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McCarley & Cook Financial Planners

Q4 2025 Holdings

Filed 2026-10-21 | 294 holdings | $110.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Gartner Inc.(IT)Stock366651107$1.0K40.0%
American Electric Power Co. Inc.(AEP)Stock025537101$1.0K90.0%
Ishares Future Exponential Technologies ETF(XT)ETF46434V381$1.0K150.0%
Elevance Health Inc.(ELV)Stock036752103$1.1K30.0%
Republic Svcs Inc.(RSG)Stock760759100$1.1K50.0%
Blackrock Inc.(BLK)Stock09290D101$1.1K10.0%
Joby Aviation Inc Common Stock(JOBY)StockG65163100$1.1K820.0%
United Parcel Service Inc. Cl B(UPS)Stock911312106$1.2K120.0%
Bitmine Immersion Techs Inc COM New(BMNR)Stock09175A206$1.2K450.0%
3M Co.(MMM)Stock88579Y101$1.3K80.0%
Analog Devices Inc.(ADI)Stock032654105$1.4K50.0%
Deere & Co.(DE)Stock244199105$1.4K30.0%
Vaneck Oil Services ETF(OIH)ETF92189H607$1.4K50.0%
Ferrari N V(RACE)StockN3167Y103$1.5K40.0%
Starbucks Corp.(SBUX)Stock855244109$1.6K190.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$1.8K100.0%
Veeva Sys Inc. Cl A(VEEV)Stock922475108$1.8K80.0%
Bristol-Myers Squibb Co.(BMY)Stock110122108$1.8K340.0%
Sherwin Williams Co.(SHW)Stock824348106$1.9K60.0%
Intercontinental Exchange Inc.(ICE)Stock45866F104$1.9K120.0%
Mercadolibre Inc.(MELI)Stock58733R102$2.0K10.0%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$2.0K420.0%
S&P Global Inc.(SPGI)Stock78409V104$2.1K40.0%
Morgan Stanley New(MS)Stock617446448$2.1K120.0%
Lowes Co.s Inc.(LOW)Stock548661107$2.2K90.0%
Chubb Limited(CB)StockH1467J104$2.2K70.0%
Cadence Design System Inc.(CDNS)Stock127387108$2.2K70.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$2.2K190.0%
Motorola Solutions Inc. New(MSI)Stock620076307$2.3K60.0%
Crowdstrike Hldgs Inc. Cl A(CRWD)Stock22788C105$2.3K50.0%
RTX Corporation(RTX)Stock75513E101$2.4K130.0%
Vaneck Gold Miners ETF(GDX)ETF92189F106$2.5K290.0%
Progressive Corp.(PGR)Stock743315103$2.5K110.0%
GE Healthcare Technologies Inc. mon Stock(GEHC)Stock36266G107$2.6K320.0%
Waste Co.nnections Inc.(WCN)Stock94106B101$2.6K150.0%
T-Mobile US Inc COM(TMUS)Stock872590104$2.6K130.0%
iShares 0-5 Year High Yield Corporate Bond ETF(SHYG)ETF46434V407$2.8K650.0%
Intuitive Surgical Inc.(ISRG)Stock46120E602$2.8K50.0%
Capital One Finl Corp COM(COF)Stock14040H105$2.9K120.0%
EOG Res Inc.(EOG)Stock26875P101$2.9K280.0%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$3.0K530.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$3.1K690.0%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$3.3K360.0%
Fiserv Inc.(FISV)Stock337738108$3.4K500.0%
General Dynamics Corp.(GD)Stock369550108$3.4K100.0%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$3.4K170.0%
Danaher Corporation(DHR)Stock235851102$3.4K150.0%
Adobe Inc.(ADBE)Stock00724F101$3.5K100.0%
JPMorgan Active Growth ETF(JGRO)ETF46654Q609$3.6K390.0%
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$3.7K410.0%
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