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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $135M AUM 726 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 109 Added 143 Reduced 137 Exited
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 404.0 $126K 0.09% +7.0 +1.8% $310.91 -9.2%
62 KNG FIRST TR EXCHANGE-TRADED FD 2,446.0 $119K 0.09% +39.0 +1.6% $48.71 +0.0%
63 BAC BANK OF AMERICA CORP Financial Services 2,184.0 $106K 0.08% +259.0 +13.4% $48.74 +6.3%
64 MP MP MATLS CORP Basic Materials 2,200.0 $106K 0.08% +1K +120.0% $48.26 +33.6%
65 HLAL WAHED FTSE USA SHARIAH 1,700.0 $101K 0.07% +200.0 +13.3% $59.32 +19.9%
66 MAGS ROUNDHILL MAGNIFICENT 1,670.0 $97K 0.07% +450.0 +36.9% $57.94 +19.7%
67 JBLU JETBLUE AIRWAYS CORP Industrials 21,400.0 $95K 0.07% +1K +5.9% $4.42 +14.3%
68 VEU VANGUARD FTSE ALL-WORLD 1,248.0 $94K 0.07% +250.0 +25.1% $75.10 +9.8%
69 CVX CHEVRON CORPORATION Energy 430.0 $89K 0.07% +11.0 +2.6% $206.78 -7.4%
70 KO COCA COLA CO Consumer Defensive 1,149.0 $87K 0.07% +100.0 +9.5% $76.08 +7.1%
71 UAL UNITED AIRLINES HLDG Industrials 919.0 $85K 0.06% +249.0 +37.2% $92.07 +8.6%
72 XLI SELECT SECTOR SPDR TR 495.0 $80K 0.06% +164.0 +49.5% $161.73 +6.2%
73 RITM RITHM CAPITAL CORP Real Estate 8,375.0 $79K 0.06% +3K +44.3% $9.48 -2.3%
74 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 822.0 $76K 0.06% +20.0 +2.5% $92.31 -0.6%
75 GLD SPDR GOLD SHARES Financial Services 167.0 $72K 0.05% +20.0 +13.6% $430.29 -3.8%
76 HACK AMPLIFY ETF TR 916.0 $69K 0.05% +50.0 +5.8% $75.05 +26.4%
77 RYLD GLOBAL X FDS 4,574.0 $68K 0.05% +86.0 +1.9% $14.95 +4.3%
78 SHAK SHAKE SHACK INC Consumer Cyclical 738.0 $65K 0.05% +220.0 +42.5% $88.47 -29.1%
79 QYLD GLOBAL X FDS 3,756.0 $64K 0.05% +67.0 +1.8% $17.15 +4.3%
80 PEP PEPSICO INC Consumer Defensive 398.0 $62K 0.05% +3.0 +0.8% $155.16 -3.0%
Page 4 of 6  ·  109 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
Technology 34.2%
Industrials 15.4%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 11.6%
Communication Services 7.2%
Consumer Defensive 2.9%
Utilities 2.3%
Energy 1.0%
Basic Materials 0.7%