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Mark McCarthy

Cmc Financial Group

Assets Managed
$50.981M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-9.02%(2Q avg: -2.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cmc Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Cmc Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 50.981M in assets, with a quarterly growth rate of -9.02% and a 2-quarter average growth rate of -2.63%. The portfolio is managed by Mark McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TCAL
T Rowe Pre Cpt Apr Pr In Etf
Recent Activity
Increased 2.72%
16.93%
$8.629M
386,095 shares@ $22.35 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 2.84%
10.53%
$5.365M
85,761 shares@ $62.57 avg price
SILJ
Amplify Junior Silver Miners
Recent Activity
Decreased -20.87%
8.53%
$4.345M
146,192 shares@ $29.73 avg price
THIR
Thor Index Rotation Etf
Recent Activity
Increased 8.35%
8.51%
$4.335M
139,802 shares@ $31.02 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -25.7%
8.5%
$4.33M
47,187 shares@ $91.78 avg price
AAPL
Apple Inc
Recent Activity
Increased 155.17%
4.82%
$2.452M↓ Put
9,663 shares@ $253.78 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
New Position
4.48%
$2.282M
26,329 shares@ $86.69 avg price
CGIC
Cap Group Intl Core Eq
Recent Activity
Decreased -53.16%
3.44%
$1.749M
52,830 shares@ $33.11 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
New Position
2.41%
$1.224M
12,149 shares@ $100.72 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 171.93%
2.26%
$1.147M
4,000 shares@ $286.86 avg price

1-10 of 34