McDonough Capital Management, Inc Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	376,204 (+2.9%)	$21,211 (+5.5%)	10.4%	$196.77	+36.4%	COM	037833100
PLTR	PALANTIR TECHNOLOGIES INC	25,346 (+16.1%)	$4,505 (+13.2%)	2.2%	$109.58	+65.2%	CL A	69608A108
NVDA	NVIDIA CORPORATION	106,339 (+2.2%)	$19,832 (+2.2%)	9.7%	$108.85	+71.0%	COM	67066G104
NFLX	NETFLIX INC	12,637 (+881.1%)	$1,185 (-23.3%)	0.6%	$103.41	+4.3%	COM	64110L106
AVGO	BROADCOM INC	12,972 (+2.8%)	$4,490 (+7.9%)	2.2%	$208.09	+71.6%	COM	11135F101
META	META PLATFORMS INC	5,271 (+2.8%)	$3,479 (-7.6%)	1.7%	$403.21	+65.5%	CL A	30303M102
TSLA	TESLA INC	18,844 (+1.3%)	$8,475 (+2.4%)	4.2%	$295.84	+49.8%	COM	88160R101
VOO	VANGUARD INDEX FDS	759 (+48.8%)	$476 (+52.4%)	0.2%	$617.22	—	S&P 500 ETF SHS	922908363
PANW	PALO ALTO NETWORKS INC	4,426 (+2.3%)	$815 (-7.4%)	0.4%	$188.03	+7.3%	COM	697435105
JPM	JPMORGAN CHASE & CO	4,998 (+1.2%)	$1,610 (+3.3%)	0.8%	$182.89	+69.2%	COM	46625H100
GLD	SPDR GOLD TR	762 (+6.4%)	$302 (+18.7%)	0.1%	$310.35	—	GOLD SHS	78463V107

Exited Positions (2)

DIS DISNEY WALT CO 0.2%

Value ($000) $330 Shares 2,881 Est. Cost $157.79 Unrealized -30.6%

ADBE ADOBE SYSTEMS INCORPORATED 0.1%

Value ($000) $201 Shares 570 Est. Cost $622.49 Unrealized -45.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DIS	DISNEY WALT CO	2,881	$330	0.2%	$157.79	-30.6%	—	254687106
ADBE	ADOBE SYSTEMS INCORPORATED	570	$201	0.1%	$622.49	-45.4%	—	00724F101

Decreased Positions (17)

HD HOME DEPOT INC 2.6%

Value ($000) $5,216 (-18.9%) Shares 15,158 (-4.5%) Est. Cost $346.97 Unrealized +5.1%

COST COSTCO WHSL CORP NEW 2.2%

Value ($000) $4,593 (-10.5%) Shares 5,325 (-4.0%) Est. Cost $667.03 Unrealized +35.8%

EXR EXTRA SPACE STORAGE INC 0.2%

Value ($000) $463 (-52.1%) Shares 3,556 (-48.2%) Est. Cost $156.75 Unrealized -13.9%

LMT LOCKHEED MARTIN CORP 1.7%

Value ($000) $3,480 (-7.1%) Shares 7,195 (-4.1%) Est. Cost $348.24 Unrealized +36.7%

AWK AMERICAN WTR WKS CO INC NEW 0.3%

Value ($000) $524 (-33.2%) Shares 4,017 (-28.7%) Est. Cost $158.64 Unrealized -16.0%

NOC NORTHROP GRUMMAN CORP 1.5%

Value ($000) $3,163 (-7.6%) Shares 5,546 (-1.2%) Est. Cost $459.34 Unrealized +26.0%

WM WASTE MGMT INC DEL 3.1%

Value ($000) $6,267 (-3.7%) Shares 28,522 (-3.2%) Est. Cost $165.26 Unrealized +28.6%

LLY ELI LILLY & CO COM 0.4%

Value ($000) $821 (+37.4%) Shares 764 (-2.4%) Est. Cost $728.12 Unrealized +31.2%

V VISA INC 4.4%

Value ($000) $8,893 (+1.3%) Shares 25,356 (-1.4%) Est. Cost $216.31 Unrealized +57.4%

WEC WEC ENERGY GROUP INC 0.2%

Value ($000) $399 (-22.1%) Shares 3,788 (-15.4%) Est. Cost $79.41 Unrealized +38.9%

MA MASTERCARD INCORPORATED 3.6%

Value ($000) $7,299 (-1.2%) Shares 12,786 (-1.5%) Est. Cost $357.66 Unrealized +56.3%

RTX RTX CORPORATION 0.5%

Value ($000) $952 (+8.1%) Shares 5,191 (-1.3%) Est. Cost $80.36 Unrealized +115.7%

