McCarthy & Cox - Portfolio overview

McCarthy & Cox has 72 reported holdings in this dataset, with the latest filing dated 2026-01-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BSCP - INVESCO EXCH TRD SLF IDX FD, 7.57%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 7.41%
3. JSMD - JANUS DETROIT STR TR, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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