Mc Carthy & Cox Portfolio Holdings

Mc Carthy & Cox

  • $230 Billion
  • Q1 2025

Mc Carthy & Cox has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc with a value of $32.8B, J P Morgan Exchange Traded Fd with a value of $27.5B, Mfs Active Exchange Traded F with a value of $19.8B, First Tr ETF Viii Tcw Unconstr with a value of $18.3B, and Vanguard Dividend Appreciation with a value of $17.8B.

Examining the 13F form we can see an decrease of $58.5B in the current position value, from $288B to 230B.

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 $230 Billion
ETFs: $151 Billion
Financial Services: $2.85 Billion
Technology: $757 Million
Consumer Defensive: $700 Million
Consumer Cyclical: $489 Million
Utilities: $314 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $230 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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