Mark Finney

@Mccarthy & Cox

Latest period2024 - Q4

Reported3d 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
HDVIshares Tr Recent Activity	0.1%	$272,792 2,430 shares@ $112.27 avg price
DFNMDimensional Etf Trust Recent Activity Decreased -35.5%	0.1%	$270,093 5,654 shares@ $47.78 avg price	Decreased -35.5%
TSLATesla Inc Recent Activity New Position	0.1%	$269,361 667 shares@ $403.84 avg price	New Position
AEPAmerican Elec Pwr Co Inc Recent Activity Increased 0.32%	0.1%	$268,603 2,912 shares@ $92.25 avg price	Increased 0.32%
COSTCostco Whsl Corp New Recent Activity Decreased -1.68%	0.1%	$266,391 291 shares@ $915.44 avg price	Decreased -1.68%
HDHome Depot Inc Recent Activity Decreased -2.47%	0.09%	$245,635 631 shares@ $389.28 avg price	Decreased -2.47%
PGProcter And Gamble Co Recent Activity Increased 9.57%	0.09%	$234,442 1,398 shares@ $167.7 avg price	Increased 9.57%
IFRAIshares Tr Recent Activity	0.09%	$232,526 5,023 shares@ $46.3 avg price
JMUBJ P Morgan Exchange Traded F Recent Activity New Position	0.08%	$228,858 4,563 shares@ $50.16 avg price	New Position
PEPPepsico Inc Recent Activity	0.08%	$215,124 1,415 shares@ $152.04 avg price