Mark Finney

@Mccarthy & Cox

Latest period2024 - Q4

Reported2d ago

Managed Assets$288.156M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSCOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$4.244M 200,968 shares@ $21.12 avg price	Exited
ARKKArk Etf Tr Recent Activity Exited	0%	$1.438M 30,251 shares@ $47.54 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$345,161 14,382 shares@ $24.0 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$206,559 233 shares@ $886.52 avg price	Exited