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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $161M AUM 666 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 108 Added 155 Reduced 87 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 HIG HARTFORD INSURANCE GROUP INC Financial Services 1 $135.0 SOLD
82 RDDT REDDIT INC Communication Services 1 $135.0 SOLD
83 LYFT LYFT INC Technology 10 $133.0 SOLD
84 AEP AMERICAN ELEC PWR INC Utilities 1 $131.0 SOLD
85 P D L BIOPHARMA INC 100 SOLD
86 VERVE THERAPEUTICS INC 43 SOLD
87 WALGREENS BOOTS ALLIANCE 11 SOLD
Page 5 of 5  ·  87 positions
Sector Allocation
Technology 38.7%
Industrials 15.1%
Financial Services 12.9%
Healthcare 10.2%
Consumer Cyclical 10.2%
Communication Services 6.3%
Utilities 2.5%
Consumer Defensive 2.3%
Energy 0.8%
Basic Materials 0.6%