test

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
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 228.41%
9.54%
$27.468M
825,596 shares@ $33.28 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Increased 9.74%
5.91%
$17.018M
360,095 shares@ $47.27 avg price
FNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 4.19%
5.53%
$15.921M
332,937 shares@ $47.82 avg price
GPIXGoldman Sachs Etf Tr
Recent Activity
Increased 9.28%
4.54%
$13.055M
263,994 shares@ $49.46 avg price
GSSCGoldman Sachs Etf Tr
Recent Activity
Increased 1.31%
3.31%
$9.516M
137,649 shares@ $69.14 avg price
FOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 5.22%
2.14%
$6.155M
144,387 shares@ $42.64 avg price
JSMDJanus Detroit Str Tr
Recent Activity
Increased 3.12%
1.68%
$4.82M
64,210 shares@ $75.08 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 14.78%
1.53%
$4.408M
226,303 shares@ $19.48 avg price
KOMPSpdr Ser Tr
Recent Activity
Increased 2.86%
0.83%
$2.371M
46,644 shares@ $50.83 avg price
TBLLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 43.55%
0.49%
$1.399M
13,246 shares@ $105.6 avg price