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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 1,771.0 $354K 0.11% +446.0 +33.7% $200.16 +8.7%
42 MU MICRON TECHNOLOGY INC Technology 302.0 $348K 0.11% NEW $1153.45 -19.2%
43 VXF VANGUARD INDEX FDS 1,383.0 $341K 0.10% NEW $246.22 -3.2%
44 FLEX FLEX LTD Technology 2,000.0 $324K 0.10% NEW $162.07 -33.9%
45 SPY STATE STR SPDR S&P 500 ETF T Financial Services 432.0 $323K 0.10% -58.0 -11.8% $747.01 +1.9%
46 MSFT MICROSOFT CORP Technology 785.0 $293K 0.09% $373.04 +34.3%
47 QQEW FIRST TR EXCHANGE-TRADED FD 1,782.0 $284K 0.09% -628.0 -26.1% $159.48 +1.6%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 299.0 $280K 0.09% +3.0 +1.0% $935.59 +0.1%
49 MRVL MARVELL TECHNOLOGY INC Technology 916.0 $273K 0.08% NEW $297.78 -29.6%
50 LITE LUMENTUM HLDGS INC Technology 312.0 $268K 0.08% NEW $858.06 +1.7%
51 AVGO BROADCOM INC Technology 655.0 $247K 0.08% $377.75 -2.0%
52 VOOG VANGUARD ADMIRAL FDS INC 2,802.0 $231K 0.07% +2K +501.3% $82.61 +0.6%
53 BERKSHIRE HATHAWAY INC DEL 457.0 $229K 0.07% $500.39
54 AOR ISHARES TR 3,261.0 $227K 0.07% -46.0 -1.4% $69.47 -0.2%
55 IEI ISHARES TR 1,870.0 $220K 0.07% NEW $117.50 -1.7%
56 SHM SPDR SERIES TRUST 4,528.0 $217K 0.07% +50.0 +1.1% $47.97 -0.9%
57 RSP INVESCO EXCHANGE TRADED FD T 999.0 $213K 0.07% NEW $212.73 +2.2%
58 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 100.0 $208K 0.06% $2080.79 +2.8%
59 ORCL ORACLE CORP Technology 1,417.0 $208K 0.06% $146.53 -3.7%
60 SDY SPDR SERIES TRUST 1,335.0 $203K 0.06% NEW $152.15 +2.3%
Page 3 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%