McDonough Capital Management, Inc 13F Holdings · Q2 2026
McDonough Capital Management, Inc reported 52 securities worth $200.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (14.06%), GOOG (13.79%), NVDA (11.13%). Among its top 25 positions this quarter: 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $28.1M | 14.06% | 161,150 | Added |
| 2 | GOOG | ALPHABET INC | $27.6M | 13.79% | 78,070 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $22.3M | 11.13% | 111,267 | Added |
| 4 | AAPL | APPLE INC | $21.2M | 10.59% | 178,379 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $9.8M | 4.92% | 26,372 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.2M | 4.11% | 16,439 | Trimmed |
| 7 | TSLA | TESLA INC | $8.2M | 4.10% | 19,486 | Added |
| 8 | V | VISA INC | $8.0M | 4.00% | 23,352 | Trimmed |
| 9 | WM | WASTE MGMT INC DEL | $6.3M | 3.14% | 28,178 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $5.9M | 2.96% | 11,515 | Trimmed |
| 11 | AVGO | BROADCOM INC | $5.7M | 2.85% | 15,120 | Added |
| 12 | COST | COSTCO WHSL CORP NEW | $5.1M | 2.52% | 5,399 | Added |
| 13 | HD | HOME DEPOT INC | $4.8M | 2.39% | 13,548 | Trimmed |
| 14 | LMT | LOCKHEED MARTIN CORP | $3.5M | 1.77% | 6,954 | Trimmed |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $3.5M | 1.76% | 30,215 | Added |
| 16 | NOC | NORTHROP GRUMMAN CORP | $3.0M | 1.50% | 5,874 | Added |
| 17 | META | META PLATFORMS INC | $2.9M | 1.43% | 5,071 | Added |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $2.6M | 1.31% | 33,093 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $1.9M | 0.97% | 5,912 | Added |
| 20 | IVW | ISHARES TR | $1.9M | 0.95% | 13,840 | Hold |
| 21 | PANW | PALO ALTO NETWORKS INC | $1.9M | 0.94% | 5,523 | Added |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $1.9M | 0.94% | 32,340 | Trimmed |
| 23 | NEE | NEXTERA ENERGY INC | $1.9M | 0.93% | 21,291 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $1.3M | 0.65% | 1,776 | Trimmed |
| 25 | RTX | RTX CORPORATION | $1.2M | 0.60% | 6,375 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR