Mccarthy & Cox 13F annual report

Mccarthy & Cox is an investment fund managing more than $265 billion ran by Mark Finney. There are currently 28 companies in Mr. Finney’s portfolio. The largest investments include J P Morgan Exchange Traded F and Vanguard Specialized Funds, together worth $51.8 billion.

$265 billion Assets Under Management (AUM)

As of 23rd April 2024, Mccarthy & Cox’s top holding is 692,308 shares of J P Morgan Exchange Traded F currently worth over $32.5 billion and making up 12.3% of the portfolio value. In addition, the fund holds 105,693 shares of Vanguard Specialized Funds worth $19.3 billion. The third-largest holding is First Tr Exchng Traded Fd Vi worth $97.1 billion and the next is Ark Etf Tr worth $16.4 billion, with 327,656 shares owned.

Currently, Mccarthy & Cox's portfolio is worth at least $265 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mccarthy & Cox

The Mccarthy & Cox office and employees reside in Marysville, Ohio. According to the last 13-F report filed with the SEC, Mark Finney serves as the CCO at Mccarthy & Cox.

Recent trades

In the most recent 13F filing, Mccarthy & Cox revealed that it had opened a new position in J P Morgan Exchange Traded F and bought 692,308 shares worth $32.5 billion.

One of the smaller hedge funds

The two most similar investment funds to Mccarthy & Cox are Marks Wealth and Ribbit Capital Gp Ii. They manage $265 billion and $265 billion respectively.

Mark Finney investment strategy

Mccarthy & Cox’s portfolio is diversified across 6 sectors. Currently, their heaviest sector is Miscellaneous — making up 1.8% of the total portfolio value. The fund focuses on investments in the United States as 17.9% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 18% of the total holdings value. On the other hand, small-cap stocks make up only 3.6% of the portfolio. The average market cap of the portfolio companies is close to $848 billion.

The complete list of Mccarthy & Cox trades based on 13F SEC filings

These positions were updated on April 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
J P Morgan Exchange Traded F	Opened 692,308	$32,538,672,000	12.29%
Vanguard Specialized Funds	Opened 105,693	$19,300,508,000	7.29%
First Tr Exchng Traded Fd Vi	Opened 2,243,999	$97,146,271,000	36.69%
Ark Etf Tr	Opened 327,656	$16,409,037,000	6.20%
Invesco Exch Trd Slf Idx Fd	Opened 2,347,417	$47,102,440,000	17.79%
Dimensional Etf Trust	Opened 433,033	$13,337,837,000	5.04%
Goldman Sachs Etf Tr	Opened 349,010	$18,871,279,000	7.13%
VanEck ETF Trust	Opened 51,804	$4,657,151,000	1.76%
Janus Detroit Str Tr	Opened 61,338	$4,288,753,000	1.62%
Spdr Sp 500 Etf Tr	Opened 3,901	$2,040,715,000	0.77%
T Rowe Price Etf Inc	Opened 28,549	$863,047,000	0.33%
Microsoft Corporation	Opened 1,811	$762,125,000	0.29%
Invesco Exch Traded Fd Tr Ii	Opened 5,001	$527,455,000	0.20%
Caterpillar Inc.	Opened 1,429	$523,781,000	0.20%
Ishares Tr	Opened 32,561	$2,128,124,000	0.80%
Berkshire Hathaway Inc.	Opened 1,110	$466,567,000	0.18%
Pgim Etf Tr	Opened 9,337	$464,049,000	0.18%
Spdr Sp Midcap 400 Etf Tr	Opened 757	$421,368,000	0.16%
Visa Inc	Opened 1,447	$403,935,000	0.15%
Apple Inc	Opened 2,166	$371,386,000	0.14%
Jpmorgan Chase Co	Opened 1,744	$349,305,000	0.13%
Select Sector Spdr Tr	Opened 1,362	$283,719,000	0.11%
Procter And Gamble Co	Opened 1,686	$273,562,000	0.10%
Hartford Finl Svcs Group Inc	Opened 2,600	$267,904,000	0.10%
Lowes Cos Inc	Opened 1,014	$258,396,000	0.10%
Schwab Strategic Tr	Opened 2,766	$256,495,000	0.10%
American Elec Pwr Co Inc	Opened 2,875	$247,535,000	0.09%
Spdr Ser Tr	Opened 1,564	$205,283,000	0.08%
No transactions found
Showing first 500 out of 28 holdings