Mc Carthy & Cox Portfolio Holdings

Mc Carthy & Cox

  • $382 Billion
  • Q2 2025

Mc Carthy & Cox has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $382 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $102B, Mfs Active Exchange Traded F with a value of $48B, T Rowe Price ETF Inc with a value of $36.2B, J P Morgan Exchange Traded Fd with a value of $28.6B, and Goldman Sachs ETF Tr with a value of $19.4B.

Examining the 13F form we can see an increase of $152B in the current position value, from $230B to 382B.

Mc Carthy & Cox is based out at Marysville, OH

Below you can find more details about Mc Carthy & Cox portfolio as well as his latest detailed transactions.

Portfolio value $382 Billion
ETFs: $137 Billion
Financial Services: $2.76 Billion
Consumer Cyclical: $906 Million
Technology: $854 Million
Consumer Defensive: $690 Million
Utilities: $310 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $382 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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