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Mark Finney

@Mccarthy & Cox

Latest period2024 - Q4ReportedManaged Assets$288.156MTotal holdings63
Assets growth rate10.45%Assets growth rate (2-Q avg)5.3%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mccarthy & Cox's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Mccarthy & Cox over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 288.156M in assets, with a quarterly growth rate of 10.45% and a 2-quarter average growth rate of 5.3%. The portfolio is managed by Mark Finney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCPBJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.21%
9.08%
$26.151M
567,628 shares@ $46.08 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.73%
6.62%
$19.069M
389,416 shares@ $48.97 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.56%
6.56%
$18.896M
96,491 shares@ $195.83 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.77%
5.46%
$15.718M
337,730 shares@ $46.54 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.97%
4.28%
$12.311M
239,599 shares@ $51.39 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.46%
3.94%
$11.332M
238,927 shares@ $47.44 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -28.8%
3.09%
$8.885M
430,256 shares@ $20.66 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -41%
3.05%
$8.77M
451,382 shares@ $19.44 avg price
FAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.27%
2.45%
$7.041M
170,518 shares@ $41.29 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.52%
2.12%
$6.101M
132,916 shares@ $45.91 avg price