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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
JAAAJanus Detroit Str Tr
Recent Activity
New Position
3.02%
$8.69M
171,359 shares@ $50.71 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
2.94%
$8.462M
343,269 shares@ $24.66 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
1.21%
$3.465M
188,937 shares@ $18.35 avg price
MFSGMfs Active Exchange Traded F
Recent Activity
New Position
0.14%
$382,630
15,468 shares@ $24.74 avg price
BUSA2023 Etf Series Trust
Recent Activity
New Position
0.12%
$321,470
10,173 shares@ $31.61 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.11%
$316,151
4,396 shares@ $71.92 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.11%
$314,054
6,193 shares@ $50.72 avg price
TSLATesla Inc
Recent Activity
New Position
0.1%
$269,361
667 shares@ $403.84 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$228,858
4,563 shares@ $50.16 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.08%
$214,563
978 shares@ $219.39 avg price