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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
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.42%
1.84%
$5.286M
106,209 shares@ $49.78 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.73%
1.82%
$5.22M
114,227 shares@ $45.7 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -3.35%
1.28%
$3.662M
39,492 shares@ $92.73 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.53%
0.72%
$2.047M
3,493 shares@ $586.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.18%
0.32%
$895,069
3,734 shares@ $239.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.62%
0.26%
$747,685
1,650 shares@ $453.15 avg price
IWMIshares Tr
Recent Activity
Decreased -8.21%
0.2%
$550,105
2,490 shares@ $220.93 avg price
AAPLApple Inc
Recent Activity
Decreased -6.79%
0.15%
$412,353
1,647 shares@ $250.37 avg price
PRKPark Natl Corp
Recent Activity
Decreased -1.1%
0.14%
$399,330
2,329 shares@ $171.46 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -20.62%
0.14%
$389,563
1,851 shares@ $210.47 avg price