Mc Carthy & Cox Portfolio Holdings by Sector
Mc Carthy & Cox
- $288 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JCPB VIG JPIB FNOV FAUG GSSC BSCP BSCQ 37 stocks |
$186 Million
97.08% of portfolio
|
  18  
|
  12  
|
  6  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$1.03 Million
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$895,069
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$548,078
0.29% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$476,236
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$412,353
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PRK 1 stocks |
$399,330
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$358,848
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$269,361
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$268,603
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$266,391
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$234,442
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$215,124
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$214,563
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|