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 | +9.6% |
| 22 | MCD | MCDONALDS CORP | Consumer Cyclical | 836.0 | $256K | 0.12% | -8.0 | -0.9% | $305.85 | -7.7% |
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
35.5%
Consumer Cyclical
23.5%
Communication Services
17.0%
Financial Services
11.0%
Industrials
7.5%
Consumer Defensive
2.6%
Utilities
1.8%
Healthcare
0.7%
Real Estate
0.4%