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McDonough Capital Management, Inc

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13F filer, CIK 1912128, ORLANDO, FL

McDonough Capital Management, Inc reported $178,440,019 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 71.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001912128-25-000003

Period
2025-06-30
Reported value
$178M
Holdings
51
Top 10 weight
71.73%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+255,054$12.5M
VVadded+34,630$2.04M
PLTRadded+10,357$1.41M
NVDAadded+7,738$1.22M
COSTadded+646$640K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VCSHreduced-35,166-$10M
VGSHreduced-5,033-$400K
EXRreduced-366-$54K
DUKreduced-229-$27K
DISreduced-150-$18.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001912128-25-000003, largest first. % of portfolio is the value over $178,440,019, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,045 shares; 2024Q4: 123,751 shares; 2025Q1: 125,194 shares; 2025Q2: 126,803 shares 126,803$27.8M15.59%+1,609Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,015 shares; 2024Q4: 86,736 shares; 2025Q1: 96,193 shares; 2025Q2: 103,931 shares 103,931$16.4M9.2%+7,738Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,888 shares; 2024Q4: 75,801 shares; 2025Q1: 76,710 shares; 2025Q2: 331,764 shares 331,764$16.3M9.13%+255,054Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,312 shares; 2024Q4: 79,652 shares; 2025Q1: 81,225 shares; 2025Q2: 83,954 shares 83,954$14.9M8.35%+2,729Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 27,836 shares; 2025Q1: 28,270 shares; 2025Q2: 29,191 shares 29,191$14.5M8.14%+921Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,391 shares; 2024Q4: 24,918 shares; 2025Q1: 25,064 shares; 2025Q2: 25,699 shares 25,699$9.12M5.11%+635Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,168 shares; 2024Q4: 17,492 shares; 2025Q1: 17,630 shares; 2025Q2: 18,223 shares 18,223$8.85M4.96%+593Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 12,456 shares; 2025Q1: 12,564 shares; 2025Q2: 12,977 shares 12,977$7.29M4.09%+413Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,694 shares; 2024Q4: 26,569 shares; 2025Q1: 27,711 shares; 2025Q2: 29,684 shares 29,684$6.79M3.81%+1,973Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 17,288 shares; 2025Q1: 17,161 shares; 2025Q2: 18,867 shares 18,867$5.99M3.36%+1,706Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 14,976 shares; 2025Q1: 15,308 shares; 2025Q2: 15,978 shares 15,978$5.86M3.28%+670Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 4,485 shares; 2025Q1: 4,837 shares; 2025Q2: 5,483 shares 5,483$5.43M3.04%+646Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,233 shares; 2025Q1: 4,389 shares; 2025Q2: 4,813 shares 4,813$3.55M1.99%+424Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,687 shares; 2025Q1: 7,554 shares; 2025Q2: 7,551 shares 7,551$3.5M1.96%-3Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,775 shares; 2025Q1: 9,203 shares; 2025Q2: 11,348 shares 11,348$3.13M1.75%+2,145Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,709 shares; 2025Q1: 10,297 shares; 2025Q2: 20,654 shares 20,654$2.82M1.58%+10,357Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,289 shares; 2024Q4: 43,754 shares; 2025Q1: 38,179 shares; 2025Q2: 33,146 shares 33,146$2.64M1.48%-5,033Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 37,048 shares 37,048$2.18M1.22%+34,630Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,493 shares; 2025Q1: 3,715 shares; 2025Q2: 4,241 shares 4,241$2.12M1.19%+526Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,291 shares; 2025Q1: 1,281 shares; 2025Q2: 1,272 shares 1,272$1.7M0.95%-9Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 13,840 shares; 2025Q2: 13,840 shares 13,840$1.52M0.85%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,779 shares; 2024Q4: 21,339 shares; 2025Q1: 21,303 shares; 2025Q2: 21,408 shares 21,408$1.49M0.83%+105Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 4,083 shares; 2025Q1: 4,354 shares; 2025Q2: 4,830 shares 4,830$1.4M0.78%+476Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 8,983 shares; 2025Q1: 7,682 shares; 2025Q2: 7,316 shares 7,316$1.08M0.6%-366Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,666 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares 1,675$1.03M0.58%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,768 shares; 2025Q2: 1,772 shares 1,772$978K0.55%+4Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 6,867 shares; 2025Q1: 5,878 shares; 2025Q2: 5,839 shares 5,839$812K0.46%-39Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,120 shares; 2025Q1: 3,553 shares; 2025Q2: 3,801 shares 3,801$778K0.44%+248Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,215 shares; 2025Q1: 5,233 shares; 2025Q2: 5,283 shares 5,283$771K0.43%+50Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,950 shares; 2024Q4: 39,342 shares; 2025Q1: 37,584 shares; 2025Q2: 2,418 shares 2,418$690K0.39%-35,166Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 626 shares; 2025Q1: 744 shares; 2025Q2: 771 shares 771$601K0.34%+27Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,332 shares; 2025Q1: 5,368 shares; 2025Q2: 5,365 shares 5,365$511K0.29%-3Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,562 shares; 2025Q1: 4,371 shares; 2025Q2: 4,142 shares 4,142$489K0.27%-229Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,383 shares; 2025Q1: 3,985 shares; 2025Q2: 3,835 shares 3,835$476K0.27%-150Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares 4,475$466K0.26%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 1,169 shares; 2025Q1: 1,082 shares; 2025Q2: 1,053 shares 1,053$407K0.23%-29Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800$360K0.2%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 464 shares; 2025Q1: 530 shares; 2025Q2: 530 shares 530$330K0.18%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 745 shares; 2025Q2: 745 shares 745$327K0.18%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,606 shares; 2025Q1: 1,907 shares; 2025Q2: 1,894 shares 1,894$289K0.16%-13Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 2,840 shares; 2025Q1: 2,880 shares; 2025Q2: 2,786 shares 2,786$289K0.16%-94Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,018 shares; 2025Q1: 2,030 shares; 2025Q2: 2,027 shares 2,027$275K0.15%-3Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,662 shares; 2025Q1: 2,596 shares; 2025Q2: 2,512 shares 2,512$264K0.15%-84Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 887 shares; 2025Q2: 870 shares 870$254K0.14%-17Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,870 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares 1,869$249K0.14%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,809 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares 1,829$247K0.14%0Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,779 shares; 2025Q2: 2,910 shares 2,910$245K0.14%+131Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares 2,639$240K0.13%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares 2,200$225K0.13%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares 716$218K0.12%newTimeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares 3,182$211K0.12%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001912128-25-000003 base2025-08-11acceptance time not in the bulk data set