McCarthy & Cox

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
72
Quarter
2025 Q4
Top Holding
TRIO (19.6%)
Top 10 Concentration
74.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 72
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TRIO
EA SERIES TRUST
Unknown 19.59% 24.31% #1
Prev: #1
8.1 -1,607,976 -98.4%
P
S
26,454 $1,616,040 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MFSG
MFS ACTIVE EXCH...
Warrant 9.84% 12.78% #2
Prev: #2
4.2 -1,961,110 -98.6%
P
S
28,674 $811,584 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JCPB
J P MORGAN EXCH...
ETF 7.89% 6.85% #3 1
Prev: #4
3.5 -618,081 -97.8%
P
S
13,752 $651,138 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TCAF
T ROWE PRICE ET...
ETF 7.37% 8.88% #4 1
Prev: #3
3.2 -1,016,207 -98.5%
P
S
15,909 $608,061 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 6.03% 4.94% #5 1
Prev: #6
2.7 -98,123 -97.7%
P
S
2,263 $497,429 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WCMI
FIRST TR EXCHAN...
Bond/Debt 5.46% 5.94% #6 1
Prev: #5
2.5 -1,517,138 -98.3%
P
S
26,464 $450,159 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GPIX
GOLDMAN SACHS E...
ETF 4.80% 4.83% #7
Prev: #7
2.2 -397,546 -98.1%
P
S
7,498 $395,870 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIB
J P MORGAN EXCH...
Bond/Debt 4.79% 4.02% #8 1
Prev: #9
2.2 -351,356 -97.7%
P
S
8,111 $394,998 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TBLL
INVESCO EXCH TR...
Unknown 4.63% 0.52% #9 14
Prev: #23
2.1 -17,938 -83.2%
P
S
3,617 $382,141 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PULS
PGIM ETF TR
ETF 4.12% 0.46% #10 14
Prev: #24
1.9 -33,250 -82.9%
P
S
6,859 $340,162 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTCB
FIRST TR EXCHAN...
Bond/Debt 4.10% 4.55% #11 3
Prev: #8
1.9 -919,975 -98.3%
P
S
15,937 $338,346 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 4.07% 3.14% #12 2
Prev: #10
1.9 -264,476 -97.6%
P
S
6,641 $335,909 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.79% 0.60% #13 8
Prev: #21
1.8 -3,489 -88.4%
P
S
458 $312,319 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 3.05% 0.18% #14 21
Prev: #35
1.4 -1,077 -68.3%
P
S
500 $251,325 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SDY
SPDR SERIES TRU...
Unknown 2.79% 0.08% #15 35
Prev: #50
1.2 -1,004 -37.8%
P
S
1,652 $229,892 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
ETF 2.61% 0.10% #16 28
Prev: #44
1.2 -2,591 -49.3%
P
S
2,667 $215,040 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GSSC
GOLDMAN SACHS E...
ETF 2.60% 2.49% #17 6
Prev: #11
1.3 -142,939 -98.1%
P
S
2,834 $214,360 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 2.49% #18
Prev: #—
3.0 800 no change
NEW
800 $205,592 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 1.30%
Sold All 😨
(Was: #12)
0.3 -276,042 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 0.00% 1.27%
Sold All 😨
(Was: #13)
0.3 -120,387 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JSMD
JANUS DETROIT S...
ETF 0.00% 1.27%
Sold All 😨
(Was: #14)
0.3 -66,398 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MYCF
SSGA ACTIVE TR
Unknown 0.00% 1.19%
Sold All 😨
(Was: #15)
0.3 -207,899 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCR
INVESCO EXCH TR...
ETF 0.00% 1.12%
Sold All 😨
(Was: #16)
0.3 -250,047 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCS
INVESCO EXCH TR...
ETF 0.00% 0.99%
Sold All 😨
(Was: #17)
0.3 -211,106 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOAT
VANECK ETF TRUS...
ETF 0.00% 0.93%
Sold All 😨
(Was: #18)
0.3 -40,947 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOMP
SPDR SERIES TRU...
ETF 0.00% 0.81%
Sold All 😨
(Was: #19)
0.3 -56,706 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNOV
FIRST TR EXCHNG...
ETF 0.00% 0.64%
Sold All 😨
(Was: #20)
0.3 -53,069 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 0.00% 0.53%
Sold All 😨
(Was: #22)
0.3 -73,453 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FJUN
FIRST TR EXCHNG...
