McCarthy & Cox - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, McCarthy & Cox held in its portfolio 18 assets valued at $8,250,365 (i.e. $8.25M).

The most valuable assets in the portfolio included: EA SERIES TRUST ($1.62M), MFS ACTIVE EXCHANGE TRADED F ($811.58K), and J P MORGAN EXCHANGE TRADED F ($651.14K).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in McCarthy & Cox Portfolio

EA SERIES TRUST

MFS ACTIVE EXCHANGE TRADED F

J P MORGAN EXCHANGE TRADED F

T ROWE PRICE ETF INC

VANGUARD SPECIALIZED FUNDS

FIRST TR EXCHANGE-TRADED FD

GOLDMAN SACHS ETF TR

J P MORGAN EXCHANGE TRADED F

INVESCO EXCH TRADED FD TR II

PGIM ETF TR

McCarthy & Cox - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
EA SERIES TRUST	26454	1616040	MC TRIO EQUITY B
MFS ACTIVE EXCHANGE TRADED F	28674	811584	GROWTH ETF
J P MORGAN EXCHANGE TRADED F	13752	651138	CORE PLUS BD ETF
T ROWE PRICE ETF INC	15909	608061	CAP APPRECIATION
VANGUARD SPECIALIZED FUNDS	2263	497429	DIV APP ETF
FIRST TR EXCHANGE-TRADED FD	26464	450159	WCM INTL EQUITY
GOLDMAN SACHS ETF TR	7498	395870	S&P 500 PREMIUM
J P MORGAN EXCHANGE TRADED F	8111	394998	INTL BD OPP ETF
INVESCO EXCH TRADED FD TR II	3617	382141	SHORT TERM TREAS
PGIM ETF TR	6859	340162	PGIM ULTRA SH BD
FIRST TR EXCHANGE-TRADED FD	15937	338346	CORE INVESTMENT
JANUS DETROIT STR TR	6641	335909	HENDRSON AAA CL
SPDR S&P 500 ETF TR	458	312319	TR UNIT
BERKSHIRE HATHAWAY INC DEL	500	251325	CL B NEW
SPDR SERIES TRUST	1652	229892	STATE STREET SPD
ISHARES TR	2667	215040	IBOXX HI YD ETF
GOLDMAN SACHS ETF TR	2834	214360	ACTIVEBETA US
APPLIED MATLS INC	800	205592	COM