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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
DFNMDimensional Etf Trust
Recent Activity
Decreased -35.5%
0.1%
$270,093
5,654 shares@ $47.78 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.68%
0.1%
$266,391
291 shares@ $915.44 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.47%
0.09%
$245,635
631 shares@ $389.28 avg price