Mark Finney

@Mccarthy & Cox

Latest period2024 - Q4

Reported2d ago

Managed Assets$288.156M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWFIshares Tr Recent Activity	0.13%	$373,069 929 shares@ $401.59 avg price
VVisa Inc Recent Activity Increased 0.09%	0.13%	$358,848 1,135 shares@ $316.17 avg price	Increased 0.09%
SDYSpdr Ser Tr Recent Activity Increased 0.04%	0.12%	$333,619 2,526 shares@ $132.08 avg price	Increased 0.04%
BUSA2023 Etf Series Trust Recent Activity New Position	0.12%	$321,470 10,173 shares@ $31.61 avg price	New Position
XLKSelect Sector Spdr Tr Recent Activity	0.11%	$316,754 1,362 shares@ $232.57 avg price
BNDVanguard Bd Index Fds Recent Activity New Position	0.11%	$316,151 4,396 shares@ $71.92 avg price	New Position
JMSTJ P Morgan Exchange Traded F Recent Activity New Position	0.11%	$314,054 6,193 shares@ $50.72 avg price	New Position
SCHGSchwab Strategic Tr Recent Activity Increased 300.04%	0.11%	$308,392 11,065 shares@ $27.88 avg price	Increased 300.04%
LOWLowes Cos Inc Recent Activity Increased 0.25%	0.11%	$302,443 1,225 shares@ $246.9 avg price	Increased 0.25%
HIGHartford Finl Svcs Group Inc Recent Activity	0.1%	$284,412 2,600 shares@ $109.39 avg price