ETF 0.00% 0.38%
Sold All 😨
(Was: #25)
0.3 -29,572 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FJUL
FIRST TR EXCHNG...
ETF 0.00% 0.29%
Sold All 😨
(Was: #26)
0.3 -23,308 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FAUG
FIRST TR EXCHNG...
ETF 0.00% 0.28%
Sold All 😨
(Was: #27)
0.3 -23,340 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FIRST TR EXCHNG...
ETF 0.00% 0.27%
Sold All 😨
(Was: #28)
0.3 -36,058 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UCON
FIRST TR EXCHNG...
ETF 0.00% 0.26%
Sold All 😨
(Was: #29)
0.3 -45,225 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.24%
Sold All 😨
(Was: #30)
0.3 -3,269 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FMB
FIRST TR EXCH T...
ETF 0.00% 0.21%
Sold All 😨
(Was: #31)
0.3 -18,499 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FSEP
FIRST TR EXCHNG...
ETF 0.00% 0.20%
Sold All 😨
(Was: #32)
0.3 -17,656 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FJAN
FIRST TR EXCHNG...
ETF 0.00% 0.19%
Sold All 😨
(Was: #33)
0.3 -16,977 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FMAY
FIRST TR EXCHNG...
ETF 0.00% 0.19%
Sold All 😨
(Was: #34)
0.3 -15,584 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMUB
J P MORGAN EXCH...
ETF 0.00% 0.18%
Sold All 😨
(Was: #36)
0.3 -15,520 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FFEB
FIRST TR EXCHNG...
ETF 0.00% 0.17%
Sold All 😨
(Was: #37)
0.3 -13,148 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 0.00% 0.14%
Sold All 😨
(Was: #38)
0.3 -20,747 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 0.00% 0.13%
Sold All 😨
(Was: #39)
0.3 -2,271 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 0.12%
Sold All 😨
(Was: #40)
0.3 -1,030 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCQ
INVESCO EXCH TR...
ETF 0.00% 0.12%
Sold All 😨
(Was: #41)
0.3 -26,497 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 0.00% 0.12%
Sold All 😨
(Was: #42)
0.3 -847 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMST
J P MORGAN EXCH...
ETF 0.00% 0.11%
Sold All 😨
(Was: #43)
0.3 -9,320 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR
ETF 0.00% 0.10%
Sold All 😨
(Was: #45)
0.3 -2,087 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #46)
0.3 -846 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #47)
0.3 -1,545 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 0.00% 0.09%
Sold All 😨
(Was: #48)
0.3 -1,362 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PRK
PARK NATL CORP
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #49)
0.3 -2,336 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDEC
FIRST TR EXCHNG...
ETF 0.00% 0.08%
Sold All 😨
(Was: #51)
0.3 -7,334 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HIG
HARTFORD INSURA...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #52)
0.3 -2,600 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
AMERICAN ELEC P...
Utilities 0.00% 0.07%
Sold All 😨
(Was: #53)
0.3 -2,891 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #54)
0.3 -1,237 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HDV
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #55)
0.3 -2,432 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 0.00% 0.07%
Sold All 😨
(Was: #56)
0.3 -1,203 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FAPR
FIRST TR EXCHNG...
ETF 0.00% 0.06%
Sold All 😨
(Was: #57)
0.3 -6,416 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 0.00% 0.06%
Sold All 😨
(Was: #58)
0.3 -562 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #59)
0.3 -740 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #60)
0.3 -265 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #61)
0.3 -540 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IFRA
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #62)
0.3 -4,475 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ILCG
ISHARES TR
Warrant 0.00% 0.05%
Sold All 😨
(Was: #63)
0.3 -2,217 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBND
FIDELITY MERRIM...
ETF 0.00% 0.05%
Sold All 😨
(Was: #64)
0.3 -4,890 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.00% 0.05%
Sold All 😨
(Was: #65)
0.3 -1,339 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #66)
0.3 -553 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #67)
0.3 -2,108 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #68)
0.3 -1,785 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AADR
ADVISORSHARES T...
ETF 0.00% 0.05%
Sold All 😨
(Was: #69)
0.3 -2,334 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.05%
Sold All 😨
(Was: #70)
0.3 -8,620 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #71)
0.3 -1,425 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 72 holdings

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