13F HOLDINGS REPORT
McDonough Capital Management, Inc
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001912128-25-000003
Total Value
$178.4M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 126,803 | $27.8M | 15.59% |
| 2 | NVIDIA CORPORATION | NVDA | 103,931 | $16.4M | 9.20% |
| 3 | APPLE INC | AAPL | 331,764 | $16.3M | 9.13% |
| 4 | ALPHABET INC | GOOG | 83,954 | $14.9M | 8.35% |
| 5 | MICROSOFT CORP | MSFT | 29,191 | $14.5M | 8.14% |
| 6 | VISA INC | V | 25,699 | $9.1M | 5.11% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,223 | $8.9M | 4.96% |
| 8 | MASTERCARD INCORPORATED | MA | 12,977 | $7.3M | 4.09% |
| 9 | WASTE MGMT INC DEL | 94106L109 | 29,684 | $6.8M | 3.81% |
| 10 | TESLA INC | TSLA | 18,867 | $6.0M | 3.36% |
| 11 | HOME DEPOT INC | HD | 15,978 | $5.9M | 3.28% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 5,483 | $5.4M | 3.04% |
| 13 | META PLATFORMS INC | META | 4,813 | $3.6M | 1.99% |
| 14 | LOCKHEED MARTIN CORP | LMT | 7,551 | $3.5M | 1.96% |
| 15 | BROADCOM INC | AVGO | 11,348 | $3.1M | 1.75% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 20,654 | $2.8M | 1.58% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C102 | 33,146 | $2.6M | 1.48% |
| 18 | VANGUARD INDEX FDS | 922908637 | 37,048 | $2.2M | 1.22% |
| 19 | NORTHROP GRUMMAN CORP | NOC | 4,241 | $2.1M | 1.19% |
| 20 | NETFLIX INC | NFLX | 1,272 | $1.7M | 0.95% |
| 21 | ISHARES TR | 464287309 | 13,840 | $1.5M | 0.85% |
| 22 | NEXTERA ENERGY INC | NEE-PW | 21,408 | $1.5M | 0.83% |
| 23 | JPMORGAN CHASE & CO | VYLD | 4,830 | $1.4M | 0.78% |
| 24 | EXTRA SPACE STORAGE INC | EXR | 7,316 | $1.1M | 0.60% |
| 25 | SPDR S&P 500 ETF TR | SPY | 1,675 | $1.0M | 0.58% |
| 26 | INVESCO QQQ TR | IVZ | 1,772 | $977,506 | 0.55% |
| 27 | AMERICAN WTR WKS CO INC NEW | 030420103 | 5,839 | $812,315 | 0.46% |
| 28 | PALO ALTO NETWORKS INC | PANW | 3,801 | $777,836 | 0.44% |
| 29 | RTX CORPORATION | RTX | 5,283 | $771,429 | 0.43% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,418 | $689,855 | 0.39% |
| 31 | ELI LILLY & CO COM | LLY | 771 | $601,072 | 0.34% |
| 32 | SPDR SER TR | 78464A409 | 5,365 | $511,391 | 0.29% |
| 33 | DUKE ENERGY CORP NEW | DUKB | 4,142 | $488,830 | 0.27% |
| 34 | DISNEY WALT CO | 254687106 | 3,835 | $475,578 | 0.27% |
| 35 | WEC ENERGY GROUP INC | WEC | 4,475 | $466,295 | 0.26% |
| 36 | ADOBE SYSTEMS INCORPORATED | ADBE | 1,053 | $407,384 | 0.23% |
| 37 | DOMINOS PIZZA INC | DPZ | 800 | $360,480 | 0.20% |
| 38 | ISHARES TR | 464287200 | 530 | $329,567 | 0.18% |
| 39 | VANGUARD INDEX FDS | 922908736 | 745 | $326,608 | 0.18% |
| 40 | JOHNSON & JOHNSON | JNJ | 1,894 | $289,373 | 0.16% |
| 41 | AMERICAN ELEC PWR CO INC | 025537101 | 2,786 | $289,093 | 0.16% |
| 42 | SPDR S&P DIVIDEND ETF TR | 78464A763 | 2,027 | $275,152 | 0.15% |
| 43 | PROLOGIS INC | PLDGP | 2,512 | $264,091 | 0.15% |
| 44 | MCDONALDS CORP | MCD | 870 | $254,396 | 0.14% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 1,869 | $249,156 | 0.14% |
| 46 | ISHARES TR | 464287150 | 1,829 | $246,988 | 0.14% |
| 47 | CAVA GROUP INC | CAVA | 2,910 | $245,109 | 0.14% |
| 48 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 2,639 | $239,858 | 0.13% |
| 49 | ARISTA NETWORKS INC | ANET | 2,200 | $225,082 | 0.13% |
| 50 | SPDR GOLD TR | GLD | 716 | $218,258 | 0.12% |
| 51 | SUN LIFE FINANCIAL INC. | SUNFF | 3,182 | $211,443 | 0.12% |