McDonough Capital Management, Inc — 13F holdings

McDonough Capital Management, Inc reported 52 holdings worth $200M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AMZN AMAZON COM INC — $28.1M (14.1%)
2. GOOG ALPHABET INC — $27.6M (13.8%)
3. NVDA NVIDIA CORPORATION — $22.3M (11.1%)
4. AAPL APPLE INC — $21.2M (10.6%)
5. MSFT MICROSOFT CORP — $9.84M (4.9%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $8.23M (4.1%)
7. TSLA TESLA INC — $8.20M (4.1%)
8. V VISA INC — $8.01M (4.0%)
9. WM WASTE MGMT INC DEL — $6.28M (3.1%)
10. MA MASTERCARD INCORPORATED — $5.91M (3.0%)