VGSH VANGUARD SCOTTSDALE FDS 1.0%

Value ($000) $2,110 (-2.3%) Shares 35,933 (-2.1%) Est. Cost $59.84 Unrealized —

DUK DUKE ENERGY CORP NEW 0.2%

Value ($000) $440 (-9.5%) Shares 3,753 (-4.5%) Est. Cost $88.04 Unrealized +38.1%

PLD PROLOGIS INC 0.1%

Value ($000) $296 (+8.3%) Shares 2,321 (-2.8%) Est. Cost $100.19 Unrealized +23.6%

IVV ISHARES TR 0.2%

Value ($000) $344 (-3.3%) Shares 501 (-5.5%) Est. Cost $488.51 Unrealized —

ITOT ISHARES TR 0.1%

Value ($000) $264 (-0.9%) Shares 1,775 (-2.9%) Est. Cost $94.19 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HD	HOME DEPOT INC	15,158 (-4.5%)	$5,216 (-18.9%)	2.6%	$346.97	+5.1%	COM	437076102
COST	COSTCO WHSL CORP NEW	5,325 (-4.0%)	$4,593 (-10.5%)	2.2%	$667.03	+35.8%	COM	22160K105
EXR	EXTRA SPACE STORAGE INC	3,556 (-48.2%)	$463 (-52.1%)	0.2%	$156.75	-13.9%	COM	30225T102
LMT	LOCKHEED MARTIN CORP	7,195 (-4.1%)	$3,480 (-7.1%)	1.7%	$348.24	+36.7%	COM	539830109
AWK	AMERICAN WTR WKS CO INC NEW	4,017 (-28.7%)	$524 (-33.2%)	0.3%	$158.64	-16.0%	COM	030420103
NOC	NORTHROP GRUMMAN CORP	5,546 (-1.2%)	$3,163 (-7.6%)	1.5%	$459.34	+26.0%	COM	666807102
WM	WASTE MGMT INC DEL	28,522 (-3.2%)	$6,267 (-3.7%)	3.1%	$165.26	+28.6%	COM	94106L109
LLY	ELI LILLY & CO COM	764 (-2.4%)	$821 (+37.4%)	0.4%	$728.12	+31.2%	COM	532457108
V	VISA INC	25,356 (-1.4%)	$8,893 (+1.3%)	4.4%	$216.31	+57.4%	COM CL A	92826C839
WEC	WEC ENERGY GROUP INC	3,788 (-15.4%)	$399 (-22.1%)	0.2%	$79.41	+38.9%	COM	92939U106
MA	MASTERCARD INCORPORATED	12,786 (-1.5%)	$7,299 (-1.2%)	3.6%	$357.66	+56.3%	CL A	57636Q104
RTX	RTX CORPORATION	5,191 (-1.3%)	$952 (+8.1%)	0.5%	$80.36	+115.7%	COM	75513E101
VGSH	VANGUARD SCOTTSDALE FDS	35,933 (-2.1%)	$2,110 (-2.3%)	1.0%	$59.84	—	SHRT TERM TREAS	92206C102
DUK	DUKE ENERGY CORP NEW	3,753 (-4.5%)	$440 (-9.5%)	0.2%	$88.04	+38.1%	COM NEW	26441C204
PLD	PROLOGIS INC	2,321 (-2.8%)	$296 (+8.3%)	0.1%	$100.19	+23.6%	COM	74340W103
IVV	ISHARES TR	501 (-5.5%)	$344 (-3.3%)	0.2%	$488.51	—	CORE S&P 500 ETF	464287200
ITOT	ISHARES TR	1,775 (-2.9%)	$264 (-0.9%)	0.1%	$94.19	—	CORE S&P TOTAL US ETF	464287150

Unchanged Positions (22)

GOOG ALPHABET INC 12.9%

Value ($000) $26,375 Shares 84,049 Est. Cost $118.14 Unrealized +142.4%

AMZN AMAZON COM INC 14.3%

Value ($000) $29,217 Shares 126,580 Est. Cost $133.30 Unrealized +71.6%

MSFT MICROSOFT CORP 7.0%

Value ($000) $14,333 Shares 29,637 Est. Cost $328.17 Unrealized +52.5%

NEE NEXTERA ENERGY INC 0.8%

Value ($000) $1,715 Shares 21,357 Est. Cost $77.27 Unrealized +6.8%

GOOGL ALPHABET INC 0.2%

Value ($000) $311 Shares 992 Est. Cost $209.20 Unrealized +36.5%

JNJ JOHNSON & JOHNSON 0.2%

Value ($000) $409 Shares 1,975 Est. Cost $147.77 Unrealized +33.3%

IVW ISHARES TR 0.8%

Value ($000) $1,706 Shares 13,840 Est. Cost $83.68 Unrealized —

ANET ARISTA NETWORKS INC 0.1%

Value ($000) $293 Shares 2,236 Est. Cost $87.42 Unrealized +57.5%

VCSH VANGUARD SCOTTSDALE FDS 1.3%

Value ($000) $2,575 Shares 32,299 Est. Cost $79.71 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%

