The Analysis of McCarthy & Cox's Holdings

Currently, McCarthy & Cox holds 18 types of securities in its portfolio with a total value $8.3M. In the most recent quarter, they have increased their positions in AMAT (+800 shares, valued at $205.6K); decreased their positions in N/A (-1.6M shares, valued at $98.2M), MFSG (-2.0M shares, valued at $55.5M), TCAF (-1.0M shares, valued at $38.8M); initiated new positions in AMAT (+800 shares, valued at $205.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EA SERIES TRUST EA SERIES TRUST26.5K shares-98.38%2025-12-312026-01-23

MFSG MFS ACTIVE EXCHANGE TRADED F28.7K shares-98.56%2025-12-312026-01-23

JCPB J P MORGAN EXCHANGE TRADED F13.8K shares-97.82%2025-12-312026-01-23

TCAF T ROWE PRICE ETF INC15.9K shares-98.46%2025-12-312026-01-23

VIG VANGUARD SPECIALIZED FUNDS2.3K shares-97.75%2025-12-312026-01-23

WCMI FIRST TR EXCHANGE-TRADED FD26.5K shares-98.29%2025-12-312026-01-23

GPIX GOLDMAN SACHS ETF TR7.5K shares-98.15%2025-12-312026-01-23

JPIB J P MORGAN EXCHANGE TRADED F8.1K shares-97.74%2025-12-312026-01-23

Sponsored

TBLL INVESCO EXCH TRADED FD TR II3.6K shares-83.22%2025-12-312026-01-23

PULS PGIM ETF TR6.9K shares-82.90%2025-12-312026-01-23

FTCB FIRST TR EXCHANGE-TRADED FD15.9K shares-98.30%2025-12-312026-01-23

JAAA JANUS DETROIT STR TR6.6K shares-97.55%2025-12-312026-01-23

SPY SPDR S&P 500 ETF TR458 shares-88.40%2025-12-312026-01-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL500 shares-68.29%2025-12-312026-01-23

SDY SPDR SERIES TRUST1.7K shares-37.80%2025-12-312026-01-23

HYG ISHARES TR2.7K shares-49.28%2025-12-312026-01-23