McCarthy & Cox
All 13F Filings
- Location
- Marysville, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,250,365
- Description
- Marysville Ohio based planning integrated investment advisor with an independent operating structure and a governance centered and selective investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through cross cycle capital preservation and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 18 | 8,250,365 | 13F-HR | McCarthy & Cox |
| Q3 2025 | 10/14/2025 | 71 | 438,308 | 13F-HR | McCarthy & Cox |
| Q2 2025 | 7/15/2025 | 67 | 381,835 | 13F-HR | McCarthy & Cox |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.68 M | 68.8% | 5.392 M | 0 | 5.392 M |
| ETFs | 2.57 M | 31.2% | 2.42 M | 0 | 2.42 M |
| Debt | 0 | 0.0% | 0 | 201 | -201 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
8,250,365
Holdings
18
QoQ value change ($000)
7,812,057
(1782.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.