Mc Carthy & Cox Portfolio Holdings

Mc Carthy & Cox

  • $261 Billion
  • Q3 2024

Mc Carthy & Cox has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $29.2B, Vanguard Dividend Appreciation with a value of $19.4B, First Tr Exch Trd Fd Viii Ft C with a value of $19.3B, Jpmorgan International Bond Op with a value of $16B, and First Tr ETF Viii Cboe Vest Us with a value of $15.7B.

Examining the 13F form we can see an increase of $355M in the current position value, from $261B to 261B.

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 $261 Billion
ETFs: $181 Billion
Financial Services: $2.65 Billion
Technology: $896 Million
Consumer Defensive: $724 Million
Consumer Cyclical: $593 Million
Utilities: $298 Million
Healthcare: $207 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$729B
$848 Million 0.33% of portfolio
4,023
Q3 2024 Added 125.25%
$620B
$788 Million 0.3% of portfolio
1,712
Q3 2024 Added 54.23%
$3.11T
$484 Million 0.19% of portfolio
1,125
Q3 2024 Added 3.88%
$3.69T
$412 Million 0.16% of portfolio
1,767
Q3 2024 Added 3.88%
$507B
$312 Million 0.12% of portfolio
1,134
Q3 2024 Reduced 8.7%
$430B
$262 Million 0.1% of portfolio
647
Q3 2024 New
$427B
$262 Million 0.1% of portfolio
296
Q3 2024 New
$223B
$241 Million 0.09% of portfolio
1,415
Q3 2024 New
$711B
$207 Million 0.08% of portfolio
233
Q3 2024 New
$418B
$221 Million 0.08% of portfolio
1,276
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $261 Billion
  • Prior Value $261 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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