Portfolio (Quarterly)
Guide ↗
McDonough Capital Management, Inc
· CIK 0001912128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ITOT | ISHARES TR | — | 1,775.0 | $264K | 0.13% | -53.0 | -2.9% | $148.69 | +12.1% |
| 22 | MCD | MCDONALDS CORP | Consumer Cyclical | 836.0 | $256K | 0.12% | -8.0 | -0.9% | $305.85 | -14.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.4%
Consumer Cyclical
27.4%
Financial Services
12.8%
Industrials
8.7%
Communication Services
3.1%
Consumer Defensive
3.0%
Utilities
2.1%
Healthcare
0.8%
Real Estate
0.5%