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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RYZ RYERSON HLDG CORP Consumer Defensive 575.0 $13K 0.01% +5.0 +0.9% $22.49 +18.7%
102 DXYZ DESTINY TECH100 INC 350.0 $9K 0.01% +250.0 +250.0% $26.78 +148.1%
103 KR KROGER CO Consumer Defensive 130.0 $9K 0.01% +101.0 +348.3% $72.08 -6.7%
104 PFLT PENNANTPARK FLOATING RATE CA Financial Services 1,038.0 $8K 0.01% +37.0 +3.7% $8.04 +0.9%
105 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 65.0 $8K 0.01% +10.0 +18.2% $125.46 +3.6%
106 USAR USA RARE EARTH INC Basic Materials 500.0 $8K 0.01% +400.0 +400.0% $15.14 +67.2%
107 MAR MARRIOTT INTL INC NEW Consumer Cyclical 22.0 $7K 0.01% +7.0 +46.7% $327.09 +12.9%
108 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 95.0 $7K 0.01% +12.0 +14.5% $71.18 -9.8%
109 SLV ISHARES SILVER TRUST Financial Services 85.0 $6K 0.00% +50.0 +142.9% $68.14 +0.3%
Page 6 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%