Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

McDonough Capital Management, Inc 13F Holdings -- Portfolio & Top Positions (2026-03-31)

McDonough Capital Management, Inc (CIK 1912128) reported $182.9M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($25.0M, 13.68%), GOOG ($22.8M, 12.47%), NVDA ($19.1M, 10.42%), AAPL ($18.7M, 10.20%), MSFT ($10.1M, 5.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMZNAMAZON COM INC$25.0M13.68%120,123Trimmed
2GOOGALPHABET INC$22.8M12.47%79,505Trimmed
3NVDANVIDIA CORPORATION$19.1M10.42%109,245Added
4AAPLAPPLE INC$18.7M10.20%375,767Trimmed
5MSFTMICROSOFT CORP$10.1M5.53%27,315Trimmed
6BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M4.51%17,226Trimmed
7VVISA INC$7.1M3.90%23,621Trimmed
8TSLATESLA INC$7.0M3.84%18,873Added
9WMWASTE MGMT INC DEL$6.5M3.53%28,104Trimmed
10MAMASTERCARD INCORPORATED$5.9M3.22%11,775Trimmed
11COSTCOSTCO WHSL CORP NEW$5.3M2.89%5,312Trimmed
12HDHOME DEPOT INC$4.6M2.52%14,004Trimmed
13AVGOBROADCOM INC$4.4M2.41%14,256Added
14LMTLOCKHEED MARTIN CORP$4.2M2.31%6,991Trimmed
15PLTRPALANTIR TECHNOLOGIES INC$4.2M2.28%28,554Added
16NOCNORTHROP GRUMMAN CORP$3.9M2.14%5,730Added
17METAMETA PLATFORMS INC$2.8M1.53%4,880Trimmed
18VCSHVANGUARD SCOTTSDALE FDS$2.6M1.42%32,807Added
19NEENEXTERA ENERGY INC$2.0M1.08%21,322Trimmed
20VGSHVANGUARD SCOTTSDALE FDS$2.0M1.07%33,349Trimmed
21JPMJPMORGAN CHASE & CO$1.6M0.89%5,552Added
22IVWISHARES TR$1.6M0.86%13,840Hold
23NFLXNETFLIX INC$1.1M0.60%11,498Trimmed
24RTXRTX CORPORATION$1.1M0.60%5,678Added
25SPYSPDR S&P 500 ETF TR$1.0M0.57%1,612Trimmed

Source: SEC Form 13F filings · as of 2026-03-31