Value ($000) $9,229 Shares 18,359 Est. Cost $304.38 Unrealized +63.5%

SPY SPDR S&P 500 ETF TR 0.6%

Value ($000) $1,135 Shares 1,664 Est. Cost $471.70 Unrealized —

QQQ INVESCO QQQ TR 0.5%

Value ($000) $1,082 Shares 1,762 Est. Cost $403.39 Unrealized —

VV VANGUARD INDEX FDS 0.4%

Value ($000) $761 Shares 2,418 Est. Cost $71.24 Unrealized —

WMT WALMART INC 0.1%

Value ($000) $221 Shares 1,982 Est. Cost $99.23 Unrealized +8.0%

SPYG SPDR SER TR 0.3%

Value ($000) $571 Shares 5,356 Est. Cost $70.67 Unrealized —

DPZ DOMINOS PIZZA INC 0.2%

Value ($000) $333 Shares 800 Est. Cost $480.51 Unrealized -13.5%

AEP AMERICAN ELEC PWR CO INC 0.2%

Value ($000) $321 Shares 2,786 Est. Cost $73.74 Unrealized +59.6%

VUG VANGUARD INDEX FDS 0.2%

Value ($000) $363 Shares 745 Est. Cost $381.84 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.1%

Value ($000) $268 Shares 1,869 Est. Cost $128.20 Unrealized —

FTCS FIRST TR EXCHANGE-TRADED FD 0.1%

Value ($000) $244 Shares 2,639 Est. Cost $90.80 Unrealized —

MCD MCDONALDS CORP 0.1%

Value ($000) $256 Shares 836 Est. Cost $231.22 Unrealized +31.9%

SDY SPDR S&P DIVIDEND ETF TR 0.1%

Value ($000) $286 Shares 2,052 Est. Cost $125.11 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	84,049	$26,375	12.9%	$118.14	+142.4%	CAP STK CL C	02079K107
AMZN	AMAZON COM INC	126,580	$29,217	14.3%	$133.30	+71.6%	COM	023135106
MSFT	MICROSOFT CORP	29,637	$14,333	7.0%	$328.17	+52.5%	COM	594918104
NEE	NEXTERA ENERGY INC	21,357	$1,715	0.8%	$77.27	+6.8%	COM	65339F101
GOOGL	ALPHABET INC	992	$311	0.2%	$209.20	+36.5%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	1,975	$409	0.2%	$147.77	+33.3%	COM	478160104
IVW	ISHARES TR	13,840	$1,706	0.8%	$83.68	—	S&P 500 GRWT ETF	464287309
ANET	ARISTA NETWORKS INC	2,236	$293	0.1%	$87.42	+57.5%	COM SHS	040413205
VCSH	VANGUARD SCOTTSDALE FDS	32,299	$2,575	1.3%	$79.71	—	SHORT TRM CORP BD	92206C409
BRK/B	BERKSHIRE HATHAWAY INC DEL	18,359	$9,229	4.5%	$304.38	+63.5%	CL B NEW	084670702
SPY	SPDR S&P 500 ETF TR	1,664	$1,135	0.6%	$471.70	—	TR UNIT	78462F103
QQQ	INVESCO QQQ TR	1,762	$1,082	0.5%	$403.39	—	UNIT SER 1	46090E103
VV	VANGUARD INDEX FDS	2,418	$761	0.4%	$71.24	—	LARGE CAP EFT	922908637
WMT	WALMART INC	1,982	$221	0.1%	$99.23	+8.0%	COM	931142103
SPYG	SPDR SER TR	5,356	$571	0.3%	$70.67	—	PRTFLO S&P500 GW	78464A409
DPZ	DOMINOS PIZZA INC	800	$333	0.2%	$480.51	-13.5%	COM	25754A201
AEP	AMERICAN ELEC PWR CO INC	2,786	$321	0.2%	$73.74	+59.6%	COM	025537101
VUG	VANGUARD INDEX FDS	745	$363	0.2%	$381.84	—	GROWTH ETF	922908736
VYM	VANGUARD WHITEHALL FDS	1,869	$268	0.1%	$128.20	—	HIGH DIV YLD	921946406
FTCS	FIRST TR EXCHANGE-TRADED FD	2,639	$244	0.1%	$90.80	—	CAP STRENGTH ETF	33733E104
MCD	MCDONALDS CORP	836	$256	0.1%	$231.22	+31.9%	COM	580135101
SDY	SPDR S&P DIVIDEND ETF TR	2,052	$286	0.1%	$125.11	—	TR UNIT	78464A763