOLEShares28.55K
TypeSH
Market value$4.18M
2.28%
Sole
0.00
Shared
0.00
None
28.55K
NORTHROP GRUMMAN CORP
SOLEShares5.73K
TypeSH
Market value$3.91M
2.14%
Sole
0.00
Shared
0.00
None
5.73K
META PLATFORMS INC
SOLEShares4.88K
TypeSH
Market value$2.79M
1.53%
Sole
0.00
Shared
0.00
None
4.88K
VANGUARD SCOTTSDALE FDS
SOLEShares32.81K
TypeSH
Market value$2.60M
1.42%
Sole
0.00
Shared
0.00
None
32.81K
NEXTERA ENERGY INC
SOLEShares21.32K
TypeSH
Market value$1.98M
1.08%
Sole
0.00
Shared
0.00
None
21.32K
VANGUARD SCOTTSDALE FDS
SOLEShares33.35K
TypeSH
Market value$1.95M
1.07%
Sole
0.00
Shared
0.00
None
33.35K
JPMORGAN CHASE & CO
SOLEShares5.55K
TypeSH
Market value$1.63M
0.89%
Sole
0.00
Shared
0.00
None
5.55K
ISHARES TR
SOLEShares13.84K
TypeSH
Market value$1.57M
0.86%
Sole
0.00
Shared
0.00
None
13.84K
NETFLIX INC
SOLEShares11.50K
TypeSH
Market value$1.11M
0.60%
Sole
0.00
Shared
0.00
None
11.50K
RTX CORPORATION
SOLEShares5.68K
TypeSH
Market value$1.10M
0.60%
Sole
0.00
Shared
0.00
None
5.68K
SPDR S&P 500 ETF TR
SOLEShares1.61K
TypeSH
Market value$1.05M
0.57%
Sole
0.00
Shared
0.00
None
1.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 120.12K | SH | $25.02M 13.68% | 0.00 | 0.00 | 120.12K |
ALPHABET INCSOLE | CAP STK CL C | 79.50K | SH | $22.81M 12.47% | 0.00 | 0.00 | 79.50K |
NVIDIA CORPORATIONSOLE | COM | 109.25K | SH | $19.05M 10.42% | 0.00 | 0.00 | 109.25K |
APPLE INCSOLE | COM | 375.77K | SH | $18.66M 10.20% | 0.00 | 0.00 | 375.77K |
MICROSOFT CORPSOLE | COM | 27.32K | SH | $10.11M 5.53% | 0.00 | 0.00 | 27.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.23K | SH | $8.25M 4.51% | 0.00 | 0.00 | 17.23K |
VISA INCSOLE | COM CL A | 23.62K | SH | $7.14M 3.90% | 0.00 | 0.00 | 23.62K |
TESLA INCSOLE | COM | 18.87K | SH | $7.02M 3.84% | 0.00 | 0.00 | 18.87K |
WASTE MGMT INC DELSOLE | COM | 28.10K | SH | $6.46M 3.53% | 0.00 | 0.00 | 28.10K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.78K | SH | $5.88M 3.22% | 0.00 | 0.00 | 11.78K |
COSTCO WHSL CORP NEWSOLE | COM | 5.31K | SH | $5.29M 2.89% | 0.00 | 0.00 | 5.31K |
HOME DEPOT INCSOLE | COM | 14K | SH | $4.61M 2.52% | 0.00 | 0.00 | 14K |
BROADCOM INCSOLE | COM | 14.26K | SH | $4.41M 2.41% | 0.00 | 0.00 | 14.26K |
LOCKHEED MARTIN CORPSOLE | COM | 6.99K | SH | $4.23M 2.31% | 0.00 | 0.00 | 6.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 28.55K | SH | $4.18M 2.28% | 0.00 | 0.00 | 28.55K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.73K | SH | $3.91M 2.14% | 0.00 | 0.00 | 5.73K |
META PLATFORMS INCSOLE | CL A | 4.88K | SH | $2.79M 1.53% | 0.00 | 0.00 | 4.88K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TRM CORP BD | 32.81K | SH | $2.60M 1.42% | 0.00 | 0.00 | 32.81K |
NEXTERA ENERGY INCSOLE | COM | 21.32K | SH | $1.98M 1.08% | 0.00 | 0.00 | 21.32K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TERM TREAS | 33.35K | SH | $1.95M 1.07% | 0.00 | 0.00 | 33.35K |
JPMORGAN CHASE & COSOLE | COM | 5.55K | SH | $1.63M 0.89% | 0.00 | 0.00 | 5.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 13.84K | SH | $1.57M 0.86% | 0.00 | 0.00 | 13.84K |
NETFLIX INCSOLE | COM | 11.50K | SH | $1.11M 0.60% | 0.00 | 0.00 | 11.50K |
RTX CORPORATIONSOLE | COM | 5.68K | SH | $1.10M 0.60% | 0.00 | 0.00 | 5.68K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.61K | SH | $1.05M 0.57% | 0.00 | 0.00 | 1.61K |
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