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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
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
0.31%
$893,179
20,642 shares@ $43.27 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
MSFTMicrosoft Corp
Recent Activity
Increased 0.45%
0.17%
$476,236
1,130 shares@ $421.45 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.17%
$467,651
821 shares@ $569.62 avg price
IWDIshares Tr
Recent Activity
Increased 0.09%
0.15%
$423,591
2,288 shares@ $185.14 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
MFSGMfs Active Exchange Traded F
Recent Activity
New Position
0.14%
$382,630
15,468 shares@ $24.74 avg price