13F Filings History of McCarthy & Cox

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$438,307,886
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 71 stock holdings with total value $438,307,886 as of Q3 2025. Top holdings included TRIO, MFSG, TCAF, JCPB, and WCMI.

Notify me when McCarthy & Cox files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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