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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Prologis, Inc.

PLD|74340W103

Shares:2.6K

Value:$290.2K

% of Portfolio:0.2% ($290.2K/$153.1M)

MCDONALDS CORP

MCD|580135101

Shares:887

Value:$277.3K

% of Portfolio:0.2% ($277.3K/$153.1M)

922908736

VUG|922908736

Shares:745

Value:$276.3K

% of Portfolio:0.2% ($276.3K/$153.1M)

78464A763

SDY|78464A763

Shares:2.0K

Value:$275.5K

% of Portfolio:0.2% ($275.5K/$153.1M)

921946406

VYM|921946406

Shares:1.9K

Value:$241.0K

% of Portfolio:0.2% ($241.0K/$153.1M)

CAVA GROUP, INC.

CAVA|148929102

Shares:2.8K

Value:$240.1K

% of Portfolio:0.2% ($240.1K/$153.1M)

33733E104

Shares:2.6K

Value:$236.6K

% of Portfolio:0.2% ($236.6K/$153.1M)

464287150

ITOT|464287150

Shares:1.8K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$153.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Prologis, Inc.(PLDcusip74340W103)	2.6K	QoQ -2.47% (-66) YoY -20.75% (-680)	All Managers (Combined)	$290.2K	0.2% ($290.2K/$153.1M)	QoQ +3.11% (-$8.8K) YoY -31.96% (-$136.4K)
MCDONALDS CORP(MCDcusip580135101)	887	QoQ -3.16% (-29) YoY -4.10% (-38)	All Managers (Combined)	$277.3K	0.2% ($277.3K/$153.1M)	QoQ +4.39% (-$11.7K) YoY +6.32% (-$16.5K)
(VUGcusip922908736)	745	QoQ +19.00% (+119) YoY NEW(+745)	All Managers (Combined)	$276.3K	0.2% ($276.3K/$153.1M)	QoQ +7.52% (+$19.3K) YoY NEW(+$276.3K)
(SDYcusip78464A763)	2.0K	QoQ +0.59% (+12) YoY +2.42% (+48)	All Managers (Combined)	$275.5K	0.2% ($275.5K/$153.1M)	QoQ +3.28% (+$8.8K) YoY +5.90% (+$15.3K)
(VYMcusip921946406)	1.9K	QoQ -0.05% (-1) YoY NEW(+1.9K)	All Managers (Combined)	$241.0K	0.2% ($241.0K/$153.1M)	QoQ +1.01% (-$2.4K) YoY NEW(+$241.0K)
CAVA GROUP, INC.(CAVAcusip148929102)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$240.1K	0.2% ($240.1K/$153.1M)	QoQ NEW(+$240.1K) YoY NEW(+$240.1K)
(cusip33733E104)✕	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$236.6K	0.2% ($236.6K/$153.1M)	QoQ +2.07% (+$4.8K) YoY NEW(+$236.6K)
(ITOTcusip464287150)	1.8K	QoQ -34.88% (-980) YoY -34.86% (-979)	All Managers (Combined)	$223.2K	0.1% ($223.2K/$153.1M)	QoQ -38.23% (-$138.1K) YoY -31.07% (-$100.6K)