Fund Universe

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☆McDonough Capital Management, Inc

CIK 0001912128 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.662
AUM ($M)
200
Positions
52
Turnover
0.05
Top-10 wt
73%
Herfindahl
0.076
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 56 positions · portfolio value $200M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AMZN funds › AMAZON COM INC ADD — 14.1% +0.4% 28.1 161,150 +41,027 5 —
☆GOOG funds › ALPHABET INC TRIM — 13.8% +1.3% 27.6 78,070 -1,435 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 11.1% +0.7% 22.3 111,267 +2,022 5 —
☆AAPL funds › APPLE INC TRIM — 10.6% +0.4% 21.2 178,379 -197,388 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 4.9% -0.6% 9.8 26,372 -943 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 4.1% -0.4% 8.2 16,439 -787 5 —
☆TSLA funds › TESLA INC ADD — 4.1% +0.3% 8.2 19,486 +613 5 —
☆V funds › VISA INC TRIM — 4.0% +0.1% 8.0 23,352 -269 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 3.1% -0.4% 6.3 28,178 +74 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 3.0% -0.3% 5.9 11,515 -260 5 —
☆AVGO funds › BROADCOM INC ADD — 2.9% +0.4% 5.7 15,120 +864 5 —
☆COST funds › COSTCO WHSL CORP NEW ADD — 2.5% -0.4% 5.1 5,399 +87 5 —
☆HD funds › HOME DEPOT INC TRIM — 2.4% -0.1% 4.8 13,548 -456 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 1.8% -0.5% 3.5 6,954 -37 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 1.8% -0.5% 3.5 30,215 +1,661 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 1.5% -0.6% 3.0 5,874 +144 5 —
☆META funds › META PLATFORMS INC ADD — 1.4% -0.1% 2.9 5,071 +191 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 1.3% -0.1% 2.6 33,093 +286 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.0% +0.1% 1.9 5,912 +360 5 —
☆IVW funds › ISHARES TR HOLD — 1.0% +0.1% 1.9 13,840 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.9% +0.5% 1.9 5,523 +122 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.9% -0.1% 1.9 32,340 -1,009 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.9% -0.1% 1.9 21,291 -31 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.7% +0.1% 1.3 1,776 -1 5 —
☆RTX funds › RTX CORPORATION ADD — 0.6% +0.0% 1.2 6,375 +697 5 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 0.6% +0.0% 1.2 1,612 +0 5 —
☆LLY funds › ELI LILLY & CO COM ADD — 0.5% +0.1% 0.9 782 +11 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 0.8 2,389 -29 5 —
☆NFLX funds › NETFLIX INC TRIM — 0.4% -0.2% 0.8 10,686 -812 5 —
☆SPYG funds › SPDR SER TR TRIM — 0.3% +0.0% 0.6 4,989 -367 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.2% -0.0% 0.5 3,764 +83 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 0.5 675 -1 4 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.2% -0.0% 0.4 3,788 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 0.4 1,581 -1 5 —
☆ANET funds › ARISTA NETWORKS INC HOLD — 0.2% +0.0% 0.4 2,275 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.2% -0.0% 0.4 2,771 +0 5 —
☆IVV funds › ISHARES TR TRIM — 0.2% +0.0% 0.4 498 -3 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.2% -0.0% 0.3 936 +0 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% +0.0% 0.3 932 -60 4 —
☆CAT funds › CATERPILLAR INC HOLD — 0.2% +0.0% 0.3 310 +0 2 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.2% +0.2% 0.3 283 +283 1 —
☆SDY funds › SPDR S&P DIVIDEND ETF TR ADD — 0.2% -0.0% 0.3 2,076 +12 5 —
☆PLD funds › PROLOGIS INC TRIM — 0.1% -0.0% 0.3 2,189 -320 5 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 1,775 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.1% +0.1% 0.3 346 +346 1 —
☆EXR funds › EXTRA SPACE STORAGE INC TRIM — 0.1% -0.0% 0.3 1,795 -59 5 —
☆SLF funds › SUN LIFE FINANCIAL INC HOLD — 0.1% +0.0% 0.3 3,201 +0 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.2 418 +418 1 —
☆IWM funds › ISHARES TR NEW — 0.1% +0.1% 0.2 778 +778 1 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.2 1,982 +0 4 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.1% +0.1% 0.2 661 +661 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.1% +0.1% 0.2 725 +725 1 —
☆VUG funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -745 0 —
☆VYM funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.2% 0.0 0 -1,869 0 —
☆DPZ funds › DOMINOS PIZZA INC EXIT — 0.0% -0.1% 0.0 0 -733 0 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -2,639 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 200 52 0.05 73% 0.076 0.661 — in
2026Q1 183 50 0.05 71% 0.071 0.651 — in
2025Q4 204 51 0.04 74% 0.074 0.666 — in
2025Q3 199 52 0.07 72% 0.068 0.587 — in
2025Q2 178 51 0.08 72% 0.068 0.593 — entered
2025Q1 153 48 0.00 73% 0.069 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status