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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $139M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 839 New
Page 11 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QRVO QORVO INC Technology 1,190.0 $101K 0.07% NEW $84.51 +25.9%
202 NXT NEXTRACKER INC Technology 1,125.0 $98K 0.07% NEW $87.11 +49.8%
203 IWO ISHARES RUSSELL 2000 303.0 $98K 0.07% NEW $323.01 +15.3%
204 ISPY PROSHARES S&P 500 HIGH 2,052.0 $94K 0.07% NEW $45.63 +5.6%
205 HLAL WAHED FTSE USA SHARIAH 1,500.0 $93K 0.07% NEW $62.03 +14.6%
206 JBLU JETBLUE AWYS CORP Industrials 20,200.0 $92K 0.07% NEW $4.55 +11.0%
207 ZS ZSCALER INC Technology 408.0 $92K 0.07% NEW $224.92 -24.0%
208 FJUN FT Vest US Equity Buffer ETF Jun 1,600.0 $91K 0.07% NEW $57.06 +4.5%
209 GD GENERAL DYNAMICS CORP Industrials 270.0 $91K 0.07% NEW $336.66 +1.9%
210 RKLB Rocket Lab USA Inc Industrials 1,300.0 $91K 0.07% NEW $69.76 +94.6%
211 CANADIAN PACIFIC KAN 1,230.0 $91K 0.07% NEW $73.63
212 NVS NOVARTIS AG Healthcare 650.0 $90K 0.07% NEW $137.87 +10.3%
213 FNDA SCHWAB FUNDAMNTL US SML 2,756.0 $87K 0.06% NEW $31.51 +13.3%
214 XPO XPO INC Industrials 636.0 $86K 0.06% NEW $135.91 +49.3%
215 IGV iShares Expanded Tech-Software Sect ETF 817.0 $86K 0.06% NEW $105.65 -11.0%
216 TRV TRAVELERS COMPANIES INC Financial Services 295.0 $86K 0.06% NEW $290.09 +5.6%
217 ZBH ZIMMER BIOMET HLDGS INC Healthcare 912.0 $82K 0.06% NEW $89.92 -5.1%
218 CCL CARNIVAL CORP Consumer Cyclical 2,670.0 $82K 0.06% NEW $30.54 -14.9%
219 MAGS LISTED FNDS RONDHL 1,220.0 $80K 0.06% NEW $65.96 +5.2%
220 VGK VANGUARD FTSE EUROPE 932.0 $78K 0.06% NEW $83.61 +5.8%
Page 11 of 42  ·  839 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 37.3%
Industrials 13.5%
Consumer Cyclical 13.0%
Financial Services 11.8%
Healthcare 11.2%
Communication Services 7.6%
Consumer Defensive 2.4%
Utilities 1.6%
Energy 0.7%
Basic Materials 0.6%