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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSFF PACER FDS TR 4,250.0 $146K 0.09% NEW $34.31 +2.0%
2 VST VISTRA CORP Utilities 540.0 $86K 0.05% NEW $158.63 -13.6%
3 SPACE EXPLORATION TECHN CORP 410.0 $70K 0.04% NEW $170.86
4 CARNIVAL CORP LTD 2,225.0 $64K 0.04% NEW $28.57
5 AIQ GLOBAL X FDS 775.0 $51K 0.03% NEW $65.61 -2.1%
6 BOUT CAPITAL-FORCE ETF TR 655.0 $32K 0.02% NEW $48.89 -9.4%
7 VRT VERTIV HOLDINGS CO Industrials 70.0 $23K 0.01% NEW $334.81 -23.2%
8 SIMO SILICON MOTION TECHNOLOGY CO Technology 64.0 $21K 0.01% NEW $333.34 -26.3%
9 EQT EQT CORP Energy 400.0 $21K 0.01% NEW $53.17 +2.6%
10 FFTY CAPITAL-FORCE ETF TR 410.0 $18K 0.01% NEW $43.55 -16.0%
11 TTAN SERVICETITAN INC Technology 250.0 $18K 0.01% NEW $70.71 +41.2%
12 VENTURE GLOBAL INC 1,500.0 $17K 0.01% NEW $11.13
13 PEGA PEGASYSTEMS INC Technology 500.0 $15K 0.01% NEW $29.97 +20.7%
14 FLNC FLUENCE ENERGY INC Utilities 700.0 $14K 0.01% NEW $19.88 -45.3%
15 SNDK SANDISK CORP Technology 5.0 $11K 0.01% NEW $2273.80 -34.7%
16 POET POET TECHNOLOGIES INC Technology 1,050.0 $11K 0.01% NEW $10.28 -27.0%
17 RCAT RED CAT HLDGS INC Technology 1,000.0 $11K 0.01% NEW $10.65 -20.3%
18 IGPT INVESCO EXCHANGE TRADED FD T 100.0 $10K 0.01% NEW $104.10 -12.0%
19 ONDS ONDAS INC Technology 1,000.0 $8K 0.01% NEW $8.24 -4.1%
20 PHG KONINKLIJKE PHILIPS N V Healthcare 146.0 $4K 0.00% NEW $27.19 -1.7%
Page 1 of 2  ·  27 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 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%