Portfolio (Quarterly) Guide ↗

Mullooly Asset Management, Inc.

· CIK 0001950591

13F Portfolio $273M AUM 51 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 19 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTV	VANGUARD INDEX FDS	—	2,018	$376K	0.14%	SOLD

Sector Allocation

Financial Services 55.7%

Consumer Cyclical 14.9%

Technology 8.6%

Communication Services 7.7%

Industrials 4.5%

Basic Materials 4.0%

Healthcare 3.5%

Consumer Defensive 1.0%