Key facts
- McCarthy & Cox reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $8,250,365.
13F Filings History of McCarthy & Cox
- Latest 13F report
- Q4 2025 - 23 Jan 2026
- Value $
- $8,250,365
- Signature - Title
- Mark Finney - CCO
- Location
- Marysville, OH
- Summary
- This page shows a list of all the recent 13F filings made by McCarthy & Cox. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McCarthy & Cox reported 18 stock holdings with total value $8,250,365 as of Q4 2025. Top holdings included TRIO, MFSG, JCPB, TCAF, and VIG.
Follow Filing Activity
Follow McCarthy & Cox and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
Change
- Most recent filing was accepted on 22 Jan 2026, 18:06.
- Reported value moved from $438,307,886 to $8,250,365.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 18 | $8,250,365 | +$205,592 | -$425,022,107 | -$424,816,515 | TRIO, MFSG, JCPB, TCAF, VIG | 13F-HR | 22 Jan 2026, 18:06 |
| Q3 2025 | 71 | $438,307,886 | +$42,854,094 | -$2,421,281 | +$40,432,813 | TRIO, MFSG, TCAF, JCPB, WCMI | 13F-HR | 14 Oct 2025, 08:29 |
| Q2 2025 | 67 | $381,835,357 | +$164,436,874 | -$24,706,992 | +$139,729,882 | TRIO, MFSG, TCAF, JCPB, GPIX | 13F-HR | 15 Jul 2025, 17:08 |
| Q1 2025 | 61 | $229,657,237 | +$51,645,335 | -$104,963,794 | -$53,318,459 | TCAF, JCPB, MFSG, UCON, VIG | 13F-HR | 14 Apr 2025, 13:31 |
| Q4 2024 | 63 | $288,156,337 | +$47,492,242 | -$19,964,083 | +$27,528,159 | TCAF, JCPB, FJUL, VIG, JPIB | 13F-HR | 16 Jan 2025, 11:26 |
| Q3 2024 | 56 | $260,897,258 | +$25,757,150 | -$36,473,751 | -$10,716,601 | JCPB, VIG, FJUL, JPIB, FAUG | 13F-HR | 10 Oct 2024, 17:17 |
| Q2 2024 | 51 | $260,542,232 | +$6,258,752 | -$10,892,140 | -$4,633,388 | JCPB, VIG, FJUL, BSCQ, FNOV | 13F-HR | 22 Jul 2024, 17:48 |
| Q1 2024 | 49 | $264,766,699 | $0 | $0 | $0 | JCPB, VIG, FJUL, ARKK, BSCQ | 13F-HR | 30 Apr 2024, 15:10 |