McDonough Capital Management, Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), McDonough Capital Management, Inc reported 44 stock positions worth $126.7 million. Its top holding was Amazon.com (AMZN) at 16.5% of the portfolio, followed by Apple (AAPL, 9.9%) and Alphabet Class C (GOOG, 9.1%). Compared with Q4 2023, it opened 1 new position, added to 23 and reduced 13. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Adobe (ADBE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ORLANDO, FL
- CIK
- 0001912128
- Portfolio Value
- $126.7M (Q1 2024)
- SEC Filing
- 0001912128-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 44 stocks · $126.7M
| AMZN Amazon.com Inc. | 16.54% | 116,177 | $21.0M | Add +0.8% |
| AAPL Apple Inc. | 9.92% | 73,302 | $12.6M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 9.12% | 75,900 | $11.6M | Add +0.1% |
| MSFT Microsoft Corp. | 8.44% | 25,425 | $10.7M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.41% | 16,293 | $6.9M | Add +1.2% |
| V Visa Inc. Class A | 5.18% | 23,505 | $6.6M | Add +1.5% |
| MA Mastercard Inc. Class A | 4.40% | 11,578 | $5.6M | Add +2.1% |
| HD Home Depot Inc. | 4.16% | 13,725 | $5.3M | Add +6.0% |
| NVDA Nvidia Corp. | 3.93% | 5,515 | $5.0M | Add +6.8% |
| WM Waste Management Inc. | 3.91% | 23,248 | $5.0M | Add +2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.35% | 54,912 | $4.2M | Reduce -4.1% |
| VGSH Vanguard Short-Term Treasury | 2.94% | 64,245 | $3.7M | Reduce -8.8% |
| TSLA Tesla Inc. | 2.50% | 18,031 | $3.2M | Add +0.6% |
| LMT Lockheed Martin Corp. | 2.43% | 6,782 | $3.1M | Add +2.9% |
| ADBE Adobe Inc. | 2.04% | 5,128 | $2.6M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 2.01% | 3,480 | $2.5M | Add +5.6% |
| META Meta Platforms Inc. Class A | 1.54% | 4,025 | $2.0M | No change |
| NEE Nextera Energy Inc. | 1.14% | 22,653 | $1.4M | Reduce -0.7% |
| AWK American Water Works Co. Inc. | 0.97% | 10,097 | $1.2M | Reduce -5.1% |
| NOC Northrop Grumman Corp. | 0.94% | 2,494 | $1.2M | Add +2.6% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 13,840 | $1.2M | No change |
| EXR Extra Space Storage Inc. | 0.82% | 7,026 | $1.0M | Add +6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 1,615 | $845K | Add +0.7% |
| NFLX Netflix Inc. | 0.61% | 1,273 | $773K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 1,706 | $757K | Add +5.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 5,394 | $660K | Reduce -11.0% |
| RTX RTX Corp. | 0.40% | 5,236 | $511K | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.37% | 597 | $464K | New |
| JPM JPMorgan Chase & Co. | 0.35% | 2,204 | $441K | Add +17.2% |
| DPZ Domino's Pizza Inc. | 0.34% | 868 | $431K | No change |
| PLD Prologis Inc. | 0.34% | 3,276 | $427K | Add +0.1% |
| DUK Duke Energy Corp. | 0.33% | 4,344 | $420K | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.31% | 5,284 | $387K | Reduce -0.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.30% | 4,184 | $382K | Reduce -0.8% |
| WEC WEC Energy Group Inc. | 0.29% | 4,500 | $370K | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 1,995 | $325K | No change |
| ITOT iShares Core S&P Total U.S. | 0.26% | 2,808 | $324K | No change |
| AEP American Electric Power | 0.24% | 3,574 | $308K | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.22% | 1,792 | $283K | Reduce -15.2% |
| MCD McDonald's Corp. | 0.21% | 925 | $261K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 1,982 | $260K | Add +0.5% |
| PFE Pfizer Inc. | 0.20% | 9,316 | $259K | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 0.19% | 465 | $244K | No change |
| APA Apa Corp. | 0.16% | 5,986 | $206K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Reduce -0.3% | 2.04% | −0.61 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.8% | 2.94% | −0.60 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.1% | 3.35% | −0.47 |
| AWK American Water Works Co. Inc. | Reduce -5.1% | 0.97% | −0.24 |
| JNJ Johnson & Johnson | Reduce -15.2% | 0.22% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 1.14% | −0.05 |
| WEC WEC Energy Group Inc. | Reduce -0.6% | 0.29% | −0.04 |
| AEP American Electric Power | Reduce -0.6% | 0.24% | −0.01 |
| RTX RTX Corp. | Reduce -4.6% | 0.40% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 0.31% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.8% | 0.30% | +0.01 |
| DIS The Walt Disney Co. | Reduce -11.0% | 0.52% | +0.05 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.61% | +0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +6.8% | 3.93% | +1.73 |
| AMZN Amazon.com Inc. | Add +0.8% | 16.54% | +1.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 5.41% | +0.45 |
| WM Waste Management Inc. | Add +2.0% | 3.91% | +0.39 |
| LLY Eli Lilly & Co. | New | 0.37% | +0.37 |
| MSFT Microsoft Corp. | Add +1.4% | 8.44% | +0.31 |
| HD Home Depot Inc. | Add +6.0% | 4.16% | +0.28 |
| MA Mastercard Inc. Class A | Add +2.1% | 4.40% | +0.22 |
| COST Costco Wholesale Corp. | Add +5.6% | 2.01% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +17.2% | 0.35% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.9% | 0.60% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.67% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.5% | 0.21% | −0.01 |
| PFE Pfizer Inc. | Add +1.2% | 0.20% | −0.02 |
| V Visa Inc. Class A | Add +1.5% | 5.18% | −0.03 |
| MCD McDonald's Corp. | Add +0.1% | 0.21% | −0.03 |
| DUK Duke Energy Corp. | Add +0.1% | 0.33% | −0.03 |
| NOC Northrop Grumman Corp. | Add +2.6% | 0.94% | −0.04 |
| PLD Prologis Inc. | Add +0.1% | 0.34% | −0.04 |
| EXR Extra Space Storage Inc. | Add +6.0% | 0.82% | −0.10 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 9.12% | −0.11 |
| LMT Lockheed Martin Corp. | Add +2.9% | 2.43% | −0.14 |
| TSLA Tesla Inc. | Add +0.6% | 2.50% | −1.34 |
| AAPL Apple Inc. | Add +3.0% | 9.92% | −1.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $200.1M | AMZN, GOOG, NVDA, AAPL, MSFT |
| Q1 2026 | 50 | $182.9M | AMZN, GOOG, NVDA, AAPL, MSFT |
| Q4 2025 | 51 | $204.1M | AMZN, GOOG, AAPL, NVDA, MSFT |
| Q3 2025 | 52 | $198.8M | AMZN, GOOG, AAPL, NVDA, MSFT |
| Q2 2025 | 51 | $178.4M | AMZN, NVDA, AAPL, GOOG, MSFT |
| Q1 2025 | 48 | $153.1M | AMZN, AAPL, GOOG, MSFT, NVDA |
| Q4 2024 | 47 | $161.7M | AMZN, AAPL, GOOG, MSFT, NVDA |
| Q3 2024 | 46 | $145.3M | AMZN, AAPL, GOOG, MSFT, NVDA |
| Q2 2024 | 44 | $137.4M | AMZN, AAPL, GOOG, MSFT, NVDA |
| Q1 2024 | 44 | $126.7M | AMZN, AAPL, GOOG, MSFT, BRK.B |