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Portfolio (Quarterly) Guide ↗

Mullooly Asset Management, Inc.

· CIK 0001950591
13F Portfolio $325M AUM 60 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 21 Added 14 Reduced 1 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHW SHERWIN WILLIAMS CO Basic Materials 3,164.0 $1.1M 0.34% $344.27 -3.9%
22 SOXX ISHARES TR 1,502.0 $962K 0.30% -41.0 -2.7% $640.64 -22.3%
23 GOOG ALPHABET INC 2,664.0 $941K 0.29% $353.34
24 PDP INVESCO EXCHANGE TRADED FD T 6,148.0 $932K 0.29% -41.0 -0.7% $151.66 -12.7%
25 AOA ISHARES TR 8,574.0 $837K 0.26% +244.0 +2.9% $97.58 +0.6%
26 USHY ISHARES TR 21,826.0 $808K 0.25% -1K -4.5% $37.02 -1.1%
27 IDU ISHARES TR 6,871.0 $787K 0.24% $114.60 -5.7%
28 ITA ISHARES TR 2,930.0 $710K 0.22% $242.30 -6.9%
29 SNA SNAP ON INC Industrials 1,638.0 $659K 0.20% +18.0 +1.1% $402.30 -4.9%
30 VTV VANGUARD INDEX FDS 2,930.0 $638K 0.20% NEW $217.77 +2.8%
31 LMT LOCKHEED MARTIN CORP Industrials 1,233.0 $628K 0.19% $509.51 +7.0%
32 SPLV INVESCO EXCH TRADED FD TR II 8,127.0 $609K 0.19% +83.0 +1.0% $74.92 -0.6%
33 FDN FIRST TR EXCHANGE-TRADED FD 2,225.0 $589K 0.18% $264.72 +8.7%
34 GILD GILEAD SCIENCES INC Healthcare 4,503.0 $569K 0.17% +38.0 +0.8% $126.33 +18.0%
35 VYM VANGUARD WHITEHALL FDS 3,318.0 $524K 0.16% NEW $158.02 +3.3%
36 XLY SELECT SECTOR SPDR TR 3,975.0 $466K 0.14% $117.24 -2.2%
37 JNJ JOHNSON & JOHNSON Healthcare 1,756.0 $446K 0.14% $253.97 +6.3%
38 VOO VANGUARD INDEX FDS 613.0 $422K 0.13% -83.0 -11.9% $688.01 +1.7%
39 AMZN AMAZON COM INC Consumer Cyclical 1,631.0 $389K 0.12% +180.0 +12.4% $238.34 +6.9%
40 DHS WISDOMTREE TR 3,341.0 $380K 0.12% +52.0 +1.6% $113.67 +3.5%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 56.4%
Technology 13.5%
Consumer Cyclical 12.4%
Communication Services 4.7%
Industrials 4.6%
Basic Materials 3.9%
Healthcare 3.6%
Consumer Defensive 1.0%