Mcdonough-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ADBE",
  "AVGO",
  "DUK",
  "HD",
  "MCD",
  "META",
  "IVW",
  "MA",
  "MSFT",
  "NOC",
  "PANW",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "RTX",
  "SPYG",
  "VV",
  "VYM",
  "SDY",
  "WEC",
  "WM",
  "AEP",
  "AMZN",
  "VUG",
  null,
  "V",
  "EXR",
  null,
  "BRK-B",
  "CAVA",
  "COST",
  "DPZ",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "AWK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 48
Total Value: 153105448
Accession Number: 0001912128-25-000002
Form Type: 13F-HR
CIK: mcdonough-capital-management
Manager Name: Mcdonough-Capital-Management

Data Enrichment

96% identified

46 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $153.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:125.2K

Value:$23.8M

% of Portfolio:15.6% ($23.8M/$153.1M)

Apple Inc.

AAPL|037833100

Shares:76.7K

Value:$17.0M

% of Portfolio:11.1% ($17.0M/$153.1M)

Alphabet Inc.

GOOG|02079K107

Shares:81.2K

Value:$12.7M

% of Portfolio:8.3% ($12.7M/$153.1M)

MICROSOFT CORP

MSFT|594918104

Shares:28.3K

Value:$10.6M

% of Portfolio:6.9% ($10.6M/$153.1M)

NVIDIA CORP

NVDA|67066G104

Shares:96.2K

Value:$10.4M

% of Portfolio:6.8% ($10.4M/$153.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.6K

Value:$9.4M

% of Portfolio:6.1% ($9.4M/$153.1M)

VISA INC.

V|92826C839

Shares:25.1K

Value:$8.8M

% of Portfolio:5.7% ($8.8M/$153.1M)

Mastercard Inc

MA|57636Q104

Shares:12.6K

Value:$6.9M

% of Portfolio:4.5% ($6.9M/$153.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:27.7K

Value:$6.4M

% of Portfolio:4.2% ($6.4M/$153.1M)

HOME DEPOT, INC.

HD|437076102

Shares:15.3K

Value:$5.6M

% of Portfolio:3.7% ($5.6M/$153.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.8K

Value:$4.6M

% of Portfolio:3.0% ($4.6M/$153.1M)

Tesla, Inc.

TSLA|88160R101

Shares:17.2K

Value:$4.4M

% of Portfolio:2.9% ($4.4M/$153.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:7.6K

Value:$3.4M

% of Portfolio:2.2% ($3.4M/$153.1M)

92206C409

Shares:37.6K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$153.1M)

Meta Platforms, Inc.

META|30303M102

Shares:4.4K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$153.1M)

92206C102

VGSH|92206C102

Shares:38.2K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$153.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.7K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$153.1M)

Broadcom Inc.

AVGO|11135F101

Shares:9.2K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$153.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:21.3K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$153.1M)

