Institutional
McDonough Capital Management, Inc
CIK 0001912128
$182.9M
Reported AUM
50
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · McDonough Capital Management, Inc · Q1 2026
AI · grounded in 13F
McDonough Capital Management, Inc trimmed its position in MSFT by 7.83% and reduced its holdings in V by 6.84%. The fund established new positions in CAT for $219,622 and SLF for $200,254. Additionally, the manager accumulated shares of NOC by 3.32%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $25.0M | 13.68% | — | HELD |
| 2 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $22.8M | 12.47% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $19.1M | 10.42% | — | HELD |
| 4 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $18.7M | 10.20% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $10.1M | 5.53% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $8.3M | 4.51% | — | HELD |
| 7 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $7.1M | 3.90% | — | HELD |
| 8 | TSLA | TESLA INC | $311.11 | 0.73% | 2.06% | 25.94% | $7.0M | 3.84% | — | HELD |
| 9 | WM | WASTE MGMT INC DEL | $226.54 | 0.09% | 0.47% | 57.78% | $6.5M | 3.53% | — | HELD |
| 10 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | 3.76% | 71.76% | $5.9M | 3.22% | — | HELD |
| 11 | COST | COSTCO WHSL CORP NEW | $951.89 | -0.24% | 0.66% | 120.84% | $5.3M | 2.89% | — | HELD |
| 12 | HD | HOME DEPOT INC | $331.99 | -0.41% | -8.42% | 15.74% | $4.6M | 2.52% | — | HELD |
| 13 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $4.4M | 2.41% | — | HELD |
| 14 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | 40.04% | 81.28% | $4.2M | 2.31% | — | HELD |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $123.06 | 0.65% | -20.75% | 364.16% | $4.2M | 2.28% | — | HELD |
| 16 | NOC | NORTHROP GRUMMAN CORP | $542.48 | 1.43% | -7.86% | 56.21% | $3.9M | 2.14% | — | HELD |
| 17 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $2.8M | 1.53% | — | HELD |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $78.62 | -0.06% | 3.13% | 12.21% | $2.6M | 1.42% | — | HELD |
| 19 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | 28.52% | 18.85% | $2.0M | 1.08% | — | HELD |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $58.10 | -0.05% | 2.63% | 9.77% | $2.0M | 1.07% | — | HELD |
| 21 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $1.6M | 0.89% | — | HELD |
| 22 | IVW | ISHARES TR | $135.21 | 1.41% | 21.55% | 77.84% | $1.6M | 0.86% | — | HELD |
| 23 | NFLX | NETFLIX INC | $71.69 | -2.02% | -36.85% | 28.55% | $1.1M | 0.60% | — | HELD |
| 24 | RTX | RTX CORPORATION | $215.15 | 0.36% | 38.00% | 178.86% | $1.1M | 0.60% | — | HELD |
| 25 | SPY | SPDR S&P 500 ETF TR | $746.85 | 0.70% | 20.62% | 75.74% | $1.0M | 0.57% | — | HELD |
| 26 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $1.0M | 0.56% | — | HELD |
| 27 | PANW | PALO ALTO NETWORKS INC | $331.83 | 1.89% | 88.38% | 323.84% | $866K | 0.47% | — | HELD |
| 28 | VV | VANGUARD INDEX FDS | $343.58 | 0.68% | 20.93% | 73.93% | $723K | 0.40% | — | HELD |
| 29 | LLY | ELI LILLY & CO COM | $1148.35 | -0.57% | 50.85% | 361.96% | $709K | 0.39% | — | HELD |
| 30 | SPYG | SPDR SER TR | $117.14 | 1.45% | 21.22% | 78.41% | $524K | 0.29% | — | HELD |
| 31 | DUK | DUKE ENERGY CORP NEW | $125.35 | -0.73% | — | — | $482K | 0.26% | — | HELD |
| 32 | WEC | WEC ENERGY GROUP INC | $109.42 | -0.57% | — | — | $439K | 0.24% | — | HELD |
| 33 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $404K | 0.22% | — | HELD |
| 34 | GLD | SPDR GOLD TR | $371.53 | -1.49% | — | — | $403K | 0.22% | — | HELD |
| 35 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $387K | 0.21% | — | HELD |
| 36 | AEP | AMERICAN ELEC PWR CO INC | $127.85 | 0.05% | — | — | $363K | 0.20% | — | HELD |
| 37 | PLD | PROLOGIS INC | $144.65 | -1.05% | — | — | $332K | 0.18% | — | HELD |
| 38 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $328K | 0.18% | — | HELD |
| 39 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | — | — | $325K | 0.18% | — | HELD |
| 40 | SDY | SPDR S&P DIVIDEND ETF TR | $155.00 | -0.28% | — | — | $301K | 0.16% | — | HELD |
| 41 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $285K | 0.16% | — | HELD |
| 42 | ANET | ARISTA NETWORKS INC | $180.32 | 5.44% | — | — | $279K | 0.15% | — | HELD |
| 43 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $277K | 0.15% | — | HELD |
| 44 | DPZ | DOMINOS PIZZA INC | $347.44 | -1.37% | — | — | $263K | 0.14% | — | HELD |
| 45 | ITOT | ISHARES TR | $163.53 | 0.54% | — | — | $253K | 0.14% | — | HELD |
| 46 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $246K | 0.13% | — | HELD |
| 47 | FTCS | FIRST TR EXCHANGE-TRADED FD | $98.80 | -0.51% | — | — | $245K | 0.13% | — | HELD |
| 48 | EXR | EXTRA SPACE STORAGE INC | $148.04 | -0.11% | — | — | $243K | 0.13% | — | HELD |
| 49 | CAT | CATERPILLAR INC | $815.28 | 0.76% | — | — | $220K | 0.12% | — | HELD |
| 50 | SLF | SUN LIFE FINANCIAL INC | $82.95 | 0.22% | — | — | $200K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001912128-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.