McDonough Capital Management, Inc Long-Term Concentrated

Location: Orlando, FL

CIK: 0001912128 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $204M (100.0% shares, 0.0% debt)

Holdings (51)

AMZN AMAZON COM INC 14.3%
Value $29.22M Shares 126,580 Est. Cost $133.30 Unrealized +71.6%
GOOG ALPHABET INC 12.9%
Value $26.37M Shares 84,049 Est. Cost $118.14 Unrealized +142.4%
AAPL APPLE INC 10.4%
Value $21.21M Shares 376,204 Est. Cost $196.77 Unrealized +36.4%
NVDA NVIDIA CORPORATION 9.7%
Value $19.83M Shares 106,339 Est. Cost $108.85 Unrealized +71.0%
MSFT MICROSOFT CORP 7.0%
Value $14.33M Shares 29,637 Est. Cost $328.17 Unrealized +52.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%
Value $9.229M Shares 18,359 Est. Cost $304.38 Unrealized +63.5%
V VISA INC 4.4%
Value $8.893M Shares 25,356 Est. Cost $216.31 Unrealized +57.4%
TSLA TESLA INC 4.2%
Value $8.475M Shares 18,844 Est. Cost $295.84 Unrealized +49.8%
MA MASTERCARD INCORPORATED 3.6%
Value $7.299M Shares 12,786 Est. Cost $357.66 Unrealized +56.3%
WM WASTE MGMT INC DEL 3.1%
Value $6.267M Shares 28,522 Est. Cost $165.26 Unrealized +28.6%
HD HOME DEPOT INC 2.6%
Value $5.216M Shares 15,158 Est. Cost $346.97 Unrealized +5.1%
COST COSTCO WHSL CORP NEW 2.2%
Value $4.593M Shares 5,325 Est. Cost $667.03 Unrealized +35.8%
PLTR PALANTIR TECHNOLOGIES INC 2.2%
Value $4.505M Shares 25,346 Est. Cost $109.58 Unrealized +65.2%
AVGO BROADCOM INC 2.2%
Value $4.49M Shares 12,972 Est. Cost $208.09 Unrealized +71.6%
LMT LOCKHEED MARTIN CORP 1.7%
Value $3.48M Shares 7,195 Est. Cost $348.24 Unrealized +36.7%
META META PLATFORMS INC 1.7%
Value $3.479M Shares 5,271 Est. Cost $403.21 Unrealized +65.5%
NOC NORTHROP GRUMMAN CORP 1.5%
Value $3.163M Shares 5,546 Est. Cost $459.34 Unrealized +26.0%
VCSH VANGUARD SCOTTSDALE FDS 1.3%
Value $2.575M Shares 32,299 Est. Cost $79.71 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.0%
Value $2.11M Shares 35,933 Est. Cost $59.84 Unrealized
NEE NEXTERA ENERGY INC 0.8%
Value $1.715M Shares 21,357 Est. Cost $77.27 Unrealized +6.8%
IVW ISHARES TR 0.8%
Value $1.706M Shares 13,840 Est. Cost $83.68 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $1.61M Shares 4,998 Est. Cost $182.89 Unrealized +69.2%
NFLX NETFLIX INC 0.6%
Value $1.185M Shares 12,637 Est. Cost $103.41 Unrealized +4.3%
SPY SPDR S&P 500 ETF TR 0.6%
Value $1.135M Shares 1,664 Est. Cost $471.70 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value $1.082M Shares 1,762 Est. Cost $403.39 Unrealized
RTX RTX CORPORATION 0.5%
Value $952K Shares 5,191 Est. Cost $80.36 Unrealized +115.7%
LLY ELI LILLY & CO COM 0.4%
Value $821K Shares 764 Est. Cost $728.12 Unrealized +31.2%
PANW PALO ALTO NETWORKS INC 0.4%
Value $815K Shares 4,426 Est. Cost $188.03 Unrealized +7.3%
VV VANGUARD INDEX FDS 0.4%
Value $761K Shares 2,418 Est. Cost $71.24 Unrealized
SPYG SPDR SER TR 0.3%
Value $571K Shares 5,356 Est. Cost $70.67 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value $524K Shares 4,017 Est. Cost $158.64 Unrealized -16.0%
VOO VANGUARD INDEX FDS 0.2%
Value $476K Shares 759 Est. Cost $617.22 Unrealized
EXR EXTRA SPACE STORAGE INC 0.2%
Value $463K Shares 3,556 Est. Cost $156.75 Unrealized -13.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value $440K Shares 3,753 Est. Cost $88.04 Unrealized +38.1%
JNJ JOHNSON & JOHNSON 0.2%
Value $409K Shares 1,975 Est. Cost $147.77 Unrealized +33.3%
WEC WEC ENERGY GROUP INC 0.2%
Value $399K Shares 3,788 Est. Cost $79.41 Unrealized +38.9%
VUG VANGUARD INDEX FDS 0.2%
Value $363K Shares 745 Est. Cost $381.84 Unrealized
IVV ISHARES TR 0.2%
Value $344K Shares 501 Est. Cost $488.51 Unrealized
DPZ DOMINOS PIZZA INC 0.2%
Value $333K Shares 800 Est. Cost $480.51 Unrealized -13.5%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $321K Shares 2,786 Est. Cost $73.74 Unrealized +59.6%
GOOGL ALPHABET INC 0.2%
Value $311K Shares 992 Est. Cost $209.20 Unrealized +36.5%
GLD SPDR GOLD TR 0.1%
Value $302K Shares 762 Est. Cost $310.35 Unrealized
PLD PROLOGIS INC 0.1%
Value $296K Shares 2,321 Est. Cost $100.19 Unrealized +23.6%
ANET ARISTA NETWORKS INC 0.1%
Value $293K Shares 2,236 Est. Cost $87.42 Unrealized +57.5%
SDY SPDR S&P DIVIDEND ETF TR 0.1%
Value $286K Shares 2,052 Est. Cost $125.11 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $268K Shares 1,869 Est. Cost $128.20 Unrealized
ITOT ISHARES TR 0.1%
Value $264K Shares 1,775 Est. Cost $94.19 Unrealized
MCD MCDONALDS CORP 0.1%
Value $256K Shares 836 Est. Cost $231.22 Unrealized +31.9%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $244K Shares 2,639 Est. Cost $90.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $235K Shares 793 Est. Cost $298.78 Unrealized 0.0%
WMT WALMART INC 0.1%
Value $221K Shares 1,982 Est. Cost $99.23 Unrealized +8.0%