464287309

IVW|464287309

Shares:13.8K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$153.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	125.2K	QoQ +1.16% (-1.4K) YoY +7.76% (+9.0K)	All Managers (Combined)	$23.8M	15.6% ($23.8M/$153.1M)	QoQ -12.26% (-$3.3M) YoY +13.66% (+$2.9M)
Apple Inc.(AAPLcusip037833100)	76.7K	QoQ +1.19% (-909) YoY +4.64% (+3.4K)	All Managers (Combined)	$17.0M	11.1% ($17.0M/$153.1M)	QoQ -10.23% (-$1.9M) YoY +35.56% (+$4.5M)
Alphabet Inc.(GOOGcusip02079K107)	81.2K	QoQ +1.97% (-1.6K) YoY +7.01% (+5.3K)	All Managers (Combined)	$12.7M	8.3% ($12.7M/$153.1M)	QoQ -16.34% (-$2.5M) YoY +9.80% (+$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	28.3K	QoQ +1.55% (-434) YoY +11.18% (-2.8K)	All Managers (Combined)	$10.6M	6.9% ($10.6M/$153.1M)	QoQ -9.55% (-$1.1M) YoY -0.78% (-$84.3K)
NVIDIA CORP(NVDAcusip67066G104)	96.2K	QoQ +10.90% (-9.5K) YoY +1644.20% (+90.7K)	All Managers (Combined)	$10.4M	6.8% ($10.4M/$153.1M)	QoQ -10.49% (-$1.2M) YoY +109.21% (+$5.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.6K	QoQ +0.78% (+138) YoY +8.20% (+1.3K)	All Managers (Combined)	$9.4M	6.1% ($9.4M/$153.1M)	QoQ +18.42% (+$1.5M) YoY +37.04% (+$2.5M)
VISA INC.(Vcusip92826C839)	25.1K	QoQ +0.58% (+146) YoY +6.63% (+1.6K)	All Managers (Combined)	$8.8M	5.7% ($8.8M/$153.1M)	QoQ +11.54% (+$909.0K) YoY +33.90% (+$2.2M)
Mastercard Inc(MAcusip57636Q104)	12.6K	QoQ +0.86% (+108) YoY +8.51% (+986)	All Managers (Combined)	$6.9M	4.5% ($6.9M/$153.1M)	QoQ +4.99% (+$327.7K) YoY +23.52% (+$1.3M)
WASTE MANAGEMENT INC(WMcusip94106L109)	27.7K	QoQ +4.29% (+1.1K) YoY +19.19% (+4.5K)	All Managers (Combined)	$6.4M	4.2% ($6.4M/$153.1M)	QoQ +19.65% (+$1.1M) YoY +29.46% (+$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	15.3K	QoQ +2.21% (-332) YoY +11.53% (+1.6K)	All Managers (Combined)	$5.6M	3.7% ($5.6M/$153.1M)	QoQ -3.69% (-$215.3K) YoY +6.56% (+$345.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.8K	QoQ +7.84% (+352) YoY +38.99% (+1.4K)	All Managers (Combined)	$4.6M	3.0% ($4.6M/$153.1M)	QoQ +11.30% (+$464.5K) YoY +79.43% (+$2.0M)
Tesla, Inc.(TSLAcusip88160R101)	17.2K	QoQ -0.73% (-127) YoY -4.82% (-870)	All Managers (Combined)	$4.4M	2.9% ($4.4M/$153.1M)	QoQ -36.29% (-$2.5M) YoY +40.31% (-$1.3M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	7.6K	QoQ -1.73% (-133) YoY +11.38% (+772)	All Managers (Combined)	$3.4M	2.2% ($3.4M/$153.1M)	QoQ -9.65% (-$360.6K) YoY +9.39% (+$289.9K)
(cusip92206C409)✕	37.6K	QoQ -4.46% (-1.8K) YoY -31.55% (-17.3K)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$153.1M)	QoQ -3.32% (-$102.2K) YoY -30.11% (-$1.3M)
Meta Platforms, Inc.(METAcusip30303M102)	4.4K	QoQ +3.68% (+156) YoY +9.04% (+364)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$153.1M)	QoQ +2.08% (+$51.6K) YoY +29.45% (+$575.7K)
(VGSHcusip92206C102)	38.2K	QoQ -12.74% (-5.6K) YoY -40.57% (-26.1K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$153.1M)	QoQ -11.97% (-$304.9K) YoY -39.93% (-$1.5M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.7K	QoQ +6.35% (+222) YoY +48.95% (+1.2K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$153.1M)	QoQ +16.05% (+$263.1K) YoY +59.36% (+$708.7K)
Broadcom Inc.(AVGOcusip11135F101)	9.2K	QoQ +18.36% (-1.4K) YoY NEW(+9.2K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$153.1M)	QoQ -14.51% (-$261.7K) YoY NEW(+$1.5M)
NEXTERA ENERGY INC(NEEcusip65339F101)	21.3K	QoQ -0.16% (-36) YoY -5.95% (-1.4K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$153.1M)	QoQ -1.28% (-$19.6K) YoY +4.31% (-$62.4K)
(IVWcusip464287309)	13.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$153.1M)	QoQ -8.56% (-$120.4K) YoY +9.93% (+$116.1K)