13F Filings History of McCarthy & Cox
- Latest 13F filing
- Q4 2025 - 23 Jan 2026
- Latest reported 13F value
- $8,250,365
- Largest 13F holdings
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TRIO MFSG JCPB TCAF VIG WCMI GPIX JPIB TBLL PULS FTCB JAAA
+6 more
SPY BRKB SDY HYG GSSC AMAT - Form 13F summary
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- McCarthy & Cox Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- McCarthy & Cox reported 18 equity holdings with a total reported market value of $8,250,365 for Q4 2025. Top reported holdings included TRIO, MFSG, JCPB, TCAF, and VIG.
- Manager signature
- Mark Finney - CCO
- Manager location
- Marysville, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2025
Latest value
$8,250,365
Quarter delta
-$430,057,521
Accepted
22 Jan 2026, 18:06
Rows shown
1-8 of 8
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |