McDonough Capital Management, Inc — 13F Holdings & Portfolio
CIK 1912128 · latest 13F-HR filed 2026-05-13
McDonough Capital Management, Inc manages $182.9M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (13.68%), GOOG (12.47%), NVDA (10.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 13, and trimmed 25.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$182.9M
Long-equity book
50
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −3 / ↑13 / ↓25
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NORTHROP GRUMMAN CORP$746.7K +23.6%
- LOCKHEED MARTIN CORP$745.3K +21.4%
- COSTCO WHSL CORP NEW$701.3K +15.3%
- NEXTERA ENERGY INC$265.8K +15.5%
- RTX CORPORATION$143.3K +15.0%
Top Trims
- MICROSOFT CORP-$4.2M -29.5%
- AMAZON COM INC-$4.2M -14.4%
- ALPHABET INC-$3.6M -13.5%
- APPLE INC-$2.6M -12.0%
- VISA INC-$1.8M -19.7%
Exited Positions
- AMERICAN WTR WKS CO INC NEW$524.2K
- MCDONALDS CORP$255.7K
- INTERNATIONAL BUSINESS MACHS$235.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $25.0M | 13.68% | 120,123 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $22.8M | 12.47% | 79,505 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.1M | 10.42% | 109,245 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $18.7M | 10.20% | 375,767 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $10.1M | 5.53% | 27,315 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.3M | 4.51% | 17,226 | SH |
| 7 | VISA INC | V | 92826C839 | $7.1M | 3.90% | 23,621 | SH |
| 8 | TESLA INC | TSLA | 88160R101 | $7.0M | 3.84% | 18,873 | SH |
| 9 | WASTE MGMT INC DEL | WM | 94106L109 | $6.5M | 3.53% | 28,104 | SH |
| 10 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.9M | 3.22% | 11,775 | SH |
| 11 | COSTCO WHSL CORP NEW | COST | 22160K105 | $5.3M | 2.89% | 5,312 | SH |
| 12 | HOME DEPOT INC | HD | 437076102 | $4.6M | 2.52% | 14,004 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $4.4M | 2.41% | 14,256 | SH |
| 14 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.2M | 2.31% | 6,991 | SH |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $4.2M | 2.28% | 28,554 | SH |
| 16 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $3.9M | 2.14% | 5,730 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $2.8M | 1.53% | 4,880 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $2.6M | 1.42% | 32,807 | SH |
| 19 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.0M | 1.08% | 21,322 | SH |
| 20 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $2.0M | 1.07% | 33,349 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.6M | 0.89% | 5,552 | SH |
| 22 | ISHARES TR | IVW | 464287309 | $1.6M | 0.86% | 13,840 | SH |
| 23 | NETFLIX INC | NFLX | 64110L106 | $1.1M | 0.60% | 11,498 | SH |
| 24 | RTX CORPORATION | RTX | 75513E101 | $1.1M | 0.60% | 5,678 | SH |
| 25 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $1.0M | 0.57% | 1,612 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $1.0M | 0.56% | 1,777 | SH |
| 27 | PALO ALTO NETWORKS INC | PANW | 697435105 | $865.9K | 0.47% | 5,401 | SH |
| 28 | VANGUARD INDEX FDS | VV | 922908637 | $722.6K | 0.40% | 2,418 | SH |
| 29 | ELI LILLY & CO COM | LLY | 532457108 | $709.3K | 0.39% | 771 | SH |
| 30 | SPDR SER TR | SPYG | 78464A409 | $524.4K | 0.29% | 5,356 | SH |
| 31 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $482.1K | 0.26% | 3,681 | SH |
| 32 | WEC ENERGY GROUP INC | WEC | 92939U106 | $438.5K | 0.24% | 3,788 | SH |
| 33 | VANGUARD INDEX FDS | VOO | 922908363 | $403.9K | 0.22% | 676 | SH |
| 34 | SPDR GOLD TR | GLD | 78463V107 | $402.8K | 0.22% | 936 | SH |
| 35 | JOHNSON & JOHNSON | JNJ | 478160104 | $386.8K | 0.21% | 1,582 | SH |
| 36 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $363.2K | 0.20% | 2,771 | SH |
| 37 | PROLOGIS INC | PLD | 74340W103 | $331.6K | 0.18% | 2,509 | SH |
| 38 | ISHARES TR | IVV | 464287200 | $327.8K | 0.18% | 501 | SH |
| 39 | VANGUARD INDEX FDS | VUG | 922908736 | $325.4K | 0.18% | 745 | SH |
| 40 | SPDR S&P DIVIDEND ETF TR | SDY | 78464A763 | $301.3K | 0.16% | 2,064 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $285.3K | 0.16% | 992 | SH |
| 42 | ARISTA NETWORKS INC | ANET | 040413205 | $279.3K | 0.15% | 2,275 | SH |
| 43 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $276.8K | 0.15% | 1,869 | SH |
| 44 | DOMINOS PIZZA INC | DPZ | 25754A201 | $263.0K | 0.14% | 733 | SH |
| 45 | ISHARES TR | ITOT | 464287150 | $252.8K | 0.14% | 1,775 | SH |
| 46 | WALMART INC | WMT | 931142103 | $246.3K | 0.13% | 1,982 | SH |
| 47 | FIRST TR EXCHANGE-TRADED FD | FTCS | 33733E104 | $244.8K | 0.13% | 2,639 | SH |
| 48 | EXTRA SPACE STORAGE INC | EXR | 30225T102 | $243.2K | 0.13% | 1,854 | SH |
| 49 | CATERPILLAR INC | CAT | 149123101 | $219.6K | 0.12% | 310 | SH |
| 50 | SUN LIFE FINANCIAL INC | SLF | 866796105 | $200.3K | 0.11% | 3,201 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $182.9M | 50 | 0001912128-26-000002 |
| 2025-12-31 | 2026-02-12 | $204.1M | 51 | 0001912128-26-000001 |
| 2025-09-30 | 2025-11-14 | $198.8M | 52 | 0001912128-25-000006 |