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 | $233.09 | 2.84% | 5.54% | 30.60% | $25.0M | 13.68% | — | HELD |
| 2 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $22.8M | 12.47% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | 9.52% | 751.61% | $19.1M | 10.42% | — | HELD |
| 4 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $18.7M | 10.20% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $10.1M | 5.53% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $8.3M | 4.51% | — | HELD |
| 7 | V | VISA INC | $365.00 | -1.01% | 9.62% | 67.02% | $7.1M | 3.90% | — | HELD |
| 8 | TSLA | TESLA INC | $302.46 | 1.39% | -1.42% | 21.64% | $7.0M | 3.84% | — | HELD |
| 9 | WM | WASTE MGMT INC DEL | $230.82 | -2.45% | 5.03% | 64.94% | $6.5M | 3.53% | — | HELD |
| 10 | MA | MASTERCARD INCORPORATED | $578.95 | 2.77% | 1.24% | 67.59% | $5.9M | 3.22% | — | HELD |
| 11 | COST | COSTCO WHSL CORP NEW | $955.56 | -1.90% | 2.82% | 125.57% | $5.3M | 2.89% | — | HELD |
| 12 | HD | HOME DEPOT INC | $335.69 | -0.76% | -7.06% | 17.45% | $4.6M | 2.52% | — | HELD |
| 13 | AVGO | BROADCOM INC | $379.11 | 2.37% | 31.81% | 734.42% | $4.4M | 2.41% | — | HELD |
| 14 | LMT | LOCKHEED MARTIN CORP | $564.51 | -0.82% | 38.85% | 79.73% | $4.2M | 2.31% | — | HELD |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $121.01 | -1.62% | -20.27% | 366.97% | $4.2M | 2.28% | — | HELD |
| 16 | NOC | NORTHROP GRUMMAN CORP | $531.20 | -0.72% | -8.60% | 54.94% | $3.9M | 2.14% | — | HELD |
| 17 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $2.8M | 1.53% | — | HELD |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $78.68 | 0.09% | 3.06% | 12.13% | $2.6M | 1.42% | — | HELD |
| 19 | NEE | NEXTERA ENERGY INC | $88.96 | 0.56% | 29.29% | 19.57% | $2.0M | 1.08% | — | HELD |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $58.14 | 0.04% | 2.62% | 9.75% | $2.0M | 1.07% | — | HELD |
| 21 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | 21.40% | 144.23% | $1.6M | 0.89% | — | HELD |
| 22 | IVW | ISHARES TR | $131.44 | 1.67% | 16.18% | 69.99% | $1.6M | 0.86% | — | HELD |
| 23 | NFLX | NETFLIX INC | $71.16 | -3.35% | -36.45% | 29.36% | $1.1M | 0.60% | — | HELD |
| 24 | RTX | RTX CORPORATION | $212.94 | -1.07% | 37.56% | 177.98% | $1.1M | 0.60% | — | HELD |
| 25 | SPY | SPDR S&P 500 ETF TR | $735.40 | 0.81% | 18.63% | 72.84% | $1.0M | 0.57% | — | HELD |
| 26 | QQQ | INVESCO QQQ TR | $674.29 | 1.90% | 20.05% | 79.46% | $1.0M | 0.56% | — | HELD |
| 27 | PANW | PALO ALTO NETWORKS INC | $316.62 | 0.79% | 81.72% | 308.84% | $866K | 0.47% | — | HELD |
| 28 | VV | VANGUARD INDEX FDS | $338.77 | 0.99% | 19.69% | 72.15% | $723K | 0.40% | — | HELD |
| 29 | LLY | ELI LILLY & CO COM | $1210.02 | -0.87% | 54.61% | 373.33% | $709K | 0.39% | — | HELD |
| 30 | SPYG | SPDR SER TR | $113.98 | 1.85% | 17.20% | 72.48% | $524K | 0.29% | — | HELD |
| 31 | DUK | DUKE ENERGY CORP NEW | $128.91 | -0.13% | — | — | $482K | 0.26% | — | HELD |
| 32 | WEC | WEC ENERGY GROUP INC | $111.42 | 0.12% | — | — | $439K | 0.24% | — | HELD |
| 33 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | — | — | $404K | 0.22% | — | HELD |
| 34 | GLD | SPDR GOLD TR | $374.27 | 0.86% | — | — | $403K | 0.22% | — | HELD |
| 35 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $387K | 0.21% | — | HELD |
| 36 | AEP | AMERICAN ELEC PWR CO INC | $128.67 | -0.56% | — | — | $363K | 0.20% | — | HELD |
| 37 | PLD | PROLOGIS INC | $145.74 | 0.18% | — | — | $332K | 0.18% | — | HELD |
| 38 | IVV | ISHARES TR | $739.09 | 0.81% | — | — | $328K | 0.18% | — | HELD |
| 39 | VUG | VANGUARD INDEX FDS | $83.34 | 1.55% | — | — | $325K | 0.18% | — | HELD |
| 40 | SDY | SPDR S&P DIVIDEND ETF TR | $156.63 | -0.71% | — | — | $301K | 0.16% | — | HELD |
| 41 | GOOGL | ALPHABET INC | $335.21 | -0.45% | — | — | $285K | 0.16% | — | HELD |
| 42 | ANET | ARISTA NETWORKS INC | $166.35 | 5.30% | — | — | $279K | 0.15% | — | HELD |
| 43 | VYM | VANGUARD WHITEHALL FDS | $161.43 | -0.15% | — | — | $277K | 0.15% | — | HELD |
| 44 | DPZ | DOMINOS PIZZA INC | $352.42 | -2.11% | — | — | $263K | 0.14% | — | HELD |
| 45 | ITOT | ISHARES TR | $161.33 | 0.81% | — | — | $253K | 0.14% | — | HELD |
| 46 | WMT | WALMART INC | $112.44 | -1.55% | — | — | $246K | 0.13% | — | HELD |
| 47 | FTCS | FIRST TR EXCHANGE-TRADED FD | $99.21 | -1.23% | — | — | $245K | 0.13% | — | HELD |
| 48 | EXR | EXTRA SPACE STORAGE INC | $149.12 | -2.44% | — | — | $243K | 0.13% | — | HELD |
| 49 | CAT | CATERPILLAR INC | $808.80 | 3.33% | — | — | $220K | 0.12% | — | HELD |
| 50 | SLF | SUN LIFE FINANCIAL INC | $82.99 | 0.88% | — | — | $200K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001912128-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.