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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
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
MOATVaneck Etf Trust
Recent Activity
Decreased -3.35%
1.28%
$3.662M
39,492 shares@ $92.73 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
1.21%
$3.465M
188,937 shares@ $18.35 avg price
KOMPSpdr Ser Tr
Recent Activity
Increased 2.86%
0.83%
$2.371M
46,644 shares@ $50.83 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.53%
0.72%
$2.047M
3,493 shares@ $586.06 avg price
TBLLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 43.55%
0.49%
$1.399M
13,246 shares@ $105.6 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
0.44%
$1.265M
28,368 shares@ $44.58 avg price
PULSPgim Etf Tr
Recent Activity
Increased 43%
0.44%
$1.262M
25,464 shares@ $49.55 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.18%
0.32%
$895,069
3,734 shares@ $239.71 avg price