Mc Carthy & Cox has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $438 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $107B, Mfs Active Exchange Traded F with a value of $56B, T Rowe Price ETF Inc with a value of $38.9B, J P Morgan Exchange Traded Fd with a value of $30B, and First Tr Exchange Traded Fd with a value of $26B.

Examining the 13F form we can see an increase of $56.5B in the current position value, from $382B to 438B.

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 $438 Billion
ETFs: $148 Billion
Financial Services: $2.8 Billion
Technology: $927 Million
Consumer Cyclical: $775 Million
Consumer Defensive: $663 Million
Utilities: $325 Million
Industrials: $224 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $438 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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